Kddi Group 401(K) Plan — Form 5500 plan (Kddi 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, Kddi Group 401(K) Plan is a benefit plan reported by Kddi America, Inc. under EIN 13-3522662 and plan number 001. The latest loaded filing year is 2023. The filing reports 344 participants and $31,014,212 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Kddi America, Inc.
EIN
13-3522662
Plan number
001
Plan type
2
Location
Staten Island, NY
Latest filing year
2023
Participants
344
End-of-year plan assets
$31,014,212

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023344H, C20240809051113NAL0010252496001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$31,014,212
Total liabilities (EOY)
$0
Net assets (EOY)
$31,014,212
Net assets (BOY)
$25,574,594

Income & contributions

Employer contributions
$581,532
Participant contributions
$1,688,979
Total contributions
$2,311,937
Total income / additions
$6,652,772

Expenses & distributions

Benefits paid
$1,111,523
Administrative expenses
$98,530
Total expenses
$1,213,154
Net increase / (decrease)
$5,439,618

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Morgan Stanley Smith BarneyINVESTMENT/FINANCIAL ADVI$95,394$02023
Adp, Inc.RECORD KEEPER$3,135$02023

Related Form 5500 pages