2023 Form 5500 filing — Medley Material Handling, Inc. Employees' 401(K) Plan
Plain-English filing 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, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20241008123430NAL0016623265001) for Medley Material Handling, Inc. Employees' 401(K) Plan, reported by Medley Material Handling, Inc. under EIN 73-0614215 and plan number 002. It reports 313 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241008123430NAL0016623265001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Medley Material Handling, Inc.
- EIN
- 73-0614215
- Plan number
- 002
- Location
- Oklahoma City, OK
- Participants
- 313
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $6,628,732
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $6,628,732
- Employer contributions
- $313,287
- Participant contributions
- $551,932
- Total income / additions
- $1,970,848
- Benefits paid
- $614,594
- Administrative expenses
- $23,402
- Total expenses
- $637,996
- Net increase / (decrease)
- $1,332,852
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Access Financial Resources Inc | ADVISOR | $21,477 | not reported in the loaded dataset |
| Fidelity Investments Institutional | RECORDKEEPER | $1,925 | $0 |