Tokusen Usa, Inc. Employee Retirement Savings Plan — Form 5500 plan (Tokusen U.S.A., 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, Tokusen Usa, Inc. Employee Retirement Savings Plan is a benefit plan reported by Tokusen U.S.A., Inc. under EIN 71-0683148 and plan number 001. The latest loaded filing year is 2023. The filing reports 600 participants and $23,221,245 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Tokusen U.S.A., Inc.
EIN
71-0683148
Plan number
001
Plan type
3
Location
Conway, AR
Latest filing year
2023
Participants
600
End-of-year plan assets
$23,221,245

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023600H, C20240905090920NAL0021361105001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$23,221,245
Total liabilities (EOY)
$2,111
Net assets (EOY)
$23,219,134
Net assets (BOY)
$21,555,141

Income & contributions

Employer contributions
$838,788
Participant contributions
$1,304,842
Total contributions
$2,367,311
Total income / additions
$5,575,017

Expenses & distributions

Benefits paid
$3,811,946
Administrative expenses
$99,078
Total expenses
$3,911,024
Net increase / (decrease)
$1,663,993

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Pension Consultants, IncINVESTMENT ADVISOR$43,750not reported in the loaded dataset2023
Fidelity Investments InstitutionalRECORDKEEPER$33,128$02023
Hogantaylor LlpACCOUNTANT/AUDITOR$19,200not reported in the loaded dataset2023

Related Form 5500 pages