2023 Form 5500 filing — Pension Plan For Non-Bargaining Unit Employees Of Kyocera International, Inc. & Participating Companies

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 20241223113732NAL0009245953001) for Pension Plan For Non-Bargaining Unit Employees Of Kyocera International, Inc. & Participating Companies, reported by Kyocera International, Inc. under EIN 94-1695243 and plan number 001. It reports 2,122 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)$222.5MReported net assets$222,491,653
Participants2.1K2,122
Provider compensation$1.3M7 Schedule C row(s)$1,266,718
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20241223113732NAL0009245953001
Plan sponsor
Kyocera International, Inc.
EIN
94-1695243
Plan number
001
Location
San Diego, CA
Received date
not reported in the loaded dataset
How to read this filing
  • This is a single annual Form 5500 filing, identified by its EFAST2 acknowledgement id.
  • Schedule chips (Sch H / I / C) show which schedules this filing includes.
  • Net assets = total assets minus total liabilities (Schedule H/I).
  • Fields a filing did not report are labeled not reported in the loaded dataset — never estimated.
  • For the plan's full history, open the plan profile.
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)$222.7M total assets
Net assets$222.5MLiabilities$191.4K
Money in vs. money out
Total income / additions$35.9M
Total expenses$9M
Benefits paid / distributions$7.6M
Contributions
Employer$750K
Participant$0
Full reported line items
Total assets (EOY)
$222,683,078
Total liabilities (EOY)
$191,425
Net assets (EOY)
$222,491,653
Employer contributions
$750,000
Participant contributions
$0
Total income / additions
$35,861,780
Benefits paid
$7,615,678
Administrative expenses
$1,401,067
Total expenses
$9,016,745
Net increase / (decrease)
$26,845,035
Schedule C

Reported service provider compensation

Compensation reported on the 2023 filing, ranked by reported total.

  1. 1
    INVESTMENT ADVISOR · Direct $660.8K · Indirect $0
  2. 2
    ACTUARY · Direct $154.1K · Indirect $0
  3. 3
    RECORDKEEPING · Direct $147K · Indirect $0
  4. 4
    Jp Morgan$125.9K
    INVESTMENT MANAGEMENT · Direct $125.9K
  5. 5
    INVESTMENT MANAGEMENT · Direct $104.1K · Indirect $0
  6. 6
    Us Bank$51.3K
    CUSTODIAN · Direct $51.3K · Indirect $0
  7. 7
    AUDITOR · Direct $23.5K · Indirect $0

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20241223113732NAL0009245953001 cover?
It is the 2023 Form 5500 filing for Pension Plan For Non-Bargaining Unit Employees Of Kyocera International, Inc. & Participating Companies, reported by Kyocera International, Inc. (EIN 94-1695243).
Which Form 5500 schedules are attached to this 2023 filing?
Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Related Form 5500 pages