2023 Form 5500 filing — Avx Pension Plan For Bargaining Unit And Hourly Employees
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 20241202100836NAL0000757827001) for Avx Pension Plan For Bargaining Unit And Hourly Employees, reported by Kyocera Avx Components Corporation under EIN 33-0379007 and plan number 002. It reports 1,283 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241202100836NAL0000757827001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Kyocera Avx Components Corporation
- EIN
- 33-0379007
- Plan number
- 002
- Location
- Fountain Inn, SC
- Participants
- 1,283
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $26,880,966
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $26,880,966
- Total income / additions
- $2,845,256
- Benefits paid
- $3,397,579
- Administrative expenses
- $514,438
- Total expenses
- $3,912,017
- Net increase / (decrease)
- -$1,066,761
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Fid Inv Inst Ops Cp | RECORD KEEPER | $248,230 | not reported in the loaded dataset |
| Fid Inv Inst Ops | ADMIN | $75,480 | not reported in the loaded dataset |
| Fid Inv Inst Ops | INV ADV/MGT | $67,560 | not reported in the loaded dataset |