Mazak Employee Shared Savings Plan — Form 5500 plan (Mazak Corporation)
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, Mazak Employee Shared Savings Plan is a benefit plan reported by Mazak Corporation under EIN 11-2161864 and plan number 002. The latest loaded filing year is 2023. The filing reports 998 participants and $169,969,042 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Mazak Corporation
- EIN
- 11-2161864
- Plan number
- 002
- Plan type
- 2
- Location
- Florence, KY
- Latest filing year
- 2023
- Participants
- 998
- End-of-year plan assets
- $169,969,042
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 998 | H, C | 20240920152255NAL0008038321001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $169,969,042
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $169,969,042
- Net assets (BOY)
- $149,956,304
Income & contributions
- Employer contributions
- $3,152,849
- Participant contributions
- $7,127,959
- Total contributions
- $10,454,109
- Total income / additions
- $34,838,266
Expenses & distributions
- Benefits paid
- $14,550,320
- Administrative expenses
- $275,208
- Total expenses
- $14,825,528
- Net increase / (decrease)
- $20,012,738
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Pca Investment Advisory Services | ADVISOR | $183,409 | not reported in the loaded dataset | 2023 |
| Fidelity Investments Institutional | RECORDKEEPER | $91,799 | not reported in the loaded dataset | 2023 |