2023 Form 5500 filing — Jtekt Column Systems North America Corporation 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 20241010095029NAL0020782321001) for Jtekt Column Systems North America Corporation 401(K) Plan, reported by Jtekt Column Systems North America Corporation under EIN 38-2901695 and plan number 001. It reports 390 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)$14.1MReported net assets$14,125,315
Participants390
Provider compensation$115.2K3 Schedule C row(s)$115,199
Schedules filedSchedule H, Schedule CLoaded schedules
- EFAST2 acknowledgement
- 20241010095029NAL0020782321001
- Plan sponsor
- Jtekt Column Systems North America Corporation
- EIN
- 38-2901695
- Plan number
- 001
- Location
- Bronson, MI
- Received date
- not reported in the loaded dataset
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)$14.1M total assets
Net assets$14.1MLiabilities$0
Full reported line items
- Total assets (EOY)
- $14,125,315
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $14,125,315
- Employer contributions
- $522,104
- Participant contributions
- $785,133
- Total income / additions
- $3,208,671
- Benefits paid
- $1,289,902
- Administrative expenses
- $85,778
- Total expenses
- $1,380,773
- Net increase / (decrease)
- $1,827,898
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Empower Annuity Insurance Company O | RECORDKEEPER | $76,332 | $0 |
| Sigma Financial Corporation | BROKER/ADVISER | $0 | $29,439 |
| Empower Advisory Group, LLC | INVESTMENT MGMT | $9,428 | not reported in the loaded dataset |