Andersen Material Handling 401(K) Plan — Form 5500 plan (Andersen 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, Andersen Material Handling 401(K) Plan is a benefit plan reported by Andersen Material Handling, Inc. under EIN 38-1722178 and plan number 001. The latest loaded filing year is 2023. The filing reports 331 participants and $19,891,722 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Andersen Material Handling, Inc.
EIN
38-1722178
Plan number
001
Plan type
2
Location
Wixom, MI
Latest filing year
2023
Participants
331
End-of-year plan assets
$19,891,722

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023331H, C20241114115457NAL0011240547001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$19,891,722
Total liabilities (EOY)
$0
Net assets (EOY)
$19,891,722
Net assets (BOY)
$16,199,751

Income & contributions

Employer contributions
$265,427
Participant contributions
$1,467,356
Total contributions
$1,776,110
Total income / additions
$4,892,931

Expenses & distributions

Benefits paid
$1,174,268
Administrative expenses
$13,275
Total expenses
$1,200,960
Net increase / (decrease)
$3,691,971

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Osaic Wealth IncADVISOR$0$42,4882023
Croskey Lanni, PcCONSULTANT$10,000not reported in the loaded dataset2023
Fidelity Investments InstitutionalRECORDKEEPER$3,275$02023

Related Form 5500 pages