2023 Form 5500 filing — Savings And Retirement Plan Of Mitsubishi Materials Usa Corp.
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 20241009104652NAL0018181105001) for Savings And Retirement Plan Of Mitsubishi Materials Usa Corp., reported by Mitsubishi Materials U.S.A. Corporation under EIN 95-3917804 and plan number 002. It reports 234 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241009104652NAL0018181105001
- Filing year
- 2023
- Form type
- 3
- Plan sponsor
- Mitsubishi Materials U.S.A. Corporation
- EIN
- 95-3917804
- Plan number
- 002
- Location
- Costa Mesa, CA
- Participants
- 234
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $34,846,575
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $34,846,575
- Employer contributions
- $507,049
- Participant contributions
- $2,252,940
- Total income / additions
- $8,440,110
- Benefits paid
- $2,468,606
- Administrative expenses
- $17,936
- Total expenses
- $2,489,046
- Net increase / (decrease)
- $5,951,064
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Bfsg,LLC | CONSULTANT | $16,500 | not reported in the loaded dataset |
| Holthouse Carlin & Van Trigt Llp | ACCOUNTANT/AUDITOR | $10,350 | not reported in the loaded dataset |
| Fidelity Investments Institutional | RECORDKEEPER | -$16,114 | $0 |