2023 Form 5500 filing — Takeuchi Manufacturing (U.S.), Ltd 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 20241004064620NAL0019039504001) for Takeuchi Manufacturing (U.S.), Ltd Retirement Plan, reported by Takeuchi Mfg (U.S.), Ltd under EIN 58-1356047 and plan number 001. It reports 179 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241004064620NAL0019039504001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Takeuchi Mfg (U.S.), Ltd
- EIN
- 58-1356047
- Plan number
- 001
- Location
- Pendergrass, GA
- Participants
- 179
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $11,116,205
- Net assets (EOY)
- $11,116,205
- Employer contributions
- $350,088
- Participant contributions
- $600,289
- Total income / additions
- $2,979,359
- Benefits paid
- $612,322
- Administrative expenses
- $23,395
- Total expenses
- $635,717
- Net increase / (decrease)
- $2,343,642
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Raymond James & Associates, Inc. | INVESTMENT ADVISOR | $17,475 | $0 |
| Pension Financial Services, Inc. | CONTRACT ADMIN | $2,400 | $0 |
| Capital Group Retirement Plan Servi | RECORDKEEPER | $1,850 | $0 |