Medley Material Handling, Inc. Employees' 401(K) Plan — Form 5500 plan (Medley Material Handling, 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, Medley Material Handling, Inc. Employees' 401(K) Plan is a benefit plan reported by Medley Material Handling, Inc. under EIN 73-0614215 and plan number 002. The latest loaded filing year is 2023. The filing reports 313 participants and $6,628,732 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Medley Material Handling, Inc.
EIN
73-0614215
Plan number
002
Plan type
2
Location
Oklahoma City, OK
Latest filing year
2023
Participants
313
End-of-year plan assets
$6,628,732

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023313H, C20241008123430NAL0016623265001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$6,628,732
Total liabilities (EOY)
$0
Net assets (EOY)
$6,628,732
Net assets (BOY)
$5,295,880

Income & contributions

Employer contributions
$313,287
Participant contributions
$551,932
Total contributions
$1,083,585
Total income / additions
$1,970,848

Expenses & distributions

Benefits paid
$614,594
Administrative expenses
$23,402
Total expenses
$637,996
Net increase / (decrease)
$1,332,852

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Access Financial Resources IncADVISOR$21,477not reported in the loaded dataset2023
Fidelity Investments InstitutionalRECORDKEEPER$1,925$02023

Related Form 5500 pages