Kobelco Compressors America, Inc. Profit Sharing 401(K) Plan — Form 5500 plan (Kobelco Compressors 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, Kobelco Compressors America, Inc. Profit Sharing 401(K) Plan is a benefit plan reported by Kobelco Compressors America, Inc. under EIN 33-0402271 and plan number 001. The latest loaded filing year is 2023. The filing reports 211 participants and $12,599,206 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Kobelco Compressors America, Inc.
- EIN
- 33-0402271
- Plan number
- 001
- Plan type
- 2
- Location
- Corona, CA
- Latest filing year
- 2023
- Participants
- 211
- End-of-year plan assets
- $12,599,206
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 211 | H, C | 20240910134348NAL0003540723001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $12,599,206
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $12,599,206
- Net assets (BOY)
- $10,531,674
Income & contributions
- Employer contributions
- $188,789
- Participant contributions
- $643,257
- Total contributions
- $961,602
- Total income / additions
- $2,576,791
Expenses & distributions
- Benefits paid
- $424,152
- Administrative expenses
- $85,107
- Total expenses
- $509,259
- Net increase / (decrease)
- $2,067,532
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Empower Advisory Group, LLC | INVESTMENT MGMT | $38,885 | not reported in the loaded dataset | 2023 |
| Empower Annuity Insurance Company O | RECORDKEEPER | $20,717 | $0 | 2023 |
| Nfp Retirement Inc | INVESTMENT ADVISOR | $15,957 | not reported in the loaded dataset | 2023 |
| Accelerate Investment Advisors LLC | INVESTMENT ADVISOR | $9,548 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Kobelco Compressors America, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in CA
- 401(k) and benefit plan filings in Corona, CA
- Empower Advisory Group, LLC — Schedule C compensation
- Empower Annuity Insurance Company O — Schedule C compensation
- Nfp Retirement Inc — Schedule C compensation
- Accelerate Investment Advisors LLC — Schedule C compensation