North American Hoganas Salary 401(K) Plan — Form 5500 plan (North American Hoganas Holdings Https//Rgf.Fisglobal.Com/5500clien)
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, North American Hoganas Salary 401(K) Plan is a benefit plan reported by North American Hoganas Holdings Https//Rgf.Fisglobal.Com/5500clien under EIN 51-0389733 and plan number 001. The latest loaded filing year is 2023. The filing reports 223 participants and $45,064,946 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- North American Hoganas Holdings Https//Rgf.Fisglobal.Com/5500clien
- EIN
- 51-0389733
- Plan number
- 001
- Plan type
- 2
- Location
- Hollsopple, PA
- Latest filing year
- 2023
- Participants
- 223
- End-of-year plan assets
- $45,064,946
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 223 | H, C | 20251016102048NAL0003315091001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $45,064,946
- Total liabilities (EOY)
- $1,356
- Net assets (EOY)
- $45,063,590
- Net assets (BOY)
- $37,485,825
Income & contributions
- Employer contributions
- $1,295,343
- Participant contributions
- $1,605,216
- Total contributions
- $3,171,330
- Total income / additions
- $9,372,149
Expenses & distributions
- Benefits paid
- $1,750,718
- Administrative expenses
- $43,331
- Total expenses
- $1,794,384
- Net increase / (decrease)
- $7,577,765
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| D.B. Root & Company, LLC | INVESTMENT/FINANCIAL ADVI | $39,999 | $0 | 2023 |
| Adp, Inc. | RECORD KEEPER | $1,975 | $0 | 2023 |
| Adp Broker-Dealer | RECORD KEEPER | $0 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for North American Hoganas Holdings Https//Rgf.Fisglobal.Com/5500clien
- 2023 Form 5500 filing
- Form 5500 filings in PA
- 401(k) and benefit plan filings in Hollsopple, PA
- D.B. Root & Company, LLC — Schedule C compensation
- Adp, Inc. — Schedule C compensation
- Adp Broker-Dealer — Schedule C compensation