2023 Form 5500 filing — Yamaha Retirement And Investment 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 20241015103549NAL0016158067001) for Yamaha Retirement And Investment Plan, reported by Yamaha Motor Manufacturing Corporation under EIN 58-1712286 and plan number 001. It reports 2,201 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015103549NAL0016158067001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Yamaha Motor Manufacturing Corporation
- EIN
- 58-1712286
- Plan number
- 001
- Location
- Newnan, GA
- Participants
- 2,201
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $141,914,982
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $141,914,982
- Employer contributions
- $5,298,430
- Participant contributions
- $6,629,630
- Total income / additions
- $35,853,242
- Benefits paid
- $12,062,208
- Administrative expenses
- $49,578
- Total expenses
- $12,204,236
- Net increase / (decrease)
- $23,649,006
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Withum Smith+Brown | ACCOUNTANT/AUDITOR | $22,880 | not reported in the loaded dataset |
| Sageview Advisory Group, LLC | INVESTMENT ADVISOR | $22,500 | not reported in the loaded dataset |
| Fidelity Investments Institutional | RECORDKEEPER | $3,838 | $0 |