Idemitsu Lubricants America Corporation 401(K) Savings Plan — Form 5500 plan (Idemitsu Lubricants America Corporation)
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, Idemitsu Lubricants America Corporation 401(K) Savings Plan is a benefit plan reported by Idemitsu Lubricants America Corporation under EIN 31-1318952 and plan number 001. The latest loaded filing year is 2023. The filing reports 273 participants and $29,268,759 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Idemitsu Lubricants America Corporation
- EIN
- 31-1318952
- Plan number
- 001
- Plan type
- 2
- Location
- Jeffersonville, IN
- Latest filing year
- 2023
- Participants
- 273
- End-of-year plan assets
- $29,268,759
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 273 | H, C | 20241007160041NAL0016381921001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $29,268,759
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $29,268,759
- Net assets (BOY)
- $23,612,286
Income & contributions
- Employer contributions
- $1,168,083
- Participant contributions
- $2,129,071
- Total contributions
- $3,598,196
- Total income / additions
- $7,704,986
Expenses & distributions
- Benefits paid
- $1,947,539
- Administrative expenses
- $100,974
- Total expenses
- $2,048,513
- Net increase / (decrease)
- $5,656,473
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Mma Securities | ADVISOR | $44,632 | not reported in the loaded dataset | 2023 |
| Fidelity Investments Institutional | RECORDKEEPER | $44,374 | $0 | 2023 |
| Strategic Advisors, Inc. | ADVISOR | $11,968 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Idemitsu Lubricants America Corporation
- 2023 Form 5500 filing
- Form 5500 filings in IN
- 401(k) and benefit plan filings in Jeffersonville, IN
- Mma Securities — Schedule C compensation
- Fidelity Investments Institutional — Schedule C compensation
- Strategic Advisors, Inc. — Schedule C compensation