Konica Minolta 401(K) Plan — Form 5500 plan (Konica Minolta Business Solutions 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, Konica Minolta 401(K) Plan is a benefit plan reported by Konica Minolta Business Solutions U.S.A., Inc. under EIN 13-1921089 and plan number 003. The latest loaded filing year is 2023. The filing reports 7,979 participants and $1,075,378,352 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Konica Minolta Business Solutions U.S.A., Inc.
EIN
13-1921089
Plan number
003
Plan type
2
Location
Ramsey, NJ
Latest filing year
2023
Participants
7,979
End-of-year plan assets
$1,075,378,352

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20237,979H, C20241009110859NAL0010550787001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$1,075,378,352
Total liabilities (EOY)
$0
Net assets (EOY)
$1,075,378,352
Net assets (BOY)
$961,831,505

Income & contributions

Employer contributions
$16,026,372
Participant contributions
$37,111,907
Total contributions
$56,983,987
Total income / additions
$218,413,207

Expenses & distributions

Benefits paid
$103,867,082
Administrative expenses
$849,199
Total expenses
$104,866,360
Net increase / (decrease)
$113,546,847

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Empower Annuity Insurance Company ORECORDKEEPER$685,309$02023
Lockton Investment Advisors, LLCNONE$105,000not reported in the loaded dataset2023
Eisneramper LlpNONE$62,737not reported in the loaded dataset2023
Creative Planning Holdco, LLCNONE$52,500not reported in the loaded dataset2023

Related Form 5500 pages