2023 Form 5500 filing — Kawasaki Tennessee Inc. 401k 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 20240911152940NAL0007250785001) for Kawasaki Tennessee Inc. 401k Plan, reported by Kawasaki Tennessee, Inc. under EIN 76-0719404 and plan number 001. It reports 281 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240911152940NAL0007250785001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Kawasaki Tennessee, Inc.
- EIN
- 76-0719404
- Plan number
- 001
- Location
- Morristown, TN
- Participants
- 281
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $3,517,404
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $3,517,404
- Employer contributions
- $206,175
- Participant contributions
- $300,015
- Total income / additions
- $951,215
- Benefits paid
- $221,478
- Administrative expenses
- $20,128
- Total expenses
- $241,606
- Net increase / (decrease)
- $709,609
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Tennessee Pension Administrators | CONTRACT ADMIN | $8,036 | $1,439 |
| Kruggel, Lawton & Company, LLC | AUDITOR | $7,000 | not reported in the loaded dataset |
| Empower Advisory Group, LLC | INVESTEMENT MGT | $5,092 | not reported in the loaded dataset |
| Empower Annuity Insurance Co. | RECORDKEEPER | $0 | $0 |