Kawasaki Rail Car, Inc. 401(K) Investment Retirement Plan — Form 5500 plan (Kawasaki Rail Car, 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, Kawasaki Rail Car, Inc. 401(K) Investment Retirement Plan is a benefit plan reported by Kawasaki Rail Car, Inc. under EIN 13-3507137 and plan number 001. The latest loaded filing year is 2023. The filing reports 473 participants and $57,234,696 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Kawasaki Rail Car, Inc.
EIN
13-3507137
Plan number
001
Plan type
2
Location
Yonkers, NY
Latest filing year
2023
Participants
473
End-of-year plan assets
$57,234,696

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023473H, C20241014084744NAL0026847633001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$57,234,696
Total liabilities (EOY)
$0
Net assets (EOY)
$57,234,696
Net assets (BOY)
$48,283,359

Income & contributions

Employer contributions
$1,235,323
Participant contributions
$2,405,759
Total contributions
$3,657,022
Total income / additions
$12,067,845

Expenses & distributions

Benefits paid
$2,995,519
Administrative expenses
$131,226
Total expenses
$3,116,508
Net increase / (decrease)
$8,951,337

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Morgan Stanley Smith Barney LLCINVESTMENT ADVISOR$100,302not reported in the loaded dataset2023
Fidelity Investments InstitutionalRECORDKEEPER$30,924$02023

Related Form 5500 pages