2023 Form 5500 filing — Mtu Aero Engine North America, Inc. 401(K) Plan And Trust
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 20240924113128NAL0004644931001) for Mtu Aero Engine North America, Inc. 401(K) Plan And Trust, reported by Mtu Aero Engine North America Inc. under EIN 06-1602767 and plan number 001. It reports 313 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240924113128NAL0004644931001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Mtu Aero Engine North America Inc.
- EIN
- 06-1602767
- Plan number
- 001
- Location
- Rocky Hill, CT
- Participants
- 313
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $27,172,804
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $27,172,804
- Employer contributions
- $907,340
- Participant contributions
- $1,575,353
- Total income / additions
- $6,471,153
- Benefits paid
- $667,445
- Administrative expenses
- $46,351
- Total expenses
- $713,796
- Net increase / (decrease)
- $5,757,357
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Hooker And Holcombe Invt Advisors | ADVISOR | $29,296 | not reported in the loaded dataset |
| Usi Advisors Inc | ADVISOR | $16,380 | not reported in the loaded dataset |
| Fidelity Investments Institutional | RECORDKEEPER | $675 | $0 |