2023 Form 5500 filing — Mazda Savings And Investment 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 20241014155913NAL0013584323001) for Mazda Savings And Investment Plan, reported by Mazda Motor Of America, Inc. D/B/A Mazda North American Operations under EIN 95-2668359 and plan number 002. It reports 1,357 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)$232.2MReported net assets$232,201,245
Participants1.4K1,357
Provider compensation$172.6K2 Schedule C row(s)$172,587
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20241014155913NAL0013584323001
Plan sponsor
Mazda Motor Of America, Inc. D/B/A Mazda North American Operations
EIN
95-2668359
Plan number
002
Location
Irvine, CA
Received date
not reported in the loaded dataset
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)$232.2M total assets
Net assets$232.2MLiabilities$0
Money in vs. money out
Total income / additions$50.3M
Total expenses$18.3M
Benefits paid / distributions$18.2M
Contributions
Employer$5.5M
Participant$10.3M
Full reported line items
Total assets (EOY)
$232,201,245
Total liabilities (EOY)
$0
Net assets (EOY)
$232,201,245
Employer contributions
$5,536,514
Participant contributions
$10,305,236
Total income / additions
$50,273,178
Benefits paid
$18,159,839
Administrative expenses
$172,587
Total expenses
$18,340,748
Net increase / (decrease)
$31,932,430

Reported service provider compensation (Schedule C)

Compensation reported on the 2023 filing
ProviderServiceDirect comp.Indirect comp.
John HancockRETAINED BY EMPLOYER$130,598$0
Morgan StanleyRETAINED BY EMPLOYER$41,989not reported in the loaded dataset

Related Form 5500 pages