2023 Form 5500 filing — Don Quijote (Usa) Co., Ltd. Profit-Sharing Retirement/Individual Matched 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 20241011143024NAL0039009488001) for Don Quijote (Usa) Co., Ltd. Profit-Sharing Retirement/Individual Matched Savings Plan, reported by Don Quijote (Usa) Co., Ltd. under EIN 99-0150807 and plan number 001. It reports 2,074 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241011143024NAL0039009488001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Don Quijote (Usa) Co., Ltd.
- EIN
- 99-0150807
- Plan number
- 001
- Location
- Honolulu, HI
- Participants
- 2,074
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $72,862,970
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $72,862,970
- Employer contributions
- $1,617,507
- Participant contributions
- $4,280,313
- Total income / additions
- $16,317,978
- Benefits paid
- $5,031,208
- Administrative expenses
- $271,557
- Total expenses
- $5,336,999
- Net increase / (decrease)
- $10,980,979
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Fidelity Investments Institutional | RECORDKEEPER | $183,371 | $0 |
| Lpl Financial LLC | ADVISOR | $63,647 | not reported in the loaded dataset |
| Pension Assurance Llp | ACCOUNTANT/AUDITOR | $17,000 | not reported in the loaded dataset |
| Si Group | CONSULTANT | $7,539 | not reported in the loaded dataset |