2023 Form 5500 filing — Toyota Tsusho America, Inc. Enterprise Multiple Employer 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 20241015165129NAL0050543872001) for Toyota Tsusho America, Inc. Enterprise Multiple Employer Plan, reported by Toyota Tsusho America, Inc. under EIN 13-1943519 and plan number 333. It reports 1,501 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015165129NAL0050543872001
- Filing year
- 2023
- Form type
- 3
- Plan sponsor
- Toyota Tsusho America, Inc.
- EIN
- 13-1943519
- Plan number
- 333
- Location
- Georgetown, KY
- Participants
- 1,501
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $16,799,107
- Total liabilities (EOY)
- $20,337
- Net assets (EOY)
- $16,778,770
- Employer contributions
- $1,062,398
- Participant contributions
- $2,424,296
- Total income / additions
- $5,946,418
- Benefits paid
- $2,662,258
- Administrative expenses
- $167,673
- Total expenses
- $2,865,169
- Net increase / (decrease)
- $3,081,249
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Transamerica Financial Life Ins Co | RECORDKEEPER | $95,764 | $0 |
| Pinnacle Financial Services, Inc. | RECORDKEEPER | $34,418 | $0 |
| Mml Investors Services LLC | INVESTMENT ADVISORY - PLA | $21,416 | $0 |
| Global Retirement Partners LLC | INVESTMENT ADVISORY | $21,415 | $0 |
| Templeton & Company Llp | AUDIT | $18,500 | not reported in the loaded dataset |
| 3(16) Fiduciary Services Corporatio | PLAN ADMINISTRATOR | $5,496 | not reported in the loaded dataset |