Mtu Aero Engine North America, Inc. 401(K) Plan And Trust — Form 5500 plan (Mtu Aero Engine North America Inc.)
Plain-English plan 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, Mtu Aero Engine North America, Inc. 401(K) Plan And Trust is a benefit plan reported by Mtu Aero Engine North America Inc. under EIN 06-1602767 and plan number 001. The latest loaded filing year is 2023. The filing reports 313 participants and $27,172,804 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Mtu Aero Engine North America Inc.
- EIN
- 06-1602767
- Plan number
- 001
- Plan type
- 2
- Location
- Rocky Hill, CT
- Latest filing year
- 2023
- Participants
- 313
- End-of-year plan assets
- $27,172,804
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 313 | H, C | 20240924113128NAL0004644931001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $27,172,804
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $27,172,804
- Net assets (BOY)
- $21,415,447
Income & contributions
- Employer contributions
- $907,340
- Participant contributions
- $1,575,353
- Total contributions
- $2,497,783
- Total income / additions
- $6,471,153
Expenses & distributions
- Benefits paid
- $667,445
- Administrative expenses
- $46,351
- Total expenses
- $713,796
- Net increase / (decrease)
- $5,757,357
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Hooker And Holcombe Invt Advisors | ADVISOR | $29,296 | not reported in the loaded dataset | 2023 |
| Usi Advisors Inc | ADVISOR | $16,380 | not reported in the loaded dataset | 2023 |
| Fidelity Investments Institutional | RECORDKEEPER | $675 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Mtu Aero Engine North America Inc.
- 2023 Form 5500 filing
- Form 5500 filings in CT
- 401(k) and benefit plan filings in Rocky Hill, CT
- Hooker And Holcombe Invt Advisors — Schedule C compensation
- Usi Advisors Inc — Schedule C compensation
- Fidelity Investments Institutional — Schedule C compensation