Shimadzu Usa Manufacturing, Inc. Retirement Plan — Form 5500 plan (Shimadzu Usa Manufacturing, 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, Shimadzu Usa Manufacturing, Inc. Retirement Plan is a benefit plan reported by Shimadzu Usa Manufacturing, Inc. under EIN 52-1998212 and plan number 001. The latest loaded filing year is 2023. The filing reports 172 participants and $6,167,549 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Shimadzu Usa Manufacturing, Inc.
EIN
52-1998212
Plan number
001
Plan type
2
Location
Canby, OR
Latest filing year
2023
Participants
172
End-of-year plan assets
$6,167,549

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023172H, C20241015101416NAL0014381715001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$6,167,549
Total liabilities (EOY)
$63,681
Net assets (EOY)
$6,103,868
Net assets (BOY)
$5,505,195

Income & contributions

Employer contributions
$182,471
Participant contributions
$404,160
Total contributions
$795,999
Total income / additions
$1,678,378

Expenses & distributions

Benefits paid
$1,044,221
Administrative expenses
$35,484
Total expenses
$1,079,705
Net increase / (decrease)
$598,673

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Alerus Financial, N.A.NONE$35,484$02023

Related Form 5500 pages