2023 Form 5500 filing — Daifuku North America Group Employees' Retirement 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 20240904111349NAL0019634497001) for Daifuku North America Group Employees' Retirement Savings Plan, reported by Daifuku North America Holding Company under EIN 27-4402595 and plan number 015. It reports 4,136 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240904111349NAL0019634497001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Daifuku North America Holding Company
- EIN
- 27-4402595
- Plan number
- 015
- Location
- Novi, MI
- Participants
- 4,136
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $153,740,127
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $153,740,127
- Employer contributions
- $6,018,985
- Participant contributions
- $14,057,402
- Total income / additions
- $45,670,810
- Benefits paid
- $15,202,642
- Administrative expenses
- $172,728
- Total expenses
- $15,421,909
- Net increase / (decrease)
- $30,248,901
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Warner Norcross & Judd Llp | ATTORNEY/LEGAL | $84,645 | not reported in the loaded dataset |
| Capfinancial Partners LLC | ADVISOR | $71,250 | not reported in the loaded dataset |
| Plante Moran | ACCOUNTANT/AUDITOR | $18,000 | not reported in the loaded dataset |
| Fidelity Investments Institutional | RECORDKEEPER | -$1,263 | $0 |