2023 Form 5500 filing — North West Handling Systems, Inc 401(K) Retirement 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 20250624113046NAL0004197763001) for North West Handling Systems, Inc 401(K) Retirement Plan, reported by North West Handling Systems, Inc. under EIN 91-0869801 and plan number 001. It reports 498 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250624113046NAL0004197763001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- North West Handling Systems, Inc.
- EIN
- 91-0869801
- Plan number
- 001
- Location
- Renton, WA
- Participants
- 498
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $42,288,602
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $42,288,602
- Employer contributions
- $668,566
- Participant contributions
- $2,017,280
- Total income / additions
- $11,501,294
- Benefits paid
- $3,620,306
- Administrative expenses
- $115,576
- Total expenses
- $3,749,781
- Net increase / (decrease)
- $7,751,513
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Merrill Lynch, Pierce, Fenner And S | RECORDKEEPER | $102,784 | $0 |
| Shannon & Associates, Llp | OTHER | $12,792 | not reported in the loaded dataset |