2023 Form 5500 filing — Sojitz Group 401(K) 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 20241015074514NAL0028954401001) for Sojitz Group 401(K) Plan, reported by Sojitz Corporation Of America under EIN 13-5610360 and plan number 002. It reports 493 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
Form 5500 2 · 2023
Filing snapshot
Net assets (EOY)$84.7MReported net assets$84,685,715
Participants493
Provider compensation$187.6K4 Schedule C row(s)$187,636
Schedules filedSchedule H, Schedule CLoaded schedules
- EFAST2 acknowledgement
- 20241015074514NAL0028954401001
- Plan sponsor
- Sojitz Corporation Of America
- EIN
- 13-5610360
- Plan number
- 002
- Location
- New York, NY
- Received date
- not reported in the loaded dataset
Schedule H · 2023
Reported financial snapshot
Reported figures as filed, in whole dollars. Only fields the filing reports are shown.
Reported balance (end of year)$84.7M total assets
Net assets$84.7MLiabilities$0
Full reported line items
- Total assets (EOY)
- $84,685,715
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $84,685,715
- Employer contributions
- $1,420,800
- Participant contributions
- $3,044,308
- Total income / additions
- $18,588,188
- Benefits paid
- $9,393,866
- Administrative expenses
- $187,635
- Total expenses
- $9,609,107
- Net increase / (decrease)
- $8,979,081
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Ubs Financial Services Inc | ADVISOR | $109,990 | not reported in the loaded dataset |
| Bencivenga Ward & Company, Cpas, P | ACCOUNTANT/AUDITOR | $47,632 | not reported in the loaded dataset |
| Fidelity Investments Institutional | RECORDKEEPER | $17,850 | $0 |
| Strategic Advisors, Inc. | ADVISOR | $12,164 | not reported in the loaded dataset |