2023 Form 5500 filing — Kubota Engine America Corporation 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 20240822102500NAL0002528803001) for Kubota Engine America Corporation 401(K) Plan, reported by Kubota Engine America Corporation under EIN 36-4182595 and plan number 001. It reports 150 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240822102500NAL0002528803001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Kubota Engine America Corporation
- EIN
- 36-4182595
- Plan number
- 001
- Location
- Lincolnshire, IL
- Participants
- 150
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $27,100,016
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $27,100,016
- Employer contributions
- $946,180
- Participant contributions
- $1,142,444
- Total income / additions
- $6,839,983
- Benefits paid
- $1,736,095
- Administrative expenses
- $78,251
- Total expenses
- $1,814,346
- Net increase / (decrease)
- $5,025,637
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $78,305 | $0 |
| Equitable Advisors, LLC | OTHER SERVICES | $0 | $29,733 |
| Pruco Securities LLC | OTHER SERVICES | not reported in the loaded dataset | $9,015 |
| The Benefits Consulting Group Inc | OTHER SERVICES | $0 | $7,749 |
| Wilshire Advisors LLC | INVESTMENT ADVISORY | not reported in the loaded dataset | not reported in the loaded dataset |
| Wilshire Advisors LLC | INVESTMENT ADVISORY | $0 | $0 |