2023 Form 5500 filing — Nagase 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 20250512132445NAL0011408643001) for Nagase Retirement Plan, reported by Nagase Holdings America Corporation under EIN 83-3976419 and plan number 001. It reports 379 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)$41.1MReported net assets$41,124,299

Participants379

Provider compensation$132.7K3 Schedule C row(s)$132,697

Schedules filedSchedule H, Schedule CLoaded schedules

EFAST2 acknowledgement: 20250512132445NAL0011408643001
Plan sponsor: Nagase Holdings America Corporation
EIN: 83-3976419
Plan number: 001
Location: New York, NY
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)$41.1M total assets

Net assets$41.1MLiabilities$0

Money in vs. money out

Total income / additions$10.4M

Total expenses$5.4M

Benefits paid / distributions$5.3M

Contributions

Employer$1.1M

Participant$2.7M

Full reported line items

Total assets (EOY): $41,124,299
Total liabilities (EOY): $0
Net assets (EOY): $41,124,299
Employer contributions: $1,124,516
Participant contributions: $2,677,150
Total income / additions: $10,400,423
Benefits paid: $5,269,826
Administrative expenses: $93,236
Total expenses: $5,363,062
Net increase / (decrease): $5,037,361

Schedule C

Reported service provider compensation

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

1
Principal Life Insurance Company$93.2K
CONTRACT ADMINISTRATOR · Direct $93.2K · Indirect $0
2
Abd Retirement Service$39.5K
INVESTMENT ADVISORY · Direct $0 · Indirect $39.5K
3
Morningstar Investment Management L$0
INV ADV, PARTICIPANTS · Direct $0 · Indirect $0

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20250512132445NAL0011408643001 cover?: It is the 2023 Form 5500 filing for Nagase Retirement Plan, reported by Nagase Holdings America Corporation (EIN 83-3976419).
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).