Material Handling Industry — Form 5500 filings & benefit plans

Form 5500 plan sponsor 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, Material Handling Industry (EIN 56-1596147) is a plan sponsor located in Charlotte, NC with 1 reported benefit plan(s) in the loaded dataset. The latest loaded Form 5500 filing year is 2023.

Company overview (based on loaded 2023 public filings)

EIN
56-1596147
Location
Charlotte, NC
Loaded plans
1
Latest filing year
2023

This is a company / sponsor profile — aggregate totals across all of this employer's loaded plans. Open an individual plan below for its own full financial statement.

What stands out for Material Handling Industry

  • 1 loaded plans hold $10.1M in reported assets.
  • The largest, Material Handling Industry Thrift Plan, holds 100% of this company's reported plan assets.
  • Plans cover 52 reported participants.
  • 1 of 1 plans report full financial statements.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$10.1MSummed across loaded plans$10,099,818
Total reported assets$10.1M$10,099,818
Total reported participants52
Total reported liabilities$0

Reported net position

Reported assets = net assets + liabilities (summed)$10.1M total assets
Net assets$10.1MLiabilities$0
Contributions & income
Employer contributions$119K
Participant contributions$451.9K
Total income / additions$2.1M
Expenses & distributions
Benefits paid / distributions$392.9K
Total expenses$425.3K
Net increase / (decrease)$1.7M

Data coverage

Plans with financial statements1 / 1 (100%)
Plans with provider compensation0 / 1 ()

Totals sum the latest loaded 2023 public Form 5500 filing per plan for this company's plans — one filing per plan, so multiple years are never double-counted. Figures are reported values from loaded Schedule H / I (and Schedule C for provider compensation); fields a plan did not report are treated as missing, not zero. These are not audited or official totals.

Computed from loaded plans

Portfolio comparison

Largest plan share of assets100%Material Handling Industry Thrift Plan
Participants per plan52Average across loaded plans
Loaded plans1
Ranked by reported assets

Largest loaded plans

Bars show each plan's reported end-of-year assets relative to the largest.

  1. 1
    Plan #002 · 52 participants · 2023
EFAST2 filings

Latest loaded filings

Most recent loaded Form 5500 filings for Material Handling Industry. Open one for its full reported snapshot.

  1. 2023
    Material Handling Industry Thrift Plan52 participants · 2Sch I
    View filing →

What to inspect next

Frequently asked questions

How many benefit plans does Material Handling Industry report on Form 5500?
Material Handling Industry (EIN 56-1596147) reports 1 benefit plan(s) in the loaded Form 5500 dataset.
What is the EIN for Material Handling Industry?
The Employer Identification Number (EIN) reported for Material Handling Industry is 56-1596147.
What is the latest Form 5500 filing year for Material Handling Industry?
The latest loaded Form 5500 filing year for Material Handling Industry is 2023.

Related Form 5500 pages