2023 Form 5500 filing — Ohio Cat Union 401k 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 20241014104928NAL0025966721005) for Ohio Cat Union 401k Plan, reported by Ohio Machinery Co. under EIN 34-0672363 and plan number 004. It reports 530 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241014104928NAL0025966721005
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Ohio Machinery Co.
- EIN
- 34-0672363
- Plan number
- 004
- Location
- Broadview Heights, OH
- Participants
- 530
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $20,530,313
- Net assets (EOY)
- $20,530,313
- Participant contributions
- $1,695,635
- Total income / additions
- $4,619,806
- Benefits paid
- $876,563
- Administrative expenses
- $20,275
- Total expenses
- $896,838
- Net increase / (decrease)
- $3,722,968
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Global Retirement Partners, LLC | INVESTMENT ADVISOR | $8,000 | not reported in the loaded dataset |
| Plante & Moran Pllc | AUDITOR | $6,660 | not reported in the loaded dataset |
| Transamerica Retirement Solutions | RECORD KEEPER | $5,615 | $0 |
| National Financial Services | SECURITIES BROKER | $0 | $0 |
| Mid Atlantic Capital Corporation | SECURITIES BROKER | $0 | $0 |