Takeuchi Manufacturing (U.S.), Ltd Retirement Plan — Form 5500 plan (Takeuchi Mfg (U.S.), Ltd)
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, Takeuchi Manufacturing (U.S.), Ltd Retirement Plan is a benefit plan reported by Takeuchi Mfg (U.S.), Ltd under EIN 58-1356047 and plan number 001. The latest loaded filing year is 2023. The filing reports 179 participants and $11,116,205 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Takeuchi Mfg (U.S.), Ltd
- EIN
- 58-1356047
- Plan number
- 001
- Plan type
- 2
- Location
- Pendergrass, GA
- Latest filing year
- 2023
- Participants
- 179
- End-of-year plan assets
- $11,116,205
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 179 | H, C | 20241004064620NAL0019039504001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $11,116,205
- Net assets (EOY)
- $11,116,205
- Net assets (BOY)
- $8,772,563
Income & contributions
- Employer contributions
- $350,088
- Participant contributions
- $600,289
- Total contributions
- $1,157,470
- Total income / additions
- $2,979,359
Expenses & distributions
- Benefits paid
- $612,322
- Administrative expenses
- $23,395
- Total expenses
- $635,717
- Net increase / (decrease)
- $2,343,642
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Raymond James & Associates, Inc. | INVESTMENT ADVISOR | $17,475 | $0 | 2023 |
| Pension Financial Services, Inc. | CONTRACT ADMIN | $2,400 | $0 | 2023 |
| Capital Group Retirement Plan Servi | RECORDKEEPER | $1,850 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Takeuchi Mfg (U.S.), Ltd
- 2023 Form 5500 filing
- Form 5500 filings in GA
- 401(k) and benefit plan filings in Pendergrass, GA
- Raymond James & Associates, Inc. — Schedule C compensation
- Pension Financial Services, Inc. — Schedule C compensation
- Capital Group Retirement Plan Servi — Schedule C compensation