2023 Form 5500 filing — Fujitsu Group Defined Contribution And 401(K) Plan
Plain-English filing 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, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20240626154412NAL0005528259001) for Fujitsu Group Defined Contribution And 401(K) Plan, reported by Fujitsu North America, Inc. under EIN 46-4314843 and plan number 003. It reports 6,882 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240626154412NAL0005528259001
- Filing year
- 2023
- Form type
- 3
- Plan sponsor
- Fujitsu North America, Inc.
- EIN
- 46-4314843
- Plan number
- 003
- Location
- Sunnyvale, CA
- Participants
- 6,882
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $1,440,819,735
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $1,440,819,735
- Employer contributions
- $8,496,230
- Participant contributions
- $31,224,705
- Total income / additions
- $241,099,960
- Benefits paid
- $104,055,598
- Administrative expenses
- $1,185,837
- Total expenses
- $105,248,095
- Net increase / (decrease)
- $135,851,865
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| John Hancock | RETAINED BY EMPLOYER | $910,776 | $0 |
| Invesco | RETAINED BY EMPLOYER | $138,461 | not reported in the loaded dataset |
| Callan Investments | RETAINED BY EMPLOYER | $111,250 | not reported in the loaded dataset |
| Pillsbury, Winthrop, Shaw, Pittman | RETAINED BY EMPLOYER | $15,000 | not reported in the loaded dataset |
| O.G. Law, LLC | RETAINED BY EMPLOYER | $10,000 | not reported in the loaded dataset |