2023 Form 5500 filing — Mizuho Osi 401(K) 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 20241011120757NAL0036866496001) for Mizuho Osi 401(K) Savings Plan, reported by Mizuho Orthopedic Systems, Inc under EIN 94-2405390 and plan number 001. It reports 575 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241011120757NAL0036866496001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Mizuho Orthopedic Systems, Inc
- EIN
- 94-2405390
- Plan number
- 001
- Location
- Union City, CA
- Participants
- 575
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $67,873,580
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $67,873,580
- Employer contributions
- $1,491,297
- Participant contributions
- $5,452,058
- Total income / additions
- $16,752,758
- Benefits paid
- $4,769,098
- Administrative expenses
- $18,976
- Total expenses
- $4,780,063
- Net increase / (decrease)
- $11,972,695
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Wells Fargo Wealth Brokerage Ins Ag | BROKER/ADVISER | $0 | $114,172 |
| Empower Annuity Insurance Company | RECORD KEEPER | $17,723 | $0 |
| Empower Advisory Group, LLC | INVESTMENT MGMT | $1,253 | not reported in the loaded dataset |