Tdk - Lambda Americas Inc. 401(K) Plan — Form 5500 plan (Tdk-Lambda Americas 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, Tdk - Lambda Americas Inc. 401(K) Plan is a benefit plan reported by Tdk-Lambda Americas Inc. under EIN 22-1898025 and plan number 001. The latest loaded filing year is 2023. The filing reports 346 participants and $66,936,130 in end-of-year plan assets, where available in the loaded dataset.
Form 5500 plan profile · 2023
Key reported metrics
Net assets (EOY)$66.9MPlan net assets, end of year$66,936,130
Participants346Covered participants reported
Assets / participant$193.5KComputed: assets ÷ participants$193,457 (computed)
Provider compensationNone reported2 Schedule C provider row(s)
- Plan sponsor
- Tdk-Lambda Americas Inc.
- EIN
- 22-1898025
- Plan number
- 001
- Plan type
- 2
- Location
- Neptune, NJ
- Latest filing year
- 2023
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 346 | H, C | 20240909153330NAL0002457747001 |
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)$66.9M total assets
Net assets$66.9MLiabilities$0
Full reported line items
Net assets
- Total assets (EOY)
- $66,936,130
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $66,936,130
- Net assets (BOY)
- $56,165,994
Income & contributions
- Employer contributions
- $973,081
- Participant contributions
- $2,337,420
- Total contributions
- $3,503,773
- Total income / additions
- $13,256,632
Expenses & distributions
- Benefits paid
- $2,549,268
- Administrative expenses
- -$66,616
- Total expenses
- $2,486,496
- Net increase / (decrease)
- $10,770,136
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.
29%71%
Employer 29%Participant 71%
Total expenses ÷ net assets4%Computed ratio
Benefits paid ÷ total income19%Computed ratio
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Strategic Advisors, Inc. | ADVISOR | $17,502 | not reported in the loaded dataset | 2023 |
| Fidelity Investments Institutional | RECORDKEEPER | -$84,006 | $0 | 2023 |