Kobe Steel Usa Retirement Plan — Form 5500 plan (Kobe Steel Usa 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, Kobe Steel Usa Retirement Plan is a benefit plan reported by Kobe Steel Usa Inc. under EIN 13-3458454 and plan number 001. The latest loaded filing year is 2023. The filing reports 224 participants and $6,668,389 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Kobe Steel Usa Inc.
- EIN
- 13-3458454
- Plan number
- 001
- Plan type
- 2
- Location
- Livonia, MI
- Latest filing year
- 2023
- Participants
- 224
- End-of-year plan assets
- $6,668,389
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 224 | H, C | 20241011111359NAL0044091618001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $6,668,389
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $6,668,389
- Net assets (BOY)
- $5,500,185
Income & contributions
- Employer contributions
- $278,422
- Participant contributions
- $767,919
- Total contributions
- $1,104,895
- Total income / additions
- $2,135,747
Expenses & distributions
- Benefits paid
- $905,738
- Administrative expenses
- $56,159
- Total expenses
- $967,543
- Net increase / (decrease)
- $1,168,204
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Empower Annuity Insurance Company O | RECORDKEEPER | $43,745 | $0 | 2023 |
| Triad Advisors, Inc | NONE | $11,154 | not reported in the loaded dataset | 2023 |