Toyota Boshoku America, Inc. 401(K) Profit Sharing Plan & Trust — Form 5500 plan (Toyota Boshoku 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, Toyota Boshoku America, Inc. 401(K) Profit Sharing Plan & Trust is a benefit plan reported by Toyota Boshoku America, Inc. under EIN 38-3603141 and plan number 001. The latest loaded filing year is 2023. The filing reports 4,761 participants and $193,149,626 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Toyota Boshoku America, Inc.
- EIN
- 38-3603141
- Plan number
- 001
- Plan type
- 2
- Location
- Erlanger, KY
- Latest filing year
- 2023
- Participants
- 4,761
- End-of-year plan assets
- $193,149,626
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 4,761 | H, C | 20241014091432NAL0052890034001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $193,149,626
- Net assets (EOY)
- $193,149,626
- Net assets (BOY)
- $153,868,789
Income & contributions
- Employer contributions
- $7,039,411
- Participant contributions
- $20,391,161
- Total contributions
- $28,942,816
- Total income / additions
- $56,574,910
Expenses & distributions
- Benefits paid
- $16,876,175
- Administrative expenses
- $343,560
- Total expenses
- $17,294,073
- Net increase / (decrease)
- $39,280,837
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Transamerica Retirement Solutions | RECORD KEEPER | $278,028 | $0 | 2023 |
| Morgan Stanley | INVESTMENT ADVISOR | $64,000 | not reported in the loaded dataset | 2023 |
| Charles Schwab & Co., Inc. | SECURITIES BROKER | $23 | $0 | 2023 |
| National Financial Services | SECURITIES BROKER | $0 | $0 | 2023 |
| Mid Atlantic Capital Corporation | SECURITIES BROKER | $0 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Toyota Boshoku America, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in KY
- 401(k) and benefit plan filings in Erlanger, KY
- Transamerica Retirement Solutions — Schedule C compensation
- Morgan Stanley — Schedule C compensation
- Charles Schwab & Co., Inc. — Schedule C compensation
- National Financial Services — Schedule C compensation
- Mid Atlantic Capital Corporation — Schedule C compensation