Usui 401(K) Plan — Form 5500 plan (Usui International Corp)
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, Usui 401(K) Plan is a benefit plan reported by Usui International Corp under EIN 38-2726508 and plan number 001. The latest loaded filing year is 2023. The filing reports 803 participants and $22,318,948 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Usui International Corp
- EIN
- 38-2726508
- Plan number
- 001
- Plan type
- 2
- Location
- Sharonville, OH
- Latest filing year
- 2023
- Participants
- 803
- End-of-year plan assets
- $22,318,948
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 803 | H, C | 20240731101831NAL0021332369001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $22,318,948
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $22,318,948
- Net assets (BOY)
- $17,481,660
Income & contributions
- Employer contributions
- $857,028
- Participant contributions
- $2,323,015
- Total contributions
- $3,217,503
- Total income / additions
- $6,448,156
Expenses & distributions
- Benefits paid
- $1,505,863
- Administrative expenses
- $101,188
- Total expenses
- $1,610,868
- Net increase / (decrease)
- $4,837,288
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Fidelity Investments Institutional | RECORDKEEPER | $70,036 | $0 | 2023 |
| Captrust | ADVISOR | $30,213 | not reported in the loaded dataset | 2023 |