2023 Form 5500 filing — Toyota Boshoku America, Inc. 401(K) Profit Sharing Plan & Trust
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 20241014091432NAL0052890034001) for Toyota Boshoku America, Inc. 401(K) Profit Sharing Plan & Trust, reported by Toyota Boshoku America, Inc. under EIN 38-3603141 and plan number 001. It reports 4,761 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241014091432NAL0052890034001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Toyota Boshoku America, Inc.
- EIN
- 38-3603141
- Plan number
- 001
- Location
- Erlanger, KY
- Participants
- 4,761
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $193,149,626
- Net assets (EOY)
- $193,149,626
- Employer contributions
- $7,039,411
- Participant contributions
- $20,391,161
- Total income / additions
- $56,574,910
- Benefits paid
- $16,876,175
- Administrative expenses
- $343,560
- Total expenses
- $17,294,073
- Net increase / (decrease)
- $39,280,837
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Transamerica Retirement Solutions | RECORD KEEPER | $278,028 | $0 |
| Morgan Stanley | INVESTMENT ADVISOR | $64,000 | not reported in the loaded dataset |
| Charles Schwab & Co., Inc. | SECURITIES BROKER | $23 | $0 |
| National Financial Services | SECURITIES BROKER | $0 | $0 |
| Mid Atlantic Capital Corporation | SECURITIES BROKER | $0 | $0 |