2023 Form 5500 filing — Product Handling Design, Inc. 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 20241127110351NAL0004245715001) for Product Handling Design, Inc. 401(K) Plan, reported by Product Handling Design, Inc. under EIN 75-1169009 and plan number 003. It reports 56 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$2.2MReported net assets$2,195,150
Participants56
Provider compensationNone reported
Schedules filedSchedule ILoaded schedules
EFAST2 acknowledgement
20241127110351NAL0004245715001
Plan sponsor
Product Handling Design, Inc.
EIN
75-1169009
Plan number
003
Location
Rhome, TX
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 I · 2023

Reported financial snapshot

Reported figures as filed, in whole dollars. Only fields the filing reports are shown.

Reported balance (end of year)$2.2M total assets
Net assets$2.2MLiabilities$0
Money in vs. money out
Total income / additions$510.2K
Total expenses$1M
Benefits paid / distributions$996.9K
Contributions
Employer$95K
Participant$192.2K
Full reported line items
Total assets (EOY)
$2,195,150
Total liabilities (EOY)
$0
Net assets (EOY)
$2,195,150
Employer contributions
$95,014
Participant contributions
$192,223
Total income / additions
$510,178
Benefits paid
$996,860
Administrative expenses
$1,056
Total expenses
$1,001,164
Net increase / (decrease)
-$490,986

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20241127110351NAL0004245715001 cover?
It is the 2023 Form 5500 filing for Product Handling Design, Inc. 401(K) Plan, reported by Product Handling Design, Inc. (EIN 75-1169009).
Which Form 5500 schedules are attached to this 2023 filing?
Attached schedules in the loaded dataset include Schedule I (small plan financials).

Related Form 5500 pages