Ita Group Holdings, Inc. Employees' Stock Ownership Plan — Form 5500 plan (Ita Group Holdings, 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, Ita Group Holdings, Inc. Employees' Stock Ownership Plan is a benefit plan reported by Ita Group Holdings, Inc. under EIN 82-2560400 and plan number 002. The latest loaded filing year is 2023. The filing reports 798 participants and $427,790,025 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Ita Group Holdings, Inc.
- EIN
- 82-2560400
- Plan number
- 002
- Plan type
- 2
- Location
- West Des Moines, IA
- Latest filing year
- 2023
- Participants
- 798
- End-of-year plan assets
- $427,790,025
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 798 | H, C | 20250613135703NAL0017933281001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $427,790,025
- Total liabilities (EOY)
- $88,792,013
- Net assets (EOY)
- $338,998,012
- Net assets (BOY)
- $293,062,807
Income & contributions
- Employer contributions
- $7,915,000
- Total contributions
- $7,915,000
- Total income / additions
- $52,655,549
Expenses & distributions
- Benefits paid
- $3,782,602
- Administrative expenses
- $245,038
- Total expenses
- $6,720,344
- Net increase / (decrease)
- $45,935,205
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Greatbanc | TRUSTEE | $113,405 | not reported in the loaded dataset | 2023 |
| Principal | PLAN ADMINISTRATOR | $51,841 | not reported in the loaded dataset | 2023 |
| Bva | VALUATION SERVICES | $35,000 | not reported in the loaded dataset | 2023 |
| Nyemaster | LEGAL | $23,368 | not reported in the loaded dataset | 2023 |
| Rsm Us Llp | ACCOUNTANT | $21,425 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Ita Group Holdings, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in IA
- 401(k) and benefit plan filings in West Des Moines, IA
- Greatbanc — Schedule C compensation
- Principal — Schedule C compensation
- Bva — Schedule C compensation
- Nyemaster — Schedule C compensation
- Rsm Us Llp — Schedule C compensation