Itg Communications, LLC 401(K) Plan — Form 5500 plan (Itg Communications, LLC)

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, Itg Communications, LLC 401(K) Plan is a benefit plan reported by Itg Communications, LLC under EIN 46-4108185 and plan number 001. The latest loaded filing year is 2023. The filing reports 1,389 participants and $2,390,412 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Itg Communications, LLC
EIN
46-4108185
Plan number
001
Plan type
2
Location
Hendersonville, TN
Latest filing year
2023
Participants
1,389
End-of-year plan assets
$2,390,412

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20231,389H, C20250423085726NAL0005682817001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$2,390,412
Net assets (EOY)
$2,390,412
Net assets (BOY)
$1,279,897

Income & contributions

Employer contributions
$74,960
Participant contributions
$655,889
Total contributions
$1,193,375
Total income / additions
$1,506,532

Expenses & distributions

Benefits paid
$368,591
Administrative expenses
$27,339
Total expenses
$396,017
Net increase / (decrease)
$1,110,515

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Principal Life Insurance CompanyRECORDKEEPER$27,338$02023
Gallagher Fiduciary Advisors, LLCINVESTMENT ADVISORY$0$5,4712023

Related Form 5500 pages