2023 Form 5500 filing — Kyocera Senco Industrial Tools, Inc. Savings 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 20240826121500NAL0009498993001) for Kyocera Senco Industrial Tools, Inc. Savings Plan, reported by Kyocera Senco Industrial Tools, Inc. under EIN 27-0375987 and plan number 001. It reports 478 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240826121500NAL0009498993001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Kyocera Senco Industrial Tools, Inc.
- EIN
- 27-0375987
- Plan number
- 001
- Location
- Cincinnati, OH
- Participants
- 478
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $28,395,098
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $28,395,098
- Employer contributions
- $833,588
- Participant contributions
- $1,501,375
- Total income / additions
- $7,250,536
- Benefits paid
- $1,633,823
- Administrative expenses
- $103,272
- Total expenses
- $1,737,095
- Net increase / (decrease)
- $5,513,441
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| John Hancock Retirement Plan Svcs | RETAINED BY PLAN SPONSOR | $54,749 | $0 |
| Plexus Financial Services, LLC | INVESTMENT ADVISOR | $48,522 | not reported in the loaded dataset |