Plan5500

Tdk U. S. A. Corporation Retirement 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 Retirement Plan is a benefit plan reported by Tdk U.S.A Corporation under EIN 95-3304247 and plan number 003. The latest loaded filing year is 2023. The filing reports 2,218 participants and $252,765,858 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
003
Plan type
2
Location
Uniondale, NY
Latest filing year
2023
Participants
2,218
End-of-year plan assets
$252,765,858

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20232,218H, C20241011175938NAL0022484961001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$252,765,858
Total liabilities (EOY)
$221,695
Net assets (EOY)
$252,544,163
Net assets (BOY)
$229,238,551

Income & contributions

Employer contributions
$0
Total contributions
$0
Total income / additions
$32,176,042

Expenses & distributions

Benefits paid
$7,928,250
Administrative expenses
$942,180
Total expenses
$8,870,430
Net increase / (decrease)
$23,305,612

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Us Bank, N.ANONE$882,180not reported in the loaded dataset2023
Smarter Actuarial Consulting, LLCNONE$60,000not reported in the loaded dataset2023

Related Form 5500 pages