2023 Form 5500 filing — Zf North America, Inc. Hourly 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 20241014134853NAL0026323585001) for Zf North America, Inc. Hourly 401(K) Savings Plan, reported by Kelsey-Hayes Company under EIN 61-1462969 and plan number 058. It reports 1,405 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241014134853NAL0026323585001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Kelsey-Hayes Company
- EIN
- 61-1462969
- Plan number
- 058
- Location
- Northville, MI
- Participants
- 1,405
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $43,206,982
- Total liabilities (EOY)
- $45
- Net assets (EOY)
- $43,206,937
- Employer contributions
- $1,316,748
- Participant contributions
- $2,571,083
- Total income / additions
- $10,843,106
- Benefits paid
- $5,364,096
- Administrative expenses
- $70,320
- Total expenses
- $5,436,752
- Net increase / (decrease)
- $5,406,354
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Fidelity Investments Institutional | RECORDKEEPER | $46,817 | $0 |
| Strategic Advisors, Inc. | ADVISOR | $12,514 | not reported in the loaded dataset |
| Mercer Investments LLC | INVESTMENT ADVISOR | $9,510 | not reported in the loaded dataset |