Yokogawa Usa, Inc. Wealth Builder — Form 5500 plan (Yokogawa Usa, 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, Yokogawa Usa, Inc. Wealth Builder is a benefit plan reported by Yokogawa Usa, Inc. under EIN 58-1874832 and plan number 001. The latest loaded filing year is 2023. The filing reports 1,099 participants and $168,440,748 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Yokogawa Usa, Inc.
- EIN
- 58-1874832
- Plan number
- 001
- Plan type
- 2
- Location
- Newnan, GA
- Latest filing year
- 2023
- Participants
- 1,099
- End-of-year plan assets
- $168,440,748
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 1,099 | H, C | 20241015135056NAL0029850817001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $168,440,748
- Net assets (EOY)
- $168,440,748
- Net assets (BOY)
- $147,772,550
Income & contributions
- Employer contributions
- $4,764,759
- Participant contributions
- $7,511,607
- Total contributions
- $12,934,703
- Total income / additions
- $37,764,513
Expenses & distributions
- Benefits paid
- $17,017,743
- Administrative expenses
- $73,415
- Total expenses
- $17,096,315
- Net increase / (decrease)
- $20,668,198
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Prime Capital Investment Advis | NONE | $39,698 | not reported in the loaded dataset | 2023 |
| Weaver And Tidwell, Llp | NONE | $15,862 | not reported in the loaded dataset | 2023 |
| Schwab Retirement Plan Services,Inc | NONE | $15,730 | not reported in the loaded dataset | 2023 |
| Charles Schwab Trust Bank | NONE | $0 | $0 | 2023 |
| Charles Schwab & Co. Inc | NONE | $0 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Yokogawa Usa, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in GA
- 401(k) and benefit plan filings in Newnan, GA
- Prime Capital Investment Advis — Schedule C compensation
- Weaver And Tidwell, Llp — Schedule C compensation
- Schwab Retirement Plan Services,Inc — Schedule C compensation
- Charles Schwab Trust Bank — Schedule C compensation
- Charles Schwab & Co. Inc — Schedule C compensation