2023 Form 5500 filing — Hitachi Solutions America, Ltd. 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 20241010163938NAL0021460833001) for Hitachi Solutions America, Ltd. 401(K) Plan, reported by Hitachi Solutions America, Ltd. under EIN 94-3127998 and plan number 001. It reports 941 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241010163938NAL0021460833001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Hitachi Solutions America, Ltd.
- EIN
- 94-3127998
- Plan number
- 001
- Location
- Irvine, CA
- Participants
- 941
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $108,632,333
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $108,632,333
- Employer contributions
- $6,945,184
- Participant contributions
- $11,105,184
- Total income / additions
- $35,126,693
- Benefits paid
- $13,300,413
- Administrative expenses
- $113,873
- Total expenses
- $13,627,730
- Net increase / (decrease)
- $21,498,963
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Empower Advisory Group, LLC | INVESTMENT MGMT | $60,724 | $0 |
| Associates In Excellence Dba Cetera | OTHER | $35,383 | $0 |
| Bpm Llp | AUDITOR | $16,612 | $0 |
| Empower Annuity Ins Co Of America | RECORDKEEPER | $3,964 | $0 |