2023 Form 5500 filing — Ita Group, Inc. 401(K) Savings And Retirement 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 20241014164413NAL0015313075001) for Ita Group, Inc. 401(K) Savings And Retirement Plan, reported by Ita Group, Inc under EIN 42-0870370 and plan number 001. It reports 1,127 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241014164413NAL0015313075001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Ita Group, Inc
- EIN
- 42-0870370
- Plan number
- 001
- Location
- West Des Moines, IA
- Participants
- 1,127
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $102,297,217
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $102,297,217
- Employer contributions
- $1,513,912
- Participant contributions
- $7,236,984
- Total income / additions
- $27,670,314
- Benefits paid
- $4,459,589
- Administrative expenses
- $235,766
- Total expenses
- $4,695,355
- Net increase / (decrease)
- $22,974,959
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $218,447 | $0 |
| Wells Fargo Advisors LLC | INVESTMENT ADVISORY | $0 | $118,953 |
| Rsm Us Llp | ACCOUNTANT | $17,319 | not reported in the loaded dataset |