2023 Form 5500 filing — Jtekt Machinery Americas 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 20241014082505NAL0045307904001) for Jtekt Machinery Americas Corporation Retirement Plan, reported by Jtekt Machinery Americas Corporation under EIN 36-4011781 and plan number 001. It reports 229 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

EFAST2 acknowledgement
20241014082505NAL0045307904001
Filing year
2023
Form type
2
Plan sponsor
Jtekt Machinery Americas Corporation
EIN
36-4011781
Plan number
001
Location
Arlington Heights, IL
Participants
229
Schedules available
Schedule H, Schedule C
Received date
not reported in the loaded dataset

Reported financial snapshot (2023)

Total assets (EOY)
$28,712,923
Total liabilities (EOY)
$0
Net assets (EOY)
$28,712,923
Employer contributions
$619,790
Participant contributions
$1,460,220
Total income / additions
$6,109,102
Benefits paid
$4,508,869
Administrative expenses
$39,097
Total expenses
$4,517,796
Net increase / (decrease)
$1,591,306
Schedule source
Schedule H

Reported service provider compensation (Schedule C)

Compensation reported on the 2023 filing
ProviderServiceDirect comp.Indirect comp.
Empower Annuity Insurance Company ORECORDKEEPER$39,097$0

Related Form 5500 pages