2023 Form 5500 filing — Satake Usa Inc. 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 20240930143933NAL0005662641001) for Satake Usa Inc. 401(K) Plan, reported by Satake Usa, Inc. under EIN 51-0277211 and plan number 001. It reports 140 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240930143933NAL0005662641001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Satake Usa, Inc.
- EIN
- 51-0277211
- Plan number
- 001
- Location
- Stafford, TX
- Participants
- 140
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $32,405,551
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $32,405,551
- Employer contributions
- $586,050
- Participant contributions
- $1,074,533
- Total income / additions
- $6,330,872
- Benefits paid
- $1,026,127
- Administrative expenses
- -$15,333
- Total expenses
- $1,010,794
- Net increase / (decrease)
- $5,320,078
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Fidelity Investments Institutional | RECORDKEEPER | -$15,953 | $0 |