Mhi Group 401k Plan — Form 5500 plan (Mitsubishi Heavy Industries 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, Mhi Group 401k Plan is a benefit plan reported by Mitsubishi Heavy Industries America Inc. under EIN 36-3031033 and plan number 001. The latest loaded filing year is 2023. The filing reports 848 participants and $76,496,343 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Mitsubishi Heavy Industries America Inc.
- EIN
- 36-3031033
- Plan number
- 001
- Plan type
- 3
- Location
- Houston, TX
- Latest filing year
- 2023
- Participants
- 848
- End-of-year plan assets
- $76,496,343
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 848 | H, C | 20241015163337NAL0016885315001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $76,496,343
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $76,496,343
- Net assets (BOY)
- $53,037,846
Income & contributions
- Employer contributions
- $2,823,356
- Participant contributions
- $4,850,802
- Total contributions
- $8,455,403
- Total income / additions
- $18,525,897
Expenses & distributions
- Benefits paid
- $7,490,007
- Administrative expenses
- $101,442
- Total expenses
- $7,590,314
- Net increase / (decrease)
- $10,935,583
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Pensionmark Financial Group LLC | NONE | $40,679 | not reported in the loaded dataset | 2023 |
| Prudential Retirement Insurance And | NONE | $38,725 | $0 | 2023 |
| Crowe Horwath Llp | NONE | $19,000 | not reported in the loaded dataset | 2023 |
| Apb Retirement | NONE | $5,625 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Mitsubishi Heavy Industries America Inc.
- 2023 Form 5500 filing
- Form 5500 filings in TX
- 401(k) and benefit plan filings in Houston, TX
- Pensionmark Financial Group LLC — Schedule C compensation
- Prudential Retirement Insurance And — Schedule C compensation
- Crowe Horwath Llp — Schedule C compensation
- Apb Retirement — Schedule C compensation