401k Plan data: MATERIAL HANDLING SYSTEMS, INC. 401(K) PROFIT SHARING PLAN plan

MATERIAL HANDLING SYSTEMS, INC. 401(K) PROFIT SHARING PLAN 401k Plan overview

Plan Name	MATERIAL HANDLING SYSTEMS, INC. 401(K) PROFIT SHARING PLAN
Plan identification number	001

MATERIAL HANDLING SYSTEMS, INC. 401(K) PROFIT SHARING PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

Profit-sharing
ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
Plan provides for automatic enrollment in plan that has employee contributions deducted from payroll.
Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.
Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

MATERIAL HANDLING SYSTEMS, INC has sponsored the creation of one or more 401k plans.

Company Name: MATERIAL HANDLING SYSTEMS, INC

Employer identification number (EIN): 611350369

NAIC Classification: 541330
NAIC Description: Engineering Services

Additional information about MATERIAL HANDLING SYSTEMS, INC

Jurisdiction of Incorporation: Alaska Department Commerce, Community & Economic Development

Incorporation Date: 2007-11-09

Company Identification Number: 112250

Legal Registered Office Address: 3955 E. BLUE LICK ROAD

LOUISVILLE
United States of America (USA)
40229

More information about MATERIAL HANDLING SYSTEMS, INC

Form 5500 Filing Information

Submission information for form 5500 for 401k plan MATERIAL HANDLING SYSTEMS, INC. 401(K) PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2022-01-01
001 2021-01-01
001 2020-01-01
001 2019-01-01
001 2018-01-01
001 2017-01-01 BRIAN JOHNSON
001 2016-01-01 BRIAN JOHNSON
001 2015-01-01 BRIAN JOHNSON
001 2014-01-01 BRIAN JOHNSON
001 2013-01-01 BRIAN JOHNSON
001 2012-01-01 BRIAN JOHNSON
001 2011-01-01 SCOTT MCREYNOLDS 2012-10-08
001 2010-01-01 SCOTT MCREYNOLDS 2011-10-10

Plan Statistics for MATERIAL HANDLING SYSTEMS, INC. 401(K) PROFIT SHARING PLAN

401k plan membership statisitcs for MATERIAL HANDLING SYSTEMS, INC. 401(K) PROFIT SHARING PLAN

Measure Date Value
2022: MATERIAL HANDLING SYSTEMS, INC. 401(K) PROFIT SHARING PLAN 2022 401k membership
Total participants, beginning-of-year 2022-01-01 2,670
Total number of active participants reported on line 7a of the Form 5500 2022-01-01 2,366
Number of retired or separated participants receiving benefits 2022-01-01 0
Number of other retired or separated participants entitled to future benefits 2022-01-01 312
Total of all active and inactive participants 2022-01-01 2,678
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2022-01-01 0
Total participants 2022-01-01 2,678
Number of participants with account balances 2022-01-01 1,864
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2022-01-01 83
2021: MATERIAL HANDLING SYSTEMS, INC. 401(K) PROFIT SHARING PLAN 2021 401k membership
Total participants, beginning-of-year 2021-01-01 1,437
Total number of active participants reported on line 7a of the Form 5500 2021-01-01 1,909
Number of retired or separated participants receiving benefits 2021-01-01 0
Number of other retired or separated participants entitled to future benefits 2021-01-01 354
Total of all active and inactive participants 2021-01-01 2,263
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-01-01 0
Total participants 2021-01-01 2,263
Number of participants with account balances 2021-01-01 2,144
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-01-01 0
2020: MATERIAL HANDLING SYSTEMS, INC. 401(K) PROFIT SHARING PLAN 2020 401k membership
Total participants, beginning-of-year 2020-01-01 1,249
Total number of active participants reported on line 7a of the Form 5500 2020-01-01 1,242
Number of retired or separated participants receiving benefits 2020-01-01 0
Number of other retired or separated participants entitled to future benefits 2020-01-01 191
Total of all active and inactive participants 2020-01-01 1,433
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-01-01 0
Total participants 2020-01-01 1,433
Number of participants with account balances 2020-01-01 1,334
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-01-01 0
2019: MATERIAL HANDLING SYSTEMS, INC. 401(K) PROFIT SHARING PLAN 2019 401k membership
Total participants, beginning-of-year 2019-01-01 1,125
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 1,126
Number of retired or separated participants receiving benefits 2019-01-01 0
Number of other retired or separated participants entitled to future benefits 2019-01-01 123
Total of all active and inactive participants 2019-01-01 1,249
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-01-01 0
Total participants 2019-01-01 1,249
Number of participants with account balances 2019-01-01 1,145
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-01-01 0
2018: MATERIAL HANDLING SYSTEMS, INC. 401(K) PROFIT SHARING PLAN 2018 401k membership
Total participants, beginning-of-year 2018-01-01 759
Total number of active participants reported on line 7a of the Form 5500 2018-01-01 902
Number of retired or separated participants receiving benefits 2018-01-01 0
Number of other retired or separated participants entitled to future benefits 2018-01-01 223
Total of all active and inactive participants 2018-01-01 1,125
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-01-01 0
Total participants 2018-01-01 1,125
Number of participants with account balances 2018-01-01 948
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-01-01 0
2017: MATERIAL HANDLING SYSTEMS, INC. 401(K) PROFIT SHARING PLAN 2017 401k membership
Total participants, beginning-of-year 2017-01-01 429
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 454
Number of retired or separated participants receiving benefits 2017-01-01 0
Number of other retired or separated participants entitled to future benefits 2017-01-01 139
Total of all active and inactive participants 2017-01-01 593
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-01-01 0
Total participants 2017-01-01 593
Number of participants with account balances 2017-01-01 489
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-01-01 0
2016: MATERIAL HANDLING SYSTEMS, INC. 401(K) PROFIT SHARING PLAN 2016 401k membership
Total participants, beginning-of-year 2016-01-01 407
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 286
Number of retired or separated participants receiving benefits 2016-01-01 0
Number of other retired or separated participants entitled to future benefits 2016-01-01 137
Total of all active and inactive participants 2016-01-01 423
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-01-01 0
Total participants 2016-01-01 423
Number of participants with account balances 2016-01-01 360
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-01-01 0
2015: MATERIAL HANDLING SYSTEMS, INC. 401(K) PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year 2015-01-01 280
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 316
Number of other retired or separated participants entitled to future benefits 2015-01-01 89
Total of all active and inactive participants 2015-01-01 405
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-01-01 1
Total participants 2015-01-01 406
Number of participants with account balances 2015-01-01 313
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-01-01 0
2014: MATERIAL HANDLING SYSTEMS, INC. 401(K) PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year 2014-01-01 209
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 221
Number of retired or separated participants receiving benefits 2014-01-01 58
Total of all active and inactive participants 2014-01-01 279
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-01-01 1
Total participants 2014-01-01 280
Number of participants with account balances 2014-01-01 173
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-01-01 0
2013: MATERIAL HANDLING SYSTEMS, INC. 401(K) PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year 2013-01-01 196
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 171
Number of retired or separated participants receiving benefits 2013-01-01 0
Number of other retired or separated participants entitled to future benefits 2013-01-01 38
Total of all active and inactive participants 2013-01-01 209
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-01-01 0
Total participants 2013-01-01 209
Number of participants with account balances 2013-01-01 134
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 0
2012: MATERIAL HANDLING SYSTEMS, INC. 401(K) PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year 2012-01-01 176
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 153
Number of other retired or separated participants entitled to future benefits 2012-01-01 43
Total of all active and inactive participants 2012-01-01 196
Total participants 2012-01-01 196
Number of participants with account balances 2012-01-01 125
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-01-01 0

Measure	Date	Value
2022: MATERIAL HANDLING SYSTEMS, INC. 401(K) PROFIT SHARING PLAN 2022 401k membership
Total participants, beginning-of-year	2022-01-01	2,670
Total number of active participants reported on line 7a of the Form 5500	2022-01-01	2,366
Number of retired or separated participants receiving benefits	2022-01-01	0
Number of other retired or separated participants entitled to future benefits	2022-01-01	312
Total of all active and inactive participants	2022-01-01	2,678
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2022-01-01	0
Total participants	2022-01-01	2,678
Number of participants with account balances	2022-01-01	1,864
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2022-01-01	83
2021: MATERIAL HANDLING SYSTEMS, INC. 401(K) PROFIT SHARING PLAN 2021 401k membership
Total participants, beginning-of-year	2021-01-01	1,437
Total number of active participants reported on line 7a of the Form 5500	2021-01-01	1,909
Number of retired or separated participants receiving benefits	2021-01-01	0
Number of other retired or separated participants entitled to future benefits	2021-01-01	354
Total of all active and inactive participants	2021-01-01	2,263
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-01-01	0
Total participants	2021-01-01	2,263
Number of participants with account balances	2021-01-01	2,144
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-01-01	0
2020: MATERIAL HANDLING SYSTEMS, INC. 401(K) PROFIT SHARING PLAN 2020 401k membership
Total participants, beginning-of-year	2020-01-01	1,249
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	1,242
Number of retired or separated participants receiving benefits	2020-01-01	0
Number of other retired or separated participants entitled to future benefits	2020-01-01	191
Total of all active and inactive participants	2020-01-01	1,433
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-01-01	0
Total participants	2020-01-01	1,433
Number of participants with account balances	2020-01-01	1,334
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-01-01	0
2019: MATERIAL HANDLING SYSTEMS, INC. 401(K) PROFIT SHARING PLAN 2019 401k membership
Total participants, beginning-of-year	2019-01-01	1,125
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	1,126
Number of retired or separated participants receiving benefits	2019-01-01	0
Number of other retired or separated participants entitled to future benefits	2019-01-01	123
Total of all active and inactive participants	2019-01-01	1,249
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-01-01	0
Total participants	2019-01-01	1,249
Number of participants with account balances	2019-01-01	1,145
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-01-01	0
2018: MATERIAL HANDLING SYSTEMS, INC. 401(K) PROFIT SHARING PLAN 2018 401k membership
Total participants, beginning-of-year	2018-01-01	759
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	902
Number of retired or separated participants receiving benefits	2018-01-01	0
Number of other retired or separated participants entitled to future benefits	2018-01-01	223
Total of all active and inactive participants	2018-01-01	1,125
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-01-01	0
Total participants	2018-01-01	1,125
Number of participants with account balances	2018-01-01	948
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-01-01	0
2017: MATERIAL HANDLING SYSTEMS, INC. 401(K) PROFIT SHARING PLAN 2017 401k membership
Total participants, beginning-of-year	2017-01-01	429
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	454
Number of retired or separated participants receiving benefits	2017-01-01	0
Number of other retired or separated participants entitled to future benefits	2017-01-01	139
Total of all active and inactive participants	2017-01-01	593
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-01-01	0
Total participants	2017-01-01	593
Number of participants with account balances	2017-01-01	489
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-01-01	0
2016: MATERIAL HANDLING SYSTEMS, INC. 401(K) PROFIT SHARING PLAN 2016 401k membership
Total participants, beginning-of-year	2016-01-01	407
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	286
Number of retired or separated participants receiving benefits	2016-01-01	0
Number of other retired or separated participants entitled to future benefits	2016-01-01	137
Total of all active and inactive participants	2016-01-01	423
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-01-01	0
Total participants	2016-01-01	423
Number of participants with account balances	2016-01-01	360
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-01-01	0
2015: MATERIAL HANDLING SYSTEMS, INC. 401(K) PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year	2015-01-01	280
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	316
Number of other retired or separated participants entitled to future benefits	2015-01-01	89
Total of all active and inactive participants	2015-01-01	405
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-01-01	1
Total participants	2015-01-01	406
Number of participants with account balances	2015-01-01	313
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-01-01	0
2014: MATERIAL HANDLING SYSTEMS, INC. 401(K) PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year	2014-01-01	209
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	221
Number of retired or separated participants receiving benefits	2014-01-01	58
Total of all active and inactive participants	2014-01-01	279
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-01-01	1
Total participants	2014-01-01	280
Number of participants with account balances	2014-01-01	173
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	0
2013: MATERIAL HANDLING SYSTEMS, INC. 401(K) PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year	2013-01-01	196
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	171
Number of retired or separated participants receiving benefits	2013-01-01	0
Number of other retired or separated participants entitled to future benefits	2013-01-01	38
Total of all active and inactive participants	2013-01-01	209
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-01-01	0
Total participants	2013-01-01	209
Number of participants with account balances	2013-01-01	134
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	0
2012: MATERIAL HANDLING SYSTEMS, INC. 401(K) PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year	2012-01-01	176
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	153
Number of other retired or separated participants entitled to future benefits	2012-01-01	43
Total of all active and inactive participants	2012-01-01	196
Total participants	2012-01-01	196
Number of participants with account balances	2012-01-01	125
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-01-01	0

Financial Data on MATERIAL HANDLING SYSTEMS, INC. 401(K) PROFIT SHARING PLAN

Measure	Date	Value
2022 : MATERIAL HANDLING SYSTEMS, INC. 401(K) PROFIT SHARING PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets	2022-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2022-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2022-12-31	$0
Total income from all sources (including contributions)	2022-12-31	$22,107,644
Total loss/gain on sale of assets	2022-12-31	$0
Total of all expenses incurred	2022-12-31	$19,657,997
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2022-12-31	$19,322,393
Expenses. Certain deemed distributions of participant loans	2022-12-31	$-14,769
Value of total corrective distributions	2022-12-31	$3,526
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2022-12-31	$31,049,258
Value of total assets at end of year	2022-12-31	$97,240,213
Value of total assets at beginning of year	2022-12-31	$94,790,566
Total of administrative expenses incurred including professional, contract, advisory and management fees	2022-12-31	$346,847
Total interest from all sources	2022-12-31	$611,977
Total dividends received (eg from common stock, registered investment company shares)	2022-12-31	$1,251,113
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2022-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2022-12-31	$1,251,113
Administrative expenses professional fees incurred	2022-12-31	$94,534
Was this plan covered by a fidelity bond	2022-12-31	Yes
Value of fidelity bond cover	2022-12-31	$5,000,000
If this is an individual account plan, was there a blackout period	2022-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2022-12-31	No
Contributions received from participants	2022-12-31	$12,308,386
Participant contributions at end of year	2022-12-31	$1,227,116
Participant contributions at beginning of year	2022-12-31	$1,049,493
Participant contributions at beginning of year	2022-12-31	$2,212
Income. Received or receivable in cash from other sources (including rollovers)	2022-12-31	$12,088,234
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)	2022-12-31	$2,546
Other income not declared elsewhere	2022-12-31	$-25,446
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2022-12-31	No
Value of net income/loss	2022-12-31	$2,449,647
Value of net assets at end of year (total assets less liabilities)	2022-12-31	$97,240,213
Value of net assets at beginning of year (total assets less liabilities)	2022-12-31	$94,790,566
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2022-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2022-12-31	No
Were any leases to which the plan was party in default or uncollectible	2022-12-31	No
Investment advisory and management fees	2022-12-31	$57,101
Value of interest in registered invesment companies (eg mutual funds) at end of year	2022-12-31	$58,169,416
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2022-12-31	$59,352,452
Value of interest in pooled separate accounts at end of year	2022-12-31	$3,596,964
Value of interest in pooled separate accounts at beginning of year	2022-12-31	$3,831,498
Interest on participant loans	2022-12-31	$52,624
Interest earned on other investments	2022-12-31	$559,353
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2022-12-31	$33,792,854
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2022-12-31	$30,287,132
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2022-12-31	$-10,058,213
Net investment gain/loss from pooled separate accounts	2022-12-31	$-721,045
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2022-12-31	No
Was there a failure to transmit to the plan any participant contributions	2022-12-31	Yes
Has the plan failed to provide any benefit when due under the plan	2022-12-31	No
Contributions received in cash from employer	2022-12-31	$6,652,638
Employer contributions (assets) at end of year	2022-12-31	$453,863
Employer contributions (assets) at beginning of year	2022-12-31	$267,779
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2022-12-31	$19,319,847
Contract administrator fees	2022-12-31	$195,212
Did the plan have assets held for investment	2022-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2022-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2022-12-31	No
Opinion of an independent qualified public accountant for this plan	2022-12-31	Unqualified
Accountancy firm name	2022-12-31	MCM CPAS & ADVISORS LLP
Accountancy firm EIN	2022-12-31	271235638
2021 : MATERIAL HANDLING SYSTEMS, INC. 401(K) PROFIT SHARING PLAN 2021 401k financial data
Total income from all sources (including contributions)	2021-12-31	$34,121,977
Total of all expenses incurred	2021-12-31	$8,154,907
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2021-12-31	$7,678,010
Expenses. Certain deemed distributions of participant loans	2021-12-31	$166,032
Value of total corrective distributions	2021-12-31	$1,429
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2021-12-31	$26,304,777
Value of total assets at end of year	2021-12-31	$94,790,566
Value of total assets at beginning of year	2021-12-31	$68,823,496
Total of administrative expenses incurred including professional, contract, advisory and management fees	2021-12-31	$309,436
Total interest from all sources	2021-12-31	$454,888
Total dividends received (eg from common stock, registered investment company shares)	2021-12-31	$1,390,882
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2021-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2021-12-31	$1,390,882
Administrative expenses professional fees incurred	2021-12-31	$108,356
Was this plan covered by a fidelity bond	2021-12-31	Yes
Value of fidelity bond cover	2021-12-31	$1,000,000
If this is an individual account plan, was there a blackout period	2021-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2021-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2021-12-31	No
Contributions received from participants	2021-12-31	$8,808,006
Participant contributions at end of year	2021-12-31	$1,049,493
Participant contributions at beginning of year	2021-12-31	$987,554
Participant contributions at end of year	2021-12-31	$2,212
Participant contributions at beginning of year	2021-12-31	$6,297
Income. Received or receivable in cash from other sources (including rollovers)	2021-12-31	$12,830,469
Other income not declared elsewhere	2021-12-31	$30,697
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2021-12-31	No
Value of net income/loss	2021-12-31	$25,967,070
Value of net assets at end of year (total assets less liabilities)	2021-12-31	$94,790,566
Value of net assets at beginning of year (total assets less liabilities)	2021-12-31	$68,823,496
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2021-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2021-12-31	No
Were any leases to which the plan was party in default or uncollectible	2021-12-31	No
Investment advisory and management fees	2021-12-31	$46,417
Value of interest in registered invesment companies (eg mutual funds) at end of year	2021-12-31	$59,352,452
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2021-12-31	$42,800,943
Value of interest in pooled separate accounts at end of year	2021-12-31	$3,831,498
Value of interest in pooled separate accounts at beginning of year	2021-12-31	$2,538,349
Interest on participant loans	2021-12-31	$48,515
Interest earned on other investments	2021-12-31	$406,373
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2021-12-31	$30,287,132
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2021-12-31	$22,475,561
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2021-12-31	$5,136,806
Net investment gain/loss from pooled separate accounts	2021-12-31	$803,927
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2021-12-31	No
Was there a failure to transmit to the plan any participant contributions	2021-12-31	Yes
Has the plan failed to provide any benefit when due under the plan	2021-12-31	No
Contributions received in cash from employer	2021-12-31	$4,666,302
Employer contributions (assets) at end of year	2021-12-31	$267,779
Employer contributions (assets) at beginning of year	2021-12-31	$14,792
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2021-12-31	$7,678,010
Contract administrator fees	2021-12-31	$154,663
Did the plan have assets held for investment	2021-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2021-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2021-12-31	No
Opinion of an independent qualified public accountant for this plan	2021-12-31	Unqualified
Accountancy firm name	2021-12-31	MCM CPAS & ADVISORS LLP
Accountancy firm EIN	2021-12-31	271235638
2020 : MATERIAL HANDLING SYSTEMS, INC. 401(K) PROFIT SHARING PLAN 2020 401k financial data
Total income from all sources (including contributions)	2020-12-31	$31,593,452
Total of all expenses incurred	2020-12-31	$5,702,610
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2020-12-31	$5,184,508
Expenses. Certain deemed distributions of participant loans	2020-12-31	$251,917
Value of total corrective distributions	2020-12-31	$796
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2020-12-31	$24,916,216
Value of total assets at end of year	2020-12-31	$68,823,496
Value of total assets at beginning of year	2020-12-31	$42,932,654
Total of administrative expenses incurred including professional, contract, advisory and management fees	2020-12-31	$265,389
Total interest from all sources	2020-12-31	$361,919
Total dividends received (eg from common stock, registered investment company shares)	2020-12-31	$687,622
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2020-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2020-12-31	$687,622
Administrative expenses professional fees incurred	2020-12-31	$68,417
Was this plan covered by a fidelity bond	2020-12-31	Yes
Value of fidelity bond cover	2020-12-31	$1,000,000
If this is an individual account plan, was there a blackout period	2020-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2020-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2020-12-31	No
Contributions received from participants	2020-12-31	$6,690,450
Participant contributions at end of year	2020-12-31	$987,554
Participant contributions at beginning of year	2020-12-31	$852,419
Participant contributions at end of year	2020-12-31	$6,297
Participant contributions at beginning of year	2020-12-31	$38,581
Income. Received or receivable in cash from other sources (including rollovers)	2020-12-31	$14,768,820
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2020-12-31	No
Value of net income/loss	2020-12-31	$25,890,842
Value of net assets at end of year (total assets less liabilities)	2020-12-31	$68,823,496
Value of net assets at beginning of year (total assets less liabilities)	2020-12-31	$42,932,654
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2020-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2020-12-31	No
Were any leases to which the plan was party in default or uncollectible	2020-12-31	No
Investment advisory and management fees	2020-12-31	$29,321
Value of interest in registered invesment companies (eg mutual funds) at end of year	2020-12-31	$42,800,943
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2020-12-31	$27,821,395
Value of interest in pooled separate accounts at end of year	2020-12-31	$2,538,349
Value of interest in pooled separate accounts at beginning of year	2020-12-31	$1,556,582
Interest on participant loans	2020-12-31	$53,007
Interest earned on other investments	2020-12-31	$308,912
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2020-12-31	$22,475,561
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2020-12-31	$12,647,283
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2020-12-31	$5,191,557
Net investment gain/loss from pooled separate accounts	2020-12-31	$436,138
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2020-12-31	No
Was there a failure to transmit to the plan any participant contributions	2020-12-31	Yes
Has the plan failed to provide any benefit when due under the plan	2020-12-31	No
Contributions received in cash from employer	2020-12-31	$3,456,946
Employer contributions (assets) at end of year	2020-12-31	$14,792
Employer contributions (assets) at beginning of year	2020-12-31	$16,394
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2020-12-31	$5,184,508
Contract administrator fees	2020-12-31	$167,651
Did the plan have assets held for investment	2020-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2020-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2020-12-31	No
Opinion of an independent qualified public accountant for this plan	2020-12-31	Unqualified
Accountancy firm name	2020-12-31	MCM CPAS & ADVISORS LLP
Accountancy firm EIN	2020-12-31	271235638
2019 : MATERIAL HANDLING SYSTEMS, INC. 401(K) PROFIT SHARING PLAN 2019 401k financial data
Total transfer of assets to this plan	2019-12-31	$36,995
Total transfer of assets to this plan	2019-12-31	$36,995
Total income from all sources (including contributions)	2019-12-31	$25,862,496
Total income from all sources (including contributions)	2019-12-31	$25,862,496
Total of all expenses incurred	2019-12-31	$2,418,151
Total of all expenses incurred	2019-12-31	$2,418,151
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2019-12-31	$2,222,735
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2019-12-31	$2,222,735
Expenses. Certain deemed distributions of participant loans	2019-12-31	$15,263
Expenses. Certain deemed distributions of participant loans	2019-12-31	$15,263
Value of total corrective distributions	2019-12-31	$1,226
Value of total corrective distributions	2019-12-31	$1,226
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2019-12-31	$20,996,929
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2019-12-31	$20,996,929
Value of total assets at end of year	2019-12-31	$42,932,654
Value of total assets at end of year	2019-12-31	$42,932,654
Value of total assets at beginning of year	2019-12-31	$19,451,314
Value of total assets at beginning of year	2019-12-31	$19,451,314
Total of administrative expenses incurred including professional, contract, advisory and management fees	2019-12-31	$178,927
Total of administrative expenses incurred including professional, contract, advisory and management fees	2019-12-31	$178,927
Total interest from all sources	2019-12-31	$245,271
Total interest from all sources	2019-12-31	$245,271
Total dividends received (eg from common stock, registered investment company shares)	2019-12-31	$430,914
Total dividends received (eg from common stock, registered investment company shares)	2019-12-31	$430,914
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2019-12-31	No
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2019-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2019-12-31	$430,914
Total dividends received from registered investment company shares (eg mutual funds)	2019-12-31	$430,914
Administrative expenses professional fees incurred	2019-12-31	$42,097
Administrative expenses professional fees incurred	2019-12-31	$42,097
Was this plan covered by a fidelity bond	2019-12-31	Yes
Was this plan covered by a fidelity bond	2019-12-31	Yes
Value of fidelity bond cover	2019-12-31	$1,000,000
Value of fidelity bond cover	2019-12-31	$1,000,000
If this is an individual account plan, was there a blackout period	2019-12-31	Yes
If this is an individual account plan, was there a blackout period	2019-12-31	Yes
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2019-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2019-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2019-12-31	No
Contributions received from participants	2019-12-31	$5,200,558
Contributions received from participants	2019-12-31	$5,200,558
Participant contributions at end of year	2019-12-31	$852,419
Participant contributions at end of year	2019-12-31	$852,419
Participant contributions at beginning of year	2019-12-31	$485,871
Participant contributions at beginning of year	2019-12-31	$485,871
Participant contributions at end of year	2019-12-31	$38,581
Participant contributions at end of year	2019-12-31	$38,581
Participant contributions at beginning of year	2019-12-31	$1,521
Participant contributions at beginning of year	2019-12-31	$1,521
Income. Received or receivable in cash from other sources (including rollovers)	2019-12-31	$12,928,755
Income. Received or receivable in cash from other sources (including rollovers)	2019-12-31	$12,928,755
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-12-31	No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-12-31	No
Value of net income/loss	2019-12-31	$23,444,345
Value of net income/loss	2019-12-31	$23,444,345
Value of net assets at end of year (total assets less liabilities)	2019-12-31	$42,932,654
Value of net assets at end of year (total assets less liabilities)	2019-12-31	$42,932,654
Value of net assets at beginning of year (total assets less liabilities)	2019-12-31	$19,451,314
Value of net assets at beginning of year (total assets less liabilities)	2019-12-31	$19,451,314
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2019-12-31	No
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2019-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2019-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2019-12-31	No
Were any leases to which the plan was party in default or uncollectible	2019-12-31	No
Were any leases to which the plan was party in default or uncollectible	2019-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2019-12-31	$27,821,395
Value of interest in registered invesment companies (eg mutual funds) at end of year	2019-12-31	$27,821,395
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2019-12-31	$0
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2019-12-31	$0
Value of interest in pooled separate accounts at end of year	2019-12-31	$1,556,582
Value of interest in pooled separate accounts at end of year	2019-12-31	$1,556,582
Value of interest in pooled separate accounts at beginning of year	2019-12-31	$18,962,705
Value of interest in pooled separate accounts at beginning of year	2019-12-31	$18,962,705
Interest on participant loans	2019-12-31	$38,678
Interest on participant loans	2019-12-31	$38,678
Interest earned on other investments	2019-12-31	$206,593
Interest earned on other investments	2019-12-31	$206,593
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2019-12-31	$12,647,283
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2019-12-31	$12,647,283
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2019-12-31	$2,097,644
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2019-12-31	$2,097,644
Net investment gain/loss from pooled separate accounts	2019-12-31	$2,091,738
Net investment gain/loss from pooled separate accounts	2019-12-31	$2,091,738
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2019-12-31	No
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2019-12-31	No
Was there a failure to transmit to the plan any participant contributions	2019-12-31	Yes
Was there a failure to transmit to the plan any participant contributions	2019-12-31	Yes
Has the plan failed to provide any benefit when due under the plan	2019-12-31	No
Has the plan failed to provide any benefit when due under the plan	2019-12-31	No
Contributions received in cash from employer	2019-12-31	$2,867,616
Contributions received in cash from employer	2019-12-31	$2,867,616
Employer contributions (assets) at end of year	2019-12-31	$16,394
Employer contributions (assets) at end of year	2019-12-31	$16,394
Employer contributions (assets) at beginning of year	2019-12-31	$1,217
Employer contributions (assets) at beginning of year	2019-12-31	$1,217
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2019-12-31	$2,222,735
Contract administrator fees	2019-12-31	$136,830
Contract administrator fees	2019-12-31	$136,830
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2019-12-31	Yes
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2019-12-31	Yes
Did the plan have assets held for investment	2019-12-31	Yes
Did the plan have assets held for investment	2019-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-12-31	No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2019-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2019-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2019-12-31	Yes
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2019-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2019-12-31	Disclaimer
Opinion of an independent qualified public accountant for this plan	2019-12-31	Disclaimer
Accountancy firm name	2019-12-31	RINEY HANCOCK CPAS PSC
Accountancy firm name	2019-12-31	RINEY HANCOCK CPAS PSC
Accountancy firm EIN	2019-12-31	610920132
Accountancy firm EIN	2019-12-31	610920132
2018 : MATERIAL HANDLING SYSTEMS, INC. 401(K) PROFIT SHARING PLAN 2018 401k financial data
Total income from all sources (including contributions)	2018-12-31	$8,007,885
Total of all expenses incurred	2018-12-31	$3,065,831
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2018-12-31	$3,042,982
Expenses. Certain deemed distributions of participant loans	2018-12-31	$19,839
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2018-12-31	$9,308,845
Value of total assets at end of year	2018-12-31	$19,451,314
Value of total assets at beginning of year	2018-12-31	$14,509,260
Total of administrative expenses incurred including professional, contract, advisory and management fees	2018-12-31	$3,010
Total interest from all sources	2018-12-31	$22,466
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2018-12-31	No
Was this plan covered by a fidelity bond	2018-12-31	Yes
Value of fidelity bond cover	2018-12-31	$1,000,000
If this is an individual account plan, was there a blackout period	2018-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2018-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2018-12-31	No
Contributions received from participants	2018-12-31	$3,589,400
Participant contributions at end of year	2018-12-31	$485,871
Participant contributions at beginning of year	2018-12-31	$292,707
Participant contributions at end of year	2018-12-31	$1,521
Participant contributions at beginning of year	2018-12-31	$1,443
Income. Received or receivable in cash from other sources (including rollovers)	2018-12-31	$3,679,707
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2018-12-31	No
Value of net income/loss	2018-12-31	$4,942,054
Value of net assets at end of year (total assets less liabilities)	2018-12-31	$19,451,314
Value of net assets at beginning of year (total assets less liabilities)	2018-12-31	$14,509,260
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2018-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2018-12-31	No
Were any leases to which the plan was party in default or uncollectible	2018-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2018-12-31	$0
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2018-12-31	$14,213,975
Value of interest in pooled separate accounts at end of year	2018-12-31	$18,962,705
Value of interest in pooled separate accounts at beginning of year	2018-12-31	$0
Interest on participant loans	2018-12-31	$22,466
Net investment gain/loss from pooled separate accounts	2018-12-31	$-1,323,426
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2018-12-31	No
Was there a failure to transmit to the plan any participant contributions	2018-12-31	Yes
Has the plan failed to provide any benefit when due under the plan	2018-12-31	No
Contributions received in cash from employer	2018-12-31	$2,039,738
Employer contributions (assets) at end of year	2018-12-31	$1,217
Employer contributions (assets) at beginning of year	2018-12-31	$1,135
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2018-12-31	$3,042,982
Contract administrator fees	2018-12-31	$3,010
Did the plan have assets held for investment	2018-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2018-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2018-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2018-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2018-12-31	Disclaimer
Accountancy firm name	2018-12-31	RINEY HANCOCK CPAS PSC
Accountancy firm EIN	2018-12-31	610920132
2017 : MATERIAL HANDLING SYSTEMS, INC. 401(K) PROFIT SHARING PLAN 2017 401k financial data
Total income from all sources (including contributions)	2017-12-31	$5,835,395
Total of all expenses incurred	2017-12-31	$900,530
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2017-12-31	$840,686
Expenses. Certain deemed distributions of participant loans	2017-12-31	$23
Value of total corrective distributions	2017-12-31	$58,381
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2017-12-31	$4,195,752
Value of total assets at end of year	2017-12-31	$14,509,260
Value of total assets at beginning of year	2017-12-31	$9,574,395
Total of administrative expenses incurred including professional, contract, advisory and management fees	2017-12-31	$1,440
Total interest from all sources	2017-12-31	$7,734
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2017-12-31	No
Was this plan covered by a fidelity bond	2017-12-31	Yes
Value of fidelity bond cover	2017-12-31	$1,000,000
If this is an individual account plan, was there a blackout period	2017-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2017-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2017-12-31	No
Contributions received from participants	2017-12-31	$1,646,756
Participant contributions at end of year	2017-12-31	$292,707
Participant contributions at beginning of year	2017-12-31	$126,356
Participant contributions at end of year	2017-12-31	$1,443
Participant contributions at beginning of year	2017-12-31	$6,261
Income. Received or receivable in cash from other sources (including rollovers)	2017-12-31	$1,632,546
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2017-12-31	No
Value of net income/loss	2017-12-31	$4,934,865
Value of net assets at end of year (total assets less liabilities)	2017-12-31	$14,509,260
Value of net assets at beginning of year (total assets less liabilities)	2017-12-31	$9,574,395
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2017-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2017-12-31	No
Were any leases to which the plan was party in default or uncollectible	2017-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2017-12-31	$14,213,975
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2017-12-31	$9,439,133
Interest on participant loans	2017-12-31	$7,734
Net investment gain/loss from pooled separate accounts	2017-12-31	$1,631,909
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2017-12-31	No
Was there a failure to transmit to the plan any participant contributions	2017-12-31	Yes
Has the plan failed to provide any benefit when due under the plan	2017-12-31	No
Contributions received in cash from employer	2017-12-31	$916,450
Employer contributions (assets) at end of year	2017-12-31	$1,135
Employer contributions (assets) at beginning of year	2017-12-31	$2,645
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2017-12-31	$840,686
Contract administrator fees	2017-12-31	$1,440
Did the plan have assets held for investment	2017-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2017-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2017-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2017-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2017-12-31	Disclaimer
Accountancy firm name	2017-12-31	RINEY HANCOCK CPAS PSC
Accountancy firm EIN	2017-12-31	610920132
2016 : MATERIAL HANDLING SYSTEMS, INC. 401(K) PROFIT SHARING PLAN 2016 401k financial data
Total transfer of assets to this plan	2016-12-31	$780,893
Total income from all sources (including contributions)	2016-12-31	$2,493,070
Total of all expenses incurred	2016-12-31	$483,012
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2016-12-31	$467,851
Expenses. Certain deemed distributions of participant loans	2016-12-31	$8,365
Value of total corrective distributions	2016-12-31	$5,446
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2016-12-31	$1,926,606
Value of total assets at end of year	2016-12-31	$9,574,395
Value of total assets at beginning of year	2016-12-31	$6,783,444
Total of administrative expenses incurred including professional, contract, advisory and management fees	2016-12-31	$1,350
Total interest from all sources	2016-12-31	$4,398
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2016-12-31	No
Was this plan covered by a fidelity bond	2016-12-31	Yes
Value of fidelity bond cover	2016-12-31	$1,000,000
If this is an individual account plan, was there a blackout period	2016-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2016-12-31	No
Contributions received from participants	2016-12-31	$1,218,481
Participant contributions at end of year	2016-12-31	$126,356
Participant contributions at beginning of year	2016-12-31	$82,283
Participant contributions at end of year	2016-12-31	$6,261
Participant contributions at beginning of year	2016-12-31	$27
Income. Received or receivable in cash from other sources (including rollovers)	2016-12-31	$53,411
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2016-12-31	No
Value of net income/loss	2016-12-31	$2,010,058
Value of net assets at end of year (total assets less liabilities)	2016-12-31	$9,574,395
Value of net assets at beginning of year (total assets less liabilities)	2016-12-31	$6,783,444
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2016-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2016-12-31	No
Were any leases to which the plan was party in default or uncollectible	2016-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2016-12-31	$9,439,133
Value of interest in pooled separate accounts at beginning of year	2016-12-31	$6,701,107
Interest on participant loans	2016-12-31	$4,398
Net investment gain/loss from pooled separate accounts	2016-12-31	$562,066
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2016-12-31	No
Was there a failure to transmit to the plan any participant contributions	2016-12-31	Yes
Has the plan failed to provide any benefit when due under the plan	2016-12-31	No
Contributions received in cash from employer	2016-12-31	$654,714
Employer contributions (assets) at end of year	2016-12-31	$2,645
Employer contributions (assets) at beginning of year	2016-12-31	$27
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2016-12-31	$467,851
Contract administrator fees	2016-12-31	$1,350
Did the plan have assets held for investment	2016-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2016-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2016-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2016-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2016-12-31	Disclaimer
Accountancy firm name	2016-12-31	MOUNTJOY CHILTON MEDLEY
Accountancy firm EIN	2016-12-31	271235638
2015 : MATERIAL HANDLING SYSTEMS, INC. 401(K) PROFIT SHARING PLAN 2015 401k financial data
Total transfer of assets to this plan	2015-12-31	$497,205
Total income from all sources (including contributions)	2015-12-31	$1,337,538
Total of all expenses incurred	2015-12-31	$312,211
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2015-12-31	$281,417
Expenses. Certain deemed distributions of participant loans	2015-12-31	$2,864
Value of total corrective distributions	2015-12-31	$27,105
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2015-12-31	$1,402,092
Value of total assets at end of year	2015-12-31	$6,783,444
Value of total assets at beginning of year	2015-12-31	$5,260,912
Total of administrative expenses incurred including professional, contract, advisory and management fees	2015-12-31	$825
Total interest from all sources	2015-12-31	$2,097
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2015-12-31	No
Was this plan covered by a fidelity bond	2015-12-31	Yes
Value of fidelity bond cover	2015-12-31	$1,000,000
If this is an individual account plan, was there a blackout period	2015-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2015-12-31	No
Contributions received from participants	2015-12-31	$879,792
Participant contributions at end of year	2015-12-31	$82,283
Participant contributions at beginning of year	2015-12-31	$45,237
Participant contributions at end of year	2015-12-31	$27
Income. Received or receivable in cash from other sources (including rollovers)	2015-12-31	$74,668
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2015-12-31	No
Value of net income/loss	2015-12-31	$1,025,327
Value of net assets at end of year (total assets less liabilities)	2015-12-31	$6,783,444
Value of net assets at beginning of year (total assets less liabilities)	2015-12-31	$5,260,912
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2015-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2015-12-31	No
Were any leases to which the plan was party in default or uncollectible	2015-12-31	No
Value of interest in pooled separate accounts at end of year	2015-12-31	$6,701,107
Value of interest in pooled separate accounts at beginning of year	2015-12-31	$5,215,675
Interest on participant loans	2015-12-31	$2,097
Net investment gain/loss from pooled separate accounts	2015-12-31	$-66,651
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2015-12-31	No
Was there a failure to transmit to the plan any participant contributions	2015-12-31	No
Has the plan failed to provide any benefit when due under the plan	2015-12-31	No
Contributions received in cash from employer	2015-12-31	$447,632
Employer contributions (assets) at end of year	2015-12-31	$27
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2015-12-31	$281,417
Contract administrator fees	2015-12-31	$825
Did the plan have assets held for investment	2015-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2015-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2015-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2015-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2015-12-31	Disclaimer
Accountancy firm name	2015-12-31	MOUNTJOY CHILTON MEDLEY
Accountancy firm EIN	2015-12-31	271235638
2014 : MATERIAL HANDLING SYSTEMS, INC. 401(K) PROFIT SHARING PLAN 2014 401k financial data
Total transfer of assets to this plan	2014-12-31	$217,935
Total income from all sources (including contributions)	2014-12-31	$772,883
Total of all expenses incurred	2014-12-31	$348,451
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2014-12-31	$310,334
Expenses. Certain deemed distributions of participant loans	2014-12-31	$4,478
Value of total corrective distributions	2014-12-31	$33,139
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2014-12-31	$575,828
Value of total assets at end of year	2014-12-31	$5,260,912
Value of total assets at beginning of year	2014-12-31	$4,618,545
Total of administrative expenses incurred including professional, contract, advisory and management fees	2014-12-31	$500
Total interest from all sources	2014-12-31	$2,257
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2014-12-31	No
Was this plan covered by a fidelity bond	2014-12-31	Yes
Value of fidelity bond cover	2014-12-31	$1,000,000
If this is an individual account plan, was there a blackout period	2014-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2014-12-31	No
Contributions received from participants	2014-12-31	$575,828
Participant contributions at end of year	2014-12-31	$45,237
Participant contributions at beginning of year	2014-12-31	$56,855
Participant contributions at beginning of year	2014-12-31	$1,002
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2014-12-31	No
Value of net income/loss	2014-12-31	$424,432
Value of net assets at end of year (total assets less liabilities)	2014-12-31	$5,260,912
Value of net assets at beginning of year (total assets less liabilities)	2014-12-31	$4,618,545
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2014-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2014-12-31	No
Were any leases to which the plan was party in default or uncollectible	2014-12-31	No
Value of interest in pooled separate accounts at end of year	2014-12-31	$5,215,675
Value of interest in pooled separate accounts at beginning of year	2014-12-31	$4,560,688
Income. Interest from loans (other than to participants)	2014-12-31	$2,257
Net investment gain/loss from pooled separate accounts	2014-12-31	$194,798
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2014-12-31	No
Was there a failure to transmit to the plan any participant contributions	2014-12-31	Yes
Has the plan failed to provide any benefit when due under the plan	2014-12-31	No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2014-12-31	$310,334
Contract administrator fees	2014-12-31	$500
Did the plan have assets held for investment	2014-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2014-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2014-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2014-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2014-12-31	Disclaimer
Accountancy firm name	2014-12-31	MOUNTJOY CHILTON MEDLEY
Accountancy firm EIN	2014-12-31	271235638
2013 : MATERIAL HANDLING SYSTEMS, INC. 401(K) PROFIT SHARING PLAN 2013 401k financial data
Total income from all sources (including contributions)	2013-12-31	$1,271,324
Total of all expenses incurred	2013-12-31	$18,525
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2013-12-31	$18,275
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2013-12-31	$467,121
Value of total assets at end of year	2013-12-31	$4,618,545
Value of total assets at beginning of year	2013-12-31	$3,365,746
Total of administrative expenses incurred including professional, contract, advisory and management fees	2013-12-31	$250
Total interest from all sources	2013-12-31	$1,806
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2013-12-31	No
Was this plan covered by a fidelity bond	2013-12-31	Yes
Value of fidelity bond cover	2013-12-31	$1,000,000
If this is an individual account plan, was there a blackout period	2013-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2013-12-31	No
Contributions received from participants	2013-12-31	$444,621
Participant contributions at end of year	2013-12-31	$56,855
Participant contributions at beginning of year	2013-12-31	$38,536
Participant contributions at end of year	2013-12-31	$1,002
Participant contributions at beginning of year	2013-12-31	$6,104
Income. Received or receivable in cash from other sources (including rollovers)	2013-12-31	$22,500
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2013-12-31	No
Value of net income/loss	2013-12-31	$1,252,799
Value of net assets at end of year (total assets less liabilities)	2013-12-31	$4,618,545
Value of net assets at beginning of year (total assets less liabilities)	2013-12-31	$3,365,746
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2013-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2013-12-31	No
Were any leases to which the plan was party in default or uncollectible	2013-12-31	No
Value of interest in pooled separate accounts at end of year	2013-12-31	$4,560,688
Value of interest in pooled separate accounts at beginning of year	2013-12-31	$3,321,106
Interest on participant loans	2013-12-31	$1,806
Net investment gain/loss from pooled separate accounts	2013-12-31	$802,397
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2013-12-31	No
Was there a failure to transmit to the plan any participant contributions	2013-12-31	Yes
Has the plan failed to provide any benefit when due under the plan	2013-12-31	No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2013-12-31	$18,275
Contract administrator fees	2013-12-31	$250
Did the plan have assets held for investment	2013-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2013-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2013-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2013-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2013-12-31	Disclaimer
Accountancy firm name	2013-12-31	MOUNTJOY CHILTON MEDLEY LLP
Accountancy firm EIN	2013-12-31	271235638
2012 : MATERIAL HANDLING SYSTEMS, INC. 401(K) PROFIT SHARING PLAN 2012 401k financial data
Total income from all sources (including contributions)	2012-12-31	$951,064
Total of all expenses incurred	2012-12-31	$230,591
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2012-12-31	$230,116
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2012-12-31	$595,966
Value of total assets at end of year	2012-12-31	$3,365,746
Value of total assets at beginning of year	2012-12-31	$2,645,273
Total of administrative expenses incurred including professional, contract, advisory and management fees	2012-12-31	$475
Total interest from all sources	2012-12-31	$1,534
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2012-12-31	No
Was this plan covered by a fidelity bond	2012-12-31	Yes
Value of fidelity bond cover	2012-12-31	$1,000,000
If this is an individual account plan, was there a blackout period	2012-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2012-12-31	No
Contributions received from participants	2012-12-31	$379,673
Participant contributions at end of year	2012-12-31	$38,536
Participant contributions at beginning of year	2012-12-31	$33,176
Participant contributions at end of year	2012-12-31	$6,104
Participant contributions at beginning of year	2012-12-31	$5,907
Income. Received or receivable in cash from other sources (including rollovers)	2012-12-31	$214,026
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2012-12-31	No
Value of net income/loss	2012-12-31	$720,473
Value of net assets at end of year (total assets less liabilities)	2012-12-31	$3,365,746
Value of net assets at beginning of year (total assets less liabilities)	2012-12-31	$2,645,273
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2012-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2012-12-31	No
Were any leases to which the plan was party in default or uncollectible	2012-12-31	No
Value of interest in pooled separate accounts at end of year	2012-12-31	$3,321,106
Value of interest in pooled separate accounts at beginning of year	2012-12-31	$2,569,980
Interest on participant loans	2012-12-31	$1,534
Net investment gain/loss from pooled separate accounts	2012-12-31	$353,564
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2012-12-31	No
Was there a failure to transmit to the plan any participant contributions	2012-12-31	Yes
Has the plan failed to provide any benefit when due under the plan	2012-12-31	No
Contributions received in cash from employer	2012-12-31	$2,267
Employer contributions (assets) at beginning of year	2012-12-31	$36,210
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2012-12-31	$230,116
Contract administrator fees	2012-12-31	$475
Did the plan have assets held for investment	2012-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2012-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2012-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2012-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2012-12-31	Disclaimer
Accountancy firm name	2012-12-31	MOUNTJOY CHILTON MEDLEY LLP
Accountancy firm EIN	2012-12-31	271235638

Form 5500 Responses for MATERIAL HANDLING SYSTEMS, INC. 401(K) PROFIT SHARING PLAN

2022: MATERIAL HANDLING SYSTEMS, INC. 401(K) PROFIT SHARING PLAN 2022 form 5500 responses
2022-01-01	Type of plan entity	Single employer plan
2022-01-01	This submission is the final filing	No
2022-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2022-01-01	Plan is a collectively bargained plan	No
2022-01-01	Plan funding arrangement – Insurance	Yes
2022-01-01	Plan funding arrangement – Trust	Yes
2022-01-01	Plan benefit arrangement – Insurance	Yes
2022-01-01	Plan benefit arrangement - Trust	Yes
2021: MATERIAL HANDLING SYSTEMS, INC. 401(K) PROFIT SHARING PLAN 2021 form 5500 responses
2021-01-01	Type of plan entity	Single employer plan
2021-01-01	Plan funding arrangement – Insurance	Yes
2021-01-01	Plan funding arrangement – Trust	Yes
2021-01-01	Plan benefit arrangement – Insurance	Yes
2021-01-01	Plan benefit arrangement - Trust	Yes
2020: MATERIAL HANDLING SYSTEMS, INC. 401(K) PROFIT SHARING PLAN 2020 form 5500 responses
2020-01-01	Type of plan entity	Single employer plan
2020-01-01	Plan funding arrangement – Insurance	Yes
2020-01-01	Plan funding arrangement – Trust	Yes
2020-01-01	Plan benefit arrangement – Insurance	Yes
2020-01-01	Plan benefit arrangement - Trust	Yes
2019: MATERIAL HANDLING SYSTEMS, INC. 401(K) PROFIT SHARING PLAN 2019 form 5500 responses
2019-01-01	Type of plan entity	Single employer plan
2019-01-01	Plan funding arrangement – Insurance	Yes
2019-01-01	Plan funding arrangement – Trust	Yes
2019-01-01	Plan benefit arrangement – Insurance	Yes
2019-01-01	Plan benefit arrangement - Trust	Yes
2018: MATERIAL HANDLING SYSTEMS, INC. 401(K) PROFIT SHARING PLAN 2018 form 5500 responses
2018-01-01	Type of plan entity	Single employer plan
2018-01-01	Plan funding arrangement – Insurance	Yes
2018-01-01	Plan funding arrangement – Trust	Yes
2018-01-01	Plan benefit arrangement – Insurance	Yes
2018-01-01	Plan benefit arrangement - Trust	Yes
2017: MATERIAL HANDLING SYSTEMS, INC. 401(K) PROFIT SHARING PLAN 2017 form 5500 responses
2017-01-01	Type of plan entity	Single employer plan
2017-01-01	Plan funding arrangement – Insurance	Yes
2017-01-01	Plan funding arrangement – Trust	Yes
2017-01-01	Plan benefit arrangement – Insurance	Yes
2017-01-01	Plan benefit arrangement - Trust	Yes
2016: MATERIAL HANDLING SYSTEMS, INC. 401(K) PROFIT SHARING PLAN 2016 form 5500 responses
2016-01-01	Type of plan entity	Single employer plan
2016-01-01	Plan funding arrangement – Insurance	Yes
2016-01-01	Plan funding arrangement – Trust	Yes
2016-01-01	Plan benefit arrangement – Insurance	Yes
2016-01-01	Plan benefit arrangement - Trust	Yes
2015: MATERIAL HANDLING SYSTEMS, INC. 401(K) PROFIT SHARING PLAN 2015 form 5500 responses
2015-01-01	Type of plan entity	Single employer plan
2015-01-01	Plan funding arrangement – Insurance	Yes
2015-01-01	Plan funding arrangement – Trust	Yes
2015-01-01	Plan benefit arrangement – Insurance	Yes
2015-01-01	Plan benefit arrangement - Trust	Yes
2014: MATERIAL HANDLING SYSTEMS, INC. 401(K) PROFIT SHARING PLAN 2014 form 5500 responses
2014-01-01	Type of plan entity	Single employer plan
2014-01-01	Plan funding arrangement – Insurance	Yes
2014-01-01	Plan funding arrangement – Trust	Yes
2014-01-01	Plan benefit arrangement – Insurance	Yes
2014-01-01	Plan benefit arrangement - Trust	Yes
2013: MATERIAL HANDLING SYSTEMS, INC. 401(K) PROFIT SHARING PLAN 2013 form 5500 responses
2013-01-01	Type of plan entity	Single employer plan
2013-01-01	Plan funding arrangement – Insurance	Yes
2013-01-01	Plan funding arrangement – Trust	Yes
2013-01-01	Plan benefit arrangement – Insurance	Yes
2013-01-01	Plan benefit arrangement - Trust	Yes
2012: MATERIAL HANDLING SYSTEMS, INC. 401(K) PROFIT SHARING PLAN 2012 form 5500 responses
2012-01-01	Type of plan entity	Single employer plan
2012-01-01	Plan funding arrangement – Insurance	Yes
2012-01-01	Plan funding arrangement – Trust	Yes
2012-01-01	Plan benefit arrangement – Insurance	Yes
2012-01-01	Plan benefit arrangement - Trust	Yes

Insurance Providers Used on plan

PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )

Policy contract number

468268

Policy instance

Insurance contract or identification number	468268
Number of Individuals Covered	2678
Insurance policy start date	2022-01-01
Insurance policy end date	2022-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $969
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $0
Amount paid for insurance broker fees	969
Additional information about fees paid to insurance broker	REFERRAL/SERVICE FEE
Insurance broker organization code?	3

PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )

Policy contract number

613953

Policy instance

Insurance contract or identification number	613953
Number of Individuals Covered	2678
Insurance policy start date	2022-01-01
Insurance policy end date	2022-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $9,149
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $0
Amount paid for insurance broker fees	9149
Additional information about fees paid to insurance broker	REFERRAL/SERVICE FEE
Insurance broker organization code?	3

PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )

Policy contract number

468268

Policy instance

Insurance contract or identification number	468268
Number of Individuals Covered	2342
Insurance policy start date	2021-01-01
Insurance policy end date	2021-12-31
Total amount of fees paid to insurance company	USD $979
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Amount paid for insurance broker fees	979
Additional information about fees paid to insurance broker	THIRD-PARTY ADMINISTRATION
Insurance broker organization code?	5

PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )

Policy contract number

613953

Policy instance

Insurance contract or identification number	613953
Number of Individuals Covered	2342
Insurance policy start date	2021-01-01
Insurance policy end date	2021-12-31
Total amount of fees paid to insurance company	USD $8,203
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Amount paid for insurance broker fees	8203
Additional information about fees paid to insurance broker	THIRD-PARTY ADMINISTRATION
Insurance broker organization code?	5

PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )

Policy contract number

468268

Policy instance

Insurance contract or identification number	468268
Number of Individuals Covered	1482
Insurance policy start date	2020-01-01
Insurance policy end date	2020-12-31
Total amount of fees paid to insurance company	USD $852
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Amount paid for insurance broker fees	852
Additional information about fees paid to insurance broker	REFERRAL/SERVICE FEE
Insurance broker organization code?	5

PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )

Policy contract number

613953

Policy instance

Insurance contract or identification number	613953
Number of Individuals Covered	1482
Insurance policy start date	2020-01-01
Insurance policy end date	2020-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $7,438
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $0
Amount paid for insurance broker fees	7438
Additional information about fees paid to insurance broker	REFERRAL/SERVICE FEE
Insurance broker organization code?	5

PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )

Policy contract number

468268

Policy instance

Insurance contract or identification number	468268
Number of Individuals Covered	1302
Insurance policy start date	2019-02-01
Insurance policy end date	2019-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $412
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Amount paid for insurance broker fees	412
Additional information about fees paid to insurance broker	SERVICE FEES
Insurance broker organization code?	5

PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )

Policy contract number

613953

Policy instance

Insurance contract or identification number	613953
Number of Individuals Covered	1302
Insurance policy start date	2019-02-01
Insurance policy end date	2019-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $3,736
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Amount paid for insurance broker fees	3736
Additional information about fees paid to insurance broker	SERVICE FEE
Insurance broker organization code?	5