American Shizuki Corporation Retirement Savings Plan — Form 5500 plan (American Shizuki Corporation)
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, American Shizuki Corporation Retirement Savings Plan is a benefit plan reported by American Shizuki Corporation under EIN 95-2839225 and plan number 001. The latest loaded filing year is 2023. The filing reports 135 participants and $7,417,552 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- American Shizuki Corporation
- EIN
- 95-2839225
- Plan number
- 001
- Plan type
- 2
- Location
- Ogallala, NE
- Latest filing year
- 2023
- Participants
- 135
- End-of-year plan assets
- $7,417,552
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 135 | H, C | 20241008075526NAL0009463059001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $7,417,552
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $7,417,552
- Net assets (BOY)
- $6,057,565
Income & contributions
- Employer contributions
- $145,965
- Participant contributions
- $313,750
- Total contributions
- $459,715
- Total income / additions
- $1,506,038
Expenses & distributions
- Benefits paid
- $143,157
- Administrative expenses
- $2,894
- Total expenses
- $146,051
- Net increase / (decrease)
- $1,359,987
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Fidelity Investments Institutional | RECORDKEEPER | $1,075 | $0 | 2023 |