2023 Form 5500 filing — Kubota Manufacturing Of America Corporation 401(K) Plan & Trust
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 20240709103519NAL0028759554001) for Kubota Manufacturing Of America Corporation 401(K) Plan & Trust, reported by Kubota Manufacturing Of America Corporation under EIN 58-1781948 and plan number 001. It reports 3,796 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240709103519NAL0028759554001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Kubota Manufacturing Of America Corporation
- EIN
- 58-1781948
- Plan number
- 001
- Location
- Gainsville, GA
- Participants
- 3,796
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $131,692,246
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $131,692,246
- Employer contributions
- $8,383,175
- Participant contributions
- $12,753,697
- Total income / additions
- $40,307,832
- Benefits paid
- $10,437,614
- Administrative expenses
- $315,946
- Total expenses
- $10,750,406
- Net increase / (decrease)
- $29,557,426
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $228,446 | $0 |
| Morgan Stanley Global | INVESTMENT ADVISORY | $87,500 | not reported in the loaded dataset |