Daikin America, Inc. 401(K) Savings And Retirement Plan — Form 5500 plan (Daikin America, 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, Daikin America, Inc. 401(K) Savings And Retirement Plan is a benefit plan reported by Daikin America, Inc under EIN 63-1038060 and plan number 001. The latest loaded filing year is 2023. The filing reports 683 participants and $169,525,806 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Daikin America, Inc
- EIN
- 63-1038060
- Plan number
- 001
- Plan type
- 2
- Location
- Orangeburg, NY
- Latest filing year
- 2023
- Participants
- 683
- End-of-year plan assets
- $169,525,806
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 683 | H, C | 20240926113809NAL0000589857001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $169,525,806
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $169,525,806
- Net assets (BOY)
- $152,724,233
Income & contributions
- Employer contributions
- $6,391,751
- Participant contributions
- $5,820,761
- Total contributions
- $12,271,796
- Total income / additions
- $36,456,199
Expenses & distributions
- Benefits paid
- $19,415,484
- Administrative expenses
- $224,440
- Total expenses
- $19,654,626
- Net increase / (decrease)
- $16,801,573
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| John Hancock Retirement Servic | RETAINED BY EMPLOYER | $115,840 | $0 | 2023 |
| Morgan Stanley Smith Barney LLC | RETAINED BY EMPLOYER | $75,000 | not reported in the loaded dataset | 2023 |
| Eisneramper | RETAINED BY EMPLOYER | $33,600 | not reported in the loaded dataset | 2023 |
| Raymond James & Associates | RETAINED BY EMPLOYER | $0 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Daikin America, Inc
- 2023 Form 5500 filing
- Form 5500 filings in NY
- 401(k) and benefit plan filings in Orangeburg, NY
- John Hancock Retirement Servic — Schedule C compensation
- Morgan Stanley Smith Barney LLC — Schedule C compensation
- Eisneramper — Schedule C compensation
- Raymond James & Associates — Schedule C compensation