2023 Form 5500 filing — Shin-Etsu 401(K) Retirement Savings 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 20241015130143NAL0014677907001) for Shin-Etsu 401(K) Retirement Savings Plan, reported by Shin-Etsu Silicones Of America, Inc. under EIN 95-4015700 and plan number 002. It reports 311 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015130143NAL0014677907001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Shin-Etsu Silicones Of America, Inc.
- EIN
- 95-4015700
- Plan number
- 002
- Location
- Akron, OH
- Participants
- 311
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $32,233,775
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $32,233,775
- Employer contributions
- $801,211
- Participant contributions
- $1,354,060
- Total income / additions
- $6,721,299
- Benefits paid
- $2,105,122
- Administrative expenses
- $85,610
- Total expenses
- $2,196,633
- Net increase / (decrease)
- $4,524,666
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Empower Annuity Insurance Company O | RECORDKEEPER | $100,839 | $0 |
| Stratos Wealth Partners LLC | INVESTMENT ADVISOR | $21,158 | not reported in the loaded dataset |
| Lpl Financial - Rp | INVESTMENT ADVISOR | $21,158 | not reported in the loaded dataset |
| Cbiz Benefits & Ins Services Inc | THIRD PARTY ADMINISTRATO | $0 | $14,000 |