2023 Form 5500 filing — Japan Tobacco International U.S.A., Inc. 401(K) 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 20241014084148NAL0013019763001) for Japan Tobacco International U.S.A., Inc. 401(K) Savings Plan, reported by Japan Tobacco International Usa Inc under EIN 95-4037814 and plan number 001. It reports 416 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

EFAST2 acknowledgement
20241014084148NAL0013019763001
Filing year
2023
Form type
2
Plan sponsor
Japan Tobacco International Usa Inc
EIN
95-4037814
Plan number
001
Location
Teaneck, NJ
Participants
416
Schedules available
Schedule H, Schedule C
Received date
not reported in the loaded dataset

Reported financial snapshot (2023)

Total assets (EOY)
$33,226,108
Total liabilities (EOY)
$0
Net assets (EOY)
$33,226,108
Employer contributions
$1,483,394
Participant contributions
$1,957,591
Total income / additions
$9,460,924
Benefits paid
$3,450,996
Administrative expenses
$34,210
Total expenses
$3,485,206
Net increase / (decrease)
$5,975,718
Schedule source
Schedule H

Reported service provider compensation (Schedule C)

Compensation reported on the 2023 filing
ProviderServiceDirect comp.Indirect comp.
Principal Life Insurance CompanyCONTRACT ADMINISTRATOR$34,210$0

Related Form 5500 pages