2023 Form 5500 filing — Yorozu America Corporation 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 20250410150856NAL0013217075001) for Yorozu America Corporation Savings Plan, reported by Yorozu Automotive Tennessee, Inc. under EIN 62-1290313 and plan number 001. It reports 1,078 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250410150856NAL0013217075001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Yorozu Automotive Tennessee, Inc.
- EIN
- 62-1290313
- Plan number
- 001
- Location
- Morrison, TN
- Participants
- 1,078
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $37,996,910
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $37,996,910
- Employer contributions
- $714,424
- Participant contributions
- $1,333,525
- Total income / additions
- $7,553,855
- Benefits paid
- $2,726,379
- Administrative expenses
- $102,804
- Total expenses
- $2,829,183
- Net increase / (decrease)
- $4,724,672
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Morgan Stanley Smith Barney LLC | INVESTMENT ADVISOR | $51,320 | not reported in the loaded dataset |
| Fidelity Investments Institutional | RECORDKEEPER | $43,048 | $0 |
| Strategic Advisors, Inc. | ADVISOR | $8,434 | not reported in the loaded dataset |