2023 Form 5500 filing — Naumann/Hobbs Material Handling, Inc. 401(K) Savings 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 20250124135118NAL0004725171001) for Naumann/Hobbs Material Handling, Inc. 401(K) Savings Plan, reported by Naumann/Hobbs Material Handling, Inc. under EIN 36-4596041 and plan number 001. It reports 418 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250124135118NAL0004725171001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Naumann/Hobbs Material Handling, Inc.
- EIN
- 36-4596041
- Plan number
- 001
- Location
- Phoenix, AZ
- Participants
- 418
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $13,018,615
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $13,018,615
- Employer contributions
- $245,959
- Participant contributions
- $1,341,713
- Total income / additions
- $3,380,757
- Benefits paid
- $1,389,174
- Administrative expenses
- $58,001
- Total expenses
- $1,448,660
- Net increase / (decrease)
- $1,932,097
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Next Level Planning | NONE | $29,550 | not reported in the loaded dataset |
| Ppg Retirement Plan Services, Ltd | NONE | $17,278 | not reported in the loaded dataset |
| John Hancock Life Insurance Company | NONE | $11,173 | not reported in the loaded dataset |