Itu Absorbtech Retirement Plan — Form 5500 plan (Itu Absorbtech, 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, Itu Absorbtech Retirement Plan is a benefit plan reported by Itu Absorbtech, Inc under EIN 39-0367080 and plan number 007. The latest loaded filing year is 2023. The filing reports 547 participants and $43,329,822 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Itu Absorbtech, Inc
EIN
39-0367080
Plan number
007
Plan type
2
Location
New Berlin, WI
Latest filing year
2023
Participants
547
End-of-year plan assets
$43,329,822

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023547H, C20241004111430NAL0022557554001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$43,329,822
Total liabilities (EOY)
$0
Net assets (EOY)
$43,329,822
Net assets (BOY)
$37,150,727

Income & contributions

Employer contributions
$559,173
Participant contributions
$1,694,263
Total contributions
$2,264,028
Total income / additions
$8,393,963

Expenses & distributions

Benefits paid
$2,201,323
Administrative expenses
$11,517
Total expenses
$2,214,868
Net increase / (decrease)
$6,179,095

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Kestra Investment Services, LLCSERVICE PROVIDER$0$59,9182023
Voya Retirement Insurance & AnnuitySERVICE PROVIDER$11,517not reported in the loaded dataset2023

Related Form 5500 pages