2023 Form 5500 filing — Hoshizaki Usa Holdings, Inc. Retirement 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 20250703133132NAL0001496450001) for Hoshizaki Usa Holdings, Inc. Retirement Plan, reported by Hoshizaki Usa Holdings, Inc. under EIN 84-1700461 and plan number 001. It reports 2,315 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250703133132NAL0001496450001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Hoshizaki Usa Holdings, Inc.
- EIN
- 84-1700461
- Plan number
- 001
- Location
- Peachtree City, GA
- Participants
- 2,315
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $106,636,125
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $106,636,125
- Employer contributions
- $4,600,256
- Participant contributions
- $4,941,839
- Total income / additions
- $28,525,049
- Benefits paid
- $8,727,809
- Administrative expenses
- $136,330
- Total expenses
- $8,874,271
- Net increase / (decrease)
- $19,650,778
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Fidelity Investments Institutional | RECORDKEEPER | $90,815 | $0 |
| Strategic Advisors, Inc. | ADVISOR | $44,332 | not reported in the loaded dataset |