2023 Form 5500 filing — Clark Equipment Company Retirement Plan (Plan 50)
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 20241014083056NAL0013010979001) for Clark Equipment Company Retirement Plan (Plan 50), reported by Doosan Bobcat North America, Inc. under EIN 38-0425350 and plan number 050. It reports 681 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241014083056NAL0013010979001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Doosan Bobcat North America, Inc.
- EIN
- 38-0425350
- Plan number
- 050
- Location
- West Fargo, ND
- Participants
- 681
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $106,226,001
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $106,226,001
- Employer contributions
- $11,506
- Total income / additions
- $8,874,037
- Benefits paid
- $5,072,417
- Administrative expenses
- $337,205
- Total expenses
- $5,409,622
- Net increase / (decrease)
- $3,464,415
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Mercer Investment Management | INVESTMENT MGR | $256,175 | $0 |
| Us Bank | TRUSTEE | $15,654 | $0 |