2023 Form 5500 filing — National Bulk Equipment, Inc. 401(K) Profit Sharing 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 20241015155346NAL0057075202001) for National Bulk Equipment, Inc. 401(K) Profit Sharing Plan, reported by National Bulk Equipment, Inc. under EIN 38-2120303 and plan number 002. It reports 236 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015155346NAL0057075202001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- National Bulk Equipment, Inc.
- EIN
- 38-2120303
- Plan number
- 002
- Location
- Holland, MI
- Participants
- 236
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $11,159,789
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $11,159,789
- Employer contributions
- $357,901
- Participant contributions
- $1,037,300
- Total income / additions
- $3,040,619
- Benefits paid
- $808,358
- Administrative expenses
- $97,323
- Total expenses
- $905,681
- Net increase / (decrease)
- $2,134,938
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Lpl Financial - Sms Service Provide | INVESTMENT ADVISOR | $39,944 | not reported in the loaded dataset |
| Nationwide | CUSTODIAN | $36,631 | not reported in the loaded dataset |
| Rehmann | RECORDKEEPER | $10,767 | not reported in the loaded dataset |
| Lpl Financial | INVESTMENT ADVISOR | $9,991 | not reported in the loaded dataset |