Sojitz Group 401(K) Plan — Form 5500 plan (Sojitz Corporation Of America)
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, Sojitz Group 401(K) Plan is a benefit plan reported by Sojitz Corporation Of America under EIN 13-5610360 and plan number 002. The latest loaded filing year is 2023. The filing reports 493 participants and $84,685,715 in end-of-year plan assets, where available in the loaded dataset.
Form 5500 plan profile · 2023
Key reported metrics
Net assets (EOY)$84.7MPlan net assets, end of year$84,685,715
Participants493Covered participants reported
Assets / participant$171.8KComputed: assets ÷ participants$171,776 (computed)
Provider compensation$187.6K4 Schedule C provider row(s)$187,636
- Plan sponsor
- Sojitz Corporation Of America
- EIN
- 13-5610360
- Plan number
- 002
- Plan type
- 2
- Location
- New York, NY
- Latest filing year
- 2023
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 493 | H, C | 20241015074514NAL0028954401001 |
Schedule H · 2023
Reported financial statement
Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.
Reported balance (end of year)$84.7M total assets
Net assets$84.7MLiabilities$0
Full reported line items
Net assets
- Total assets (EOY)
- $84,685,715
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $84,685,715
- Net assets (BOY)
- $75,706,634
Income & contributions
- Employer contributions
- $1,420,800
- Participant contributions
- $3,044,308
- Total contributions
- $4,801,853
- Total income / additions
- $18,588,188
Expenses & distributions
- Benefits paid
- $9,393,866
- Administrative expenses
- $187,635
- Total expenses
- $9,609,107
- Net increase / (decrease)
- $8,979,081
Computed from reported fields
Reported ratios
Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.
32%68%
Employer 32%Participant 68%
Total expenses ÷ net assets11%Computed ratio
Benefits paid ÷ total income51%Computed ratio
Provider comp. ÷ net assets0%Computed ratio
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Ubs Financial Services Inc | ADVISOR | $109,990 | not reported in the loaded dataset | 2023 |
| Bencivenga Ward & Company, Cpas, P | ACCOUNTANT/AUDITOR | $47,632 | not reported in the loaded dataset | 2023 |
| Fidelity Investments Institutional | RECORDKEEPER | $17,850 | $0 | 2023 |
| Strategic Advisors, Inc. | ADVISOR | $12,164 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Sojitz Corporation Of America
- 2023 Form 5500 filing
- Form 5500 filings in NY
- 401(k) and benefit plan filings in New York, NY
- Ubs Financial Services Inc — Schedule C compensation
- Bencivenga Ward & Company, Cpas, P — Schedule C compensation
- Fidelity Investments Institutional — Schedule C compensation
- Strategic Advisors, Inc. — Schedule C compensation