Columbus Mckinnon Corporation Employee Stock Ownership Plan — Form 5500 plan (Columbus Mckinnon Corporation)

Plain-English plan 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, Columbus Mckinnon Corporation Employee Stock Ownership Plan is a benefit plan reported by Columbus Mckinnon Corporation under EIN 16-0547600 and plan number 016. The latest loaded filing year is 2023. The filing reports 437 participants and $7,234,438 in end-of-year plan assets, where available in the loaded dataset.

Form 5500 plan profile · 2023

Key reported metrics

Net assets (EOY)$7.2MPlan net assets, end of year$7,234,438
Participants437Covered participants reported
Assets / participant$16.6KComputed: assets ÷ participants$16,555 (computed)
Provider compensationNone reported
Plan sponsor
Columbus Mckinnon Corporation
EIN
16-0547600
Plan number
016
Plan type
2
Location
Charlotte, NC
Latest filing year
2023

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023437H20241003144023NAL0009963745001
Schedule H · 2023

Reported financial statement

Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.

Reported balance (end of year)$7.2M total assets
Net assets$7.2MLiabilities$0
Money in vs. money out
Total income / additions$951.2K
Total expenses$614.9K
Benefits paid / distributions$613.8K
Full reported line items

Net assets

Total assets (EOY)
$7,234,438
Total liabilities (EOY)
$0
Net assets (EOY)
$7,234,438
Net assets (BOY)
$6,922,388

Income & contributions

Total contributions
$0
Total income / additions
$951,163

Expenses & distributions

Benefits paid
$613,778
Administrative expenses
$1,170
Total expenses
$614,948
Net increase / (decrease)
$336,215
Computed from reported fields

Reported ratios

Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.

Total expenses ÷ net assets9%Computed ratio
Benefits paid ÷ total income65%Computed ratio

Service provider compensation (Schedule C)

No Schedule C service provider compensation is loaded for this plan yet.

Related Form 5500 pages