Tdk U.S.A Corporation Savings Plan — Form 5500 plan (Tdk U.S.A. 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, Tdk U.S.A Corporation Savings Plan is a benefit plan reported by Tdk U.S.A. Corporation under EIN 95-3304247 and plan number 002. The latest loaded filing year is 2023. The filing reports 1,029 participants and $193,301,382 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Tdk U.S.A. Corporation
EIN
95-3304247
Plan number
002
Plan type
2
Location
Uniondale, NY
Latest filing year
2023
Participants
1,029
End-of-year plan assets
$193,301,382

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20231,029H, C20241010153953NAL0011673395001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$193,301,382
Total liabilities (EOY)
$0
Net assets (EOY)
$193,301,382
Net assets (BOY)
$159,991,382

Income & contributions

Employer contributions
$2,473,598
Participant contributions
$5,798,032
Total contributions
$9,180,886
Total income / additions
$45,945,335

Expenses & distributions

Benefits paid
$12,518,532
Administrative expenses
$110,868
Total expenses
$12,635,335
Net increase / (decrease)
$33,310,000

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Strategic Advisors, Inc.ADVISOR$21,862not reported in the loaded dataset2023
Fidelity Investments InstitutionalRECORDKEEPER$6,761$02023

Related Form 5500 pages