Toyota Lift Northwest 401(K) Plan — Form 5500 plan (Toyota Tsusho Material Handling 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, Toyota Lift Northwest 401(K) Plan is a benefit plan reported by Toyota Tsusho Material Handling America, Inc under EIN 75-3266402 and plan number 001. The latest loaded filing year is 2023. The filing reports 171 participants and $8,346,377 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Toyota Tsusho Material Handling America, Inc
- EIN
- 75-3266402
- Plan number
- 001
- Plan type
- 2
- Location
- Clackamas, OR
- Latest filing year
- 2023
- Participants
- 171
- End-of-year plan assets
- $8,346,377
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 171 | H, C | 20241014173213NAL0027989569001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $8,346,377
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $8,346,377
- Net assets (BOY)
- $6,788,499
Income & contributions
- Employer contributions
- $310,271
- Participant contributions
- $539,628
- Total contributions
- $861,433
- Total income / additions
- $1,883,401
Expenses & distributions
- Benefits paid
- $308,823
- Administrative expenses
- $16,700
- Total expenses
- $325,523
- Net increase / (decrease)
- $1,557,878
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $16,700 | $0 | 2023 |
| Northwestern Mutual Investment Serv | OTHER SERVICES | $0 | $9,550 | 2023 |
| Wilshire Advisors LLC | INVESTMENT ADVISORY | $0 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Toyota Tsusho Material Handling America, Inc
- 2023 Form 5500 filing
- Form 5500 filings in OR
- 401(k) and benefit plan filings in Clackamas, OR
- Principal Life Insurance Company — Schedule C compensation
- Northwestern Mutual Investment Serv — Schedule C compensation
- Wilshire Advisors LLC — Schedule C compensation