2023 Form 5500 filing — Melroe Savings And Investment 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 20241014083003NAL0013010275001) for Melroe Savings And Investment Plan, reported by Doosan Bobcat North America, Inc. under EIN 38-0425350 and plan number 054. It reports 1,689 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241014083003NAL0013010275001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Doosan Bobcat North America, Inc.
- EIN
- 38-0425350
- Plan number
- 054
- Location
- West Fargo, ND
- Participants
- 1,689
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $150,437,495
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $150,437,495
- Employer contributions
- $4,661,190
- Participant contributions
- $7,923,969
- Total income / additions
- $34,006,621
- Benefits paid
- $12,183,647
- Administrative expenses
- $90,583
- Total expenses
- $12,274,230
- Net increase / (decrease)
- $21,732,391
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Fidelity Investments Institutional | RECORDKEEPER | $90,583 | $0 |