Jtekt Machinery Americas Corporation Retirement Plan — Form 5500 plan (Jtekt Machinery Americas 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, Jtekt Machinery Americas Corporation Retirement Plan is a benefit plan reported by Jtekt Machinery Americas Corporation under EIN 36-4011781 and plan number 001. The latest loaded filing year is 2023. The filing reports 229 participants and $28,712,923 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Jtekt Machinery Americas Corporation
- EIN
- 36-4011781
- Plan number
- 001
- Plan type
- 2
- Location
- Arlington Heights, IL
- Latest filing year
- 2023
- Participants
- 229
- End-of-year plan assets
- $28,712,923
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 229 | H, C | 20241014082505NAL0045307904001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $28,712,923
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $28,712,923
- Net assets (BOY)
- $27,121,617
Income & contributions
- Employer contributions
- $619,790
- Participant contributions
- $1,460,220
- Total contributions
- $2,148,667
- Total income / additions
- $6,109,102
Expenses & distributions
- Benefits paid
- $4,508,869
- Administrative expenses
- $39,097
- Total expenses
- $4,517,796
- Net increase / (decrease)
- $1,591,306
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Empower Annuity Insurance Company O | RECORDKEEPER | $39,097 | $0 | 2023 |