Savings And Retirement Plan Of Mitsubishi Materials Usa Corp. — Form 5500 plan (Mitsubishi Materials 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, Savings And Retirement Plan Of Mitsubishi Materials Usa Corp. is a benefit plan reported by Mitsubishi Materials U.S.A. Corporation under EIN 95-3917804 and plan number 002. The latest loaded filing year is 2023. The filing reports 234 participants and $34,846,575 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Mitsubishi Materials U.S.A. Corporation
- EIN
- 95-3917804
- Plan number
- 002
- Plan type
- 3
- Location
- Costa Mesa, CA
- Latest filing year
- 2023
- Participants
- 234
- End-of-year plan assets
- $34,846,575
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 234 | H, C | 20241009104652NAL0018181105001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $34,846,575
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $34,846,575
- Net assets (BOY)
- $28,895,511
Income & contributions
- Employer contributions
- $507,049
- Participant contributions
- $2,252,940
- Total contributions
- $2,931,465
- Total income / additions
- $8,440,110
Expenses & distributions
- Benefits paid
- $2,468,606
- Administrative expenses
- $17,936
- Total expenses
- $2,489,046
- Net increase / (decrease)
- $5,951,064
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Bfsg,LLC | CONSULTANT | $16,500 | not reported in the loaded dataset | 2023 |
| Holthouse Carlin & Van Trigt Llp | ACCOUNTANT/AUDITOR | $10,350 | not reported in the loaded dataset | 2023 |
| Fidelity Investments Institutional | RECORDKEEPER | -$16,114 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Mitsubishi Materials U.S.A. Corporation
- 2023 Form 5500 filing
- Form 5500 filings in CA
- 401(k) and benefit plan filings in Costa Mesa, CA
- Bfsg,LLC — Schedule C compensation
- Holthouse Carlin & Van Trigt Llp — Schedule C compensation
- Fidelity Investments Institutional — Schedule C compensation