National Machinery LLC Retirement Plan And Trust — Form 5500 plan (National Machinery LLC)
Plain-English plan 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, National Machinery LLC Retirement Plan And Trust is a benefit plan reported by National Machinery LLC under EIN 03-0400206 and plan number 001. The latest loaded filing year is 2023. The filing reports 107 participants and $250,951 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- National Machinery LLC
- EIN
- 03-0400206
- Plan number
- 001
- Plan type
- 2
- Location
- Tiffin, OH
- Latest filing year
- 2023
- Participants
- 107
- End-of-year plan assets
- $250,951
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 107 | H, C | 20260505082006NAL0000721713001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $250,951
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $250,951
- Net assets (BOY)
- $8,604,045
Income & contributions
- Employer contributions
- $325,951
- Total contributions
- $325,951
- Total income / additions
- $576,252
Expenses & distributions
- Benefits paid
- $8,483,390
- Administrative expenses
- $203,319
- Total expenses
- $8,686,709
- Net increase / (decrease)
- -$8,110,457
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Dietrich & Associates | NONE | $75,000 | not reported in the loaded dataset | 2023 |
| Rsm Us Llp | NONE | $55,961 | not reported in the loaded dataset | 2023 |
| Sms Retirement | NONE | $36,175 | not reported in the loaded dataset | 2023 |
| Squire, Patton & Boggs | NONE | $18,166 | not reported in the loaded dataset | 2023 |
| Principal Life Insurance Company | NONE | $12,641 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for National Machinery LLC
- 2023 Form 5500 filing
- Form 5500 filings in OH
- 401(k) and benefit plan filings in Tiffin, OH
- Dietrich & Associates — Schedule C compensation
- Rsm Us Llp — Schedule C compensation
- Sms Retirement — Schedule C compensation
- Squire, Patton & Boggs — Schedule C compensation
- Principal Life Insurance Company — Schedule C compensation