Shiroki North America, Inc. 401(K) Retirement & Savings Plan. — Form 5500 plan (Shiroki North 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, Shiroki North America, Inc. 401(K) Retirement & Savings Plan. is a benefit plan reported by Shiroki North America, Inc. under EIN 38-2812271 and plan number 001. The latest loaded filing year is 2023. The filing reports 882 participants and $32,550,563 in end-of-year plan assets, where available in the loaded dataset.

Form 5500 plan profile · 2023

Key reported metrics

Net assets (EOY)$32.6MPlan net assets, end of year$32,550,563
Participants882Covered participants reported
Assets / participant$36.9KComputed: assets ÷ participants$36,905 (computed)
Provider compensation$34.8K2 Schedule C provider row(s)$34,821
Plan sponsor
Shiroki North America, Inc.
EIN
38-2812271
Plan number
001
Plan type
2
Location
Smithville, TN
Latest filing year
2023

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023882H, C20240731165322NAL0022726129001
Schedule H · 2023

Reported financial statement

Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.

Reported balance (end of year)$32.6M total assets
Net assets$32.6MLiabilities$0
Money in vs. money out
Total income / additions$8.7M
Total expenses$4M
Benefits paid / distributions$4M
Contributions
Employer$554.3K
Participant$1.3M
Full reported line items

Net assets

Total assets (EOY)
$32,550,563
Total liabilities (EOY)
$0
Net assets (EOY)
$32,550,563
Net assets (BOY)
$27,798,359

Income & contributions

Employer contributions
$554,260
Participant contributions
$1,347,458
Total contributions
$1,956,150
Total income / additions
$8,746,170

Expenses & distributions

Benefits paid
$3,950,507
Administrative expenses
$34,821
Total expenses
$3,993,966
Net increase / (decrease)
$4,752,204
Computed from reported fields

Reported ratios

Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.

Contribution share (employer vs. participant)
Employer 29%Participant 71%
Total expenses ÷ net assets12%Computed ratio
Benefits paid ÷ total income45%Computed ratio
Provider comp. ÷ net assets0%Computed ratio

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Strategic Advisors, Inc.ADVISOR$28,002not reported in the loaded dataset2023
Fidelity Investments InstitutionalRECORDKEEPER$6,819$02023

Related Form 5500 pages