Kubota Engine America Corporation 401(K) Plan — Form 5500 plan (Kubota Engine America Corporation)
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, Kubota Engine America Corporation 401(K) Plan is a benefit plan reported by Kubota Engine America Corporation under EIN 36-4182595 and plan number 001. The latest loaded filing year is 2023. The filing reports 150 participants and $27,100,016 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Kubota Engine America Corporation
- EIN
- 36-4182595
- Plan number
- 001
- Plan type
- 2
- Location
- Lincolnshire, IL
- Latest filing year
- 2023
- Participants
- 150
- End-of-year plan assets
- $27,100,016
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 150 | H, C | 20240822102500NAL0002528803001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $27,100,016
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $27,100,016
- Net assets (BOY)
- $22,074,379
Income & contributions
- Employer contributions
- $946,180
- Participant contributions
- $1,142,444
- Total contributions
- $2,371,740
- Total income / additions
- $6,839,983
Expenses & distributions
- Benefits paid
- $1,736,095
- Administrative expenses
- $78,251
- Total expenses
- $1,814,346
- Net increase / (decrease)
- $5,025,637
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $78,305 | $0 | 2023 |
| Equitable Advisors, LLC | OTHER SERVICES | $0 | $29,733 | 2023 |
| Pruco Securities LLC | OTHER SERVICES | not reported in the loaded dataset | $9,015 | 2023 |
| The Benefits Consulting Group Inc | OTHER SERVICES | $0 | $7,749 | 2023 |
| Wilshire Advisors LLC | INVESTMENT ADVISORY | not reported in the loaded dataset | not reported in the loaded dataset | 2023 |
| Wilshire Advisors LLC | INVESTMENT ADVISORY | $0 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Kubota Engine America Corporation
- 2023 Form 5500 filing
- Form 5500 filings in IL
- 401(k) and benefit plan filings in Lincolnshire, IL
- Principal Life Insurance Company — Schedule C compensation
- Equitable Advisors, LLC — Schedule C compensation
- Pruco Securities LLC — Schedule C compensation
- The Benefits Consulting Group Inc — Schedule C compensation
- Wilshire Advisors LLC — Schedule C compensation