Itx Corp. 401(K) Plan — Form 5500 plan (Itx Corp.)
Plain-English plan 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, Itx Corp. 401(K) Plan is a benefit plan reported by Itx Corp. under EIN 16-1537313 and plan number 001. The latest loaded filing year is 2023. The filing reports 142 participants and $12,889,982 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Itx Corp.
- EIN
- 16-1537313
- Plan number
- 001
- Plan type
- 2
- Location
- Rochester, NY
- Latest filing year
- 2023
- Participants
- 142
- End-of-year plan assets
- $12,889,982
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 142 | H, C | 20240726102836NAL0015280593001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $12,889,982
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $12,889,982
- Net assets (BOY)
- $9,611,891
Income & contributions
- Employer contributions
- $422,170
- Participant contributions
- $1,128,594
- Total contributions
- $1,717,565
- Total income / additions
- $3,753,605
Expenses & distributions
- Benefits paid
- $446,663
- Administrative expenses
- $28,851
- Total expenses
- $475,514
- Net increase / (decrease)
- $3,278,091
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Sage Rutty & Co., Inc. | FINANCIAL ADVISOR | $28,851 | $0 | 2023 |