2023 Form 5500 filing — Akita 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 20241014103222NAL0025929121001) for Akita Retirement Plan, reported by Akita Equipment Corp under EIN 20-5633281 and plan number 001. It reports 621 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$7.8MReported net assets$7,784,336
Participants621
Provider compensation$36.7K1 Schedule C row(s)$36,737
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20241014103222NAL0025929121001
Plan sponsor
Akita Equipment Corp
EIN
20-5633281
Plan number
001
Location
Denver, CO
Received date
not reported in the loaded dataset
How to read this filing
  • This is a single annual Form 5500 filing, identified by its EFAST2 acknowledgement id.
  • Schedule chips (Sch H / I / C) show which schedules this filing includes.
  • Net assets = total assets minus total liabilities (Schedule H/I).
  • Fields a filing did not report are labeled not reported in the loaded dataset — never estimated.
  • For the plan's full history, open the plan profile.
Schedule H · 2023

Reported financial snapshot

Reported figures as filed, in whole dollars. Only fields the filing reports are shown.

Reported balance (end of year)$7.8M total assets
Net assets$7.8MLiabilities$0
Money in vs. money out
Total income / additions$3.2M
Total expenses$1.9M
Benefits paid / distributions$1.8M
Contributions
Employer$992.2K
Participant$925.9K
Full reported line items
Total assets (EOY)
$7,784,336
Total liabilities (EOY)
$0
Net assets (EOY)
$7,784,336
Employer contributions
$992,190
Participant contributions
$925,887
Total income / additions
$3,199,861
Benefits paid
$1,838,701
Administrative expenses
$36,226
Total expenses
$1,874,927
Net increase / (decrease)
$1,324,934
Schedule C

Reported service provider compensation

Compensation reported on the 2023 filing, ranked by reported total.

  1. 1
    CONTRACT ADMINISTRATOR · Direct $36.7K · Indirect $0

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20241014103222NAL0025929121001 cover?
It is the 2023 Form 5500 filing for Akita Retirement Plan, reported by Akita Equipment Corp (EIN 20-5633281).
Which Form 5500 schedules are attached to this 2023 filing?
Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Related Form 5500 pages