Hitachi Zosen Group 401(K) Plan — Form 5500 plan (Hitachi Zosen Usa, Ltd.)
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 Zosen Group 401(K) Plan is a benefit plan reported by Hitachi Zosen Usa, Ltd. under EIN 75-3012256 and plan number 001. The latest loaded filing year is 2023. The filing reports 238 participants and $44,355,307 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Hitachi Zosen Usa, Ltd.
- EIN
- 75-3012256
- Plan number
- 001
- Plan type
- 2
- Location
- Houston, TX
- Latest filing year
- 2023
- Participants
- 238
- End-of-year plan assets
- $44,355,307
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 238 | H, C | 20241015145649NAL0048510896001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $44,355,307
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $44,355,307
- Net assets (BOY)
- $38,469,800
Income & contributions
- Employer contributions
- $1,104,345
- Participant contributions
- $1,975,882
- Total contributions
- $3,839,211
- Total income / additions
- $10,229,083
Expenses & distributions
- Benefits paid
- $4,330,461
- Administrative expenses
- $13,418
- Total expenses
- $4,343,576
- Net increase / (decrease)
- $5,885,507
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Empower Annuity Insurance Company O | RECORDKEEPER | $53,834 | $0 | 2023 |
| Morgan Stanley | INVESTMENT ADVISOR | $18,952 | not reported in the loaded dataset | 2023 |
| Cdh Pc | ACCOUNTING | $12,000 | not reported in the loaded dataset | 2023 |
| The Benefit Practice | THIRD PARTY ADMINISTRATO | $6,028 | not reported in the loaded dataset | 2023 |
| Empower Advisory Group, LLC | INVESTMENT MGMT | $614 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Hitachi Zosen Usa, Ltd.
- 2023 Form 5500 filing
- Form 5500 filings in TX
- 401(k) and benefit plan filings in Houston, TX
- Empower Annuity Insurance Company O — Schedule C compensation
- Morgan Stanley — Schedule C compensation
- Cdh Pc — Schedule C compensation
- The Benefit Practice — Schedule C compensation
- Empower Advisory Group, LLC — Schedule C compensation