2023 Form 5500 filing — Kurita America Inc. 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 20240906110415NAL0001827986001) for Kurita America Inc. Retirement Savings Plan, reported by Kurita America Inc. under EIN 41-1255017 and plan number 002. It reports 762 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$82.2MReported net assets$82,197,390

Participants762

Provider compensation$134.2K5 Schedule C row(s)$134,179

Schedules filedSchedule H, Schedule CLoaded schedules

EFAST2 acknowledgement: 20240906110415NAL0001827986001
Plan sponsor: Kurita America Inc.
EIN: 41-1255017
Plan number: 002
Location: Minneapolis, MN
Received date: not reported in the loaded dataset

How to read this filing

This is a single annual Form 5500 filing, identified by its EFAST2 acknowledgement id.
Schedule chips (Sch H / I / C) show which schedules this filing includes.
Net assets = total assets minus total liabilities (Schedule H/I).
Fields a filing did not report are labeled not reported in the loaded dataset — never estimated.
For the plan's full history, open the plan profile.

Schedule H · 2023

Reported financial snapshot

Reported figures as filed, in whole dollars. Only fields the filing reports are shown.

Reported balance (end of year)$82.2M total assets

Net assets$82.2MLiabilities$0

Money in vs. money out

Total income / additions$20.4M

Total expenses$12.2M

Benefits paid / distributions$12M

Contributions

Employer$2.2M

Participant$4.6M

Full reported line items

Total assets (EOY): $82,197,390
Total liabilities (EOY): $0
Net assets (EOY): $82,197,390
Employer contributions: $2,192,517
Participant contributions: $4,634,404
Total income / additions: $20,442,744
Benefits paid: $12,003,144
Administrative expenses: $134,179
Total expenses: $12,153,880
Net increase / (decrease): $8,288,864

Schedule C

Reported service provider compensation

Compensation reported on the 2023 filing, ranked by reported total.

1
Empower Annuity Insurance Company$99.3K
RECORDKEEPER · Direct $99.3K · Indirect $0
2
Empower Advisory Group, LLC$24.4K
INVESTMENT MGMT · Direct $24.4K
3
Kestra Advisory Services LLC$10.5K
INVESTMENT ADVISOR · Direct $10.5K
4
Gwfs Equities Inc$20
OTHER INVESTMENT FEES · Direct $20
5
Gwfs Equities Inc$0
SHAREHOLDER SERVICING · Direct $0 · Indirect $0

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20240906110415NAL0001827986001 cover?: It is the 2023 Form 5500 filing for Kurita America Inc. Retirement Savings Plan, reported by Kurita America Inc. (EIN 41-1255017).
Which Form 5500 schedules are attached to this 2023 filing?: Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).