Yamada North America Inc. Associates Retirement Plan — Form 5500 plan (Yamada North America, 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, Yamada North America Inc. Associates Retirement Plan is a benefit plan reported by Yamada North America, Inc. under EIN 31-1240256 and plan number 001. The latest loaded filing year is 2023. The filing reports 419 participants and $18,478,331 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Yamada North America, Inc.
- EIN
- 31-1240256
- Plan number
- 001
- Plan type
- 2
- Location
- South Charleston, OH
- Latest filing year
- 2023
- Participants
- 419
- End-of-year plan assets
- $18,478,331
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 419 | H, C | 20241003164946NAL0010927297001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $18,478,331
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $18,478,331
- Net assets (BOY)
- $15,603,997
Income & contributions
- Employer contributions
- $496,256
- Participant contributions
- $1,015,965
- Total contributions
- $1,512,221
- Total income / additions
- $3,963,567
Expenses & distributions
- Benefits paid
- $982,258
- Administrative expenses
- $106,975
- Total expenses
- $1,089,233
- Net increase / (decrease)
- $2,874,334
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Stancorp Financial Group | NONE | $75,161 | not reported in the loaded dataset | 2023 |
| Consolidated Financial Mgt Group Ll | NONE | $31,801 | not reported in the loaded dataset | 2023 |
| Charles Schwab | NONE | $0 | $5,240 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Yamada North America, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in OH
- 401(k) and benefit plan filings in South Charleston, OH
- Stancorp Financial Group — Schedule C compensation
- Consolidated Financial Mgt Group Ll — Schedule C compensation
- Charles Schwab — Schedule C compensation