2023 Form 5500 filing — Hitachi High-Tech America, Inc. Shared Savings 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 20241010134653NAL0040893586001) for Hitachi High-Tech America, Inc. Shared Savings Plan, reported by Hitachi High-Tech America, Inc. under EIN 01-0569971 and plan number 002. It reports 915 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241010134653NAL0040893586001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Hitachi High-Tech America, Inc.
- EIN
- 01-0569971
- Plan number
- 002
- Location
- Schaumburg, IL
- Participants
- 915
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $170,617,065
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $170,617,065
- Employer contributions
- $3,380,223
- Participant contributions
- $7,540,397
- Total income / additions
- $39,623,266
- Benefits paid
- $4,389,761
- Administrative expenses
- $176,482
- Total expenses
- $4,568,337
- Net increase / (decrease)
- $35,054,929
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| John Hancock | RETAINED BY EMPLOYER | $106,415 | $0 |
| Wayne Hummer Investments, LLC | RETAINED BY EMPLOYER | $55,000 | not reported in the loaded dataset |