2023 Form 5500 filing — Kda Direct Operations 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 20241015183806NAL0050914352001) for Kda Direct Operations 401(K) Plan, reported by Kyocera Document Solutions America, Inc. under EIN 95-2819506 and plan number 003. It reports 907 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015183806NAL0050914352001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Kyocera Document Solutions America, Inc.
- EIN
- 95-2819506
- Plan number
- 003
- Location
- Fairfield, NJ
- Participants
- 907
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $63,083,560
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $63,083,560
- Employer contributions
- $952,084
- Participant contributions
- $3,135,862
- Total income / additions
- $13,950,960
- Benefits paid
- $4,219,356
- Administrative expenses
- $64,286
- Total expenses
- $4,283,642
- Net increase / (decrease)
- $9,667,318
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| T Rowe Price Rps Inc | NONE | $49,304 | $0 |
| Capfinancial Partners LLC | NONE | $15,000 | not reported in the loaded dataset |