Hosokawa Micron Investment Retirement Plan — Form 5500 plan (Hosokawa Micron International 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, Hosokawa Micron Investment Retirement Plan is a benefit plan reported by Hosokawa Micron International Inc. under EIN 13-3366823 and plan number 001. The latest loaded filing year is 2023. The filing reports 163 participants and $39,662,078 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Hosokawa Micron International Inc.
- EIN
- 13-3366823
- Plan number
- 001
- Plan type
- 2
- Location
- Summit, NJ
- Latest filing year
- 2023
- Participants
- 163
- End-of-year plan assets
- $39,662,078
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 163 | H, C | 20240912094220NAL0005028803001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $39,662,078
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $39,662,078
- Net assets (BOY)
- $34,684,344
Income & contributions
- Employer contributions
- $646,727
- Participant contributions
- $953,392
- Total contributions
- $1,639,332
- Total income / additions
- $7,377,313
Expenses & distributions
- Benefits paid
- $2,331,187
- Administrative expenses
- $64,238
- Total expenses
- $2,399,579
- Net increase / (decrease)
- $4,977,734
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner And S | RECORDKEEPER | $325 | $39,015 | 2023 |
| Lincoln National Corporation | SERVICE PROVIDER | $36,969 | $0 | 2023 |
| Sanctuary Advisors LLC | CONSULTANT | $26,894 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Hosokawa Micron International Inc.
- 2023 Form 5500 filing
- Form 5500 filings in NJ
- 401(k) and benefit plan filings in Summit, NJ
- Merrill Lynch, Pierce, Fenner And S — Schedule C compensation
- Lincoln National Corporation — Schedule C compensation
- Sanctuary Advisors LLC — Schedule C compensation