2023 Form 5500 filing — Tdk U. S. A. Corporation Retirement 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 20241011175938NAL0022484961001) for Tdk U. S. A. Corporation Retirement Plan, reported by Tdk U.S.A Corporation under EIN 95-3304247 and plan number 003. It reports 2,218 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241011175938NAL0022484961001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Tdk U.S.A Corporation
- EIN
- 95-3304247
- Plan number
- 003
- Location
- Uniondale, NY
- Participants
- 2,218
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $252,765,858
- Total liabilities (EOY)
- $221,695
- Net assets (EOY)
- $252,544,163
- Employer contributions
- $0
- Total income / additions
- $32,176,042
- Benefits paid
- $7,928,250
- Administrative expenses
- $942,180
- Total expenses
- $8,870,430
- Net increase / (decrease)
- $23,305,612
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Us Bank, N.A | NONE | $882,180 | not reported in the loaded dataset |
| Smarter Actuarial Consulting, LLC | NONE | $60,000 | not reported in the loaded dataset |