National Bulk Equipment, Inc. 401(K) Profit Sharing Plan — Form 5500 plan (National Bulk Equipment, 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, National Bulk Equipment, Inc. 401(K) Profit Sharing Plan is a benefit plan reported by National Bulk Equipment, Inc. under EIN 38-2120303 and plan number 002. The latest loaded filing year is 2023. The filing reports 236 participants and $11,159,789 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- National Bulk Equipment, Inc.
- EIN
- 38-2120303
- Plan number
- 002
- Plan type
- 2
- Location
- Holland, MI
- Latest filing year
- 2023
- Participants
- 236
- End-of-year plan assets
- $11,159,789
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 236 | H, C | 20241015155346NAL0057075202001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $11,159,789
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $11,159,789
- Net assets (BOY)
- $9,024,851
Income & contributions
- Employer contributions
- $357,901
- Participant contributions
- $1,037,300
- Total contributions
- $1,401,002
- Total income / additions
- $3,040,619
Expenses & distributions
- Benefits paid
- $808,358
- Administrative expenses
- $97,323
- Total expenses
- $905,681
- Net increase / (decrease)
- $2,134,938
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Lpl Financial - Sms Service Provide | INVESTMENT ADVISOR | $39,944 | not reported in the loaded dataset | 2023 |
| Nationwide | CUSTODIAN | $36,631 | not reported in the loaded dataset | 2023 |
| Rehmann | RECORDKEEPER | $10,767 | not reported in the loaded dataset | 2023 |
| Lpl Financial | INVESTMENT ADVISOR | $9,991 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for National Bulk Equipment, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in MI
- 401(k) and benefit plan filings in Holland, MI
- Lpl Financial - Sms Service Provide — Schedule C compensation
- Nationwide — Schedule C compensation
- Rehmann — Schedule C compensation
- Lpl Financial — Schedule C compensation