Plan5500

Kda Direct Operations 401(K) Plan — Form 5500 plan (Kyocera Document Solutions America, 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, Kda Direct Operations 401(K) Plan is a benefit plan reported by Kyocera Document Solutions America, Inc. under EIN 95-2819506 and plan number 003. The latest loaded filing year is 2023. The filing reports 907 participants and $63,083,560 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Kyocera Document Solutions America, Inc.
EIN
95-2819506
Plan number
003
Plan type
2
Location
Fairfield, NJ
Latest filing year
2023
Participants
907
End-of-year plan assets
$63,083,560

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023907H, C20241015183806NAL0050914352001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$63,083,560
Total liabilities (EOY)
$0
Net assets (EOY)
$63,083,560
Net assets (BOY)
$54,053,327

Income & contributions

Employer contributions
$952,084
Participant contributions
$3,135,862
Total contributions
$4,706,443
Total income / additions
$13,950,960

Expenses & distributions

Benefits paid
$4,219,356
Administrative expenses
$64,286
Total expenses
$4,283,642
Net increase / (decrease)
$9,667,318

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
T Rowe Price Rps IncNONE$49,304$02023
Capfinancial Partners LLCNONE$15,000not reported in the loaded dataset2023

Related Form 5500 pages