Hankyu Hanshin Express (Usa) 401(K) Plan — Form 5500 plan (Hankyu Hanshin Express (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, Hankyu Hanshin Express (Usa) 401(K) Plan is a benefit plan reported by Hankyu Hanshin Express (Usa) Inc. under EIN 95-2668593 and plan number 001. The latest loaded filing year is 2023. The filing reports 226 participants and $8,022,691 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Hankyu Hanshin Express (Usa) Inc.
- EIN
- 95-2668593
- Plan number
- 001
- Plan type
- 2
- Location
- Wood Dale, IL
- Latest filing year
- 2023
- Participants
- 226
- End-of-year plan assets
- $8,022,691
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 226 | H, C | 20241015165819NAL0015124435001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $8,022,691
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $8,022,691
- Net assets (BOY)
- $6,380,572
Income & contributions
- Employer contributions
- $178,848
- Participant contributions
- $630,449
- Total contributions
- $809,297
- Total income / additions
- $1,929,787
Expenses & distributions
- Benefits paid
- $253,687
- Administrative expenses
- $33,981
- Total expenses
- $287,668
- Net increase / (decrease)
- $1,642,119
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Fidelity Investments Institutional | RECORDKEEPER | $15,049 | $0 | 2023 |
| Raymond James & Associates Inc | ADVISOR | $12,615 | not reported in the loaded dataset | 2023 |