2023 Form 5500 filing — Material Handling Systems, Inc. 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 20241015111532NAL0029369489001) for Material Handling Systems, Inc. Savings And Investment Plan, reported by Material Handling Systems, Inc. under EIN 27-1219595 and plan number 002. It reports 242 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)$2Reported net assets

Participants242

Provider compensation$82K2 Schedule C row(s)$82,025

Schedules filedSchedule H, Schedule CLoaded schedules

EFAST2 acknowledgement: 20241015111532NAL0029369489001
Plan sponsor: Material Handling Systems, Inc.
EIN: 27-1219595
Plan number: 002
Location: Mt. Washington, 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)$2 total assets

Net assets$2Liabilities$0

Money in vs. money out

Total income / additions$3.1M

Total expenses$142.9M

Benefits paid / distributions$142.8M

Contributions

Employer$0

Participant$0

Full reported line items

Total assets (EOY): $2
Total liabilities (EOY): $0
Net assets (EOY): $2
Employer contributions: $0
Participant contributions: $0
Total income / additions: $3,124,927
Benefits paid: $142,805,497
Administrative expenses: $82,025
Total expenses: $142,887,522
Net increase / (decrease): -$139,762,595

Schedule C

Reported service provider compensation

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

1
Merrill Lynch, Pierce, Fenner And S$74.3K
RECORDKEEPER · Direct $74.3K · Indirect $0
2
Cherry Bekaert Llp$7.7K
ACTUARY · Direct $7.7K

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20241015111532NAL0029369489001 cover?: It is the 2023 Form 5500 filing for Material Handling Systems, Inc. Savings And Investment Plan, reported by Material Handling Systems, Inc. (EIN 27-1219595).
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).