Kyocera Industrial Tools, Inc. 401(K) Plan — Form 5500 plan (Southerncarlson, 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, Kyocera Industrial Tools, Inc. 401(K) Plan is a benefit plan reported by Southerncarlson, Inc. under EIN 27-0815326 and plan number 001. The latest loaded filing year is 2023. The filing reports 1,626 participants and $79,617,016 in end-of-year plan assets, where available in the loaded dataset.
Form 5500 plan profile · 2023
Key reported metrics
Net assets (EOY)$79.6MPlan net assets, end of year$79,617,016
Participants1.6KCovered participants reported1,626
Assets / participant$49KComputed: assets ÷ participants$48,965 (computed)
Provider compensation$206.9K2 Schedule C provider row(s)$206,925
- Plan sponsor
- Southerncarlson, Inc.
- EIN
- 27-0815326
- Plan number
- 001
- Plan type
- 2
- Location
- Omaha, NE
- Latest filing year
- 2023
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 1,626 | H, C | 20241015083830NAL0014258115001 |
Schedule H · 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)$79.6M total assets
Net assets$79.6MLiabilities$0
Full reported line items
Net assets
- Total assets (EOY)
- $79,617,016
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $79,617,016
- Net assets (BOY)
- $63,763,006
Income & contributions
- Employer contributions
- $2,261,092
- Participant contributions
- $7,031,264
- Total contributions
- $10,996,358
- Total income / additions
- $21,208,938
Expenses & distributions
- Benefits paid
- $5,147,752
- Administrative expenses
- $206,865
- Total expenses
- $5,354,928
- Net increase / (decrease)
- $15,854,010
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.
24%76%
Employer 24%Participant 76%
Total expenses ÷ net assets7%Computed ratio
Benefits paid ÷ total income24%Computed ratio
Provider comp. ÷ net assets0%Computed ratio
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| T Rowe Price Rps Inc | NONE | $153,088 | $0 | 2023 |
| Usi Advisors Inc | NONE | $53,837 | not reported in the loaded dataset | 2023 |