Sdpmna Savings And Retirement Plan — Form 5500 plan (Sumitomo Shi Demag Plastics Machinery N 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, Sdpmna Savings And Retirement Plan is a benefit plan reported by Sumitomo Shi Demag Plastics Machinery N America Inc. under EIN 58-1396267 and plan number 001. The latest loaded filing year is 2023. The filing reports 183 participants and $20,943,229 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Sumitomo Shi Demag Plastics Machinery N America Inc.
- EIN
- 58-1396267
- Plan number
- 001
- Plan type
- 2
- Location
- Suwanee, GA
- Latest filing year
- 2023
- Participants
- 183
- End-of-year plan assets
- $20,943,229
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 183 | H, C | 20240809125641NAL0003464963003 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $20,943,229
- Net assets (EOY)
- $20,943,229
- Net assets (BOY)
- $18,253,082
Income & contributions
- Employer contributions
- $271,635
- Participant contributions
- $739,548
- Total contributions
- $1,566,945
- Total income / additions
- $4,934,873
Expenses & distributions
- Benefits paid
- $2,200,913
- Administrative expenses
- $23,904
- Total expenses
- $2,244,726
- Net increase / (decrease)
- $2,690,147
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Windham Brannon, LLC | AUDITING | $15,000 | not reported in the loaded dataset | 2023 |
| Global Retirement Partners LLC | CONSULTING | $8,000 | not reported in the loaded dataset | 2023 |