Hitachi Astemo Findlay, Inc. Associates' Retirement Savings Plan — Form 5500 plan (Hitachi Astemo Americas)

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, Hitachi Astemo Findlay, Inc. Associates' Retirement Savings Plan is a benefit plan reported by Hitachi Astemo Americas under EIN 61-1065272 and plan number 001. The latest loaded filing year is 2023. The filing reports 523 participants and $27,139,974 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Hitachi Astemo Americas
EIN
61-1065272
Plan number
001
Plan type
2
Location
Findlay, OH
Latest filing year
2023
Participants
523
End-of-year plan assets
$27,139,974

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023523H, C20251016065049NAL0003259219001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$27,139,974
Total liabilities (EOY)
$2,474
Net assets (EOY)
$27,137,500
Net assets (BOY)
$24,378,702

Income & contributions

Employer contributions
$527,556
Participant contributions
$1,277,424
Total contributions
$1,804,980
Total income / additions
$6,051,749

Expenses & distributions

Benefits paid
$3,096,609
Administrative expenses
$122,281
Total expenses
$3,292,951
Net increase / (decrease)
$2,758,798

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Empower Annuity Insurance Company ORECORDKEEPER$77,179$02023
Osaic Wealth IncINVESTMENT ADVISOR$48,638not reported in the loaded dataset2023
Empower Advisory Group, LLCINVESTMENT MGMT$6,206not reported in the loaded dataset2023

Related Form 5500 pages