2023 Form 5500 filing — Jtekt North America 401(K) Retirement 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 20241015095906NAL0028000353001) for Jtekt North America 401(K) Retirement Plan, reported by Jtekt North America Corporation under EIN 57-0570962 and plan number 003. It reports 5,879 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015095906NAL0028000353001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Jtekt North America Corporation
- EIN
- 57-0570962
- Plan number
- 003
- Location
- Greenville, SC
- Participants
- 5,879
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $419,857,699
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $419,857,699
- Employer contributions
- $14,025,837
- Participant contributions
- $24,219,766
- Total income / additions
- $94,265,459
- Benefits paid
- $40,020,501
- Administrative expenses
- $753,479
- Total expenses
- $40,786,771
- Net increase / (decrease)
- $53,478,688
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Prudential Retirement Insurance And | NONE | $621,395 | $0 |
| Cbiz Investment Advisory Services, | NONE | $72,000 | not reported in the loaded dataset |
| Pruco Securities, LLC | NONE | $0 | $27,264 |
| Harter Secrest & Emery Llp | NONE | $25,883 | not reported in the loaded dataset |
| Bauknight Pietras & Stormer, P.A. | NONE | $21,900 | not reported in the loaded dataset |