Naumann/Hobbs Material Handling, Inc. 401(K) Savings Plan — Form 5500 plan (Naumann/Hobbs Material Handling, Inc.)
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, Naumann/Hobbs Material Handling, Inc. 401(K) Savings Plan is a benefit plan reported by Naumann/Hobbs Material Handling, Inc. under EIN 36-4596041 and plan number 001. The latest loaded filing year is 2023. The filing reports 418 participants and $13,018,615 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Naumann/Hobbs Material Handling, Inc.
- EIN
- 36-4596041
- Plan number
- 001
- Plan type
- 2
- Location
- Phoenix, AZ
- Latest filing year
- 2023
- Participants
- 418
- End-of-year plan assets
- $13,018,615
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 418 | H, C | 20250124135118NAL0004725171001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $13,018,615
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $13,018,615
- Net assets (BOY)
- $11,086,518
Income & contributions
- Employer contributions
- $245,959
- Participant contributions
- $1,341,713
- Total contributions
- $1,710,206
- Total income / additions
- $3,380,757
Expenses & distributions
- Benefits paid
- $1,389,174
- Administrative expenses
- $58,001
- Total expenses
- $1,448,660
- Net increase / (decrease)
- $1,932,097
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Next Level Planning | NONE | $29,550 | not reported in the loaded dataset | 2023 |
| Ppg Retirement Plan Services, Ltd | NONE | $17,278 | not reported in the loaded dataset | 2023 |
| John Hancock Life Insurance Company | NONE | $11,173 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Naumann/Hobbs Material Handling, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in AZ
- 401(k) and benefit plan filings in Phoenix, AZ
- Next Level Planning — Schedule C compensation
- Ppg Retirement Plan Services, Ltd — Schedule C compensation
- John Hancock Life Insurance Company — Schedule C compensation