2023 Form 5500 filing — Shimadzu Precision Instruments, Inc. 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 20241009131406NAL0019260209001) for Shimadzu Precision Instruments, Inc. 401(K) Plan, reported by Shimadzu Precision Instruments, Inc. under EIN 95-3340364 and plan number 001. It reports 203 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241009131406NAL0019260209001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Shimadzu Precision Instruments, Inc.
- EIN
- 95-3340364
- Plan number
- 001
- Location
- Long Beach, CA
- Participants
- 203
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $22,907,472
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $22,907,472
- Employer contributions
- $393,431
- Participant contributions
- $1,312,187
- Total income / additions
- $5,026,742
- Benefits paid
- $3,367,199
- Administrative expenses
- $72,136
- Total expenses
- $3,448,704
- Net increase / (decrease)
- $1,578,038
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Mercer Investment Management Inc | ADVISOR | $33,736 | not reported in the loaded dataset |
| Fidelity Investments Institutional | RECORDKEEPER | $23,504 | $0 |
| Miller Kaplan | ACCOUNTANT/AUDITOR | $13,000 | not reported in the loaded dataset |