2023 Form 5500 filing — The Hamilton Beach Brands, Inc. Pension 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 20241014124459NAL0053562098001) for The Hamilton Beach Brands, Inc. Pension Plan, reported by Hamilton Beach Brands, Inc. under EIN 95-3959553 and plan number 001. It reports 996 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241014124459NAL0053562098001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Hamilton Beach Brands, Inc.
- EIN
- 95-3959553
- Plan number
- 001
- Location
- Glenn Allen, VA
- Participants
- 996
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $25,155,906
- Total liabilities (EOY)
- $473,230
- Net assets (EOY)
- $24,682,676
- Total income / additions
- $1,409,459
- Benefits paid
- $1,903,389
- Administrative expenses
- $361,779
- Total expenses
- $2,265,168
- Net increase / (decrease)
- -$855,709
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Vanguard Fiduciary Trust Company | NONE | $88,766 | $0 |
| Jones Day | NONE | $80,723 | not reported in the loaded dataset |
| Willis Towers Watson | NONE | $72,503 | not reported in the loaded dataset |
| Crowe Llp | NONE | $24,075 | not reported in the loaded dataset |