North American Hoganas Union 401(K) Plan — Form 5500 plan (North American Hoganas Holdings)
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, North American Hoganas Union 401(K) Plan is a benefit plan reported by North American Hoganas Holdings under EIN 51-0389733 and plan number 002. The latest loaded filing year is 2023. The filing reports 241 participants and $20,034,498 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- North American Hoganas Holdings
- EIN
- 51-0389733
- Plan number
- 002
- Plan type
- 2
- Location
- Hollsopple, PA
- Latest filing year
- 2023
- Participants
- 241
- End-of-year plan assets
- $20,034,498
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 241 | H, C | 20241101084227NAL0006417074001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $20,034,498
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $20,034,498
- Net assets (BOY)
- $18,612,501
Income & contributions
- Employer contributions
- $458,057
- Participant contributions
- $729,345
- Total contributions
- $1,187,402
- Total income / additions
- $3,906,890
Expenses & distributions
- Benefits paid
- $2,495,876
- Administrative expenses
- $23,651
- Total expenses
- $2,484,893
- Net increase / (decrease)
- $1,421,997
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| D.B. Root & Company, LLC | INVESTMENT/FINANCIAL ADVI | $20,000 | $0 | 2023 |
| Adp, Inc. | RECORD KEEPER | $3,651 | $0 | 2023 |
| Adp Broker-Dealer | RECORD KEEPER | $0 | $0 | 2023 |