2023 Form 5500 filing — Hitachi High-Tech America, Inc. Retirement 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 20250113152108NAL0018425921001) for Hitachi High-Tech America, Inc. Retirement Plan, reported by Hitachi High-Tech America, Inc. under EIN 01-0569971 and plan number 001. It reports 605 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250113152108NAL0018425921001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Hitachi High-Tech America, Inc.
- EIN
- 01-0569971
- Plan number
- 001
- Location
- Schaumburg, IL
- Participants
- 605
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $71,749,067
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $71,749,067
- Employer contributions
- $0
- Total income / additions
- $4,407,354
- Benefits paid
- $2,023,325
- Administrative expenses
- $290,368
- Total expenses
- $2,313,693
- Net increase / (decrease)
- $2,093,661
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Sage Advisory Services Ltd. Co. | RETAINED BY EMPLOYER | $134,949 | not reported in the loaded dataset |
| John Hancock | RETAINED BY EMPLOYER | $88,627 | $0 |
| Wintrust Investments LLC | RETAINED BY EMPLOYER | $40,000 | not reported in the loaded dataset |
| Bny Mellon | RETAINED BY EMPLOYER | $17,867 | not reported in the loaded dataset |
| Cherry Bekaert, Llp | RETAINED BY EMPLOYER | $8,925 | not reported in the loaded dataset |