2023 Form 5500 filing — Mobis North America LLC Toledo Union 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 20250110164752NAL0023495008001) for Mobis North America LLC Toledo Union Plan, reported by Mobis North America, LLC under EIN 20-2419128 and plan number 002. It reports 306 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250110164752NAL0023495008001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Mobis North America, LLC
- EIN
- 20-2419128
- Plan number
- 002
- Location
- Toledo, OH
- Participants
- 306
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $14,714,468
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $14,714,468
- Employer contributions
- $393,770
- Participant contributions
- $819,665
- Total income / additions
- $3,263,427
- Benefits paid
- $838,978
- Administrative expenses
- $82,197
- Total expenses
- $944,509
- Net increase / (decrease)
- $2,318,918
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Fidelity Investments Institutional | RECORDKEEPER | $39,397 | $0 |
| Forusall Advisors LLC | ADVISOR | $28,633 | not reported in the loaded dataset |
| Plante & Moran, Pllc | ACCOUNTANT/AUDITOR | $10,000 | not reported in the loaded dataset |