2023 Form 5500 filing — Hitachi Zosen 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 20241015145649NAL0048510896001) for Hitachi Zosen Group 401(K) Plan, reported by Hitachi Zosen Usa, Ltd. under EIN 75-3012256 and plan number 001. It reports 238 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015145649NAL0048510896001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Hitachi Zosen Usa, Ltd.
- EIN
- 75-3012256
- Plan number
- 001
- Location
- Houston, TX
- Participants
- 238
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $44,355,307
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $44,355,307
- Employer contributions
- $1,104,345
- Participant contributions
- $1,975,882
- Total income / additions
- $10,229,083
- Benefits paid
- $4,330,461
- Administrative expenses
- $13,418
- Total expenses
- $4,343,576
- Net increase / (decrease)
- $5,885,507
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Empower Annuity Insurance Company O | RECORDKEEPER | $53,834 | $0 |
| Morgan Stanley | INVESTMENT ADVISOR | $18,952 | not reported in the loaded dataset |
| Cdh Pc | ACCOUNTING | $12,000 | not reported in the loaded dataset |
| The Benefit Practice | THIRD PARTY ADMINISTRATO | $6,028 | not reported in the loaded dataset |
| Empower Advisory Group, LLC | INVESTMENT MGMT | $614 | not reported in the loaded dataset |