Satake Usa Inc. 401(K) Plan — Form 5500 plan (Satake 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, Satake Usa Inc. 401(K) Plan is a benefit plan reported by Satake Usa, Inc. under EIN 51-0277211 and plan number 001. The latest loaded filing year is 2023. The filing reports 140 participants and $32,405,551 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Satake Usa, Inc.
EIN
51-0277211
Plan number
001
Plan type
2
Location
Stafford, TX
Latest filing year
2023
Participants
140
End-of-year plan assets
$32,405,551

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023140H, C20240930143933NAL0005662641001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$32,405,551
Total liabilities (EOY)
$0
Net assets (EOY)
$32,405,551
Net assets (BOY)
$27,085,473

Income & contributions

Employer contributions
$586,050
Participant contributions
$1,074,533
Total contributions
$1,773,369
Total income / additions
$6,330,872

Expenses & distributions

Benefits paid
$1,026,127
Administrative expenses
-$15,333
Total expenses
$1,010,794
Net increase / (decrease)
$5,320,078

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Fidelity Investments InstitutionalRECORDKEEPER-$15,953$02023

Related Form 5500 pages