2023 Form 5500 filing — Exedy America 401k 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 20241009081543NAL0032190864001) for Exedy America 401k Plan, reported by Exedy America Corporation under EIN 62-1582324 and plan number 001. It reports 282 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241009081543NAL0032190864001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Exedy America Corporation
- EIN
- 62-1582324
- Plan number
- 001
- Location
- Mascot, TN
- Participants
- 282
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $7,023,605
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $7,023,605
- Employer contributions
- $195,149
- Participant contributions
- $413,293
- Total income / additions
- $1,728,223
- Benefits paid
- $1,320,323
- Administrative expenses
- $40,091
- Total expenses
- $1,362,867
- Net increase / (decrease)
- $365,356
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Wells Fargo Adisors Fin | INVESTMENT ADISOR | $15,489 | not reported in the loaded dataset |
| Tennessee Pension Administrators | CONTRACT ADMIN | $11,132 | not reported in the loaded dataset |
| Empower Annuity Insurance Company O | RECORDKEEPER | $10,412 | $0 |
| Empower Advisory Group, LLC | INVESTMENT MGMT | $2,647 | not reported in the loaded dataset |
| Envestnet Retirement Solutions, LLC | OTHER | $1,239 | not reported in the loaded dataset |