Zf North America, Inc. Hourly 401(K) Savings Plan — Form 5500 plan (Kelsey-Hayes Company)

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, Zf North America, Inc. Hourly 401(K) Savings Plan is a benefit plan reported by Kelsey-Hayes Company under EIN 61-1462969 and plan number 058. The latest loaded filing year is 2023. The filing reports 1,405 participants and $43,206,982 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Kelsey-Hayes Company
EIN
61-1462969
Plan number
058
Plan type
2
Location
Northville, MI
Latest filing year
2023
Participants
1,405
End-of-year plan assets
$43,206,982

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20231,405H, C20241014134853NAL0026323585001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$43,206,982
Total liabilities (EOY)
$45
Net assets (EOY)
$43,206,937
Net assets (BOY)
$37,800,583

Income & contributions

Employer contributions
$1,316,748
Participant contributions
$2,571,083
Total contributions
$4,179,437
Total income / additions
$10,843,106

Expenses & distributions

Benefits paid
$5,364,096
Administrative expenses
$70,320
Total expenses
$5,436,752
Net increase / (decrease)
$5,406,354

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Fidelity Investments InstitutionalRECORDKEEPER$46,817$02023
Strategic Advisors, Inc.ADVISOR$12,514not reported in the loaded dataset2023
Mercer Investments LLCINVESTMENT ADVISOR$9,510not reported in the loaded dataset2023

Related Form 5500 pages