2023 Form 5500 filing — Mazak Employee Shared Savings 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 20240920152255NAL0008038321001) for Mazak Employee Shared Savings Plan, reported by Mazak Corporation under EIN 11-2161864 and plan number 002. It reports 998 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240920152255NAL0008038321001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Mazak Corporation
- EIN
- 11-2161864
- Plan number
- 002
- Location
- Florence, KY
- Participants
- 998
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $169,969,042
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $169,969,042
- Employer contributions
- $3,152,849
- Participant contributions
- $7,127,959
- Total income / additions
- $34,838,266
- Benefits paid
- $14,550,320
- Administrative expenses
- $275,208
- Total expenses
- $14,825,528
- Net increase / (decrease)
- $20,012,738
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Pca Investment Advisory Services | ADVISOR | $183,409 | not reported in the loaded dataset |
| Fidelity Investments Institutional | RECORDKEEPER | $91,799 | not reported in the loaded dataset |