Toyota Tsusho America, Inc. Enterprise Multiple Employer Plan — Form 5500 plan (Toyota Tsusho America, Inc.)
Plain-English plan 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, Toyota Tsusho America, Inc. Enterprise Multiple Employer Plan is a benefit plan reported by Toyota Tsusho America, Inc. under EIN 13-1943519 and plan number 333. The latest loaded filing year is 2023. The filing reports 1,501 participants and $16,799,107 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Toyota Tsusho America, Inc.
- EIN
- 13-1943519
- Plan number
- 333
- Plan type
- 3
- Location
- Georgetown, KY
- Latest filing year
- 2023
- Participants
- 1,501
- End-of-year plan assets
- $16,799,107
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 1,501 | H, C | 20241015165129NAL0050543872001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $16,799,107
- Total liabilities (EOY)
- $20,337
- Net assets (EOY)
- $16,778,770
- Net assets (BOY)
- $13,697,521
Income & contributions
- Employer contributions
- $1,062,398
- Participant contributions
- $2,424,296
- Total contributions
- $3,698,691
- Total income / additions
- $5,946,418
Expenses & distributions
- Benefits paid
- $2,662,258
- Administrative expenses
- $167,673
- Total expenses
- $2,865,169
- Net increase / (decrease)
- $3,081,249
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Transamerica Financial Life Ins Co | RECORDKEEPER | $95,764 | $0 | 2023 |
| Pinnacle Financial Services, Inc. | RECORDKEEPER | $34,418 | $0 | 2023 |
| Mml Investors Services LLC | INVESTMENT ADVISORY - PLA | $21,416 | $0 | 2023 |
| Global Retirement Partners LLC | INVESTMENT ADVISORY | $21,415 | $0 | 2023 |
| Templeton & Company Llp | AUDIT | $18,500 | not reported in the loaded dataset | 2023 |
| 3(16) Fiduciary Services Corporatio | PLAN ADMINISTRATOR | $5,496 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Toyota Tsusho America, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in KY
- 401(k) and benefit plan filings in Georgetown, KY
- Transamerica Financial Life Ins Co — Schedule C compensation
- Pinnacle Financial Services, Inc. — Schedule C compensation
- Mml Investors Services LLC — Schedule C compensation
- Global Retirement Partners LLC — Schedule C compensation
- Templeton & Company Llp — Schedule C compensation
- 3(16) Fiduciary Services Corporatio — Schedule C compensation