Plan5500

The Hamilton Beach Brands, Inc. Pension Plan — Form 5500 plan (Hamilton Beach Brands, 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, The Hamilton Beach Brands, Inc. Pension Plan is a benefit plan reported by Hamilton Beach Brands, Inc. under EIN 95-3959553 and plan number 001. The latest loaded filing year is 2023. The filing reports 996 participants and $25,155,906 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Hamilton Beach Brands, Inc.
EIN
95-3959553
Plan number
001
Plan type
2
Location
Glenn Allen, VA
Latest filing year
2023
Participants
996
End-of-year plan assets
$25,155,906

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023996H, C20241014124459NAL0053562098001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$25,155,906
Total liabilities (EOY)
$473,230
Net assets (EOY)
$24,682,676
Net assets (BOY)
$25,538,385

Income & contributions

Total contributions
$0
Total income / additions
$1,409,459

Expenses & distributions

Benefits paid
$1,903,389
Administrative expenses
$361,779
Total expenses
$2,265,168
Net increase / (decrease)
-$855,709

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Vanguard Fiduciary Trust CompanyNONE$88,766$02023
Jones DayNONE$80,723not reported in the loaded dataset2023
Willis Towers WatsonNONE$72,503not reported in the loaded dataset2023
Crowe LlpNONE$24,075not reported in the loaded dataset2023

Related Form 5500 pages