2023 Form 5500 filing — The Daikin 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 20241114113949NAL0030286304001) for The Daikin 401(K) Plan, reported by Daikin Comfort Technologies Manufacturing, L.P. under EIN 76-0423371 and plan number 001. It reports 13,466 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241114113949NAL0030286304001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Daikin Comfort Technologies Manufacturing, L.P.
- EIN
- 76-0423371
- Plan number
- 001
- Location
- Waller, TX
- Participants
- 13,466
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $529,947,847
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $529,947,847
- Employer contributions
- $10,683,038
- Participant contributions
- $40,910,812
- Total income / additions
- $134,042,249
- Benefits paid
- $42,709,049
- Administrative expenses
- $765,150
- Total expenses
- $43,890,352
- Net increase / (decrease)
- $90,151,897
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $641,463 | $0 |
| Mercer Investments LLC | INVESTMENT ADVISORY | $75,000 | not reported in the loaded dataset |
| Stulb & Associates, A.P.A.C. | ACCOUNTANT | $34,075 | not reported in the loaded dataset |
| Stulb & Associates, Apac | ACCOUNTANT | $26,300 | not reported in the loaded dataset |
| Wilshire Advisors LLC | INVESTMENT ADVISORY | $0 | $0 |