Fujitsu Group Defined Contribution And 401(K) Plan — Form 5500 plan (Fujitsu 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, Fujitsu Group Defined Contribution And 401(K) Plan is a benefit plan reported by Fujitsu North America, Inc. under EIN 46-4314843 and plan number 003. The latest loaded filing year is 2023. The filing reports 6,882 participants and $1,440,819,735 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Fujitsu North America, Inc.
- EIN
- 46-4314843
- Plan number
- 003
- Plan type
- 3
- Location
- Sunnyvale, CA
- Latest filing year
- 2023
- Participants
- 6,882
- End-of-year plan assets
- $1,440,819,735
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 6,882 | H, C | 20240626154412NAL0005528259001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $1,440,819,735
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $1,440,819,735
- Net assets (BOY)
- $1,373,099,837
Income & contributions
- Employer contributions
- $8,496,230
- Participant contributions
- $31,224,705
- Total contributions
- $42,083,145
- Total income / additions
- $241,099,960
Expenses & distributions
- Benefits paid
- $104,055,598
- Administrative expenses
- $1,185,837
- Total expenses
- $105,248,095
- Net increase / (decrease)
- $135,851,865
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| John Hancock | RETAINED BY EMPLOYER | $910,776 | $0 | 2023 |
| Invesco | RETAINED BY EMPLOYER | $138,461 | not reported in the loaded dataset | 2023 |
| Callan Investments | RETAINED BY EMPLOYER | $111,250 | not reported in the loaded dataset | 2023 |
| Pillsbury, Winthrop, Shaw, Pittman | RETAINED BY EMPLOYER | $15,000 | not reported in the loaded dataset | 2023 |
| O.G. Law, LLC | RETAINED BY EMPLOYER | $10,000 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Fujitsu North America, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in CA
- 401(k) and benefit plan filings in Sunnyvale, CA
- John Hancock — Schedule C compensation
- Invesco — Schedule C compensation
- Callan Investments — Schedule C compensation
- Pillsbury, Winthrop, Shaw, Pittman — Schedule C compensation
- O.G. Law, LLC — Schedule C compensation