Plan5500

The Niac Group Pension Plan — Form 5500 plan (Sojitz Corporation Of America)

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, The Niac Group Pension Plan is a benefit plan reported by Sojitz Corporation Of America under EIN 13-5610360 and plan number 001. The latest loaded filing year is 2023. The filing reports 266 participants and $12,891,548 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Sojitz Corporation Of America
EIN
13-5610360
Plan number
001
Plan type
2
Location
New York, NY
Latest filing year
2023
Participants
266
End-of-year plan assets
$12,891,548

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023266H, C20241010195614NAL0041401202001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$12,891,548
Total liabilities (EOY)
$0
Net assets (EOY)
$12,891,548
Net assets (BOY)
$12,892,300

Income & contributions

Total contributions
$0
Total income / additions
$875,736

Expenses & distributions

Benefits paid
$737,717
Administrative expenses
$138,771
Total expenses
$876,488
Net increase / (decrease)
-$752

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
FidelityINVESTMENT$46,617not reported in the loaded dataset2023
Bencivenga Ward Company Cpas PcSERVICE PROVIDER$28,054not reported in the loaded dataset2023
Harper Danesh LLCSERVICE PROVIDER$25,802not reported in the loaded dataset2023
Matrix Trust CoNONE$12,762not reported in the loaded dataset2023

Related Form 5500 pages