2023 Form 5500 filing — Yamada North America Inc. Associates Retirement 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 20241003164946NAL0010927297001) for Yamada North America Inc. Associates Retirement Plan, reported by Yamada North America, Inc. under EIN 31-1240256 and plan number 001. It reports 419 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241003164946NAL0010927297001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Yamada North America, Inc.
- EIN
- 31-1240256
- Plan number
- 001
- Location
- South Charleston, OH
- Participants
- 419
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $18,478,331
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $18,478,331
- Employer contributions
- $496,256
- Participant contributions
- $1,015,965
- Total income / additions
- $3,963,567
- Benefits paid
- $982,258
- Administrative expenses
- $106,975
- Total expenses
- $1,089,233
- Net increase / (decrease)
- $2,874,334
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Stancorp Financial Group | NONE | $75,161 | not reported in the loaded dataset |
| Consolidated Financial Mgt Group Ll | NONE | $31,801 | not reported in the loaded dataset |
| Charles Schwab | NONE | $0 | $5,240 |