Kubota Tractor 401(K) Plan — Form 5500 plan (Kubota Tractor Corp.)

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, Kubota Tractor 401(K) Plan is a benefit plan reported by Kubota Tractor Corp. under EIN 95-2801513 and plan number 002. The latest loaded filing year is 2023. The filing reports 1,669 participants and $135,210,435 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Kubota Tractor Corp.
EIN
95-2801513
Plan number
002
Plan type
2
Location
Grapevine, TX
Latest filing year
2023
Participants
1,669
End-of-year plan assets
$135,210,435

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20231,669H, C20241008155646NAL0009868003001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$135,210,435
Total liabilities (EOY)
$0
Net assets (EOY)
$135,210,435
Net assets (BOY)
$111,641,881

Income & contributions

Employer contributions
$6,764,140
Participant contributions
$8,085,733
Total contributions
$16,023,960
Total income / additions
$36,952,247

Expenses & distributions

Benefits paid
$13,406,272
Administrative expenses
-$23,740
Total expenses
$13,383,693
Net increase / (decrease)
$23,568,554

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Fidelity Investments InstitutionalRECORDKEEPER-$233,935$02023

Related Form 5500 pages