2023 Form 5500 filing — Profit Sharing Plan For Itg Brands, LLC Hourly Paid Employees

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 20250715125425NAL0001616371001) for Profit Sharing Plan For Itg Brands, LLC Hourly Paid Employees, reported by Itg Brands, LLC under EIN 94-2994213 and plan number 003. It reports 449 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$102MReported net assets$101,972,287
Participants449
Provider compensation$149.9K3 Schedule C row(s)$149,936
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20250715125425NAL0001616371001
Plan sponsor
Itg Brands, LLC
EIN
94-2994213
Plan number
003
Location
Greensboro, NC
Received date
not reported in the loaded dataset
Schedule H · 2023

Reported financial snapshot

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

Reported balance (end of year)$102M total assets
Net assets$102MLiabilities$0
Money in vs. money out
Total income / additions$18.5M
Total expenses$10.8M
Benefits paid / distributions$10.6M
Contributions
Employer$42.6K
Participant$1.1M
Full reported line items
Total assets (EOY)
$101,972,287
Total liabilities (EOY)
$0
Net assets (EOY)
$101,972,287
Employer contributions
$42,616
Participant contributions
$1,147,204
Total income / additions
$18,472,918
Benefits paid
$10,635,869
Administrative expenses
$149,936
Total expenses
$10,828,854
Net increase / (decrease)
$7,644,064

Reported service provider compensation (Schedule C)

Compensation reported on the 2023 filing
ProviderServiceDirect comp.Indirect comp.
Empower Advisory Group, LLCNONE$86,146not reported in the loaded dataset
Mma Securities LLCNONE$45,305not reported in the loaded dataset
Empower Annuity Insurance CompanyNONE$18,485$0

Related Form 5500 pages