Plan5500

My 401(K) Plan — Form 5500 plan (Sumitomo Pharma 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, My 401(K) Plan is a benefit plan reported by Sumitomo Pharma America, Inc. under EIN 22-2536587 and plan number 001. The latest loaded filing year is 2023. The filing reports 2,361 participants and $647,233,051 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Sumitomo Pharma America, Inc.
EIN
22-2536587
Plan number
001
Plan type
2
Location
Marlborough, MA
Latest filing year
2023
Participants
2,361
End-of-year plan assets
$647,233,051

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20232,361H, C20241204202439NAL0008785410001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$647,233,051
Total liabilities (EOY)
$0
Net assets (EOY)
$647,233,051
Net assets (BOY)
$504,200,586

Income & contributions

Employer contributions
$15,949,837
Participant contributions
$25,748,562
Total contributions
$46,138,188
Total income / additions
$150,128,614

Expenses & distributions

Benefits paid
$125,202,602
Administrative expenses
$245,357
Total expenses
$125,450,098
Net increase / (decrease)
$24,678,516

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Strategic Advisors, Inc.ADVISOR$119,201not reported in the loaded dataset2023
Fidelity Investments InstitutionalRECORDKEEPER$109,056$02023
Caron & Bletzer PllcACCOUNTANT/AUDITOR$17,100not reported in the loaded dataset2023

Related Form 5500 pages