2023 Form 5500 filing — Kyocera 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 20240925150818NAL0005542643002) for Kyocera Retirement Savings Plan, reported by Kyocera International, Inc. under EIN 94-1695243 and plan number 002. It reports 1,791 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240925150818NAL0005542643002
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Kyocera International, Inc.
- EIN
- 94-1695243
- Plan number
- 002
- Location
- San Diego, CA
- Participants
- 1,791
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $253,189,816
- Net assets (EOY)
- $253,189,816
- Employer contributions
- $2,187,175
- Participant contributions
- $9,211,393
- Total income / additions
- $49,261,852
- Benefits paid
- $28,023,795
- Administrative expenses
- $66,736
- Total expenses
- $28,093,436
- Net increase / (decrease)
- $21,168,416
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Transamerica Retirement Solutions | RECORD KEEPER | $47,436 | $0 |
| Moss Adams Llp | AUDITOR | $19,300 | not reported in the loaded dataset |
| National Financial Services | SECURITIES BROKER | $0 | $0 |