Hoshino (Usa), Inc. Retirement Plan — Form 5500 plan (Hoshino (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, Hoshino (Usa), Inc. Retirement Plan is a benefit plan reported by Hoshino (Usa), Inc. under EIN 23-1646753 and plan number 001. The latest loaded filing year is 2023. The filing reports 111 participants and $9,203,956 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Hoshino (Usa), Inc.
EIN
23-1646753
Plan number
001
Plan type
2
Location
Bensalem, PA
Latest filing year
2023
Participants
111
End-of-year plan assets
$9,203,956

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023111H, C20240712113405NAL0028263552001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$9,203,956
Total liabilities (EOY)
$0
Net assets (EOY)
$9,203,956
Net assets (BOY)
$7,722,748

Income & contributions

Employer contributions
$110,213
Participant contributions
$306,109
Total contributions
$416,322
Total income / additions
$1,689,941

Expenses & distributions

Benefits paid
$199,405
Administrative expenses
$2,131
Total expenses
$208,733
Net increase / (decrease)
$1,481,208

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Purshe Kaplan Sterling InvADVISOR$0$16,5912023
M Holdings Securities IncADVISOR$0$3,5522023
Fidelity Investments InstitutionalRECORDKEEPER$2,131$02023

Related Form 5500 pages