Korg U.S.A. Pension Plan — Form 5500 plan (Korg U.S.A., 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, Korg U.S.A. Pension Plan is a benefit plan reported by Korg U.S.A., Inc. under EIN 11-2774209 and plan number 001. The latest loaded filing year is 2023. The filing reports 29 participants and $4,563,508 in end-of-year plan assets, where available in the loaded dataset.

Form 5500 plan profile · 2023

Key reported metrics

Net assets (EOY)$4.6MPlan net assets, end of year$4,563,508
Participants29Covered participants reported
Assets / participant$157.4KComputed: assets ÷ participants$157,362 (computed)
Provider compensationNone reported
Plan sponsor
Korg U.S.A., Inc.
EIN
11-2774209
Plan number
001
Plan type
2
Location
Melville, NY
Latest filing year
2023

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
202329I20250103154608NAL0003901457001
Schedule I · 2023

Reported financial statement

Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.

Reported balance (end of year)$4.6M total assets
Net assets$4.6MLiabilities
Money in vs. money out
Total income / additions$900.5K
Total expenses$258.9K
Benefits paid / distributions$210.5K
Contributions
Employer$42K
ParticipantNot reported
Full reported line items

Net assets

Total assets (EOY)
$4,563,508
Net assets (EOY)
$4,563,508
Net assets (BOY)
$3,921,913

Income & contributions

Employer contributions
$41,978
Total income / additions
$900,455

Expenses & distributions

Benefits paid
$210,470
Administrative expenses
$45,606
Total expenses
$258,860
Net increase / (decrease)
$641,595
Computed from reported fields

Reported ratios

Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.

Total expenses ÷ net assets6%Computed ratio
Benefits paid ÷ total income23%Computed ratio

Service provider compensation (Schedule C)

No Schedule C service provider compensation is loaded for this plan yet.

Related Form 5500 pages