2023 Form 5500 filing — National Machinery LLC 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 20241011084023NAL0021538705001) for National Machinery LLC Savings Plan, reported by National Machinery LLC under EIN 03-0400206 and plan number 004. It reports 474 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241011084023NAL0021538705001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- National Machinery LLC
- EIN
- 03-0400206
- Plan number
- 004
- Location
- Tiffin, OH
- Participants
- 474
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $61,371,219
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $61,371,219
- Employer contributions
- $1,130,073
- Participant contributions
- $2,933,237
- Total income / additions
- $14,073,582
- Benefits paid
- $6,934,743
- Administrative expenses
- $17,883
- Total expenses
- $6,952,626
- Net increase / (decrease)
- $7,120,956
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Strategic Advisors, Inc. | ADVISOR | $12,719 | not reported in the loaded dataset |
| Fidelity Investments Institutional | RECORDKEEPER | $5,164 | $0 |