Kubota Manufacturing Of America Corporation 401(K) Plan & Trust — Form 5500 plan (Kubota Manufacturing Of America Corporation)

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, Kubota Manufacturing Of America Corporation 401(K) Plan & Trust is a benefit plan reported by Kubota Manufacturing Of America Corporation under EIN 58-1781948 and plan number 001. The latest loaded filing year is 2023. The filing reports 3,796 participants and $131,692,246 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Kubota Manufacturing Of America Corporation
EIN
58-1781948
Plan number
001
Plan type
2
Location
Gainsville, GA
Latest filing year
2023
Participants
3,796
End-of-year plan assets
$131,692,246

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20233,796H, C20240709103519NAL0028759554001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$131,692,246
Total liabilities (EOY)
$0
Net assets (EOY)
$131,692,246
Net assets (BOY)
$102,134,820

Income & contributions

Employer contributions
$8,383,175
Participant contributions
$12,753,697
Total contributions
$22,165,938
Total income / additions
$40,307,832

Expenses & distributions

Benefits paid
$10,437,614
Administrative expenses
$315,946
Total expenses
$10,750,406
Net increase / (decrease)
$29,557,426

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Principal Life Insurance CompanyCONTRACT ADMINISTRATOR$228,446$02023
Morgan Stanley GlobalINVESTMENT ADVISORY$87,500not reported in the loaded dataset2023

Related Form 5500 pages