2023 Form 5500 filing — Itr 401(K) 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 20241003052331NAL0019608674001) for Itr 401(K) Plan, reported by Itr, LLC under EIN 82-3312072 and plan number 001. It reports 45 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$4.6MReported net assets$4,599,723
Participants45
Provider compensationNone reported
Schedules filedSchedule ILoaded schedules
EFAST2 acknowledgement
20241003052331NAL0019608674001
Plan sponsor
Itr, LLC
EIN
82-3312072
Plan number
001
Location
Bethlehem, PA
Received date
not reported in the loaded dataset
How to read this filing
  • This is a single annual Form 5500 filing, identified by its EFAST2 acknowledgement id.
  • Schedule chips (Sch H / I / C) show which schedules this filing includes.
  • Net assets = total assets minus total liabilities (Schedule H/I).
  • Fields a filing did not report are labeled not reported in the loaded dataset — never estimated.
  • For the plan's full history, open the plan profile.
Schedule I · 2023

Reported financial snapshot

Reported figures as filed, in whole dollars. Only fields the filing reports are shown.

Reported balance (end of year)$4.6M total assets
Net assets$4.6MLiabilities$0
Money in vs. money out
Total income / additions$895.8K
Total expenses$94.3K
Benefits paid / distributions$94K
Contributions
Employer$56.3K
Participant$216.1K
Full reported line items
Total assets (EOY)
$4,599,723
Total liabilities (EOY)
$0
Net assets (EOY)
$4,599,723
Employer contributions
$56,267
Participant contributions
$216,142
Total income / additions
$895,818
Benefits paid
$94,027
Administrative expenses
$275
Total expenses
$94,302
Net increase / (decrease)
$801,516

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20241003052331NAL0019608674001 cover?
It is the 2023 Form 5500 filing for Itr 401(K) Plan, reported by Itr, LLC (EIN 82-3312072).
Which Form 5500 schedules are attached to this 2023 filing?
Attached schedules in the loaded dataset include Schedule I (small plan financials).

Related Form 5500 pages