Ohio Cat Union 401k Plan — Form 5500 plan (Ohio Machinery Co.)
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, Ohio Cat Union 401k Plan is a benefit plan reported by Ohio Machinery Co. under EIN 34-0672363 and plan number 004. The latest loaded filing year is 2023. The filing reports 530 participants and $20,530,313 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Ohio Machinery Co.
- EIN
- 34-0672363
- Plan number
- 004
- Plan type
- 2
- Location
- Broadview Heights, OH
- Latest filing year
- 2023
- Participants
- 530
- End-of-year plan assets
- $20,530,313
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 530 | H, C | 20241014104928NAL0025966721005 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $20,530,313
- Net assets (EOY)
- $20,530,313
- Net assets (BOY)
- $16,816,180
Income & contributions
- Participant contributions
- $1,695,635
- Total contributions
- $1,728,052
- Total income / additions
- $4,619,806
Expenses & distributions
- Benefits paid
- $876,563
- Administrative expenses
- $20,275
- Total expenses
- $896,838
- Net increase / (decrease)
- $3,722,968
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Global Retirement Partners, LLC | INVESTMENT ADVISOR | $8,000 | not reported in the loaded dataset | 2023 |
| Plante & Moran Pllc | AUDITOR | $6,660 | not reported in the loaded dataset | 2023 |
| Transamerica Retirement Solutions | RECORD KEEPER | $5,615 | $0 | 2023 |
| National Financial Services | SECURITIES BROKER | $0 | $0 | 2023 |
| Mid Atlantic Capital Corporation | SECURITIES BROKER | $0 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Ohio Machinery Co.
- 2023 Form 5500 filing
- Form 5500 filings in OH
- 401(k) and benefit plan filings in Broadview Heights, OH
- Global Retirement Partners, LLC — Schedule C compensation
- Plante & Moran Pllc — Schedule C compensation
- Transamerica Retirement Solutions — Schedule C compensation
- National Financial Services — Schedule C compensation
- Mid Atlantic Capital Corporation — Schedule C compensation