Kawasaki Tennessee Inc. 401k Plan — Form 5500 plan (Kawasaki 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, Kawasaki Tennessee Inc. 401k Plan is a benefit plan reported by Kawasaki Tennessee, Inc. under EIN 76-0719404 and plan number 001. The latest loaded filing year is 2023. The filing reports 281 participants and $3,517,404 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Kawasaki Tennessee, Inc.
- EIN
- 76-0719404
- Plan number
- 001
- Plan type
- 2
- Location
- Morristown, TN
- Latest filing year
- 2023
- Participants
- 281
- End-of-year plan assets
- $3,517,404
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 281 | H, C | 20240911152940NAL0007250785001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $3,517,404
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $3,517,404
- Net assets (BOY)
- $2,807,795
Income & contributions
- Employer contributions
- $206,175
- Participant contributions
- $300,015
- Total contributions
- $506,190
- Total income / additions
- $951,215
Expenses & distributions
- Benefits paid
- $221,478
- Administrative expenses
- $20,128
- Total expenses
- $241,606
- Net increase / (decrease)
- $709,609
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Tennessee Pension Administrators | CONTRACT ADMIN | $8,036 | $1,439 | 2023 |
| Kruggel, Lawton & Company, LLC | AUDITOR | $7,000 | not reported in the loaded dataset | 2023 |
| Empower Advisory Group, LLC | INVESTEMENT MGT | $5,092 | not reported in the loaded dataset | 2023 |
| Empower Annuity Insurance Co. | RECORDKEEPER | $0 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Kawasaki Tennessee, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in TN
- 401(k) and benefit plan filings in Morristown, TN
- Tennessee Pension Administrators — Schedule C compensation
- Kruggel, Lawton & Company, LLC — Schedule C compensation
- Empower Advisory Group, LLC — Schedule C compensation
- Empower Annuity Insurance Co. — Schedule C compensation