2023 Form 5500 filing — Sony Usa 401(K) 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 20241014141201NAL0013426787001) for Sony Usa 401(K) Plan, reported by Sony Corporation Of America under EIN 13-1914734 and plan number 002. It reports 25,707 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241014141201NAL0013426787001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Sony Corporation Of America
- EIN
- 13-1914734
- Plan number
- 002
- Location
- New York, NY
- Participants
- 25,707
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $5,476,120,488
- Total liabilities (EOY)
- $2,025,895
- Net assets (EOY)
- $5,474,094,593
- Employer contributions
- $108,380,582
- Participant contributions
- $205,370,841
- Total income / additions
- $1,252,002,930
- Benefits paid
- $282,662,211
- Administrative expenses
- $6,387,356
- Total expenses
- $289,049,567
- Net increase / (decrease)
- $962,953,363
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Blackrock | NONE | $1,061,102 | not reported in the loaded dataset |
| Edelman Financial Engines, LLC | NONE | $968,582 | not reported in the loaded dataset |
| T Rowe Price Asset Mgmt Inc | NONE | $896,443 | not reported in the loaded dataset |
| T. Rowe Price Associates, Inc. | NONE | $888,924 | not reported in the loaded dataset |
| Altrinsic Global Advisors, LLC | NONE | $772,874 | not reported in the loaded dataset |
| Prudential Trust Company | NONE | $685,924 | not reported in the loaded dataset |
| Northern Trust Company | NONE | $431,236 | $0 |
| Loomis Sayles Trust Company | NONE | $228,497 | not reported in the loaded dataset |
| Mercer Investments LLC | NONE | $151,525 | not reported in the loaded dataset |
| Pricewaterhousecoopers Llp | NONE | $140,000 | not reported in the loaded dataset |
| State Street Global Advisors Tr Co. | NONE | $114,950 | $0 |
| Aon Consulting | NONE | $25,484 | not reported in the loaded dataset |
| Charles Schwab & Co. Inc. | NONE | $1,354 | $0 |