2023 Form 5500 filing — Yokogawa Usa, Inc. Wealth Builder
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 20241015135056NAL0029850817001) for Yokogawa Usa, Inc. Wealth Builder, reported by Yokogawa Usa, Inc. under EIN 58-1874832 and plan number 001. It reports 1,099 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015135056NAL0029850817001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Yokogawa Usa, Inc.
- EIN
- 58-1874832
- Plan number
- 001
- Location
- Newnan, GA
- Participants
- 1,099
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $168,440,748
- Net assets (EOY)
- $168,440,748
- Employer contributions
- $4,764,759
- Participant contributions
- $7,511,607
- Total income / additions
- $37,764,513
- Benefits paid
- $17,017,743
- Administrative expenses
- $73,415
- Total expenses
- $17,096,315
- Net increase / (decrease)
- $20,668,198
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Prime Capital Investment Advis | NONE | $39,698 | not reported in the loaded dataset |
| Weaver And Tidwell, Llp | NONE | $15,862 | not reported in the loaded dataset |
| Schwab Retirement Plan Services,Inc | NONE | $15,730 | not reported in the loaded dataset |
| Charles Schwab Trust Bank | NONE | $0 | $0 |
| Charles Schwab & Co. Inc | NONE | $0 | $0 |