Sag 401(K) Plan — Form 5500 plan (Sojitz Corporation Of America)
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, Sag 401(K) Plan is a benefit plan reported by Sojitz Corporation Of America under EIN 46-4933173 and plan number 001. The latest loaded filing year is 2023. The filing reports 647 participants and $36,204,373 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Sojitz Corporation Of America
- EIN
- 46-4933173
- Plan number
- 001
- Plan type
- 2
- Location
- Berkeley, CA
- Latest filing year
- 2023
- Participants
- 647
- End-of-year plan assets
- $36,204,373
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 647 | H, C | 20241014155938NAL0046716208001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $36,204,373
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $36,204,373
- Net assets (BOY)
- $29,887,065
Income & contributions
- Employer contributions
- $413,107
- Participant contributions
- $2,838,701
- Total contributions
- $3,318,865
- Total income / additions
- $8,737,099
Expenses & distributions
- Benefits paid
- $2,335,706
- Administrative expenses
- $84,085
- Total expenses
- $2,419,791
- Net increase / (decrease)
- $6,317,308
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Ubs Financial Services Inc | ADVISOR | $42,957 | not reported in the loaded dataset | 2023 |
| Bencivenga Ward & Company, Cpas, P | ACCOUNTANT/AUDITOR | $22,048 | not reported in the loaded dataset | 2023 |
| Fidelity Investments Institutional | RECORDKEEPER | $9,687 | $0 | 2023 |
| Strategic Advisors, Inc. | ADVISOR | $9,393 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Sojitz Corporation Of America
- 2023 Form 5500 filing
- Form 5500 filings in CA
- 401(k) and benefit plan filings in Berkeley, CA
- Ubs Financial Services Inc — Schedule C compensation
- Bencivenga Ward & Company, Cpas, P — Schedule C compensation
- Fidelity Investments Institutional — Schedule C compensation
- Strategic Advisors, Inc. — Schedule C compensation