2023 Form 5500 filing — Miami Industrial Trucks, Inc. 401(K) Profit Sharing Plan
Plain-English filing 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, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20240918151000NAL0004755553001) for Miami Industrial Trucks, Inc. 401(K) Profit Sharing Plan, reported by Miami Industrial Trucks, Inc. under EIN 31-0590495 and plan number 001. It reports 208 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
Form 5500 2 · 2023
Filing snapshot
Net assets (EOY)$9.6MReported net assets$9,624,857
Participants208
Provider compensation$66.9K3 Schedule C row(s)$66,927
Schedules filedSchedule H, Schedule CLoaded schedules
- EFAST2 acknowledgement
- 20240918151000NAL0004755553001
- Plan sponsor
- Miami Industrial Trucks, Inc.
- EIN
- 31-0590495
- Plan number
- 001
- Location
- Dayton, OH
- Received date
- not reported in the loaded dataset
Schedule H · 2023
Reported financial snapshot
Reported figures as filed, in whole dollars. Only fields the filing reports are shown.
Reported balance (end of year)$9.6M total assets
Net assets$9.6MLiabilities$0
Full reported line items
- Total assets (EOY)
- $9,624,857
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $9,624,857
- Employer contributions
- $489,151
- Participant contributions
- $602,674
- Total income / additions
- $2,388,724
- Benefits paid
- $1,238,768
- Administrative expenses
- $66,927
- Total expenses
- $1,305,695
- Net increase / (decrease)
- $1,083,029
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Empower Advisory Group, LLC | INVESTMENT MGMT | $33,438 | not reported in the loaded dataset |
| Empower Annuity Insurance Company O | RECORDKEEPER | $23,024 | $0 |
| Fifth Third Bank | INVESTMENT ADVISOR | $10,465 | not reported in the loaded dataset |