Yamaha Retirement And Investment Plan — Form 5500 plan (Yamaha Motor Manufacturing 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, Yamaha Retirement And Investment Plan is a benefit plan reported by Yamaha Motor Manufacturing Corporation under EIN 58-1712286 and plan number 001. The latest loaded filing year is 2023. The filing reports 2,201 participants and $141,914,982 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Yamaha Motor Manufacturing Corporation
- EIN
- 58-1712286
- Plan number
- 001
- Plan type
- 2
- Location
- Newnan, GA
- Latest filing year
- 2023
- Participants
- 2,201
- End-of-year plan assets
- $141,914,982
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 2,201 | H, C | 20241015103549NAL0016158067001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $141,914,982
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $141,914,982
- Net assets (BOY)
- $118,265,976
Income & contributions
- Employer contributions
- $5,298,430
- Participant contributions
- $6,629,630
- Total contributions
- $12,415,679
- Total income / additions
- $35,853,242
Expenses & distributions
- Benefits paid
- $12,062,208
- Administrative expenses
- $49,578
- Total expenses
- $12,204,236
- Net increase / (decrease)
- $23,649,006
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Withum Smith+Brown | ACCOUNTANT/AUDITOR | $22,880 | not reported in the loaded dataset | 2023 |
| Sageview Advisory Group, LLC | INVESTMENT ADVISOR | $22,500 | not reported in the loaded dataset | 2023 |
| Fidelity Investments Institutional | RECORDKEEPER | $3,838 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Yamaha Motor Manufacturing Corporation
- 2023 Form 5500 filing
- Form 5500 filings in GA
- 401(k) and benefit plan filings in Newnan, GA
- Withum Smith+Brown — Schedule C compensation
- Sageview Advisory Group, LLC — Schedule C compensation
- Fidelity Investments Institutional — Schedule C compensation