Hoshizaki Usa Holdings, Inc. Retirement Plan — Form 5500 plan (Hoshizaki Usa Holdings, 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, Hoshizaki Usa Holdings, Inc. Retirement Plan is a benefit plan reported by Hoshizaki Usa Holdings, Inc. under EIN 84-1700461 and plan number 001. The latest loaded filing year is 2023. The filing reports 2,315 participants and $106,636,125 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Hoshizaki Usa Holdings, Inc.
EIN
84-1700461
Plan number
001
Plan type
2
Location
Peachtree City, GA
Latest filing year
2023
Participants
2,315
End-of-year plan assets
$106,636,125

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20232,315H, C20250703133132NAL0001496450001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$106,636,125
Total liabilities (EOY)
$0
Net assets (EOY)
$106,636,125
Net assets (BOY)
$86,985,347

Income & contributions

Employer contributions
$4,600,256
Participant contributions
$4,941,839
Total contributions
$10,155,691
Total income / additions
$28,525,049

Expenses & distributions

Benefits paid
$8,727,809
Administrative expenses
$136,330
Total expenses
$8,874,271
Net increase / (decrease)
$19,650,778

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Fidelity Investments InstitutionalRECORDKEEPER$90,815$02023
Strategic Advisors, Inc.ADVISOR$44,332not reported in the loaded dataset2023

Related Form 5500 pages