The Daikin 401(K) Plan — Form 5500 plan (Daikin Comfort Technologies Manufacturing, L.P.)
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, The Daikin 401(K) Plan is a benefit plan reported by Daikin Comfort Technologies Manufacturing, L.P. under EIN 76-0423371 and plan number 001. The latest loaded filing year is 2023. The filing reports 13,466 participants and $529,947,847 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Daikin Comfort Technologies Manufacturing, L.P.
- EIN
- 76-0423371
- Plan number
- 001
- Plan type
- 2
- Location
- Waller, TX
- Latest filing year
- 2023
- Participants
- 13,466
- End-of-year plan assets
- $529,947,847
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 13,466 | H, C | 20241114113949NAL0030286304001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $529,947,847
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $529,947,847
- Net assets (BOY)
- $402,865,848
Income & contributions
- Employer contributions
- $10,683,038
- Participant contributions
- $40,910,812
- Total contributions
- $56,224,516
- Total income / additions
- $134,042,249
Expenses & distributions
- Benefits paid
- $42,709,049
- Administrative expenses
- $765,150
- Total expenses
- $43,890,352
- Net increase / (decrease)
- $90,151,897
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $641,463 | $0 | 2023 |
| Mercer Investments LLC | INVESTMENT ADVISORY | $75,000 | not reported in the loaded dataset | 2023 |
| Stulb & Associates, A.P.A.C. | ACCOUNTANT | $34,075 | not reported in the loaded dataset | 2023 |
| Stulb & Associates, Apac | ACCOUNTANT | $26,300 | not reported in the loaded dataset | 2023 |
| Wilshire Advisors LLC | INVESTMENT ADVISORY | $0 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Daikin Comfort Technologies Manufacturing, L.P.
- 2023 Form 5500 filing
- Form 5500 filings in TX
- 401(k) and benefit plan filings in Waller, TX
- Principal Life Insurance Company — Schedule C compensation
- Mercer Investments LLC — Schedule C compensation
- Stulb & Associates, A.P.A.C. — Schedule C compensation
- Stulb & Associates, Apac — Schedule C compensation
- Wilshire Advisors LLC — Schedule C compensation