2023 Form 5500 filing — Ohio Machinery Co. Incentive Savings 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 20241014105525NAL0045703296004) for Ohio Machinery Co. Incentive Savings Plan, reported by Ohio Machinery Co. under EIN 34-0672363 and plan number 003. It reports 1,305 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241014105525NAL0045703296004
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Ohio Machinery Co.
- EIN
- 34-0672363
- Plan number
- 003
- Location
- Broadview Heights, OH
- Participants
- 1,305
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $127,591,807
- Net assets (EOY)
- $127,591,807
- Employer contributions
- $3,120,783
- Participant contributions
- $7,956,775
- Total income / additions
- $29,809,205
- Benefits paid
- $7,861,301
- Administrative expenses
- $74,924
- Total expenses
- $7,936,312
- Net increase / (decrease)
- $21,872,893
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Global Retirement Partners, LLC | INVESTMENT ADVISOR | $37,000 | not reported in the loaded dataset |
| Transamerica Retirement Solutions | RECORD KEEPER | $31,264 | $0 |
| Plante & Moran, Pllc | AUDITOR | $6,660 | not reported in the loaded dataset |
| National Financial Services | SECURITIES BROKER | $0 | $0 |
| Mid Atlantic Capital Corporation | SECURITIES BROKER | $0 | $0 |