Exedy America 401k Plan — Form 5500 plan (Exedy 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, Exedy America 401k Plan is a benefit plan reported by Exedy America Corporation under EIN 62-1582324 and plan number 001. The latest loaded filing year is 2023. The filing reports 282 participants and $7,023,605 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Exedy America Corporation
- EIN
- 62-1582324
- Plan number
- 001
- Plan type
- 2
- Location
- Mascot, TN
- Latest filing year
- 2023
- Participants
- 282
- End-of-year plan assets
- $7,023,605
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 282 | H, C | 20241009081543NAL0032190864001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $7,023,605
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $7,023,605
- Net assets (BOY)
- $6,658,249
Income & contributions
- Employer contributions
- $195,149
- Participant contributions
- $413,293
- Total contributions
- $608,442
- Total income / additions
- $1,728,223
Expenses & distributions
- Benefits paid
- $1,320,323
- Administrative expenses
- $40,091
- Total expenses
- $1,362,867
- Net increase / (decrease)
- $365,356
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Wells Fargo Adisors Fin | INVESTMENT ADISOR | $15,489 | not reported in the loaded dataset | 2023 |
| Tennessee Pension Administrators | CONTRACT ADMIN | $11,132 | not reported in the loaded dataset | 2023 |
| Empower Annuity Insurance Company O | RECORDKEEPER | $10,412 | $0 | 2023 |
| Empower Advisory Group, LLC | INVESTMENT MGMT | $2,647 | not reported in the loaded dataset | 2023 |
| Envestnet Retirement Solutions, LLC | OTHER | $1,239 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Exedy America Corporation
- 2023 Form 5500 filing
- Form 5500 filings in TN
- 401(k) and benefit plan filings in Mascot, TN
- Wells Fargo Adisors Fin — Schedule C compensation
- Tennessee Pension Administrators — Schedule C compensation
- Empower Annuity Insurance Company O — Schedule C compensation
- Empower Advisory Group, LLC — Schedule C compensation
- Envestnet Retirement Solutions, LLC — Schedule C compensation