Kintetsu World Express (U.S.A.), Inc. Employees 401(K) Plan — Form 5500 plan (Kintetsu World Express (U.S.A.), 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, Kintetsu World Express (U.S.A.), Inc. Employees 401(K) Plan is a benefit plan reported by Kintetsu World Express (U.S.A.), Inc. under EIN 94-1693161 and plan number 002. The latest loaded filing year is 2023. The filing reports 1,202 participants and $139,339,727 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Kintetsu World Express (U.S.A.), Inc.
- EIN
- 94-1693161
- Plan number
- 002
- Plan type
- 2
- Location
- Jericho, NY
- Latest filing year
- 2023
- Participants
- 1,202
- End-of-year plan assets
- $139,339,727
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 1,202 | H, C | 20240909110259NAL0005398881001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $139,339,727
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $139,339,727
- Net assets (BOY)
- $115,013,723
Income & contributions
- Employer contributions
- $3,667,521
- Participant contributions
- $6,508,189
- Total contributions
- $11,608,709
- Total income / additions
- $33,176,822
Expenses & distributions
- Benefits paid
- $8,639,599
- Administrative expenses
- $187,855
- Total expenses
- $8,850,818
- Net increase / (decrease)
- $24,326,004
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Osaic Wealth Inc | OTHER | $180,035 | not reported in the loaded dataset | 2023 |
| Caron & Bletzer, Pllc | AUDITOR | $5,100 | not reported in the loaded dataset | 2023 |
| Caron & Bletzer, Pllc | OTHER | $2,720 | not reported in the loaded dataset | 2023 |
| Empower Life & Annuity Insurance Co | RECORDKEEPER | $0 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Kintetsu World Express (U.S.A.), Inc.
- 2023 Form 5500 filing
- Form 5500 filings in NY
- 401(k) and benefit plan filings in Jericho, NY
- Osaic Wealth Inc — Schedule C compensation
- Caron & Bletzer, Pllc — Schedule C compensation
- Empower Life & Annuity Insurance Co — Schedule C compensation