2023 Form 5500 filing — Yanmar Group 401(K) 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 20241106093119NAL0009922081001) for Yanmar Group 401(K) Savings Plan, reported by Yanmar America Corporation under EIN 36-3136414 and plan number 002. It reports 1,051 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241106093119NAL0009922081001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Yanmar America Corporation
- EIN
- 36-3136414
- Plan number
- 002
- Location
- Adairsville, GA
- Participants
- 1,051
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $65,822,571
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $65,822,571
- Employer contributions
- $2,607,466
- Participant contributions
- $4,259,052
- Total income / additions
- $16,762,056
- Benefits paid
- $8,820,476
- Administrative expenses
- $183,071
- Total expenses
- $9,021,858
- Net increase / (decrease)
- $7,740,198
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Empower Annuity Insurance Company | RECORDKEEPER | $74,937 | not reported in the loaded dataset |
| Atlanta Consulting Group | INVESTMENT ADVISOR | $64,552 | not reported in the loaded dataset |
| Empower Advisory Group, LLC | INVESTMENT MGMT | $26,052 | not reported in the loaded dataset |
| Ascensus Holdings Inc | CONTRACT ADMIN | $12,868 | not reported in the loaded dataset |
| Erisa Services Of Georgia, LLC | CONTRACT ADMIN | $6,900 | not reported in the loaded dataset |