Mizuho Osi 401(K) Savings Plan — Form 5500 plan (Mizuho Orthopedic Systems, 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, Mizuho Osi 401(K) Savings Plan is a benefit plan reported by Mizuho Orthopedic Systems, Inc under EIN 94-2405390 and plan number 001. The latest loaded filing year is 2023. The filing reports 575 participants and $67,873,580 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Mizuho Orthopedic Systems, Inc
- EIN
- 94-2405390
- Plan number
- 001
- Plan type
- 2
- Location
- Union City, CA
- Latest filing year
- 2023
- Participants
- 575
- End-of-year plan assets
- $67,873,580
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 575 | H, C | 20241011120757NAL0036866496001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $67,873,580
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $67,873,580
- Net assets (BOY)
- $55,900,885
Income & contributions
- Employer contributions
- $1,491,297
- Participant contributions
- $5,452,058
- Total contributions
- $7,580,283
- Total income / additions
- $16,752,758
Expenses & distributions
- Benefits paid
- $4,769,098
- Administrative expenses
- $18,976
- Total expenses
- $4,780,063
- Net increase / (decrease)
- $11,972,695
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Wells Fargo Wealth Brokerage Ins Ag | BROKER/ADVISER | $0 | $114,172 | 2023 |
| Empower Annuity Insurance Company | RECORD KEEPER | $17,723 | $0 | 2023 |
| Empower Advisory Group, LLC | INVESTMENT MGMT | $1,253 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Mizuho Orthopedic Systems, Inc
- 2023 Form 5500 filing
- Form 5500 filings in CA
- 401(k) and benefit plan filings in Union City, CA
- Wells Fargo Wealth Brokerage Ins Ag — Schedule C compensation
- Empower Annuity Insurance Company — Schedule C compensation
- Empower Advisory Group, LLC — Schedule C compensation