Plan5500

Melroe Savings And Investment Plan — Form 5500 plan (Doosan Bobcat North America, 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, Melroe Savings And Investment Plan is a benefit plan reported by Doosan Bobcat North America, Inc. under EIN 38-0425350 and plan number 054. The latest loaded filing year is 2023. The filing reports 1,689 participants and $150,437,495 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Doosan Bobcat North America, Inc.
EIN
38-0425350
Plan number
054
Plan type
2
Location
West Fargo, ND
Latest filing year
2023
Participants
1,689
End-of-year plan assets
$150,437,495

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20231,689H, C20241014083003NAL0013010275001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$150,437,495
Total liabilities (EOY)
$0
Net assets (EOY)
$150,437,495
Net assets (BOY)
$128,705,104

Income & contributions

Employer contributions
$4,661,190
Participant contributions
$7,923,969
Total contributions
$12,591,242
Total income / additions
$34,006,621

Expenses & distributions

Benefits paid
$12,183,647
Administrative expenses
$90,583
Total expenses
$12,274,230
Net increase / (decrease)
$21,732,391

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Fidelity Investments InstitutionalRECORDKEEPER$90,583$02023

Related Form 5500 pages