2023 Form 5500 filing — North American Hoganas Union 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 20241101084227NAL0006417074001) for North American Hoganas Union 401(K) Plan, reported by North American Hoganas Holdings under EIN 51-0389733 and plan number 002. It reports 241 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241101084227NAL0006417074001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- North American Hoganas Holdings
- EIN
- 51-0389733
- Plan number
- 002
- Location
- Hollsopple, PA
- Participants
- 241
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $20,034,498
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $20,034,498
- Employer contributions
- $458,057
- Participant contributions
- $729,345
- Total income / additions
- $3,906,890
- Benefits paid
- $2,495,876
- Administrative expenses
- $23,651
- Total expenses
- $2,484,893
- Net increase / (decrease)
- $1,421,997
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| D.B. Root & Company, LLC | INVESTMENT/FINANCIAL ADVI | $20,000 | $0 |
| Adp, Inc. | RECORD KEEPER | $3,651 | $0 |
| Adp Broker-Dealer | RECORD KEEPER | $0 | $0 |