2023 Form 5500 filing — Yushiro / Qualichem 401(K) 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 20240926150408NAL0000832849001) for Yushiro / Qualichem 401(K) Plan, reported by Yushiro Manufacturing America, Inc. under EIN 62-1296001 and plan number 001. It reports 172 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240926150408NAL0000832849001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Yushiro Manufacturing America, Inc.
- EIN
- 62-1296001
- Plan number
- 001
- Location
- Shelbyville, IN
- Participants
- 172
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $12,504,804
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $12,504,804
- Employer contributions
- $494,379
- Participant contributions
- $993,514
- Total income / additions
- $3,508,813
- Benefits paid
- $2,521,702
- Administrative expenses
- $41,363
- Total expenses
- $2,563,065
- Net increase / (decrease)
- $945,748
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| First Citizens Institutional Trust | FINANCIAL ADVISOR | $30,000 | not reported in the loaded dataset |
| The Vanguard Group, Inc. | RECORDKEEPER, ASSET CUST | $12,413 | not reported in the loaded dataset |
| Trinity Pension Group LLC | THIRD PARTY ADMIN | $2,000 | not reported in the loaded dataset |
| Ascensus LLC | RECORDKEEPER | $0 | $14 |