2023 Form 5500 filing — Toyota Industries North America Group Associates' 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 20241004143746NAL0006779667001) for Toyota Industries North America Group Associates' 401(K) Retirement Plan, reported by Toyota Industries North America, Inc. under EIN 95-4842543 and plan number 001. It reports 16,461 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241004143746NAL0006779667001
- Filing year
- 2023
- Form type
- 3
- Plan sponsor
- Toyota Industries North America, Inc.
- EIN
- 95-4842543
- Plan number
- 001
- Location
- Columbus, IN
- Participants
- 16,461
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $1,131,244,466
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $1,131,244,466
- Employer contributions
- $38,944,541
- Participant contributions
- $94,726,141
- Total income / additions
- $311,905,652
- Benefits paid
- $87,328,581
- Administrative expenses
- $1,283,770
- Total expenses
- $88,735,915
- Net increase / (decrease)
- $223,169,737
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Fidelity Investments Institutional | RECORDKEEPER | $977,942 | $0 |
| Strategic Advisors, Inc. | ADVISOR | $230,828 | not reported in the loaded dataset |
| Capital Strategies Investment | CONSULTANT | $75,000 | not reported in the loaded dataset |