Takumi Stamping 401(K) Plan — Form 5500 plan (Takumi Stamping 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, Takumi Stamping 401(K) Plan is a benefit plan reported by Takumi Stamping Inc. under EIN 75-3178507 and plan number 002. The latest loaded filing year is 2023. The filing reports 1,164 participants and $11,702,741 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Takumi Stamping Inc.
EIN
75-3178507
Plan number
002
Plan type
2
Location
Fairfield, OH
Latest filing year
2023
Participants
1,164
End-of-year plan assets
$11,702,741

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20231,164H, C20241004161348NAL0005812915001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$11,702,741
Total liabilities (EOY)
$0
Net assets (EOY)
$11,702,741
Net assets (BOY)
$9,757,883

Income & contributions

Employer contributions
$547,109
Participant contributions
$1,256,025
Total contributions
$1,820,383
Total income / additions
$3,449,982

Expenses & distributions

Benefits paid
$1,307,987
Administrative expenses
$186,921
Total expenses
$1,505,124
Net increase / (decrease)
$1,944,858

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Empower Annuity Ins CompanyRECORDKEEPER/INVST MGMT$117,462$02023
Erisa Services, Inc.CONTRACT ADMIN$76,229$4,9972023
Raymond JamesINVEST ADV$49,647not reported in the loaded dataset2023

Related Form 5500 pages