2023 Form 5500 filing — Unarco Material Handling 401(K) 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 20241015123605NAL0028440449001) for Unarco Material Handling 401(K) Plan, reported by Unarco Material Handling, Inc. under EIN 62-1593382 and plan number 001. It reports 603 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)$22.3MReported net assets$22,312,032
Participants603
Provider compensation$46.4K1 Schedule C row(s)$46,350
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20241015123605NAL0028440449001
Plan sponsor
Unarco Material Handling, Inc.
EIN
62-1593382
Plan number
001
Location
Springfield, TN
Received date
not reported in the loaded dataset
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)$22.3M total assets
Net assets$22.3MLiabilities$0
Money in vs. money out
Total income / additions$4.4M
Total expenses$1.9M
Benefits paid / distributions$1.8M
Contributions
Employer$302.3K
Participant$1.1M
Full reported line items
Total assets (EOY)
$22,312,032
Total liabilities (EOY)
$0
Net assets (EOY)
$22,312,032
Employer contributions
$302,276
Participant contributions
$1,071,302
Total income / additions
$4,408,804
Benefits paid
$1,830,329
Administrative expenses
$46,350
Total expenses
$1,891,935
Net increase / (decrease)
$2,516,869

Reported service provider compensation (Schedule C)

Compensation reported on the 2023 filing
ProviderServiceDirect comp.Indirect comp.
Principal Life Insurance Co.CONTRACT ADMINISTRATOR$46,350$0

Related Form 5500 pages