2023 Form 5500 filing — Shimadzu Usa Manufacturing, Inc. 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 20241015101416NAL0014381715001) for Shimadzu Usa Manufacturing, Inc. Retirement Plan, reported by Shimadzu Usa Manufacturing, Inc. under EIN 52-1998212 and plan number 001. It reports 172 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015101416NAL0014381715001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Shimadzu Usa Manufacturing, Inc.
- EIN
- 52-1998212
- Plan number
- 001
- Location
- Canby, OR
- Participants
- 172
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $6,167,549
- Total liabilities (EOY)
- $63,681
- Net assets (EOY)
- $6,103,868
- Employer contributions
- $182,471
- Participant contributions
- $404,160
- Total income / additions
- $1,678,378
- Benefits paid
- $1,044,221
- Administrative expenses
- $35,484
- Total expenses
- $1,079,705
- Net increase / (decrease)
- $598,673
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Alerus Financial, N.A. | NONE | $35,484 | $0 |