Hamilton Beach Brands, Inc. Employees' Retirement Savings Plan (401(K)) — Form 5500 plan (Hamilton Beach Brands, 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, Hamilton Beach Brands, Inc. Employees' Retirement Savings Plan (401(K)) is a benefit plan reported by Hamilton Beach Brands, Inc. under EIN 95-3959553 and plan number 004. The latest loaded filing year is 2023. The filing reports 1,053 participants and $187,368,222 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Hamilton Beach Brands, Inc.
EIN
95-3959553
Plan number
004
Plan type
2
Location
Glenn Allen, VA
Latest filing year
2023
Participants
1,053
End-of-year plan assets
$187,368,222

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20231,053H, C20241014130021NAL0026210225001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$187,368,222
Total liabilities (EOY)
$0
Net assets (EOY)
$187,368,222
Net assets (BOY)
$167,078,773

Income & contributions

Employer contributions
$4,003,752
Participant contributions
$4,254,290
Total contributions
$8,320,442
Total income / additions
$36,819,944

Expenses & distributions

Benefits paid
$16,427,498
Administrative expenses
$102,997
Total expenses
$16,530,495
Net increase / (decrease)
$20,289,449

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Vanguard Group Inc.NONE$102,326$4,8952023

Related Form 5500 pages