2023 Form 5500 filing — Konica Minolta 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 20241009110859NAL0010550787001) for Konica Minolta 401(K) Plan, reported by Konica Minolta Business Solutions U.S.A., Inc. under EIN 13-1921089 and plan number 003. It reports 7,979 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241009110859NAL0010550787001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Konica Minolta Business Solutions U.S.A., Inc.
- EIN
- 13-1921089
- Plan number
- 003
- Location
- Ramsey, NJ
- Participants
- 7,979
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $1,075,378,352
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $1,075,378,352
- Employer contributions
- $16,026,372
- Participant contributions
- $37,111,907
- Total income / additions
- $218,413,207
- Benefits paid
- $103,867,082
- Administrative expenses
- $849,199
- Total expenses
- $104,866,360
- Net increase / (decrease)
- $113,546,847
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Empower Annuity Insurance Company O | RECORDKEEPER | $685,309 | $0 |
| Lockton Investment Advisors, LLC | NONE | $105,000 | not reported in the loaded dataset |
| Eisneramper Llp | NONE | $62,737 | not reported in the loaded dataset |
| Creative Planning Holdco, LLC | NONE | $52,500 | not reported in the loaded dataset |