Shimadzu Precision Instruments, Inc. 401(K) Plan — Form 5500 plan (Shimadzu Precision Instruments, 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, Shimadzu Precision Instruments, Inc. 401(K) Plan is a benefit plan reported by Shimadzu Precision Instruments, Inc. under EIN 95-3340364 and plan number 001. The latest loaded filing year is 2023. The filing reports 203 participants and $22,907,472 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Shimadzu Precision Instruments, Inc.
- EIN
- 95-3340364
- Plan number
- 001
- Plan type
- 2
- Location
- Long Beach, CA
- Latest filing year
- 2023
- Participants
- 203
- End-of-year plan assets
- $22,907,472
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 203 | H, C | 20241009131406NAL0019260209001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $22,907,472
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $22,907,472
- Net assets (BOY)
- $21,329,434
Income & contributions
- Employer contributions
- $393,431
- Participant contributions
- $1,312,187
- Total contributions
- $1,705,618
- Total income / additions
- $5,026,742
Expenses & distributions
- Benefits paid
- $3,367,199
- Administrative expenses
- $72,136
- Total expenses
- $3,448,704
- Net increase / (decrease)
- $1,578,038
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Mercer Investment Management Inc | ADVISOR | $33,736 | not reported in the loaded dataset | 2023 |
| Fidelity Investments Institutional | RECORDKEEPER | $23,504 | $0 | 2023 |
| Miller Kaplan | ACCOUNTANT/AUDITOR | $13,000 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Shimadzu Precision Instruments, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in CA
- 401(k) and benefit plan filings in Long Beach, CA
- Mercer Investment Management Inc — Schedule C compensation
- Fidelity Investments Institutional — Schedule C compensation
- Miller Kaplan — Schedule C compensation