Mizuno Usa, Inc. 401(K) Plan — Form 5500 plan (Mizuno 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, Mizuno Usa, Inc. 401(K) Plan is a benefit plan reported by Mizuno Usa, Inc. under EIN 58-2269948 and plan number 001. The latest loaded filing year is 2023. The filing reports 426 participants and $39,257,657 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Mizuno Usa, Inc.
- EIN
- 58-2269948
- Plan number
- 001
- Plan type
- 2
- Location
- Peachtree Corners, GA
- Latest filing year
- 2023
- Participants
- 426
- End-of-year plan assets
- $39,257,657
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 426 | H, C | 20240920155237NAL0003038835001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $39,257,657
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $39,257,657
- Net assets (BOY)
- $34,892,901
Income & contributions
- Employer contributions
- $923,509
- Participant contributions
- $1,340,793
- Total contributions
- $2,323,400
- Total income / additions
- $8,978,823
Expenses & distributions
- Benefits paid
- $4,491,863
- Administrative expenses
- $109,455
- Total expenses
- $4,614,067
- Net increase / (decrease)
- $4,364,756
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Morgan Stanley | INVESTMENT ADVISOR | $76,599 | not reported in the loaded dataset | 2023 |
| Empower Annuity Insurance Company O | RECORDKEEPER | $23,605 | $0 | 2023 |
| Empower Advisory Group, LLC | INVESTMENT MGMT | $8,851 | not reported in the loaded dataset | 2023 |
| Qdro Consultants Company, LLC | OTHER | $400 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Mizuno Usa, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in GA
- 401(k) and benefit plan filings in Peachtree Corners, GA
- Morgan Stanley — Schedule C compensation
- Empower Annuity Insurance Company O — Schedule C compensation
- Empower Advisory Group, LLC — Schedule C compensation
- Qdro Consultants Company, LLC — Schedule C compensation