Mahindra Usa, Inc 401(K) Profit Sharing Plan & Trust — Form 5500 plan (Mahindra 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, Mahindra Usa, Inc 401(K) Profit Sharing Plan & Trust is a benefit plan reported by Mahindra Usa, Inc under EIN 76-0438770 and plan number 001. The latest loaded filing year is 2023. The filing reports 286 participants and $9,266,827 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Mahindra Usa, Inc
EIN
76-0438770
Plan number
001
Plan type
2
Location
Houston, TX
Latest filing year
2023
Participants
286
End-of-year plan assets
$9,266,827

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023286H, C20241015180228NAL0050803104001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$9,266,827
Total liabilities (EOY)
$0
Net assets (EOY)
$9,266,827
Net assets (BOY)
$5,293,783

Income & contributions

Employer contributions
$435,808
Participant contributions
$886,415
Total contributions
$1,471,980
Total income / additions
$2,732,519

Expenses & distributions

Benefits paid
$547,592
Administrative expenses
$55,393
Total expenses
$625,509
Net increase / (decrease)
$2,107,010

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Adp, Inc.RECORD KEEPER$29,723$02023
RbcINVESTMENT/FINANCIAL ADVI$25,670$02023
Adp Broker-DealerRECORD KEEPER$0$02023

Related Form 5500 pages