2023 Form 5500 filing — Kubota Tractor 401(K) 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 20241008155646NAL0009868003001) for Kubota Tractor 401(K) Plan, reported by Kubota Tractor Corp. under EIN 95-2801513 and plan number 002. It reports 1,669 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241008155646NAL0009868003001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Kubota Tractor Corp.
- EIN
- 95-2801513
- Plan number
- 002
- Location
- Grapevine, TX
- Participants
- 1,669
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $135,210,435
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $135,210,435
- Employer contributions
- $6,764,140
- Participant contributions
- $8,085,733
- Total income / additions
- $36,952,247
- Benefits paid
- $13,406,272
- Administrative expenses
- -$23,740
- Total expenses
- $13,383,693
- Net increase / (decrease)
- $23,568,554
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Fidelity Investments Institutional | RECORDKEEPER | -$233,935 | $0 |