2023 Form 5500 filing — Clark Material Handling Company Employee 401(K) Retirement Savings 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 20240927061536NAL0000906995001) for Clark Material Handling Company Employee 401(K) Retirement Savings Plan, reported by Clark Material Handling Company under EIN 54-2091806 and plan number 001. It reports 318 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)$21.6MReported net assets$21,647,592
Participants318
Provider compensation$61K3 Schedule C row(s)$61,013
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20240927061536NAL0000906995001
Plan sponsor
Clark Material Handling Company
EIN
54-2091806
Plan number
001
Location
Lexington, KY
Received date
not reported in the loaded dataset
How to read this filing
  • This is a single annual Form 5500 filing, identified by its EFAST2 acknowledgement id.
  • Schedule chips (Sch H / I / C) show which schedules this filing includes.
  • Net assets = total assets minus total liabilities (Schedule H/I).
  • Fields a filing did not report are labeled not reported in the loaded dataset — never estimated.
  • For the plan's full history, open the plan profile.
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)$21.6M total assets
Net assets$21.6MLiabilities$0
Money in vs. money out
Total income / additions$5.1M
Total expenses$3.4M
Benefits paid / distributions$3.3M
Contributions
Employer$577.1K
Participant$1.2M
Full reported line items
Total assets (EOY)
$21,647,592
Total liabilities (EOY)
$0
Net assets (EOY)
$21,647,592
Employer contributions
$577,088
Participant contributions
$1,182,014
Total income / additions
$5,122,962
Benefits paid
$3,313,972
Administrative expenses
$42,092
Total expenses
$3,394,908
Net increase / (decrease)
$1,728,054
Schedule C

Reported service provider compensation

Compensation reported on the 2023 filing, ranked by reported total.

  1. 1
    RECORDKEEPER · Direct $41.6K · Indirect $0
  2. 2
    BROKER/ADVISER · Direct $0 · Indirect $18.8K
  3. 3
    INVESTMENT MGMT · Direct $542

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20240927061536NAL0000906995001 cover?
It is the 2023 Form 5500 filing for Clark Material Handling Company Employee 401(K) Retirement Savings Plan, reported by Clark Material Handling Company (EIN 54-2091806).
Which Form 5500 schedules are attached to this 2023 filing?
Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Related Form 5500 pages