2023 Form 5500 filing — Isuzu Companies' Savings 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 20241010115249NAL0020021313001) for Isuzu Companies' Savings Plan, reported by Isuzu North America Corporation under EIN 26-3678820 and plan number 002. It reports 638 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241010115249NAL0020021313001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Isuzu North America Corporation
- EIN
- 26-3678820
- Plan number
- 002
- Location
- Anaheim, CA
- Participants
- 638
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $128,479,348
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $128,479,348
- Employer contributions
- $3,296,574
- Participant contributions
- $4,526,899
- Total income / additions
- $28,314,880
- Benefits paid
- $6,030,187
- Administrative expenses
- $94,522
- Total expenses
- $6,162,163
- Net increase / (decrease)
- $22,152,717
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| T Rowe Price Rps Inc | NONE | $55,896 | $0 |
| Benefit Finacial Services Group | NONE | $38,000 | not reported in the loaded dataset |