2023 Form 5500 filing — Kobe Steel Usa Retirement 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 20241011111359NAL0044091618001) for Kobe Steel Usa Retirement Plan, reported by Kobe Steel Usa Inc. under EIN 13-3458454 and plan number 001. It reports 224 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241011111359NAL0044091618001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Kobe Steel Usa Inc.
- EIN
- 13-3458454
- Plan number
- 001
- Location
- Livonia, MI
- Participants
- 224
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $6,668,389
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $6,668,389
- Employer contributions
- $278,422
- Participant contributions
- $767,919
- Total income / additions
- $2,135,747
- Benefits paid
- $905,738
- Administrative expenses
- $56,159
- Total expenses
- $967,543
- Net increase / (decrease)
- $1,168,204
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Empower Annuity Insurance Company O | RECORDKEEPER | $43,745 | $0 |
| Triad Advisors, Inc | NONE | $11,154 | not reported in the loaded dataset |