Makino Inc. Pension Plan — Form 5500 plan (Makino Inc.)

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, Makino Inc. Pension Plan is a benefit plan reported by Makino Inc. under EIN 31-0352460 and plan number 119. The latest loaded filing year is 2023. The filing reports 595 participants and $43,065,978 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Makino Inc.
EIN
31-0352460
Plan number
119
Plan type
2
Location
Mason, OH
Latest filing year
2023
Participants
595
End-of-year plan assets
$43,065,978

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023595H, C20241015165710NAL0015122835001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$43,065,978
Total liabilities (EOY)
$0
Net assets (EOY)
$43,065,978
Net assets (BOY)
$35,943,927

Income & contributions

Total contributions
$0
Total income / additions
$3,188,328

Expenses & distributions

Benefits paid
$2,540,916
Administrative expenses
$363,453
Total expenses
$2,904,369
Net increase / (decrease)
$283,959

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Columbia Management InvINVESTMENT ADVISORY$65,979not reported in the loaded dataset2023
Principal Life Insurance CompanyCONTRACT ADMINISTRATOR$51,405$02023

Related Form 5500 pages