Daifuku North America Group Employees' Retirement Savings Plan — Form 5500 plan (Daifuku North America Holding Company)
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, Daifuku North America Group Employees' Retirement Savings Plan is a benefit plan reported by Daifuku North America Holding Company under EIN 27-4402595 and plan number 015. The latest loaded filing year is 2023. The filing reports 4,136 participants and $153,740,127 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Daifuku North America Holding Company
- EIN
- 27-4402595
- Plan number
- 015
- Plan type
- 2
- Location
- Novi, MI
- Latest filing year
- 2023
- Participants
- 4,136
- End-of-year plan assets
- $153,740,127
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 4,136 | H, C | 20240904111349NAL0019634497001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $153,740,127
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $153,740,127
- Net assets (BOY)
- $123,491,226
Income & contributions
- Employer contributions
- $6,018,985
- Participant contributions
- $14,057,402
- Total contributions
- $21,472,010
- Total income / additions
- $45,670,810
Expenses & distributions
- Benefits paid
- $15,202,642
- Administrative expenses
- $172,728
- Total expenses
- $15,421,909
- Net increase / (decrease)
- $30,248,901
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Warner Norcross & Judd Llp | ATTORNEY/LEGAL | $84,645 | not reported in the loaded dataset | 2023 |
| Capfinancial Partners LLC | ADVISOR | $71,250 | not reported in the loaded dataset | 2023 |
| Plante Moran | ACCOUNTANT/AUDITOR | $18,000 | not reported in the loaded dataset | 2023 |
| Fidelity Investments Institutional | RECORDKEEPER | -$1,263 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Daifuku North America Holding Company
- 2023 Form 5500 filing
- Form 5500 filings in MI
- 401(k) and benefit plan filings in Novi, MI
- Warner Norcross & Judd Llp — Schedule C compensation
- Capfinancial Partners LLC — Schedule C compensation
- Plante Moran — Schedule C compensation
- Fidelity Investments Institutional — Schedule C compensation