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NAUMANN/HOBBS MATERIAL HANDLING, INC. 401(K) SAVINGS PLAN AND PROFIT SHARING PLAN 401k Plan overview

Plan NameNAUMANN/HOBBS MATERIAL HANDLING, INC. 401(K) SAVINGS PLAN AND PROFIT SHARING PLAN
Plan identification number 001

NAUMANN/HOBBS MATERIAL HANDLING, INC. 401(K) SAVINGS PLAN AND PROFIT SHARING PLAN Benefits

401k Plan TypeDefined 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

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

Company Name:NAUMANN/HOBBS MATERIAL HANDLING, INC.
Employer identification number (EIN):364596041
NAIC Classification:333410

Form 5500 Filing Information

Submission information for form 5500 for 401k plan NAUMANN/HOBBS MATERIAL HANDLING, INC. 401(K) SAVINGS PLAN AND PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01
0012021-01-01
0012020-01-01
0012019-01-01
0012018-01-01
0012017-01-01THOMAS HOBBS
0012016-01-01THOMAS HOBBS
0012015-01-01KEITH SAWOTTKE
0012014-01-01BRYAN ARMSTRONG
0012013-01-01BRYAN ARMSTRONG
0012012-01-01BRYAN ARMSTRONG
0012011-01-01BRYAN ARMSTRONG
0012010-01-01BRYAN ARMSTRONG BRYAN ARMSTRONG2011-09-30
0012009-01-01BRYAN ARMSTRONG BRYAN ARMSTRONG2010-10-15

Plan Statistics for NAUMANN/HOBBS MATERIAL HANDLING, INC. 401(K) SAVINGS PLAN AND PROFIT SHARING PLAN

401k plan membership statisitcs for NAUMANN/HOBBS MATERIAL HANDLING, INC. 401(K) SAVINGS PLAN AND PROFIT SHARING PLAN

Measure Date Value
2022: NAUMANN/HOBBS MATERIAL HANDLING, INC. 401(K) SAVINGS PLAN AND PROFIT SHARING PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-01348
Total number of active participants reported on line 7a of the Form 55002022-01-01313
Number of retired or separated participants receiving benefits2022-01-010
Number of other retired or separated participants entitled to future benefits2022-01-0181
Total of all active and inactive participants2022-01-01394
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-01394
Number of participants with account balances2022-01-01374
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-0137
2021: NAUMANN/HOBBS MATERIAL HANDLING, INC. 401(K) SAVINGS PLAN AND PROFIT SHARING PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-01311
Total number of active participants reported on line 7a of the Form 55002021-01-01251
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-0177
Total of all active and inactive participants2021-01-01328
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-01328
Number of participants with account balances2021-01-01299
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-0161
2020: NAUMANN/HOBBS MATERIAL HANDLING, INC. 401(K) SAVINGS PLAN AND PROFIT SHARING PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-01304
Total number of active participants reported on line 7a of the Form 55002020-01-01244
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-0167
Total of all active and inactive participants2020-01-01311
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-01311
Number of participants with account balances2020-01-01282
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-0148
2019: NAUMANN/HOBBS MATERIAL HANDLING, INC. 401(K) SAVINGS PLAN AND PROFIT SHARING PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-01358
Total number of active participants reported on line 7a of the Form 55002019-01-01260
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-0144
Total of all active and inactive participants2019-01-01304
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-01304
Number of participants with account balances2019-01-01273
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-0144
2018: NAUMANN/HOBBS MATERIAL HANDLING, INC. 401(K) SAVINGS PLAN AND PROFIT SHARING PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-01343
Total number of active participants reported on line 7a of the Form 55002018-01-01291
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-0167
Total of all active and inactive participants2018-01-01358
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-01358
Number of participants with account balances2018-01-01311
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-0169
2017: NAUMANN/HOBBS MATERIAL HANDLING, INC. 401(K) SAVINGS PLAN AND PROFIT SHARING PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01325
Total number of active participants reported on line 7a of the Form 55002017-01-01298
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-0145
Total of all active and inactive participants2017-01-01343
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-01343
Number of participants with account balances2017-01-01292
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-0157
2016: NAUMANN/HOBBS MATERIAL HANDLING, INC. 401(K) SAVINGS PLAN AND PROFIT SHARING PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01318
Total number of active participants reported on line 7a of the Form 55002016-01-01289
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-0136
Total of all active and inactive participants2016-01-01325
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-01325
Number of participants with account balances2016-01-01277
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-0144
2015: NAUMANN/HOBBS MATERIAL HANDLING, INC. 401(K) SAVINGS PLAN AND PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01423
Total number of active participants reported on line 7a of the Form 55002015-01-01306
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-0111
Total of all active and inactive participants2015-01-01317
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-011
Total participants2015-01-01318
Number of participants with account balances2015-01-01290
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-0111
2014: NAUMANN/HOBBS MATERIAL HANDLING, INC. 401(K) SAVINGS PLAN AND PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01413
Total number of active participants reported on line 7a of the Form 55002014-01-01409
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-0114
Total of all active and inactive participants2014-01-01423
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-01423
Number of participants with account balances2014-01-01276
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-0111
2013: NAUMANN/HOBBS MATERIAL HANDLING, INC. 401(K) SAVINGS PLAN AND PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01424
Total number of active participants reported on line 7a of the Form 55002013-01-01386
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-0127
Total of all active and inactive participants2013-01-01413
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-01413
Number of participants with account balances2013-01-01276
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-012
2012: NAUMANN/HOBBS MATERIAL HANDLING, INC. 401(K) SAVINGS PLAN AND PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01449
Total number of active participants reported on line 7a of the Form 55002012-01-01383
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-0141
Total of all active and inactive participants2012-01-01424
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-01424
Number of participants with account balances2012-01-01282
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-016
2011: NAUMANN/HOBBS MATERIAL HANDLING, INC. 401(K) SAVINGS PLAN AND PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-01361
Total number of active participants reported on line 7a of the Form 55002011-01-01422
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-0127
Total of all active and inactive participants2011-01-01449
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-01449
Number of participants with account balances2011-01-01241
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010
2010: NAUMANN/HOBBS MATERIAL HANDLING, INC. 401(K) SAVINGS PLAN AND PROFIT SHARING PLAN 2010 401k membership
Total participants, beginning-of-year2010-01-01456
Total number of active participants reported on line 7a of the Form 55002010-01-01322
Number of retired or separated participants receiving benefits2010-01-010
Number of other retired or separated participants entitled to future benefits2010-01-0139
Total of all active and inactive participants2010-01-01361
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-010
Total participants2010-01-01361
Number of participants with account balances2010-01-01241
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-014
2009: NAUMANN/HOBBS MATERIAL HANDLING, INC. 401(K) SAVINGS PLAN AND PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-01479
Total number of active participants reported on line 7a of the Form 55002009-01-01433
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-0123
Total of all active and inactive participants2009-01-01456
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-01456
Number of participants with account balances2009-01-01276
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-013

Financial Data on NAUMANN/HOBBS MATERIAL HANDLING, INC. 401(K) SAVINGS PLAN AND PROFIT SHARING PLAN

Measure Date Value
2022 : NAUMANN/HOBBS MATERIAL HANDLING, INC. 401(K) SAVINGS PLAN AND PROFIT SHARING PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-12-31$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$0
Total income from all sources (including contributions)2022-12-31$-764,057
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$939,042
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$894,643
Value of total corrective distributions2022-12-31$444
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$1,431,224
Value of total assets at end of year2022-12-31$11,086,518
Value of total assets at beginning of year2022-12-31$12,789,617
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$43,955
Total interest from all sources2022-12-31$43,993
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Administrative expenses professional fees incurred2022-12-31$10,729
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$1,000,000
If this is an individual account plan, was there a blackout period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Contributions received from participants2022-12-31$1,073,207
Participant contributions at end of year2022-12-31$220,943
Participant contributions at beginning of year2022-12-31$257,782
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$199,915
Total non interest bearing cash at end of year2022-12-31$60,419
Total non interest bearing cash at beginning of year2022-12-31$46,853
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-1,703,099
Value of net assets at end of year (total assets less liabilities)2022-12-31$11,086,518
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$12,789,617
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Investment advisory and management fees2022-12-31$27,451
Value of interest in pooled separate accounts at end of year2022-12-31$10,805,156
Value of interest in pooled separate accounts at beginning of year2022-12-31$12,484,982
Interest on participant loans2022-12-31$11,015
Interest earned on other investments2022-12-31$32,978
Net investment gain/loss from pooled separate accounts2022-12-31$-2,239,274
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31No
Was there a failure to transmit to the plan any participant contributions2022-12-31Yes
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Contributions received in cash from employer2022-12-31$158,102
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$894,643
Contract administrator fees2022-12-31$5,775
Did the plan have assets held for investment2022-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31BAKER TILLY US, LLP
Accountancy firm EIN2022-12-31390859910
2021 : NAUMANN/HOBBS MATERIAL HANDLING, INC. 401(K) SAVINGS PLAN AND PROFIT SHARING PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total income from all sources (including contributions)2021-12-31$2,579,787
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$632,748
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$567,710
Value of total corrective distributions2021-12-31$17,317
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$1,144,959
Value of total assets at end of year2021-12-31$12,789,617
Value of total assets at beginning of year2021-12-31$10,842,578
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$47,721
Total interest from all sources2021-12-31$14,409
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Administrative expenses professional fees incurred2021-12-31$12,022
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$1,000,000
If this is an individual account plan, was there a blackout period2021-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$944,175
Participant contributions at end of year2021-12-31$257,782
Participant contributions at beginning of year2021-12-31$314,291
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$53,963
Other income not declared elsewhere2021-12-31$34,935
Total non interest bearing cash at end of year2021-12-31$46,853
Total non interest bearing cash at beginning of year2021-12-31$13,285
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$1,947,039
Value of net assets at end of year (total assets less liabilities)2021-12-31$12,789,617
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$10,842,578
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Investment advisory and management fees2021-12-31$29,168
Value of interest in pooled separate accounts at end of year2021-12-31$12,484,982
Value of interest in pooled separate accounts at beginning of year2021-12-31$10,515,002
Interest on participant loans2021-12-31$14,409
Net investment gain/loss from pooled separate accounts2021-12-31$1,385,484
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31No
Was there a failure to transmit to the plan any participant contributions2021-12-31Yes
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Contributions received in cash from employer2021-12-31$146,821
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$567,710
Contract administrator fees2021-12-31$6,531
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31HENRY & HORNE
Accountancy firm EIN2021-12-31860133881
2020 : NAUMANN/HOBBS MATERIAL HANDLING, INC. 401(K) SAVINGS PLAN AND PROFIT SHARING PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total income from all sources (including contributions)2020-12-31$2,420,099
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$1,949,710
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$1,927,752
Value of total corrective distributions2020-12-31$11,260
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$935,080
Value of total assets at end of year2020-12-31$10,842,578
Value of total assets at beginning of year2020-12-31$10,372,189
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$10,698
Total interest from all sources2020-12-31$17,373
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$1,000,000
If this is an individual account plan, was there a blackout period2020-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$809,786
Participant contributions at end of year2020-12-31$314,291
Participant contributions at beginning of year2020-12-31$338,158
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$17,740
Total non interest bearing cash at end of year2020-12-31$13,285
Total non interest bearing cash at beginning of year2020-12-31$4,088
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$470,389
Value of net assets at end of year (total assets less liabilities)2020-12-31$10,842,578
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$10,372,189
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Value of interest in pooled separate accounts at end of year2020-12-31$10,515,002
Value of interest in pooled separate accounts at beginning of year2020-12-31$10,029,943
Interest on participant loans2020-12-31$17,373
Net investment gain/loss from pooled separate accounts2020-12-31$1,467,646
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31No
Was there a failure to transmit to the plan any participant contributions2020-12-31Yes
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$107,554
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$1,927,752
Contract administrator fees2020-12-31$10,698
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Opinion of an independent qualified public accountant for this plan2020-12-31Disclaimer
Accountancy firm name2020-12-31HENRY & HORNE
Accountancy firm EIN2020-12-31860133881
2019 : NAUMANN/HOBBS MATERIAL HANDLING, INC. 401(K) SAVINGS PLAN AND PROFIT SHARING PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total income from all sources (including contributions)2019-12-31$2,810,741
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$2,450,418
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$2,431,720
Value of total corrective distributions2019-12-31$2,138
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$994,474
Value of total assets at end of year2019-12-31$10,372,189
Value of total assets at beginning of year2019-12-31$10,011,866
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$16,560
Total interest from all sources2019-12-31$17,762
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Administrative expenses professional fees incurred2019-12-31$8,968
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$1,000,000
If this is an individual account plan, was there a blackout period2019-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$874,907
Participant contributions at end of year2019-12-31$338,158
Participant contributions at beginning of year2019-12-31$332,857
Participant contributions at end of year2019-12-31$0
Participant contributions at beginning of year2019-12-31$301
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$9,823
Total non interest bearing cash at end of year2019-12-31$4,088
Total non interest bearing cash at beginning of year2019-12-31$1,717
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$360,323
Value of net assets at end of year (total assets less liabilities)2019-12-31$10,372,189
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$10,011,866
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Investment advisory and management fees2019-12-31$7,457
Value of interest in pooled separate accounts at end of year2019-12-31$10,029,943
Value of interest in pooled separate accounts at beginning of year2019-12-31$9,676,927
Interest on participant loans2019-12-31$17,762
Net investment gain/loss from pooled separate accounts2019-12-31$1,798,505
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31Yes
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$109,744
Employer contributions (assets) at end of year2019-12-31$0
Employer contributions (assets) at beginning of year2019-12-31$64
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$2,431,720
Contract administrator fees2019-12-31$135
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31HENRY & HORNE
Accountancy firm EIN2019-12-31860133881
2018 : NAUMANN/HOBBS MATERIAL HANDLING, INC. 401(K) SAVINGS PLAN AND PROFIT SHARING PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-12-31$0
Total transfer of assets to this plan2018-12-31$1,580
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total income from all sources (including contributions)2018-12-31$315,723
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$1,575,933
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$1,550,470
Value of total corrective distributions2018-12-31$9,531
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$1,014,630
Value of total assets at end of year2018-12-31$10,011,866
Value of total assets at beginning of year2018-12-31$11,270,496
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$15,932
Total interest from all sources2018-12-31$16,593
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Administrative expenses professional fees incurred2018-12-31$8,295
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$1,000,000
If this is an individual account plan, was there a blackout period2018-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$893,209
Participant contributions at end of year2018-12-31$332,857
Participant contributions at beginning of year2018-12-31$371,570
Participant contributions at end of year2018-12-31$301
Participant contributions at beginning of year2018-12-31$34,461
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$11,266
Total non interest bearing cash at end of year2018-12-31$1,717
Total non interest bearing cash at beginning of year2018-12-31$6,516
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-1,260,210
Value of net assets at end of year (total assets less liabilities)2018-12-31$10,011,866
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$11,270,496
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Investment advisory and management fees2018-12-31$4,062
Value of interest in pooled separate accounts at end of year2018-12-31$9,676,927
Value of interest in pooled separate accounts at beginning of year2018-12-31$10,852,533
Interest on participant loans2018-12-31$16,593
Net investment gain/loss from pooled separate accounts2018-12-31$-715,500
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31No
Was there a failure to transmit to the plan any participant contributions2018-12-31No
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$110,155
Employer contributions (assets) at end of year2018-12-31$64
Employer contributions (assets) at beginning of year2018-12-31$5,416
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$1,550,470
Contract administrator fees2018-12-31$3,575
Did the plan have assets held for investment2018-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31Yes
Opinion of an independent qualified public accountant for this plan2018-12-31Disclaimer
Accountancy firm name2018-12-31HENRY & HORNE
Accountancy firm EIN2018-12-31860133881
2017 : NAUMANN/HOBBS MATERIAL HANDLING, INC. 401(K) SAVINGS PLAN AND PROFIT SHARING PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$50
Total income from all sources (including contributions)2017-12-31$2,515,893
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$1,936,840
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$1,866,887
Value of total corrective distributions2017-12-31$48,444
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$976,919
Value of total assets at end of year2017-12-31$11,270,496
Value of total assets at beginning of year2017-12-31$10,691,493
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$21,509
Total interest from all sources2017-12-31$17,089
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Administrative expenses professional fees incurred2017-12-31$13,926
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$1,000,000
If this is an individual account plan, was there a blackout period2017-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$876,070
Participant contributions at end of year2017-12-31$371,570
Participant contributions at beginning of year2017-12-31$428,897
Participant contributions at end of year2017-12-31$34,461
Participant contributions at beginning of year2017-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$6,382
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2017-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2017-12-31$50
Total non interest bearing cash at end of year2017-12-31$6,516
Total non interest bearing cash at beginning of year2017-12-31$8,846
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$579,053
Value of net assets at end of year (total assets less liabilities)2017-12-31$11,270,496
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$10,691,443
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Value of interest in pooled separate accounts at end of year2017-12-31$10,852,533
Value of interest in pooled separate accounts at beginning of year2017-12-31$10,253,750
Interest on participant loans2017-12-31$17,089
Net investment gain/loss from pooled separate accounts2017-12-31$1,521,885
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31No
Was there a failure to transmit to the plan any participant contributions2017-12-31No
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$94,467
Employer contributions (assets) at end of year2017-12-31$5,416
Employer contributions (assets) at beginning of year2017-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$1,866,887
Contract administrator fees2017-12-31$7,583
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31Yes
Opinion of an independent qualified public accountant for this plan2017-12-31Disclaimer
Accountancy firm name2017-12-31HENRY & HORNE
Accountancy firm EIN2017-12-31860133881
2016 : NAUMANN/HOBBS MATERIAL HANDLING, INC. 401(K) SAVINGS PLAN AND PROFIT SHARING PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$50
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total income from all sources (including contributions)2016-12-31$1,873,509
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$2,069,776
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$2,045,476
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$1,131,517
Value of total assets at end of year2016-12-31$10,691,493
Value of total assets at beginning of year2016-12-31$10,887,710
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$24,300
Total interest from all sources2016-12-31$16,776
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Administrative expenses professional fees incurred2016-12-31$12,773
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$1,000,000
If this is an individual account plan, was there a blackout period2016-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$859,733
Participant contributions at end of year2016-12-31$428,897
Participant contributions at beginning of year2016-12-31$392,686
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$154,325
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2016-12-31$50
Total non interest bearing cash at end of year2016-12-31$8,846
Total non interest bearing cash at beginning of year2016-12-31$3,063
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$-196,267
Value of net assets at end of year (total assets less liabilities)2016-12-31$10,691,443
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$10,887,710
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Value of interest in pooled separate accounts at end of year2016-12-31$10,253,750
Value of interest in pooled separate accounts at beginning of year2016-12-31$10,491,961
Interest on participant loans2016-12-31$16,776
Net investment gain/loss from pooled separate accounts2016-12-31$725,216
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31No
Was there a failure to transmit to the plan any participant contributions2016-12-31No
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$117,459
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$2,045,476
Contract administrator fees2016-12-31$11,527
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31Yes
Opinion of an independent qualified public accountant for this plan2016-12-31Disclaimer
Accountancy firm name2016-12-31HENRY & HORNE
Accountancy firm EIN2016-12-31860133881
2015 : NAUMANN/HOBBS MATERIAL HANDLING, INC. 401(K) SAVINGS PLAN AND PROFIT SHARING PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total income from all sources (including contributions)2015-12-31$1,116,832
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$1,406,897
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$1,384,030
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$1,227,821
Value of total assets at end of year2015-12-31$10,887,710
Value of total assets at beginning of year2015-12-31$11,177,775
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$22,867
Total interest from all sources2015-12-31$16,901
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Administrative expenses professional fees incurred2015-12-31$10,666
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$500,000
If this is an individual account plan, was there a blackout period2015-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$883,104
Participant contributions at end of year2015-12-31$392,686
Participant contributions at beginning of year2015-12-31$408,693
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$232,772
Total non interest bearing cash at end of year2015-12-31$3,063
Total non interest bearing cash at beginning of year2015-12-31$3,220
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$-290,065
Value of net assets at end of year (total assets less liabilities)2015-12-31$10,887,710
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$11,177,775
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Value of interest in pooled separate accounts at end of year2015-12-31$10,491,961
Value of interest in pooled separate accounts at beginning of year2015-12-31$10,765,862
Interest on participant loans2015-12-31$16,901
Net investment gain/loss from pooled separate accounts2015-12-31$-127,890
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31No
Was there a failure to transmit to the plan any participant contributions2015-12-31No
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Contributions received in cash from employer2015-12-31$111,945
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$1,384,030
Contract administrator fees2015-12-31$12,201
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31Yes
Opinion of an independent qualified public accountant for this plan2015-12-31Disclaimer
Accountancy firm name2015-12-31HENRY & HORNE
Accountancy firm EIN2015-12-31860133881
2014 : NAUMANN/HOBBS MATERIAL HANDLING, INC. 401(K) SAVINGS PLAN AND PROFIT SHARING PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total income from all sources (including contributions)2014-12-31$1,547,872
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$1,216,687
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$1,190,079
Expenses. Certain deemed distributions of participant loans2014-12-31$2,291
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$980,642
Value of total assets at end of year2014-12-31$11,177,775
Value of total assets at beginning of year2014-12-31$10,846,590
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$24,317
Total interest from all sources2014-12-31$16,342
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Administrative expenses professional fees incurred2014-12-31$12,324
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$500,000
If this is an individual account plan, was there a blackout period2014-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$860,487
Participant contributions at end of year2014-12-31$408,693
Participant contributions at beginning of year2014-12-31$345,569
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$6,533
Total non interest bearing cash at end of year2014-12-31$3,220
Total non interest bearing cash at beginning of year2014-12-31$4,473
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$331,185
Value of net assets at end of year (total assets less liabilities)2014-12-31$11,177,775
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$10,846,590
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Value of interest in pooled separate accounts at end of year2014-12-31$10,765,862
Value of interest in pooled separate accounts at beginning of year2014-12-31$10,496,548
Interest on participant loans2014-12-31$16,342
Net investment gain/loss from pooled separate accounts2014-12-31$550,888
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31No
Was there a failure to transmit to the plan any participant contributions2014-12-31No
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Contributions received in cash from employer2014-12-31$113,622
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$1,190,079
Contract administrator fees2014-12-31$11,993
Did the plan have assets held for investment2014-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31Yes
Opinion of an independent qualified public accountant for this plan2014-12-31Disclaimer
Accountancy firm name2014-12-31HENRY & HORNE
Accountancy firm EIN2014-12-31860133881
2013 : NAUMANN/HOBBS MATERIAL HANDLING, INC. 401(K) SAVINGS PLAN AND PROFIT SHARING PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets2013-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total income from all sources (including contributions)2013-12-31$2,545,714
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$1,217,015
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$1,191,946
Expenses. Certain deemed distributions of participant loans2013-12-31$3,603
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$971,000
Value of total assets at end of year2013-12-31$10,846,590
Value of total assets at beginning of year2013-12-31$9,517,891
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$21,466
Total interest from all sources2013-12-31$14,176
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Administrative expenses professional fees incurred2013-12-31$10,602
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$500,000
If this is an individual account plan, was there a blackout period2013-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$780,174
Participant contributions at end of year2013-12-31$345,569
Participant contributions at beginning of year2013-12-31$351,085
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$82,380
Total non interest bearing cash at end of year2013-12-31$4,473
Total non interest bearing cash at beginning of year2013-12-31$4,757
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Value of net income/loss2013-12-31$1,328,699
Value of net assets at end of year (total assets less liabilities)2013-12-31$10,846,590
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$9,517,891
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Value of interest in pooled separate accounts at end of year2013-12-31$10,496,548
Value of interest in pooled separate accounts at beginning of year2013-12-31$9,162,049
Interest on participant loans2013-12-31$14,176
Net investment gain/loss from pooled separate accounts2013-12-31$1,560,538
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31No
Was there a failure to transmit to the plan any participant contributions2013-12-31No
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Contributions received in cash from employer2013-12-31$108,446
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$1,191,946
Contract administrator fees2013-12-31$10,864
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31Yes
Opinion of an independent qualified public accountant for this plan2013-12-31Disclaimer
Accountancy firm name2013-12-31HENRY & HORNE
Accountancy firm EIN2013-12-31860133881
2012 : NAUMANN/HOBBS MATERIAL HANDLING, INC. 401(K) SAVINGS PLAN AND PROFIT SHARING PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets2012-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total income from all sources (including contributions)2012-12-31$1,921,199
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$777,694
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$720,145
Expenses. Certain deemed distributions of participant loans2012-12-31$39,940
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$833,834
Value of total assets at end of year2012-12-31$9,517,891
Value of total assets at beginning of year2012-12-31$8,374,386
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$17,609
Total interest from all sources2012-12-31$15,428
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Administrative expenses professional fees incurred2012-12-31$17,609
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$425,000
If this is an individual account plan, was there a blackout period2012-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$722,926
Participant contributions at end of year2012-12-31$351,085
Participant contributions at beginning of year2012-12-31$402,122
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$4,409
Total non interest bearing cash at end of year2012-12-31$4,757
Total non interest bearing cash at beginning of year2012-12-31$5,116
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Value of net income/loss2012-12-31$1,143,505
Value of net assets at end of year (total assets less liabilities)2012-12-31$9,517,891
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$8,374,386
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Value of interest in pooled separate accounts at end of year2012-12-31$9,162,049
Value of interest in pooled separate accounts at beginning of year2012-12-31$7,967,148
Interest on participant loans2012-12-31$15,428
Net investment gain or loss from common/collective trusts2012-12-31$1,071,937
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31No
Was there a failure to transmit to the plan any participant contributions2012-12-31No
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Contributions received in cash from employer2012-12-31$106,499
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$720,145
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31Yes
Opinion of an independent qualified public accountant for this plan2012-12-31Disclaimer
Accountancy firm name2012-12-31HENRY & HORNE
Accountancy firm EIN2012-12-31860133881
2011 : NAUMANN/HOBBS MATERIAL HANDLING, INC. 401(K) SAVINGS PLAN AND PROFIT SHARING PLAN 2011 401k financial data
Unrealized appreciation/depreciation of real estate assets2011-12-31$-506,567
Total unrealized appreciation/depreciation of assets2011-12-31$-506,567
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total income from all sources (including contributions)2011-12-31$236,091
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$1,338,200
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$1,315,420
Expenses. Certain deemed distributions of participant loans2011-12-31$8,844
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$665,665
Value of total assets at end of year2011-12-31$8,374,386
Value of total assets at beginning of year2011-12-31$9,476,495
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$13,936
Total interest from all sources2011-12-31$76,993
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Administrative expenses professional fees incurred2011-12-31$5,113
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$500,000
If this is an individual account plan, was there a blackout period2011-12-31Yes
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$574,804
Participant contributions at end of year2011-12-31$402,122
Participant contributions at beginning of year2011-12-31$406,779
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$28,787
Total non interest bearing cash at end of year2011-12-31$5,116
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$-1,102,109
Value of net assets at end of year (total assets less liabilities)2011-12-31$8,374,386
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$9,476,495
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Investment advisory and management fees2011-12-31$4,294
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$7,306,892
Value of interest in pooled separate accounts at end of year2011-12-31$7,967,148
Interest on participant loans2011-12-31$17,238
Interest earned on other investments2011-12-31$59,755
Value of interest in common/collective trusts at end of year2011-12-31$0
Value of interest in common/collective trusts at beginning of year2011-12-31$1,762,824
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2011-12-31$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31No
Was there a failure to transmit to the plan any participant contributions2011-12-31No
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Contributions received in cash from employer2011-12-31$62,074
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$1,315,420
Contract administrator fees2011-12-31$4,529
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32011-12-31Yes
Did the plan have assets held for investment2011-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31Yes
Opinion of an independent qualified public accountant for this plan2011-12-31Disclaimer
Accountancy firm name2011-12-31HENRY & HORNE
Accountancy firm EIN2011-12-31860133881
2010 : NAUMANN/HOBBS MATERIAL HANDLING, INC. 401(K) SAVINGS PLAN AND PROFIT SHARING PLAN 2010 401k financial data
Total unrealized appreciation/depreciation of assets2010-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total income from all sources (including contributions)2010-12-31$1,461,720
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$753,688
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$743,913
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$609,810
Value of total assets at end of year2010-12-31$9,476,495
Value of total assets at beginning of year2010-12-31$8,768,463
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$9,775
Total interest from all sources2010-12-31$18,962
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$187,075
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2010-12-31$187,075
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$1,000,000
If this is an individual account plan, was there a blackout period2010-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$498,153
Participant contributions at end of year2010-12-31$406,779
Participant contributions at beginning of year2010-12-31$339,787
Income. Received or receivable in cash from other sources (including rollovers)2010-12-31$111,657
Administrative expenses (other) incurred2010-12-31$9,775
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Value of net income/loss2010-12-31$708,032
Value of net assets at end of year (total assets less liabilities)2010-12-31$9,476,495
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$8,768,463
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$7,306,892
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$6,613,616
Interest on participant loans2010-12-31$18,962
Value of interest in common/collective trusts at end of year2010-12-31$1,762,824
Value of interest in common/collective trusts at beginning of year2010-12-31$1,815,060
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$578,441
Net investment gain or loss from common/collective trusts2010-12-31$67,432
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31No
Was there a failure to transmit to the plan any participant contributions2010-12-31Yes
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$743,913
Did the plan have assets held for investment2010-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31Yes
Opinion of an independent qualified public accountant for this plan2010-12-31Disclaimer
Accountancy firm name2010-12-31HENRY & HORNE, LLP
Accountancy firm EIN2010-12-31860133881
2009 : NAUMANN/HOBBS MATERIAL HANDLING, INC. 401(K) SAVINGS PLAN AND PROFIT SHARING PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2009-12-31$0

Form 5500 Responses for NAUMANN/HOBBS MATERIAL HANDLING, INC. 401(K) SAVINGS PLAN AND PROFIT SHARING PLAN

2022: NAUMANN/HOBBS MATERIAL HANDLING, INC. 401(K) SAVINGS PLAN AND PROFIT SHARING PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Submission has been amendedNo
2022-01-01This submission is the final filingNo
2022-01-01This return/report is a short plan year return/report (less than 12 months)No
2022-01-01Plan is a collectively bargained planNo
2022-01-01Plan funding arrangement – InsuranceYes
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement – InsuranceYes
2022-01-01Plan benefit arrangement - TrustYes
2021: NAUMANN/HOBBS MATERIAL HANDLING, INC. 401(K) SAVINGS PLAN AND PROFIT SHARING PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Submission has been amendedNo
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planNo
2021-01-01Plan funding arrangement – InsuranceYes
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement – InsuranceYes
2021-01-01Plan benefit arrangement - TrustYes
2020: NAUMANN/HOBBS MATERIAL HANDLING, INC. 401(K) SAVINGS PLAN AND PROFIT SHARING PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Submission has been amendedNo
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planNo
2020-01-01Plan funding arrangement – InsuranceYes
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement – InsuranceYes
2020-01-01Plan benefit arrangement - TrustYes
2019: NAUMANN/HOBBS MATERIAL HANDLING, INC. 401(K) SAVINGS PLAN AND PROFIT SHARING PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planNo
2019-01-01Plan funding arrangement – InsuranceYes
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement – InsuranceYes
2019-01-01Plan benefit arrangement - TrustYes
2018: NAUMANN/HOBBS MATERIAL HANDLING, INC. 401(K) SAVINGS PLAN AND PROFIT SHARING PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planNo
2018-01-01Plan funding arrangement – InsuranceYes
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement – InsuranceYes
2018-01-01Plan benefit arrangement - TrustYes
2017: NAUMANN/HOBBS MATERIAL HANDLING, INC. 401(K) SAVINGS PLAN AND PROFIT SHARING PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – InsuranceYes
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement – InsuranceYes
2017-01-01Plan benefit arrangement - TrustYes
2016: NAUMANN/HOBBS MATERIAL HANDLING, INC. 401(K) SAVINGS PLAN AND PROFIT SHARING PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – InsuranceYes
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement – InsuranceYes
2016-01-01Plan benefit arrangement - TrustYes
2015: NAUMANN/HOBBS MATERIAL HANDLING, INC. 401(K) SAVINGS PLAN AND PROFIT SHARING PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – InsuranceYes
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement – InsuranceYes
2015-01-01Plan benefit arrangement - TrustYes
2014: NAUMANN/HOBBS MATERIAL HANDLING, INC. 401(K) SAVINGS PLAN AND PROFIT SHARING PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – InsuranceYes
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement – InsuranceYes
2014-01-01Plan benefit arrangement - TrustYes
2013: NAUMANN/HOBBS MATERIAL HANDLING, INC. 401(K) SAVINGS PLAN AND PROFIT SHARING PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – InsuranceYes
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement – InsuranceYes
2013-01-01Plan benefit arrangement - TrustYes
2012: NAUMANN/HOBBS MATERIAL HANDLING, INC. 401(K) SAVINGS PLAN AND PROFIT SHARING PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – InsuranceYes
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement – InsuranceYes
2012-01-01Plan benefit arrangement - TrustYes
2011: NAUMANN/HOBBS MATERIAL HANDLING, INC. 401(K) SAVINGS PLAN AND PROFIT SHARING PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – InsuranceYes
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement – InsuranceYes
2011-01-01Plan benefit arrangement - TrustYes
2010: NAUMANN/HOBBS MATERIAL HANDLING, INC. 401(K) SAVINGS PLAN AND PROFIT SHARING PLAN 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Submission has been amendedYes
2010-01-01This submission is the final filingNo
2010-01-01This return/report is a short plan year return/report (less than 12 months)No
2010-01-01Plan is a collectively bargained planNo
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement - TrustYes
2009: NAUMANN/HOBBS MATERIAL HANDLING, INC. 401(K) SAVINGS PLAN AND PROFIT SHARING PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number101765
Policy instance 1
Insurance contract or identification number101765
Number of Individuals Covered374
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $16,408
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Amount paid for insurance broker fees16408
Additional information about fees paid to insurance brokerTPA COMPENSATION
Insurance broker organization code?5
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number101765
Policy instance 1
Insurance contract or identification number101765
Number of Individuals Covered299
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $17,924
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Amount paid for insurance broker fees17924
Additional information about fees paid to insurance brokerTPA COMPENSATION
Insurance broker organization code?5
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number101765
Policy instance 1
Insurance contract or identification number101765
Number of Individuals Covered282
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $14,521
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Amount paid for insurance broker fees14521
Additional information about fees paid to insurance brokerTPA COMPENSATION
Insurance broker organization code?5
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number101765
Policy instance 1
Insurance contract or identification number101765
Number of Individuals Covered273
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $17,310
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Amount paid for insurance broker fees17310
Additional information about fees paid to insurance brokerTPA COMPENSATION
Insurance broker organization code?5
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number101765
Policy instance 1
Insurance contract or identification number101765
Number of Individuals Covered311
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Total amount of commissions paid to insurance brokerUSD $4,770
Total amount of fees paid to insurance companyUSD $17,923
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Amount paid for insurance broker fees17923
Additional information about fees paid to insurance brokerTPA COMPENSATION
Insurance broker organization code?5
Commission paid to Insurance BrokerUSD $4,770
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number101765
Policy instance 1
Insurance contract or identification number101765
Number of Individuals Covered292
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $27,368
Total amount of fees paid to insurance companyUSD $18,834
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $27,368
Insurance broker organization code?7
Amount paid for insurance broker fees18834
Additional information about fees paid to insurance brokerTPA COMPENSATION
Insurance broker namePPG RETIREMENT PLAN SERVICES
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number101765
Policy instance 1
Insurance contract or identification number101765
Number of Individuals Covered290
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Total amount of commissions paid to insurance brokerUSD $28,450
Total amount of fees paid to insurance companyUSD $16,383
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $16,645
Insurance broker organization code?7
Amount paid for insurance broker fees16383
Additional information about fees paid to insurance brokerTPA COMPENSATION
Insurance broker nameMETLIFE SECURITIES INC
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number101765
Policy instance 1
Insurance contract or identification number101765
Number of Individuals Covered281
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $27,330
Total amount of fees paid to insurance companyUSD $17,833
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $27,330
Insurance broker organization code?7
Amount paid for insurance broker fees17833
Additional information about fees paid to insurance brokerTPA COMPENSATION
Insurance broker namePPG RETIREMENT PLAN SERVICES
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number101765
Policy instance 1
Insurance contract or identification number101765
Number of Individuals Covered276
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $24,691
Total amount of fees paid to insurance companyUSD $15,609
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $24,691
Insurance broker organization code?7
Amount paid for insurance broker fees15608
Additional information about fees paid to insurance brokerTPA COMPENSATION
Insurance broker nameFIDELITY MANAGEMENT & RESEARCH COMP
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number101765
Policy instance 1
Insurance contract or identification number101765
Number of Individuals Covered282
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $21,284
Total amount of fees paid to insurance companyUSD $16,659
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $21,284
Insurance broker organization code?7
Amount paid for insurance broker fees16658
Additional information about fees paid to insurance brokerTPA COMPENSATION
Insurance broker nameFIDELITY MANAGEMENT & RESEARCH COMP
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number101765
Policy instance 1
Insurance contract or identification number101765
Number of Individuals Covered241
Insurance policy start date2011-07-01
Insurance policy end date2011-12-31
Total amount of commissions paid to insurance brokerUSD $75,352
Total amount of fees paid to insurance companyUSD $22,987
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No

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