2023 Form 5500 filing — Inventrust Properties Corp. Savings Plan
Plain-English filing summary
According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20241001114842NAL0007018305001) for Inventrust Properties Corp. Savings Plan, reported by Inventrust Properties Corp. under EIN 34-2019608 and plan number 001. It reports 210 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241001114842NAL0007018305001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Inventrust Properties Corp.
- EIN
- 34-2019608
- Plan number
- 001
- Location
- Downers Grove, IL
- Participants
- 210
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $22,607,738
- Total liabilities (EOY)
- $5
- Net assets (EOY)
- $22,607,733
- Employer contributions
- $582,868
- Participant contributions
- $1,317,965
- Total income / additions
- $5,191,652
- Benefits paid
- $1,396,100
- Administrative expenses
- $78,244
- Total expenses
- $1,474,344
- Net increase / (decrease)
- $3,717,308
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Morgan Stanley Smith Barney LLC | INVESTMENT ADVISOR | $40,416 | not reported in the loaded dataset |
| Cherry Bekaert | ACCOUNTANT/AUDITOR | $15,000 | not reported in the loaded dataset |
| Fidelity Investments Institutional | RECORDKEEPER | $14,704 | $0 |
| Strategic Advisors, Inc. | ADVISOR | $8,124 | not reported in the loaded dataset |