Yorozu America Corporation Savings Plan — Form 5500 plan (Yorozu Automotive Tennessee, 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, Yorozu America Corporation Savings Plan is a benefit plan reported by Yorozu Automotive Tennessee, Inc. under EIN 62-1290313 and plan number 001. The latest loaded filing year is 2023. The filing reports 1,078 participants and $37,996,910 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Yorozu Automotive Tennessee, Inc.
- EIN
- 62-1290313
- Plan number
- 001
- Plan type
- 2
- Location
- Morrison, TN
- Latest filing year
- 2023
- Participants
- 1,078
- End-of-year plan assets
- $37,996,910
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 1,078 | H, C | 20250410150856NAL0013217075001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $37,996,910
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $37,996,910
- Net assets (BOY)
- $33,272,238
Income & contributions
- Employer contributions
- $714,424
- Participant contributions
- $1,333,525
- Total contributions
- $2,063,911
- Total income / additions
- $7,553,855
Expenses & distributions
- Benefits paid
- $2,726,379
- Administrative expenses
- $102,804
- Total expenses
- $2,829,183
- Net increase / (decrease)
- $4,724,672
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Morgan Stanley Smith Barney LLC | INVESTMENT ADVISOR | $51,320 | not reported in the loaded dataset | 2023 |
| Fidelity Investments Institutional | RECORDKEEPER | $43,048 | $0 | 2023 |
| Strategic Advisors, Inc. | ADVISOR | $8,434 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Yorozu Automotive Tennessee, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in TN
- 401(k) and benefit plan filings in Morrison, TN
- Morgan Stanley Smith Barney LLC — Schedule C compensation
- Fidelity Investments Institutional — Schedule C compensation
- Strategic Advisors, Inc. — Schedule C compensation