2023 Form 5500 filing — Takara Belmont Usa, Inc. 401(K) Retirement Plan

Plain-English filing 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, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20240808110216NAL0008473904001) for Takara Belmont Usa, Inc. 401(K) Retirement Plan, reported by Takara Belmont Usa, Inc. under EIN 13-1843773 and plan number 003. It reports 131 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$9.7MReported net assets$9,691,842
Participants131
Provider compensation$30.6K3 Schedule C row(s)$30,599
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20240808110216NAL0008473904001
Plan sponsor
Takara Belmont Usa, Inc.
EIN
13-1843773
Plan number
003
Location
Somerset, NJ
Received date
not reported in the loaded dataset
How to read this filing
  • This is a single annual Form 5500 filing, identified by its EFAST2 acknowledgement id.
  • Schedule chips (Sch H / I / C) show which schedules this filing includes.
  • Net assets = total assets minus total liabilities (Schedule H/I).
  • Fields a filing did not report are labeled not reported in the loaded dataset — never estimated.
  • For the plan's full history, open the plan profile.
Schedule H · 2023

Reported financial snapshot

Reported figures as filed, in whole dollars. Only fields the filing reports are shown.

Reported balance (end of year)$9.7M total assets
Net assets$9.7MLiabilities$0
Money in vs. money out
Total income / additions$2.4M
Total expenses$1.2M
Benefits paid / distributions$1.1M
Contributions
Employer$501.3K
Participant$567.9K
Full reported line items
Total assets (EOY)
$9,691,842
Total liabilities (EOY)
$0
Net assets (EOY)
$9,691,842
Employer contributions
$501,305
Participant contributions
$567,934
Total income / additions
$2,414,135
Benefits paid
$1,126,933
Administrative expenses
$30,600
Total expenses
$1,158,083
Net increase / (decrease)
$1,256,052
Schedule C

Reported service provider compensation

Compensation reported on the 2023 filing, ranked by reported total.

  1. 1
    INVESTMENT/FINANCIAL ADVI · Direct $28.2K · Indirect $0
  2. 2
    RECORD KEEPER · Direct $2.4K · Indirect $0
  3. 3
    RECORD KEEPER · Direct $0 · Indirect $0

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20240808110216NAL0008473904001 cover?
It is the 2023 Form 5500 filing for Takara Belmont Usa, Inc. 401(K) Retirement Plan, reported by Takara Belmont Usa, Inc. (EIN 13-1843773).
Which Form 5500 schedules are attached to this 2023 filing?
Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Related Form 5500 pages