Makita U.S.A., Inc. — Form 5500 filings & benefit plans

Form 5500 plan sponsor 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, Makita U.S.A., Inc. (EIN 13-2672211) is a plan sponsor located in La Mirada, CA with 1 reported benefit plan(s) in the loaded dataset. The latest loaded Form 5500 filing year is 2023.

Company overview (based on loaded 2023 public filings)

EIN
13-2672211
Location
La Mirada, CA
Loaded plans
2
Latest filing year
2023

Reported financial aggregate (2023)

Reported net position

Total reported assets (EOY)
$92,837,913
Total reported liabilities (EOY)
$0
Total reported net assets (EOY)
$92,837,913

Contributions & income

Employer contributions
$2,077,037
Participant contributions
$4,448,069
Total income / additions
$20,302,425

Expenses & distributions

Benefits paid / distributions
$9,632,669
Total expenses
$9,710,150
Net increase / (decrease)
$10,592,275

Coverage

Total reported participants
2,172
Plans with financial statements
1
Plans with provider compensation
1

Totals sum the latest loaded 2023 public Form 5500 filing per plan for this company's plans — one filing per plan, so multiple years are never double-counted. Figures are reported values from loaded Schedule H / I (and Schedule C for provider compensation); fields a plan did not report are treated as missing, not zero. These are not audited or official totals.

Largest loaded plans by reported assets

Makita U.S.A., Inc. plans by reported end-of-year assets
PlanPlan #ParticipantsReported assets (EOY)Year
Makita Shared Savings Plan0021,227$92,837,9132023
Makita U.S.A., Inc. Benefits Plan501945not reported in the loaded dataset2023

Search all 2 loaded plans for this company →

Latest loaded filings

Most recent loaded Form 5500 filings for Makita U.S.A., Inc.
YearPlanParticipantsSchedulesFiling
2023Makita Shared Savings Plan1,227H, C20241002172741NAL0004262467001
2023Makita U.S.A., Inc. Benefits Plan94520251020165310NAL0000522515001

Related Form 5500 pages