2023 Form 5500 filing — Kyocera Sgs Precision Tools 401(K) Profit Sharing 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 20241009105239NAL0010539699001) for Kyocera Sgs Precision Tools 401(K) Profit Sharing Plan, reported by Kyocera Sgs Precision Tools, Inc. under EIN 34-1437898 and plan number 001. It reports 470 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$39.5MReported net assets$39,518,437
Participants470
Provider compensation$67K2 Schedule C row(s)$67,012
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20241009105239NAL0010539699001
Plan sponsor
Kyocera Sgs Precision Tools, Inc.
EIN
34-1437898
Plan number
001
Location
Cuyahoga, OH
Received date
not reported in the loaded dataset
How to read this filing
  • This is a single annual Form 5500 filing, identified by its EFAST2 acknowledgement id.
  • Schedule chips (Sch H / I / C) show which schedules this filing includes.
  • Net assets = total assets minus total liabilities (Schedule H/I).
  • Fields a filing did not report are labeled not reported in the loaded dataset — never estimated.
  • For the plan's full history, open the plan profile.
Schedule H · 2023

Reported financial snapshot

Reported figures as filed, in whole dollars. Only fields the filing reports are shown.

Reported balance (end of year)$39.5M total assets
Net assets$39.5MLiabilities$0
Money in vs. money out
Total income / additions$8.7M
Total expenses$6M
Benefits paid / distributions$5.9M
Contributions
Employer$728.4K
Participant$2.6M
Full reported line items
Total assets (EOY)
$39,518,437
Total liabilities (EOY)
$0
Net assets (EOY)
$39,518,437
Employer contributions
$728,404
Participant contributions
$2,566,898
Total income / additions
$8,732,493
Benefits paid
$5,915,807
Administrative expenses
$67,012
Total expenses
$5,982,819
Net increase / (decrease)
$2,749,674
Schedule C

Reported service provider compensation

Compensation reported on the 2023 filing, ranked by reported total.

  1. 1
    CONTRACT ADMINISTRATOR · Direct $67K · Indirect $0
  2. 2
    BROKER/DEALER · Direct $4

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20241009105239NAL0010539699001 cover?
It is the 2023 Form 5500 filing for Kyocera Sgs Precision Tools 401(K) Profit Sharing Plan, reported by Kyocera Sgs Precision Tools, Inc. (EIN 34-1437898).
Which Form 5500 schedules are attached to this 2023 filing?
Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Related Form 5500 pages