2023 Form 5500 filing — Retirement Savings Plan For Daikin Group Affiliated Companies
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 20241014211829NAL0013852243001) for Retirement Savings Plan For Daikin Group Affiliated Companies, reported by Daikin Applied Americas Inc. under EIN 41-0404230 and plan number 016. It reports 8,072 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241014211829NAL0013852243001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Daikin Applied Americas Inc.
- EIN
- 41-0404230
- Plan number
- 016
- Location
- Minneapolis, MN
- Participants
- 8,072
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $499,121,198
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $499,121,198
- Employer contributions
- $23,360,175
- Participant contributions
- $32,266,727
- Total income / additions
- $129,960,397
- Benefits paid
- $37,938,735
- Administrative expenses
- $832,419
- Total expenses
- $38,775,471
- Net increase / (decrease)
- $91,184,926
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Merrill Lynch, Pierce, Fenner And S | RECORDKEEPER | $572,855 | $0 |