Toyota Industries North America Group Associates' 401(K) Retirement Plan — Form 5500 plan (Toyota Industries North America, 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, Toyota Industries North America Group Associates' 401(K) Retirement Plan is a benefit plan reported by Toyota Industries North America, Inc. under EIN 95-4842543 and plan number 001. The latest loaded filing year is 2023. The filing reports 16,461 participants and $1,131,244,466 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Toyota Industries North America, Inc.
- EIN
- 95-4842543
- Plan number
- 001
- Plan type
- 3
- Location
- Columbus, IN
- Latest filing year
- 2023
- Participants
- 16,461
- End-of-year plan assets
- $1,131,244,466
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 16,461 | H, C | 20241004143746NAL0006779667001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $1,131,244,466
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $1,131,244,466
- Net assets (BOY)
- $908,074,729
Income & contributions
- Employer contributions
- $38,944,541
- Participant contributions
- $94,726,141
- Total contributions
- $144,946,548
- Total income / additions
- $311,905,652
Expenses & distributions
- Benefits paid
- $87,328,581
- Administrative expenses
- $1,283,770
- Total expenses
- $88,735,915
- Net increase / (decrease)
- $223,169,737
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Fidelity Investments Institutional | RECORDKEEPER | $977,942 | $0 | 2023 |
| Strategic Advisors, Inc. | ADVISOR | $230,828 | not reported in the loaded dataset | 2023 |
| Capital Strategies Investment | CONSULTANT | $75,000 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Toyota Industries North America, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in IN
- 401(k) and benefit plan filings in Columbus, IN
- Fidelity Investments Institutional — Schedule C compensation
- Strategic Advisors, Inc. — Schedule C compensation
- Capital Strategies Investment — Schedule C compensation