National Machinery LLC Savings Plan — 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 Savings Plan is a benefit plan reported by National Machinery LLC under EIN 03-0400206 and plan number 004. The latest loaded filing year is 2023. The filing reports 474 participants and $61,371,219 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
- 004
- Plan type
- 2
- Location
- Tiffin, OH
- Latest filing year
- 2023
- Participants
- 474
- End-of-year plan assets
- $61,371,219
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 474 | H, C | 20241011084023NAL0021538705001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $61,371,219
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $61,371,219
- Net assets (BOY)
- $54,250,263
Income & contributions
- Employer contributions
- $1,130,073
- Participant contributions
- $2,933,237
- Total contributions
- $4,349,722
- Total income / additions
- $14,073,582
Expenses & distributions
- Benefits paid
- $6,934,743
- Administrative expenses
- $17,883
- Total expenses
- $6,952,626
- Net increase / (decrease)
- $7,120,956
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Strategic Advisors, Inc. | ADVISOR | $12,719 | not reported in the loaded dataset | 2023 |
| Fidelity Investments Institutional | RECORDKEEPER | $5,164 | $0 | 2023 |