Tokyo Electron Retirement Plan — Form 5500 plan (Tokyo Electron Us Holdings, 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, Tokyo Electron Retirement Plan is a benefit plan reported by Tokyo Electron Us Holdings, Inc. under EIN 94-2161050 and plan number 001. The latest loaded filing year is 2023. The filing reports 2,764 participants and $552,709,968 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Tokyo Electron Us Holdings, Inc.
- EIN
- 94-2161050
- Plan number
- 001
- Plan type
- 2
- Location
- Austin, TX
- Latest filing year
- 2023
- Participants
- 2,764
- End-of-year plan assets
- $552,709,968
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 2,764 | H, C | 20241014124121NAL0045981072001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $552,709,968
- Total liabilities (EOY)
- $48,706
- Net assets (EOY)
- $552,661,262
- Net assets (BOY)
- $440,807,585
Income & contributions
- Employer contributions
- $9,812,940
- Participant contributions
- $22,687,134
- Total contributions
- $34,671,906
- Total income / additions
- $140,150,784
Expenses & distributions
- Benefits paid
- $28,053,085
- Administrative expenses
- $241,748
- Total expenses
- $28,297,107
- Net increase / (decrease)
- $111,853,677
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Strategic Advisors, Inc. | ADVISOR | $89,396 | not reported in the loaded dataset | 2023 |
| Precept | CONSULTANT | $87,500 | not reported in the loaded dataset | 2023 |
| Bdo Usa, P.C. | ACCOUNTANT/AUDITOR | $54,164 | not reported in the loaded dataset | 2023 |
| Fidelity Investments Institutional | RECORDKEEPER | $10,688 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Tokyo Electron Us Holdings, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in TX
- 401(k) and benefit plan filings in Austin, TX
- Strategic Advisors, Inc. — Schedule C compensation
- Precept — Schedule C compensation
- Bdo Usa, P.C. — Schedule C compensation
- Fidelity Investments Institutional — Schedule C compensation