2023 Form 5500 filing — Hitachi Astemo Findlay, Inc. Associates' Retirement Savings 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 20251016065049NAL0003259219001) for Hitachi Astemo Findlay, Inc. Associates' Retirement Savings Plan, reported by Hitachi Astemo Americas under EIN 61-1065272 and plan number 001. It reports 523 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20251016065049NAL0003259219001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Hitachi Astemo Americas
- EIN
- 61-1065272
- Plan number
- 001
- Location
- Findlay, OH
- Participants
- 523
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $27,139,974
- Total liabilities (EOY)
- $2,474
- Net assets (EOY)
- $27,137,500
- Employer contributions
- $527,556
- Participant contributions
- $1,277,424
- Total income / additions
- $6,051,749
- Benefits paid
- $3,096,609
- Administrative expenses
- $122,281
- Total expenses
- $3,292,951
- Net increase / (decrease)
- $2,758,798
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Empower Annuity Insurance Company O | RECORDKEEPER | $77,179 | $0 |
| Osaic Wealth Inc | INVESTMENT ADVISOR | $48,638 | not reported in the loaded dataset |
| Empower Advisory Group, LLC | INVESTMENT MGMT | $6,206 | not reported in the loaded dataset |