Curtis Maruyasu America, Inc. 401(K) Savings Plan — Form 5500 plan (Curtis Maruyasu 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, Curtis Maruyasu America, Inc. 401(K) Savings Plan is a benefit plan reported by Curtis Maruyasu America Inc. under EIN 35-1605596 and plan number 001. The latest loaded filing year is 2023. The filing reports 564 participants and $29,732,457 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Curtis Maruyasu America Inc.
EIN
35-1605596
Plan number
001
Plan type
2
Location
Lebanon, KY
Latest filing year
2023
Participants
564
End-of-year plan assets
$29,732,457

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023564H, C20241210084626NAL0011617361001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$29,732,457
Total liabilities (EOY)
$5,000
Net assets (EOY)
$29,727,457
Net assets (BOY)
$25,334,448

Income & contributions

Employer contributions
$751,160
Participant contributions
$2,014,846
Total contributions
$2,769,168
Total income / additions
$7,064,886

Expenses & distributions

Benefits paid
$2,609,458
Administrative expenses
$62,419
Total expenses
$2,671,877
Net increase / (decrease)
$4,393,009

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Oneamerica Retirement Services LLCNONE$62,419not reported in the loaded dataset2023
Matrix Trust CompanyNONE$0$02023

Related Form 5500 pages