Kda 401(K) Plan — Form 5500 plan (Kyocera Document Solutions America, 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, Kda 401(K) Plan is a benefit plan reported by Kyocera Document Solutions America, Inc. under EIN 95-2819506 and plan number 002. The latest loaded filing year is 2023. The filing reports 928 participants and $147,514,214 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Kyocera Document Solutions America, Inc.
- EIN
- 95-2819506
- Plan number
- 002
- Plan type
- 2
- Location
- Fairfield, NJ
- Latest filing year
- 2023
- Participants
- 928
- End-of-year plan assets
- $147,514,214
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 928 | H, C | 20241015184916NAL0030672337001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $147,514,214
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $147,514,214
- Net assets (BOY)
- $131,027,338
Income & contributions
- Employer contributions
- $2,666,747
- Participant contributions
- $5,856,938
- Total contributions
- $9,472,055
- Total income / additions
- $34,671,615
Expenses & distributions
- Benefits paid
- $18,744,818
- Administrative expenses
- $77,006
- Total expenses
- $18,821,824
- Net increase / (decrease)
- $15,849,791
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| T Rowe Price Rps Inc | NONE | $42,047 | $0 | 2023 |
| Capfinancial Partners LLC | NONE | $35,000 | not reported in the loaded dataset | 2023 |
| Charles Schwab & Co., Inc. | NONE | $54 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Kyocera Document Solutions America, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in NJ
- 401(k) and benefit plan filings in Fairfield, NJ
- T Rowe Price Rps Inc — Schedule C compensation
- Capfinancial Partners LLC — Schedule C compensation
- Charles Schwab & Co., Inc. — Schedule C compensation