Mazda Savings And Investment Plan — Form 5500 plan (Mazda Motor Of America, Inc. D/B/A Mazda North American Operations)

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, Mazda Savings And Investment Plan is a benefit plan reported by Mazda Motor Of America, Inc. D/B/A Mazda North American Operations under EIN 95-2668359 and plan number 002. The latest loaded filing year is 2023. The filing reports 1,357 participants and $232,201,245 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Mazda Motor Of America, Inc. D/B/A Mazda North American Operations
EIN
95-2668359
Plan number
002
Plan type
2
Location
Irvine, CA
Latest filing year
2023
Participants
1,357
End-of-year plan assets
$232,201,245

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20231,357H, C20241014155913NAL0013584323001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$232,201,245
Total liabilities (EOY)
$0
Net assets (EOY)
$232,201,245
Net assets (BOY)
$200,268,815

Income & contributions

Employer contributions
$5,536,514
Participant contributions
$10,305,236
Total contributions
$17,504,859
Total income / additions
$50,273,178

Expenses & distributions

Benefits paid
$18,159,839
Administrative expenses
$172,587
Total expenses
$18,340,748
Net increase / (decrease)
$31,932,430

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
John HancockRETAINED BY EMPLOYER$130,598$02023
Morgan StanleyRETAINED BY EMPLOYER$41,989not reported in the loaded dataset2023

Related Form 5500 pages