Iten Industries, Inc. 401(K) Profit Sharing Plan And Trust — Form 5500 plan (Iten Industries, Inc.)

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, Iten Industries, Inc. 401(K) Profit Sharing Plan And Trust is a benefit plan reported by Iten Industries, Inc. under EIN 34-0310980 and plan number 001. The latest loaded filing year is 2023. The filing reports 153 participants and $11,899,601 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Iten Industries, Inc.
EIN
34-0310980
Plan number
001
Plan type
2
Location
Ashtabula, OH
Latest filing year
2023
Participants
153
End-of-year plan assets
$11,899,601

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023153H, C20250415082000NAL0001341475001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$11,899,601
Total liabilities (EOY)
$0
Net assets (EOY)
$11,899,601
Net assets (BOY)
$10,540,239

Income & contributions

Employer contributions
$89,378
Participant contributions
$418,438
Total contributions
$507,816
Total income / additions
$2,151,370

Expenses & distributions

Benefits paid
$766,371
Administrative expenses
$7,244
Total expenses
$792,008
Net increase / (decrease)
$1,359,362

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Strategic Advisors, Inc.ADVISOR$5,744not reported in the loaded dataset2023
Fidelity Investments InstitutionalRECORDKEEPER$1,500$02023

Related Form 5500 pages