2023 Form 5500 filing — National Machinery LLC Retirement Plan And Trust
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 20260505082006NAL0000721713001) for National Machinery LLC Retirement Plan And Trust, reported by National Machinery LLC under EIN 03-0400206 and plan number 001. It reports 107 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20260505082006NAL0000721713001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- National Machinery LLC
- EIN
- 03-0400206
- Plan number
- 001
- Location
- Tiffin, OH
- Participants
- 107
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $250,951
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $250,951
- Employer contributions
- $325,951
- Total income / additions
- $576,252
- Benefits paid
- $8,483,390
- Administrative expenses
- $203,319
- Total expenses
- $8,686,709
- Net increase / (decrease)
- -$8,110,457
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Dietrich & Associates | NONE | $75,000 | not reported in the loaded dataset |
| Rsm Us Llp | NONE | $55,961 | not reported in the loaded dataset |
| Sms Retirement | NONE | $36,175 | not reported in the loaded dataset |
| Squire, Patton & Boggs | NONE | $18,166 | not reported in the loaded dataset |
| Principal Life Insurance Company | NONE | $12,641 | not reported in the loaded dataset |