Mahindra Natc 401(K) Plan — Form 5500 plan (Mahindra North American Technica)
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, Mahindra Natc 401(K) Plan is a benefit plan reported by Mahindra North American Technica under EIN 46-4310721 and plan number 001. The latest loaded filing year is 2023. The filing reports 108 participants and $10,282,192 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Mahindra North American Technica
- EIN
- 46-4310721
- Plan number
- 001
- Plan type
- 2
- Location
- Houston, TX
- Latest filing year
- 2023
- Participants
- 108
- End-of-year plan assets
- $10,282,192
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 108 | H, C | 20241023104359NAL0006244016001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $10,282,192
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $10,282,192
- Net assets (BOY)
- $11,638,907
Income & contributions
- Employer contributions
- $16,570
- Participant contributions
- $712,285
- Total contributions
- $728,855
- Total income / additions
- $2,544,138
Expenses & distributions
- Benefits paid
- $2,134,708
- Administrative expenses
- $38,011
- Total expenses
- $2,186,446
- Net increase / (decrease)
- $357,692
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Rbc | INVESTMENT/FINANCIAL ADVI | $27,388 | $0 | 2023 |
| Adp, Inc. | RECORD KEEPER | $10,623 | $0 | 2023 |
| Adp Broker-Dealer | RECORD KEEPER | $0 | $0 | 2023 |