2023 Form 5500 filing — Mhi Group 401k 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 20241015163337NAL0016885315001) for Mhi Group 401k Plan, reported by Mitsubishi Heavy Industries America Inc. under EIN 36-3031033 and plan number 001. It reports 848 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015163337NAL0016885315001
- Filing year
- 2023
- Form type
- 3
- Plan sponsor
- Mitsubishi Heavy Industries America Inc.
- EIN
- 36-3031033
- Plan number
- 001
- Location
- Houston, TX
- Participants
- 848
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $76,496,343
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $76,496,343
- Employer contributions
- $2,823,356
- Participant contributions
- $4,850,802
- Total income / additions
- $18,525,897
- Benefits paid
- $7,490,007
- Administrative expenses
- $101,442
- Total expenses
- $7,590,314
- Net increase / (decrease)
- $10,935,583
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Pensionmark Financial Group LLC | NONE | $40,679 | not reported in the loaded dataset |
| Prudential Retirement Insurance And | NONE | $38,725 | $0 |
| Crowe Horwath Llp | NONE | $19,000 | not reported in the loaded dataset |
| Apb Retirement | NONE | $5,625 | not reported in the loaded dataset |