Kyocera Industrial Tools, Inc. 401(K) Plan — Form 5500 plan (Southerncarlson, 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, Kyocera Industrial Tools, Inc. 401(K) Plan is a benefit plan reported by Southerncarlson, Inc. under EIN 27-0815326 and plan number 001. The latest loaded filing year is 2023. The filing reports 1,626 participants and $79,617,016 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Southerncarlson, Inc.
EIN
27-0815326
Plan number
001
Plan type
2
Location
Omaha, NE
Latest filing year
2023
Participants
1,626
End-of-year plan assets
$79,617,016

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20231,626H, C20241015083830NAL0014258115001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$79,617,016
Total liabilities (EOY)
$0
Net assets (EOY)
$79,617,016
Net assets (BOY)
$63,763,006

Income & contributions

Employer contributions
$2,261,092
Participant contributions
$7,031,264
Total contributions
$10,996,358
Total income / additions
$21,208,938

Expenses & distributions

Benefits paid
$5,147,752
Administrative expenses
$206,865
Total expenses
$5,354,928
Net increase / (decrease)
$15,854,010

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
T Rowe Price Rps IncNONE$153,088$02023
Usi Advisors IncNONE$53,837not reported in the loaded dataset2023

Related Form 5500 pages