Kobelco Construction Machinery Usa, Inc. 401(K) Plan — Form 5500 plan (Kobelco Construction Machinery 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, Kobelco Construction Machinery Usa, Inc. 401(K) Plan is a benefit plan reported by Kobelco Construction Machinery Usa, Inc. under EIN 58-2649910 and plan number 001. The latest loaded filing year is 2023. The filing reports 124 participants and $10,234,167 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Kobelco Construction Machinery Usa, Inc.
- EIN
- 58-2649910
- Plan number
- 001
- Plan type
- 2
- Location
- Katy, TX
- Latest filing year
- 2023
- Participants
- 124
- End-of-year plan assets
- $10,234,167
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 124 | H, C | 20241003100030NAL0016804000001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $10,234,167
- Total liabilities (EOY)
- $6,017
- Net assets (EOY)
- $10,228,150
- Net assets (BOY)
- $10,191,116
Income & contributions
- Employer contributions
- $332,902
- Participant contributions
- $544,560
- Total contributions
- $1,017,319
- Total income / additions
- $2,475,905
Expenses & distributions
- Benefits paid
- $2,343,087
- Administrative expenses
- $93,596
- Total expenses
- $2,438,871
- Net increase / (decrease)
- $37,034
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Empower Advisory Group, LLC | INVESTMENT MGMT | $30,355 | not reported in the loaded dataset | 2023 |
| Morgan Stanley | INVESTMENT ADVISOR | $26,074 | not reported in the loaded dataset | 2023 |
| The Benefit Practice | CONTRACT ADMIN | $6,625 | $10,000 | 2023 |
| Empower Annuity Insurance Company | RECORDKEEPER | $8,521 | not reported in the loaded dataset | 2023 |
| Qdro Consultants Company, LLC | CONTRACT ADMIN | $400 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Kobelco Construction Machinery Usa, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in TX
- 401(k) and benefit plan filings in Katy, TX
- Empower Advisory Group, LLC — Schedule C compensation
- Morgan Stanley — Schedule C compensation
- The Benefit Practice — Schedule C compensation
- Empower Annuity Insurance Company — Schedule C compensation
- Qdro Consultants Company, LLC — Schedule C compensation