HYSTER-YALE GROUP, INC has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan HYSTER-YALE GROUP, INC. COMBINED PENSION PLAN
401k plan membership statisitcs for HYSTER-YALE GROUP, INC. COMBINED PENSION PLAN
Measure | Date | Value |
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2022: HYSTER-YALE GROUP, INC. COMBINED PENSION PLAN 2022 401k membership |
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Market value of plan assets | 2022-12-31 | 69,053,528 |
Acturial value of plan assets | 2022-12-31 | 68,599,932 |
Funding target for retired participants and beneficiaries receiving payment | 2022-12-31 | 35,036,074 |
Number of terminated vested participants | 2022-12-31 | 369 |
Fundng target for terminated vested participants | 2022-12-31 | 10,294,378 |
Active participant vested funding target | 2022-12-31 | 9,819,253 |
Number of active participants | 2022-12-31 | 298 |
Total funding liabilities for active participants | 2022-12-31 | 9,837,593 |
Total participant count | 2022-12-31 | 1,622 |
Total funding target for all participants | 2022-12-31 | 55,168,045 |
Balance at beginning of prior year after applicable adjustments | 2022-12-31 | 0 |
Prefunding balance at beginning of prior year after applicable adjustments | 2022-12-31 | 0 |
Carryover balanced portion elected for use to offset prior years funding requirement | 2022-12-31 | 0 |
Prefunding balanced used to offset prior years funding requirement | 2022-12-31 | 0 |
Amount remaining of carryover balance | 2022-12-31 | 0 |
Amount remaining of prefunding balance | 2022-12-31 | 0 |
Present value of excess contributions | 2022-12-31 | 0 |
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance | 2022-12-31 | 0 |
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance | 2022-12-31 | 0 |
Reductions in caryover balances due to elections or deemed elections | 2022-12-31 | 0 |
Reductions in prefunding balances due to elections or deemed elections | 2022-12-31 | 0 |
Balance of carryovers at beginning of current year | 2022-12-31 | 0 |
Balance of prefunding at beginning of current year | 2022-12-31 | 0 |
Total employer contributions | 2022-12-31 | 0 |
Total employee contributions | 2022-12-31 | 0 |
Contributions allocated toward unpaid minimum require contributions from prior years | 2022-12-31 | 0 |
Contributions made to avoid restrictions adjusted to valuation date | 2022-12-31 | 0 |
Contributions allocated toward minimum required contributions for current year adjusted to valuation date | 2022-12-31 | 0 |
Unpaid minimum required contributions for all prior years | 2022-12-31 | 0 |
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years | 2022-12-31 | 0 |
Remaining amount of unpaid minimum required contributions | 2022-12-31 | 0 |
Minimum required contributions for current year target normal cost | 2022-12-31 | 333,168 |
Net shortfall amortization installment of oustanding balance | 2022-12-31 | 0 |
Waiver amortization installment | 2022-12-31 | 0 |
Total funding amount beforereflecting carryover/prefunding balances | 2022-12-31 | 0 |
Carryover balance elected to use to offset funding requirement | 2022-12-31 | 0 |
Prefunding balance elected to use to offset funding requirement | 2022-12-31 | 0 |
Additional cash requirement | 2022-12-31 | 0 |
Contributions allocatedtoward minimum required contributions for current year | 2022-12-31 | 0 |
Unpaid minimum required contributions for current year | 2022-12-31 | 0 |
Unpaid minimum required contributions for all years | 2022-12-31 | 0 |
Total participants, beginning-of-year | 2022-01-01 | 1,622 |
Total number of active participants reported on line 7a of the Form 5500 | 2022-01-01 | 245 |
Number of retired or separated participants receiving benefits | 2022-01-01 | 723 |
Number of other retired or separated participants entitled to future benefits | 2022-01-01 | 329 |
Total of all active and inactive participants | 2022-01-01 | 1,297 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2022-01-01 | 238 |
Total participants | 2022-01-01 | 1,535 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2022-01-01 | 0 |
2021: HYSTER-YALE GROUP, INC. COMBINED PENSION PLAN 2021 401k membership |
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Market value of plan assets | 2021-12-31 | 68,615,148 |
Acturial value of plan assets | 2021-12-31 | 64,825,203 |
Funding target for retired participants and beneficiaries receiving payment | 2021-12-31 | 36,519,395 |
Number of terminated vested participants | 2021-12-31 | 399 |
Fundng target for terminated vested participants | 2021-12-31 | 10,630,208 |
Active participant vested funding target | 2021-12-31 | 11,262,306 |
Number of active participants | 2021-12-31 | 328 |
Total funding liabilities for active participants | 2021-12-31 | 11,286,773 |
Total participant count | 2021-12-31 | 1,715 |
Total funding target for all participants | 2021-12-31 | 58,436,376 |
Balance at beginning of prior year after applicable adjustments | 2021-12-31 | 0 |
Prefunding balance at beginning of prior year after applicable adjustments | 2021-12-31 | 0 |
Carryover balanced portion elected for use to offset prior years funding requirement | 2021-12-31 | 0 |
Prefunding balanced used to offset prior years funding requirement | 2021-12-31 | 0 |
Amount remaining of carryover balance | 2021-12-31 | 0 |
Amount remaining of prefunding balance | 2021-12-31 | 0 |
Present value of excess contributions | 2021-12-31 | 0 |
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance | 2021-12-31 | 0 |
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance | 2021-12-31 | 0 |
Reductions in caryover balances due to elections or deemed elections | 2021-12-31 | 0 |
Reductions in prefunding balances due to elections or deemed elections | 2021-12-31 | 0 |
Balance of carryovers at beginning of current year | 2021-12-31 | 0 |
Balance of prefunding at beginning of current year | 2021-12-31 | 0 |
Total employer contributions | 2021-12-31 | 0 |
Total employee contributions | 2021-12-31 | 0 |
Contributions allocated toward unpaid minimum require contributions from prior years | 2021-12-31 | 0 |
Contributions made to avoid restrictions adjusted to valuation date | 2021-12-31 | 0 |
Contributions allocated toward minimum required contributions for current year adjusted to valuation date | 2021-12-31 | 0 |
Unpaid minimum required contributions for all prior years | 2021-12-31 | 0 |
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years | 2021-12-31 | 0 |
Remaining amount of unpaid minimum required contributions | 2021-12-31 | 0 |
Minimum required contributions for current year target normal cost | 2021-12-31 | 349,188 |
Net shortfall amortization installment of oustanding balance | 2021-12-31 | 0 |
Waiver amortization installment | 2021-12-31 | 0 |
Total funding amount beforereflecting carryover/prefunding balances | 2021-12-31 | 0 |
Carryover balance elected to use to offset funding requirement | 2021-12-31 | 0 |
Prefunding balance elected to use to offset funding requirement | 2021-12-31 | 0 |
Additional cash requirement | 2021-12-31 | 0 |
Contributions allocatedtoward minimum required contributions for current year | 2021-12-31 | 0 |
Unpaid minimum required contributions for current year | 2021-12-31 | 0 |
Unpaid minimum required contributions for all years | 2021-12-31 | 0 |
Total participants, beginning-of-year | 2021-01-01 | 1,715 |
Total number of active participants reported on line 7a of the Form 5500 | 2021-01-01 | 298 |
Number of retired or separated participants receiving benefits | 2021-01-01 | 741 |
Number of other retired or separated participants entitled to future benefits | 2021-01-01 | 369 |
Total of all active and inactive participants | 2021-01-01 | 1,408 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2021-01-01 | 214 |
Total participants | 2021-01-01 | 1,622 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2021-01-01 | 0 |
2020: HYSTER-YALE GROUP, INC. COMBINED PENSION PLAN 2020 401k membership |
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Market value of plan assets | 2020-12-31 | 66,721,846 |
Acturial value of plan assets | 2020-12-31 | 64,854,344 |
Funding target for retired participants and beneficiaries receiving payment | 2020-12-31 | 39,512,901 |
Number of terminated vested participants | 2020-12-31 | 416 |
Fundng target for terminated vested participants | 2020-12-31 | 9,715,792 |
Active participant vested funding target | 2020-12-31 | 9,828,573 |
Number of active participants | 2020-12-31 | 363 |
Total funding liabilities for active participants | 2020-12-31 | 9,941,503 |
Total participant count | 2020-12-31 | 1,786 |
Total funding target for all participants | 2020-12-31 | 59,170,196 |
Balance at beginning of prior year after applicable adjustments | 2020-12-31 | 0 |
Prefunding balance at beginning of prior year after applicable adjustments | 2020-12-31 | 0 |
Carryover balanced portion elected for use to offset prior years funding requirement | 2020-12-31 | 0 |
Prefunding balanced used to offset prior years funding requirement | 2020-12-31 | 0 |
Amount remaining of carryover balance | 2020-12-31 | 0 |
Amount remaining of prefunding balance | 2020-12-31 | 0 |
Present value of excess contributions | 2020-12-31 | 0 |
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance | 2020-12-31 | 0 |
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance | 2020-12-31 | 0 |
Reductions in caryover balances due to elections or deemed elections | 2020-12-31 | 0 |
Reductions in prefunding balances due to elections or deemed elections | 2020-12-31 | 0 |
Balance of carryovers at beginning of current year | 2020-12-31 | 0 |
Balance of prefunding at beginning of current year | 2020-12-31 | 0 |
Total employer contributions | 2020-12-31 | 0 |
Total employee contributions | 2020-12-31 | 0 |
Contributions allocated toward unpaid minimum require contributions from prior years | 2020-12-31 | 0 |
Contributions made to avoid restrictions adjusted to valuation date | 2020-12-31 | 0 |
Contributions allocated toward minimum required contributions for current year adjusted to valuation date | 2020-12-31 | 0 |
Liquidity shortfalls end of Q1 | 2020-12-31 | 0 |
Liquidity shortfalls end of Q2 | 2020-12-31 | 0 |
Liquidity shortfalls end of Q3 | 2020-12-31 | 0 |
Liquidity shortfalls end of Q4 | 2020-12-31 | 0 |
Unpaid minimum required contributions for all prior years | 2020-12-31 | 0 |
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years | 2020-12-31 | 0 |
Remaining amount of unpaid minimum required contributions | 2020-12-31 | 0 |
Minimum required contributions for current year target normal cost | 2020-12-31 | 635,322 |
Net shortfall amortization installment of oustanding balance | 2020-12-31 | 0 |
Waiver amortization installment | 2020-12-31 | 0 |
Total funding amount beforereflecting carryover/prefunding balances | 2020-12-31 | 0 |
Carryover balance elected to use to offset funding requirement | 2020-12-31 | 0 |
Prefunding balance elected to use to offset funding requirement | 2020-12-31 | 0 |
Additional cash requirement | 2020-12-31 | 0 |
Contributions allocatedtoward minimum required contributions for current year | 2020-12-31 | 0 |
Unpaid minimum required contributions for current year | 2020-12-31 | 0 |
Unpaid minimum required contributions for all years | 2020-12-31 | 0 |
Total participants, beginning-of-year | 2020-01-01 | 1,786 |
Total number of active participants reported on line 7a of the Form 5500 | 2020-01-01 | 328 |
Number of retired or separated participants receiving benefits | 2020-01-01 | 775 |
Number of other retired or separated participants entitled to future benefits | 2020-01-01 | 399 |
Total of all active and inactive participants | 2020-01-01 | 1,502 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2020-01-01 | 213 |
Total participants | 2020-01-01 | 1,715 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2020-01-01 | 0 |
2019: HYSTER-YALE GROUP, INC. COMBINED PENSION PLAN 2019 401k membership |
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Market value of plan assets | 2019-12-31 | 27,917,007 |
Acturial value of plan assets | 2019-12-31 | 29,918,266 |
Funding target for retired participants and beneficiaries receiving payment | 2019-12-31 | 25,813,428 |
Number of terminated vested participants | 2019-12-31 | 110 |
Fundng target for terminated vested participants | 2019-12-31 | 2,601,871 |
Active participant vested funding target | 2019-12-31 | 2,095,022 |
Number of active participants | 2019-12-31 | 16 |
Total funding liabilities for active participants | 2019-12-31 | 2,095,260 |
Total participant count | 2019-12-31 | 731 |
Total funding target for all participants | 2019-12-31 | 30,510,559 |
Balance at beginning of prior year after applicable adjustments | 2019-12-31 | 0 |
Prefunding balance at beginning of prior year after applicable adjustments | 2019-12-31 | 0 |
Carryover balanced portion elected for use to offset prior years funding requirement | 2019-12-31 | 0 |
Prefunding balanced used to offset prior years funding requirement | 2019-12-31 | 0 |
Amount remaining of carryover balance | 2019-12-31 | 0 |
Amount remaining of prefunding balance | 2019-12-31 | 0 |
Present value of excess contributions | 2019-12-31 | 0 |
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance | 2019-12-31 | 0 |
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance | 2019-12-31 | 0 |
Reductions in caryover balances due to elections or deemed elections | 2019-12-31 | 0 |
Reductions in prefunding balances due to elections or deemed elections | 2019-12-31 | 0 |
Balance of carryovers at beginning of current year | 2019-12-31 | 0 |
Balance of prefunding at beginning of current year | 2019-12-31 | 0 |
Total employer contributions | 2019-12-31 | 385,929 |
Total employee contributions | 2019-12-31 | 0 |
Contributions allocated toward unpaid minimum require contributions from prior years | 2019-12-31 | 0 |
Contributions made to avoid restrictions adjusted to valuation date | 2019-12-31 | 0 |
Contributions allocated toward minimum required contributions for current year adjusted to valuation date | 2019-12-31 | 351,991 |
Unpaid minimum required contributions for all prior years | 2019-12-31 | 0 |
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years | 2019-12-31 | 0 |
Remaining amount of unpaid minimum required contributions | 2019-12-31 | 0 |
Minimum required contributions for current year target normal cost | 2019-12-31 | 255,751 |
Net shortfall amortization installment of oustanding balance | 2019-12-31 | 592,293 |
Waiver amortization installment | 2019-12-31 | 0 |
Total funding amount beforereflecting carryover/prefunding balances | 2019-12-31 | 351,991 |
Carryover balance elected to use to offset funding requirement | 2019-12-31 | 0 |
Prefunding balance elected to use to offset funding requirement | 2019-12-31 | 0 |
Additional cash requirement | 2019-12-31 | 351,991 |
Contributions allocatedtoward minimum required contributions for current year | 2019-12-31 | 351,991 |
Unpaid minimum required contributions for current year | 2019-12-31 | 0 |
Unpaid minimum required contributions for all years | 2019-12-31 | 0 |
Total participants, beginning-of-year | 2019-01-01 | 731 |
Total number of active participants reported on line 7a of the Form 5500 | 2019-01-01 | 363 |
Number of retired or separated participants receiving benefits | 2019-01-01 | 801 |
Number of other retired or separated participants entitled to future benefits | 2019-01-01 | 416 |
Total of all active and inactive participants | 2019-01-01 | 1,580 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2019-01-01 | 206 |
Total participants | 2019-01-01 | 1,786 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2019-01-01 | 0 |
2018: HYSTER-YALE GROUP, INC. COMBINED PENSION PLAN 2018 401k membership |
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Market value of plan assets | 2018-12-31 | 32,382,025 |
Acturial value of plan assets | 2018-12-31 | 31,832,278 |
Funding target for retired participants and beneficiaries receiving payment | 2018-12-31 | 25,119,954 |
Number of terminated vested participants | 2018-12-31 | 126 |
Fundng target for terminated vested participants | 2018-12-31 | 2,580,027 |
Active participant vested funding target | 2018-12-31 | 2,492,284 |
Number of active participants | 2018-12-31 | 17 |
Total funding liabilities for active participants | 2018-12-31 | 2,492,541 |
Total participant count | 2018-12-31 | 765 |
Total funding target for all participants | 2018-12-31 | 30,192,522 |
Balance at beginning of prior year after applicable adjustments | 2018-12-31 | 0 |
Prefunding balance at beginning of prior year after applicable adjustments | 2018-12-31 | 0 |
Carryover balanced portion elected for use to offset prior years funding requirement | 2018-12-31 | 0 |
Prefunding balanced used to offset prior years funding requirement | 2018-12-31 | 0 |
Amount remaining of carryover balance | 2018-12-31 | 0 |
Amount remaining of prefunding balance | 2018-12-31 | 0 |
Present value of excess contributions | 2018-12-31 | 0 |
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance | 2018-12-31 | 0 |
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance | 2018-12-31 | 0 |
Reductions in caryover balances due to elections or deemed elections | 2018-12-31 | 0 |
Reductions in prefunding balances due to elections or deemed elections | 2018-12-31 | 0 |
Balance of carryovers at beginning of current year | 2018-12-31 | 0 |
Balance of prefunding at beginning of current year | 2018-12-31 | 0 |
Total employer contributions | 2018-12-31 | 0 |
Total employee contributions | 2018-12-31 | 0 |
Contributions allocated toward unpaid minimum require contributions from prior years | 2018-12-31 | 0 |
Contributions made to avoid restrictions adjusted to valuation date | 2018-12-31 | 0 |
Contributions allocated toward minimum required contributions for current year adjusted to valuation date | 2018-12-31 | 0 |
Unpaid minimum required contributions for all prior years | 2018-12-31 | 0 |
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years | 2018-12-31 | 0 |
Remaining amount of unpaid minimum required contributions | 2018-12-31 | 0 |
Minimum required contributions for current year target normal cost | 2018-12-31 | 299,295 |
Net shortfall amortization installment of oustanding balance | 2018-12-31 | 0 |
Waiver amortization installment | 2018-12-31 | 0 |
Total funding amount beforereflecting carryover/prefunding balances | 2018-12-31 | 0 |
Carryover balance elected to use to offset funding requirement | 2018-12-31 | 0 |
Prefunding balance elected to use to offset funding requirement | 2018-12-31 | 0 |
Additional cash requirement | 2018-12-31 | 0 |
Contributions allocatedtoward minimum required contributions for current year | 2018-12-31 | 0 |
Unpaid minimum required contributions for current year | 2018-12-31 | 0 |
Unpaid minimum required contributions for all years | 2018-12-31 | 0 |
Total participants, beginning-of-year | 2018-01-01 | 765 |
Total number of active participants reported on line 7a of the Form 5500 | 2018-01-01 | 16 |
Number of retired or separated participants receiving benefits | 2018-01-01 | 479 |
Number of other retired or separated participants entitled to future benefits | 2018-01-01 | 97 |
Total of all active and inactive participants | 2018-01-01 | 592 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2018-01-01 | 139 |
Total participants | 2018-01-01 | 731 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2018-01-01 | 0 |
2017: HYSTER-YALE GROUP, INC. COMBINED PENSION PLAN 2017 401k membership |
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Market value of plan assets | 2017-12-31 | 30,835,631 |
Acturial value of plan assets | 2017-12-31 | 30,987,897 |
Funding target for retired participants and beneficiaries receiving payment | 2017-12-31 | 25,506,002 |
Number of terminated vested participants | 2017-12-31 | 140 |
Fundng target for terminated vested participants | 2017-12-31 | 2,370,865 |
Active participant vested funding target | 2017-12-31 | 2,804,618 |
Number of active participants | 2017-12-31 | 19 |
Total funding liabilities for active participants | 2017-12-31 | 2,806,506 |
Total participant count | 2017-12-31 | 785 |
Total funding target for all participants | 2017-12-31 | 30,683,373 |
Balance at beginning of prior year after applicable adjustments | 2017-12-31 | 0 |
Prefunding balance at beginning of prior year after applicable adjustments | 2017-12-31 | 0 |
Carryover balanced portion elected for use to offset prior years funding requirement | 2017-12-31 | 0 |
Prefunding balanced used to offset prior years funding requirement | 2017-12-31 | 0 |
Amount remaining of carryover balance | 2017-12-31 | 0 |
Amount remaining of prefunding balance | 2017-12-31 | 0 |
Present value of excess contributions | 2017-12-31 | 422,829 |
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance | 2017-12-31 | 447,649 |
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance | 2017-12-31 | 0 |
Reductions in caryover balances due to elections or deemed elections | 2017-12-31 | 0 |
Reductions in prefunding balances due to elections or deemed elections | 2017-12-31 | 0 |
Balance of carryovers at beginning of current year | 2017-12-31 | 0 |
Balance of prefunding at beginning of current year | 2017-12-31 | 0 |
Total employer contributions | 2017-12-31 | 0 |
Total employee contributions | 2017-12-31 | 0 |
Contributions allocated toward unpaid minimum require contributions from prior years | 2017-12-31 | 0 |
Contributions made to avoid restrictions adjusted to valuation date | 2017-12-31 | 0 |
Contributions allocated toward minimum required contributions for current year adjusted to valuation date | 2017-12-31 | 0 |
Unpaid minimum required contributions for all prior years | 2017-12-31 | 0 |
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years | 2017-12-31 | 0 |
Remaining amount of unpaid minimum required contributions | 2017-12-31 | 0 |
Minimum required contributions for current year target normal cost | 2017-12-31 | 294,111 |
Net shortfall amortization installment of oustanding balance | 2017-12-31 | 0 |
Waiver amortization installment | 2017-12-31 | 0 |
Total funding amount beforereflecting carryover/prefunding balances | 2017-12-31 | 0 |
Carryover balance elected to use to offset funding requirement | 2017-12-31 | 0 |
Prefunding balance elected to use to offset funding requirement | 2017-12-31 | 0 |
Additional cash requirement | 2017-12-31 | 0 |
Contributions allocatedtoward minimum required contributions for current year | 2017-12-31 | 0 |
Unpaid minimum required contributions for current year | 2017-12-31 | 0 |
Unpaid minimum required contributions for all years | 2017-12-31 | 0 |
Total participants, beginning-of-year | 2017-01-01 | 785 |
Total number of active participants reported on line 7a of the Form 5500 | 2017-01-01 | 17 |
Number of retired or separated participants receiving benefits | 2017-01-01 | 489 |
Number of other retired or separated participants entitled to future benefits | 2017-01-01 | 113 |
Total of all active and inactive participants | 2017-01-01 | 619 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2017-01-01 | 146 |
Total participants | 2017-01-01 | 765 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2017-01-01 | 0 |
2016: HYSTER-YALE GROUP, INC. COMBINED PENSION PLAN 2016 401k membership |
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Market value of plan assets | 2016-12-31 | 31,151,827 |
Acturial value of plan assets | 2016-12-31 | 31,622,185 |
Funding target for retired participants and beneficiaries receiving payment | 2016-12-31 | 26,140,059 |
Number of terminated vested participants | 2016-12-31 | 149 |
Fundng target for terminated vested participants | 2016-12-31 | 2,487,256 |
Active participant vested funding target | 2016-12-31 | 2,605,301 |
Number of active participants | 2016-12-31 | 19 |
Total funding liabilities for active participants | 2016-12-31 | 2,607,361 |
Total participant count | 2016-12-31 | 799 |
Total funding target for all participants | 2016-12-31 | 31,234,676 |
Balance at beginning of prior year after applicable adjustments | 2016-12-31 | 0 |
Prefunding balance at beginning of prior year after applicable adjustments | 2016-12-31 | 0 |
Carryover balanced portion elected for use to offset prior years funding requirement | 2016-12-31 | 0 |
Prefunding balanced used to offset prior years funding requirement | 2016-12-31 | 0 |
Amount remaining of carryover balance | 2016-12-31 | 0 |
Amount remaining of prefunding balance | 2016-12-31 | 0 |
Present value of excess contributions | 2016-12-31 | 0 |
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance | 2016-12-31 | 0 |
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance | 2016-12-31 | 0 |
Reductions in caryover balances due to elections or deemed elections | 2016-12-31 | 0 |
Reductions in prefunding balances due to elections or deemed elections | 2016-12-31 | 0 |
Balance of carryovers at beginning of current year | 2016-12-31 | 0 |
Balance of prefunding at beginning of current year | 2016-12-31 | 0 |
Total employer contributions | 2016-12-31 | 465,000 |
Total employee contributions | 2016-12-31 | 0 |
Contributions allocated toward unpaid minimum require contributions from prior years | 2016-12-31 | 0 |
Contributions made to avoid restrictions adjusted to valuation date | 2016-12-31 | 0 |
Contributions allocated toward minimum required contributions for current year adjusted to valuation date | 2016-12-31 | 422,829 |
Unpaid minimum required contributions for all prior years | 2016-12-31 | 0 |
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years | 2016-12-31 | 0 |
Remaining amount of unpaid minimum required contributions | 2016-12-31 | 0 |
Minimum required contributions for current year target normal cost | 2016-12-31 | 266,577 |
Net shortfall amortization installment of oustanding balance | 2016-12-31 | 0 |
Waiver amortization installment | 2016-12-31 | 0 |
Waived amount of outstanding balance | 2016-12-31 | 0 |
Total funding amount beforereflecting carryover/prefunding balances | 2016-12-31 | 0 |
Carryover balance elected to use to offset funding requirement | 2016-12-31 | 0 |
Prefunding balance elected to use to offset funding requirement | 2016-12-31 | 0 |
Additional cash requirement | 2016-12-31 | 0 |
Contributions allocatedtoward minimum required contributions for current year | 2016-12-31 | 422,829 |
Unpaid minimum required contributions for current year | 2016-12-31 | 0 |
Unpaid minimum required contributions for all years | 2016-12-31 | 0 |
Total participants, beginning-of-year | 2016-01-01 | 799 |
Total number of active participants reported on line 7a of the Form 5500 | 2016-01-01 | 19 |
Number of retired or separated participants receiving benefits | 2016-01-01 | 489 |
Number of other retired or separated participants entitled to future benefits | 2016-01-01 | 140 |
Total of all active and inactive participants | 2016-01-01 | 648 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2016-01-01 | 137 |
Total participants | 2016-01-01 | 785 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2016-01-01 | 0 |
2015: HYSTER-YALE GROUP, INC. COMBINED PENSION PLAN 2015 401k membership |
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Total participants, beginning-of-year | 2015-01-01 | 825 |
Total number of active participants reported on line 7a of the Form 5500 | 2015-01-01 | 19 |
Number of retired or separated participants receiving benefits | 2015-01-01 | 505 |
Number of other retired or separated participants entitled to future benefits | 2015-01-01 | 134 |
Total of all active and inactive participants | 2015-01-01 | 658 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2015-01-01 | 141 |
Total participants | 2015-01-01 | 799 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2015-01-01 | 0 |
2014: HYSTER-YALE GROUP, INC. COMBINED PENSION PLAN 2014 401k membership |
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Total participants, beginning-of-year | 2014-01-01 | 986 |
Total number of active participants reported on line 7a of the Form 5500 | 2014-01-01 | 29 |
Number of retired or separated participants receiving benefits | 2014-01-01 | 516 |
Number of other retired or separated participants entitled to future benefits | 2014-01-01 | 146 |
Total of all active and inactive participants | 2014-01-01 | 691 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2014-01-01 | 134 |
Total participants | 2014-01-01 | 825 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2014-01-01 | 0 |
2013: HYSTER-YALE GROUP, INC. COMBINED PENSION PLAN 2013 401k membership |
---|
Total participants, beginning-of-year | 2013-01-01 | 995 |
Total number of active participants reported on line 7a of the Form 5500 | 2013-01-01 | 33 |
Number of retired or separated participants receiving benefits | 2013-01-01 | 513 |
Number of other retired or separated participants entitled to future benefits | 2013-01-01 | 315 |
Total of all active and inactive participants | 2013-01-01 | 861 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2013-01-01 | 125 |
Total participants | 2013-01-01 | 986 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2013-01-01 | 0 |
2012: HYSTER-YALE GROUP, INC. COMBINED PENSION PLAN 2012 401k membership |
---|
Total participants, beginning-of-year | 2012-01-01 | 1,023 |
Total number of active participants reported on line 7a of the Form 5500 | 2012-01-01 | 36 |
Number of retired or separated participants receiving benefits | 2012-01-01 | 519 |
Number of other retired or separated participants entitled to future benefits | 2012-01-01 | 331 |
Total of all active and inactive participants | 2012-01-01 | 886 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2012-01-01 | 109 |
Total participants | 2012-01-01 | 995 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2012-01-01 | 0 |
2011: HYSTER-YALE GROUP, INC. COMBINED PENSION PLAN 2011 401k membership |
---|
Total participants, beginning-of-year | 2011-01-01 | 1,034 |
Total number of active participants reported on line 7a of the Form 5500 | 2011-01-01 | 45 |
Number of retired or separated participants receiving benefits | 2011-01-01 | 514 |
Number of other retired or separated participants entitled to future benefits | 2011-01-01 | 340 |
Total of all active and inactive participants | 2011-01-01 | 899 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2011-01-01 | 124 |
Total participants | 2011-01-01 | 1,023 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2011-01-01 | 0 |
2009: HYSTER-YALE GROUP, INC. COMBINED PENSION PLAN 2009 401k membership |
---|
Total participants, beginning-of-year | 2009-01-01 | 1,050 |
Total number of active participants reported on line 7a of the Form 5500 | 2009-01-01 | 68 |
Number of retired or separated participants receiving benefits | 2009-01-01 | 474 |
Number of other retired or separated participants entitled to future benefits | 2009-01-01 | 387 |
Total of all active and inactive participants | 2009-01-01 | 929 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2009-01-01 | 114 |
Total participants | 2009-01-01 | 1,043 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2009-01-01 | 0 |
Measure | Date | Value |
---|
2022 : HYSTER-YALE GROUP, INC. COMBINED PENSION PLAN 2022 401k financial data |
---|
Total unrealized appreciation/depreciation of assets | 2022-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2022-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2022-12-31 | $0 |
Total income from all sources (including contributions) | 2022-12-31 | $-13,069,833 |
Total loss/gain on sale of assets | 2022-12-31 | $0 |
Total of all expenses incurred | 2022-12-31 | $7,450,022 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2022-12-31 | $7,038,676 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2022-12-31 | $0 |
Value of total assets at end of year | 2022-12-31 | $48,533,673 |
Value of total assets at beginning of year | 2022-12-31 | $69,053,528 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2022-12-31 | $411,346 |
Total interest from all sources | 2022-12-31 | $0 |
Total dividends received (eg from common stock, registered investment company shares) | 2022-12-31 | $1,489,669 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2022-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2022-12-31 | $1,489,669 |
Administrative expenses professional fees incurred | 2022-12-31 | $33,087 |
Was this plan covered by a fidelity bond | 2022-12-31 | Yes |
Value of fidelity bond cover | 2022-12-31 | $10,000,000 |
If this is an individual account plan, was there a blackout period | 2022-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2022-12-31 | No |
Administrative expenses (other) incurred | 2022-12-31 | $181,773 |
Total non interest bearing cash at end of year | 2022-12-31 | $404,668 |
Total non interest bearing cash at beginning of year | 2022-12-31 | $552,457 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2022-12-31 | No |
Value of net income/loss | 2022-12-31 | $-20,519,855 |
Value of net assets at end of year (total assets less liabilities) | 2022-12-31 | $48,533,673 |
Value of net assets at beginning of year (total assets less liabilities) | 2022-12-31 | $69,053,528 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2022-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2022-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2022-12-31 | No |
Investment advisory and management fees | 2022-12-31 | $196,486 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2022-12-31 | $48,129,005 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2022-12-31 | $68,501,071 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2022-12-31 | $-14,559,502 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2022-12-31 | Yes |
Was there a failure to transmit to the plan any participant contributions | 2022-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2022-12-31 | No |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2022-12-31 | $7,038,676 |
Contract administrator fees | 2022-12-31 | $0 |
Did the plan have assets held for investment | 2022-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2022-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2022-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2022-12-31 | Unqualified |
Accountancy firm name | 2022-12-31 | CROWE LLP |
Accountancy firm EIN | 2022-12-31 | 350921680 |
2021 : HYSTER-YALE GROUP, INC. COMBINED PENSION PLAN 2021 401k financial data |
---|
Total unrealized appreciation/depreciation of assets | 2021-12-31 | $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 | $7,474,963 |
Total loss/gain on sale of assets | 2021-12-31 | $0 |
Total of all expenses incurred | 2021-12-31 | $7,081,928 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2021-12-31 | $6,699,748 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2021-12-31 | $0 |
Value of total assets at end of year | 2021-12-31 | $69,053,528 |
Value of total assets at beginning of year | 2021-12-31 | $68,660,493 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2021-12-31 | $382,180 |
Total interest from all sources | 2021-12-31 | $0 |
Total dividends received (eg from common stock, registered investment company shares) | 2021-12-31 | $1,880,512 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2021-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2021-12-31 | $1,880,512 |
Administrative expenses professional fees incurred | 2021-12-31 | $108,577 |
Was this plan covered by a fidelity bond | 2021-12-31 | Yes |
Value of fidelity bond cover | 2021-12-31 | $10,000,000 |
If this is an individual account plan, was there a blackout period | 2021-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2021-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2021-12-31 | No |
Administrative expenses (other) incurred | 2021-12-31 | $224,591 |
Total non interest bearing cash at end of year | 2021-12-31 | $552,457 |
Total non interest bearing cash at beginning of year | 2021-12-31 | $443,707 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2021-12-31 | No |
Value of net income/loss | 2021-12-31 | $393,035 |
Value of net assets at end of year (total assets less liabilities) | 2021-12-31 | $69,053,528 |
Value of net assets at beginning of year (total assets less liabilities) | 2021-12-31 | $68,660,493 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2021-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2021-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2021-12-31 | No |
Investment advisory and management fees | 2021-12-31 | $49,012 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2021-12-31 | $68,501,071 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2021-12-31 | $68,216,786 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2021-12-31 | $5,594,451 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2021-12-31 | Yes |
Was there a failure to transmit to the plan any participant contributions | 2021-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2021-12-31 | No |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2021-12-31 | $6,699,748 |
Did the plan have assets held for investment | 2021-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2021-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2021-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2021-12-31 | Unqualified |
Accountancy firm name | 2021-12-31 | CROWE LLP |
Accountancy firm EIN | 2021-12-31 | 350921680 |
2020 : HYSTER-YALE GROUP, INC. COMBINED PENSION PLAN 2020 401k financial data |
---|
Total unrealized appreciation/depreciation of assets | 2020-12-31 | $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 | $9,111,345 |
Total loss/gain on sale of assets | 2020-12-31 | $0 |
Total of all expenses incurred | 2020-12-31 | $7,245,843 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2020-12-31 | $6,840,810 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2020-12-31 | $0 |
Value of total assets at end of year | 2020-12-31 | $68,660,493 |
Value of total assets at beginning of year | 2020-12-31 | $66,794,991 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2020-12-31 | $405,033 |
Total interest from all sources | 2020-12-31 | $0 |
Total dividends received (eg from common stock, registered investment company shares) | 2020-12-31 | $1,878,705 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2020-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2020-12-31 | $1,878,705 |
Administrative expenses professional fees incurred | 2020-12-31 | $156,555 |
Was this plan covered by a fidelity bond | 2020-12-31 | Yes |
Value of fidelity bond cover | 2020-12-31 | $10,000,000 |
If this is an individual account plan, was there a blackout period | 2020-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2020-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2020-12-31 | No |
Administrative expenses (other) incurred | 2020-12-31 | $191,488 |
Total non interest bearing cash at end of year | 2020-12-31 | $443,707 |
Total non interest bearing cash at beginning of year | 2020-12-31 | $497,434 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2020-12-31 | No |
Value of net income/loss | 2020-12-31 | $1,865,502 |
Value of net assets at end of year (total assets less liabilities) | 2020-12-31 | $68,660,493 |
Value of net assets at beginning of year (total assets less liabilities) | 2020-12-31 | $66,794,991 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2020-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2020-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2020-12-31 | No |
Investment advisory and management fees | 2020-12-31 | $56,990 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2020-12-31 | $68,216,786 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2020-12-31 | $65,911,628 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2020-12-31 | $7,232,640 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2020-12-31 | Yes |
Was there a failure to transmit to the plan any participant contributions | 2020-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2020-12-31 | No |
Employer contributions (assets) at end of year | 2020-12-31 | $0 |
Employer contributions (assets) at beginning of year | 2020-12-31 | $385,929 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2020-12-31 | $6,840,810 |
Did the plan have assets held for investment | 2020-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2020-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2020-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2020-12-31 | Disclaimer |
Accountancy firm name | 2020-12-31 | CROWE LLP |
Accountancy firm EIN | 2020-12-31 | 350921680 |
2019 : HYSTER-YALE GROUP, INC. COMBINED PENSION PLAN 2019 401k financial data |
---|
Total unrealized appreciation/depreciation of assets | 2019-12-31 | $0 |
Total unrealized appreciation/depreciation of assets | 2019-12-31 | $0 |
Total transfer of assets to this plan | 2019-12-31 | $36,033,121 |
Total transfer of assets to this plan | 2019-12-31 | $36,033,121 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2019-12-31 | $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 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 | $5,988,654 |
Total income from all sources (including contributions) | 2019-12-31 | $5,988,654 |
Total loss/gain on sale of assets | 2019-12-31 | $0 |
Total loss/gain on sale of assets | 2019-12-31 | $0 |
Total of all expenses incurred | 2019-12-31 | $3,143,791 |
Total of all expenses incurred | 2019-12-31 | $3,143,791 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2019-12-31 | $2,730,463 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2019-12-31 | $2,730,463 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2019-12-31 | $385,929 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2019-12-31 | $385,929 |
Value of total assets at end of year | 2019-12-31 | $66,794,991 |
Value of total assets at end of year | 2019-12-31 | $66,794,991 |
Value of total assets at beginning of year | 2019-12-31 | $27,917,007 |
Value of total assets at beginning of year | 2019-12-31 | $27,917,007 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2019-12-31 | $413,328 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2019-12-31 | $413,328 |
Total interest from all sources | 2019-12-31 | $0 |
Total interest from all sources | 2019-12-31 | $0 |
Total dividends received (eg from common stock, registered investment company shares) | 2019-12-31 | $749,642 |
Total dividends received (eg from common stock, registered investment company shares) | 2019-12-31 | $749,642 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2019-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2019-12-31 | $749,642 |
Total dividends received from registered investment company shares (eg mutual funds) | 2019-12-31 | $749,642 |
Administrative expenses professional fees incurred | 2019-12-31 | $95,528 |
Administrative expenses professional fees incurred | 2019-12-31 | $95,528 |
Was this plan covered by a fidelity bond | 2019-12-31 | Yes |
Value of fidelity bond cover | 2019-12-31 | $10,000,000 |
If this is an individual account plan, was there a blackout period | 2019-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2019-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2019-12-31 | No |
Administrative expenses (other) incurred | 2019-12-31 | $297,972 |
Administrative expenses (other) incurred | 2019-12-31 | $297,972 |
Total non interest bearing cash at end of year | 2019-12-31 | $497,434 |
Total non interest bearing cash at end of year | 2019-12-31 | $497,434 |
Total non interest bearing cash at beginning of year | 2019-12-31 | $228,748 |
Total non interest bearing cash at beginning of year | 2019-12-31 | $228,748 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2019-12-31 | No |
Value of net income/loss | 2019-12-31 | $2,844,863 |
Value of net income/loss | 2019-12-31 | $2,844,863 |
Value of net assets at end of year (total assets less liabilities) | 2019-12-31 | $66,794,991 |
Value of net assets at end of year (total assets less liabilities) | 2019-12-31 | $66,794,991 |
Value of net assets at beginning of year (total assets less liabilities) | 2019-12-31 | $27,917,007 |
Value of net assets at beginning of year (total assets less liabilities) | 2019-12-31 | $27,917,007 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2019-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2019-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2019-12-31 | No |
Investment advisory and management fees | 2019-12-31 | $19,828 |
Investment advisory and management fees | 2019-12-31 | $19,828 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2019-12-31 | $65,911,628 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2019-12-31 | $65,911,628 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2019-12-31 | $27,688,259 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2019-12-31 | $27,688,259 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2019-12-31 | $4,853,083 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2019-12-31 | $4,853,083 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2019-12-31 | Yes |
Was there a failure to transmit to the plan any participant contributions | 2019-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2019-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2019-12-31 | No |
Contributions received in cash from employer | 2019-12-31 | $385,929 |
Contributions received in cash from employer | 2019-12-31 | $385,929 |
Employer contributions (assets) at end of year | 2019-12-31 | $385,929 |
Employer contributions (assets) at end of year | 2019-12-31 | $385,929 |
Employer contributions (assets) at beginning of year | 2019-12-31 | $0 |
Employer contributions (assets) at beginning of year | 2019-12-31 | $0 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2019-12-31 | $2,730,463 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2019-12-31 | $2,730,463 |
Did the plan have assets held for investment | 2019-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2019-12-31 | No |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2019-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2019-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2019-12-31 | Yes |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2019-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2019-12-31 | Disclaimer |
Opinion of an independent qualified public accountant for this plan | 2019-12-31 | Disclaimer |
Accountancy firm name | 2019-12-31 | CROWE LLP |
Accountancy firm name | 2019-12-31 | CROWE LLP |
Accountancy firm EIN | 2019-12-31 | 350921680 |
Accountancy firm EIN | 2019-12-31 | 350921680 |
2018 : HYSTER-YALE GROUP, INC. COMBINED PENSION PLAN 2018 401k financial data |
---|
Total unrealized appreciation/depreciation of assets | 2018-12-31 | $0 |
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 | $-1,486,735 |
Total loss/gain on sale of assets | 2018-12-31 | $0 |
Total of all expenses incurred | 2018-12-31 | $2,978,283 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2018-12-31 | $2,722,533 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2018-12-31 | $0 |
Value of total assets at end of year | 2018-12-31 | $27,917,007 |
Value of total assets at beginning of year | 2018-12-31 | $32,382,025 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2018-12-31 | $255,750 |
Total interest from all sources | 2018-12-31 | $0 |
Total dividends received (eg from common stock, registered investment company shares) | 2018-12-31 | $741,745 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2018-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2018-12-31 | $741,745 |
Administrative expenses professional fees incurred | 2018-12-31 | $77,996 |
Was this plan covered by a fidelity bond | 2018-12-31 | Yes |
Value of fidelity bond cover | 2018-12-31 | $10,000,000 |
If this is an individual account plan, was there a blackout period | 2018-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2018-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2018-12-31 | No |
Administrative expenses (other) incurred | 2018-12-31 | $177,754 |
Total non interest bearing cash at end of year | 2018-12-31 | $228,748 |
Total non interest bearing cash at beginning of year | 2018-12-31 | $240,538 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2018-12-31 | No |
Value of net income/loss | 2018-12-31 | $-4,465,018 |
Value of net assets at end of year (total assets less liabilities) | 2018-12-31 | $27,917,007 |
Value of net assets at beginning of year (total assets less liabilities) | 2018-12-31 | $32,382,025 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2018-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2018-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2018-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2018-12-31 | $27,688,259 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2018-12-31 | $32,141,487 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2018-12-31 | $-2,228,480 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2018-12-31 | Yes |
Was there a failure to transmit to the plan any participant contributions | 2018-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2018-12-31 | No |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2018-12-31 | $2,722,533 |
Did the plan have assets held for investment | 2018-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2018-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2018-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2018-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2018-12-31 | Disclaimer |
Accountancy firm name | 2018-12-31 | CROWE LLP |
Accountancy firm EIN | 2018-12-31 | 350921680 |
2017 : HYSTER-YALE GROUP, INC. COMBINED PENSION PLAN 2017 401k financial data |
---|
Total unrealized appreciation/depreciation of assets | 2017-12-31 | $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 | $0 |
Total income from all sources (including contributions) | 2017-12-31 | $4,693,601 |
Total loss/gain on sale of assets | 2017-12-31 | $0 |
Total of all expenses incurred | 2017-12-31 | $3,164,558 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2017-12-31 | $2,865,263 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2017-12-31 | $0 |
Value of total assets at end of year | 2017-12-31 | $32,382,025 |
Value of total assets at beginning of year | 2017-12-31 | $30,852,982 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2017-12-31 | $299,295 |
Total interest from all sources | 2017-12-31 | $0 |
Total dividends received (eg from common stock, registered investment company shares) | 2017-12-31 | $739,409 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2017-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2017-12-31 | $739,409 |
Administrative expenses professional fees incurred | 2017-12-31 | $100,426 |
Was this plan covered by a fidelity bond | 2017-12-31 | Yes |
Value of fidelity bond cover | 2017-12-31 | $10,000,000 |
If this is an individual account plan, was there a blackout period | 2017-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2017-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2017-12-31 | No |
Administrative expenses (other) incurred | 2017-12-31 | $198,869 |
Total non interest bearing cash at end of year | 2017-12-31 | $240,538 |
Total non interest bearing cash at beginning of year | 2017-12-31 | $232,730 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2017-12-31 | No |
Value of net income/loss | 2017-12-31 | $1,529,043 |
Value of net assets at end of year (total assets less liabilities) | 2017-12-31 | $32,382,025 |
Value of net assets at beginning of year (total assets less liabilities) | 2017-12-31 | $30,852,982 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2017-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2017-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2017-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2017-12-31 | $32,141,487 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2017-12-31 | $30,155,252 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2017-12-31 | $3,954,192 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2017-12-31 | Yes |
Was there a failure to transmit to the plan any participant contributions | 2017-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2017-12-31 | No |
Employer contributions (assets) at end of year | 2017-12-31 | $0 |
Employer contributions (assets) at beginning of year | 2017-12-31 | $465,000 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2017-12-31 | $2,865,263 |
Did the plan have assets held for investment | 2017-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2017-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2017-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2017-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2017-12-31 | Disclaimer |
Accountancy firm name | 2017-12-31 | CROWE LLP |
Accountancy firm EIN | 2017-12-31 | 350921680 |
2016 : HYSTER-YALE GROUP, INC. COMBINED PENSION PLAN 2016 401k financial data |
---|
Total unrealized appreciation/depreciation of assets | 2016-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2016-12-31 | $0 |
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 | $2,780,270 |
Total loss/gain on sale of assets | 2016-12-31 | $0 |
Total of all expenses incurred | 2016-12-31 | $3,079,115 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2016-12-31 | $2,785,004 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2016-12-31 | $465,000 |
Value of total assets at end of year | 2016-12-31 | $30,852,982 |
Value of total assets at beginning of year | 2016-12-31 | $31,151,827 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2016-12-31 | $294,111 |
Total interest from all sources | 2016-12-31 | $0 |
Total dividends received (eg from common stock, registered investment company shares) | 2016-12-31 | $759,140 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2016-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2016-12-31 | $759,140 |
Administrative expenses professional fees incurred | 2016-12-31 | $93,013 |
Was this plan covered by a fidelity bond | 2016-12-31 | Yes |
Value of fidelity bond cover | 2016-12-31 | $10,000,000 |
If this is an individual account plan, was there a blackout period | 2016-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2016-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2016-12-31 | No |
Administrative expenses (other) incurred | 2016-12-31 | $201,098 |
Total non interest bearing cash at end of year | 2016-12-31 | $232,730 |
Total non interest bearing cash at beginning of year | 2016-12-31 | $234,139 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2016-12-31 | No |
Value of net income/loss | 2016-12-31 | $-298,845 |
Value of net assets at end of year (total assets less liabilities) | 2016-12-31 | $30,852,982 |
Value of net assets at beginning of year (total assets less liabilities) | 2016-12-31 | $31,151,827 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2016-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2016-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2016-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2016-12-31 | $30,155,252 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2016-12-31 | $30,917,688 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2016-12-31 | $1,556,130 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2016-12-31 | Yes |
Was there a failure to transmit to the plan any participant contributions | 2016-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2016-12-31 | No |
Contributions received in cash from employer | 2016-12-31 | $465,000 |
Employer contributions (assets) at end of year | 2016-12-31 | $465,000 |
Employer contributions (assets) at beginning of year | 2016-12-31 | $0 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2016-12-31 | $2,785,004 |
Did the plan have assets held for investment | 2016-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2016-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2016-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2016-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2016-12-31 | Disclaimer |
Accountancy firm name | 2016-12-31 | CROWE HORWATH LLP |
Accountancy firm EIN | 2016-12-31 | 350921680 |
2015 : HYSTER-YALE GROUP, INC. COMBINED PENSION PLAN 2015 401k financial data |
---|
Total unrealized appreciation/depreciation of assets | 2015-12-31 | $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 | $84,120 |
Total loss/gain on sale of assets | 2015-12-31 | $0 |
Total of all expenses incurred | 2015-12-31 | $4,167,780 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2015-12-31 | $3,901,203 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2015-12-31 | $0 |
Value of total assets at end of year | 2015-12-31 | $31,151,827 |
Value of total assets at beginning of year | 2015-12-31 | $35,235,487 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2015-12-31 | $266,577 |
Total interest from all sources | 2015-12-31 | $0 |
Total dividends received (eg from common stock, registered investment company shares) | 2015-12-31 | $820,256 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2015-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2015-12-31 | $820,256 |
Administrative expenses professional fees incurred | 2015-12-31 | $91,498 |
Was this plan covered by a fidelity bond | 2015-12-31 | Yes |
Value of fidelity bond cover | 2015-12-31 | $10,000,000 |
If this is an individual account plan, was there a blackout period | 2015-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2015-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2015-12-31 | No |
Administrative expenses (other) incurred | 2015-12-31 | $175,079 |
Total non interest bearing cash at end of year | 2015-12-31 | $234,139 |
Total non interest bearing cash at beginning of year | 2015-12-31 | $232,549 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2015-12-31 | No |
Value of net income/loss | 2015-12-31 | $-4,083,660 |
Value of net assets at end of year (total assets less liabilities) | 2015-12-31 | $31,151,827 |
Value of net assets at beginning of year (total assets less liabilities) | 2015-12-31 | $35,235,487 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2015-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2015-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2015-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2015-12-31 | $30,917,688 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2015-12-31 | $35,002,938 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2015-12-31 | $-736,136 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2015-12-31 | Yes |
Was there a failure to transmit to the plan any participant contributions | 2015-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2015-12-31 | No |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2015-12-31 | $3,901,203 |
Did the plan have assets held for investment | 2015-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2015-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2015-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2015-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2015-12-31 | Disclaimer |
Accountancy firm name | 2015-12-31 | CROWE HORWATH LLP |
Accountancy firm EIN | 2015-12-31 | 350921680 |
2014 : HYSTER-YALE GROUP, INC. COMBINED PENSION PLAN 2014 401k financial data |
---|
Total unrealized appreciation/depreciation of assets | 2014-12-31 | $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 | $2,957,444 |
Total loss/gain on sale of assets | 2014-12-31 | $0 |
Total of all expenses incurred | 2014-12-31 | $6,074,104 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2014-12-31 | $5,894,466 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2014-12-31 | $0 |
Value of total assets at end of year | 2014-12-31 | $35,235,487 |
Value of total assets at beginning of year | 2014-12-31 | $38,352,147 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2014-12-31 | $179,638 |
Total interest from all sources | 2014-12-31 | $0 |
Total dividends received (eg from common stock, registered investment company shares) | 2014-12-31 | $937,811 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2014-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2014-12-31 | $937,811 |
Administrative expenses professional fees incurred | 2014-12-31 | $110,506 |
Was this plan covered by a fidelity bond | 2014-12-31 | Yes |
Value of fidelity bond cover | 2014-12-31 | $10,000,000 |
If this is an individual account plan, was there a blackout period | 2014-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2014-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2014-12-31 | No |
Administrative expenses (other) incurred | 2014-12-31 | $69,132 |
Total non interest bearing cash at end of year | 2014-12-31 | $232,549 |
Total non interest bearing cash at beginning of year | 2014-12-31 | $231,510 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2014-12-31 | No |
Value of net income/loss | 2014-12-31 | $-3,116,660 |
Value of net assets at end of year (total assets less liabilities) | 2014-12-31 | $35,235,487 |
Value of net assets at beginning of year (total assets less liabilities) | 2014-12-31 | $38,352,147 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2014-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2014-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2014-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2014-12-31 | $35,002,938 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2014-12-31 | $38,120,637 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2014-12-31 | $2,019,633 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2014-12-31 | Yes |
Was there a failure to transmit to the plan any participant contributions | 2014-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2014-12-31 | No |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2014-12-31 | $5,894,466 |
Did the plan have assets held for investment | 2014-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2014-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2014-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2014-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2014-12-31 | Disclaimer |
Accountancy firm name | 2014-12-31 | CROWE HORWATH LLP |
Accountancy firm EIN | 2014-12-31 | 350921680 |
2013 : HYSTER-YALE GROUP, INC. COMBINED PENSION PLAN 2013 401k financial data |
---|
Total unrealized appreciation/depreciation of assets | 2013-12-31 | $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 | $5,954,500 |
Total loss/gain on sale of assets | 2013-12-31 | $0 |
Total of all expenses incurred | 2013-12-31 | $2,983,596 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2013-12-31 | $2,803,595 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2013-12-31 | $0 |
Value of total assets at end of year | 2013-12-31 | $38,352,147 |
Value of total assets at beginning of year | 2013-12-31 | $35,381,243 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2013-12-31 | $180,001 |
Total interest from all sources | 2013-12-31 | $0 |
Total dividends received (eg from common stock, registered investment company shares) | 2013-12-31 | $499,957 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2013-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2013-12-31 | $499,957 |
Administrative expenses professional fees incurred | 2013-12-31 | $92,627 |
Was this plan covered by a fidelity bond | 2013-12-31 | Yes |
Value of fidelity bond cover | 2013-12-31 | $10,000,000 |
If this is an individual account plan, was there a blackout period | 2013-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2013-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2013-12-31 | No |
Other income not declared elsewhere | 2013-12-31 | $0 |
Administrative expenses (other) incurred | 2013-12-31 | $87,374 |
Total non interest bearing cash at end of year | 2013-12-31 | $231,510 |
Total non interest bearing cash at beginning of year | 2013-12-31 | $0 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2013-12-31 | No |
Value of net income/loss | 2013-12-31 | $2,970,904 |
Value of net assets at end of year (total assets less liabilities) | 2013-12-31 | $38,352,147 |
Value of net assets at beginning of year (total assets less liabilities) | 2013-12-31 | $35,381,243 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2013-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2013-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2013-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2013-12-31 | $38,120,637 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2013-12-31 | $33,960,243 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2013-12-31 | $5,454,543 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2013-12-31 | Yes |
Was there a failure to transmit to the plan any participant contributions | 2013-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2013-12-31 | No |
Employer contributions (assets) at end of year | 2013-12-31 | $0 |
Employer contributions (assets) at beginning of year | 2013-12-31 | $1,421,000 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2013-12-31 | $2,803,595 |
Did the plan have assets held for investment | 2013-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2013-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2013-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2013-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2013-12-31 | Disclaimer |
Accountancy firm name | 2013-12-31 | CROWE HORWATH LLP |
Accountancy firm EIN | 2013-12-31 | 350921680 |
2012 : HYSTER-YALE GROUP, INC. COMBINED PENSION PLAN 2012 401k financial data |
---|
Total unrealized appreciation/depreciation of assets | 2012-12-31 | $0 |
Total transfer of assets from this plan | 2012-12-31 | $208,764 |
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 | $6,668,555 |
Total loss/gain on sale of assets | 2012-12-31 | $0 |
Total of all expenses incurred | 2012-12-31 | $3,057,169 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2012-12-31 | $2,867,049 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2012-12-31 | $2,421,000 |
Value of total assets at end of year | 2012-12-31 | $35,381,243 |
Value of total assets at beginning of year | 2012-12-31 | $31,978,621 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2012-12-31 | $190,120 |
Total interest from all sources | 2012-12-31 | $0 |
Total dividends received (eg from common stock, registered investment company shares) | 2012-12-31 | $361,526 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2012-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2012-12-31 | $361,526 |
Administrative expenses professional fees incurred | 2012-12-31 | $190,120 |
Was this plan covered by a fidelity bond | 2012-12-31 | Yes |
Value of fidelity bond cover | 2012-12-31 | $10,000,000 |
If this is an individual account plan, was there a blackout period | 2012-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2012-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2012-12-31 | No |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2012-12-31 | No |
Value of net income/loss | 2012-12-31 | $3,611,386 |
Value of net assets at end of year (total assets less liabilities) | 2012-12-31 | $35,381,243 |
Value of net assets at beginning of year (total assets less liabilities) | 2012-12-31 | $31,978,621 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2012-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2012-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2012-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2012-12-31 | $33,960,243 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2012-12-31 | $0 |
Value of interest in master investment trust accounts at end of year | 2012-12-31 | $0 |
Value of interest in master investment trust accounts at beginning of year | 2012-12-31 | $30,778,621 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2012-12-31 | $15,642 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2012-12-31 | Yes |
Was there a failure to transmit to the plan any participant contributions | 2012-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2012-12-31 | No |
Contributions received in cash from employer | 2012-12-31 | $2,421,000 |
Employer contributions (assets) at end of year | 2012-12-31 | $1,421,000 |
Employer contributions (assets) at beginning of year | 2012-12-31 | $1,200,000 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2012-12-31 | $2,867,049 |
Did the plan have assets held for investment | 2012-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2012-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2012-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2012-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2012-12-31 | Disclaimer |
Accountancy firm name | 2012-12-31 | CROWE HORWATH LLP |
Accountancy firm EIN | 2012-12-31 | 350921680 |
2011 : HYSTER-YALE GROUP, INC. COMBINED PENSION PLAN 2011 401k financial data |
---|
Total unrealized appreciation/depreciation of assets | 2011-12-31 | $0 |
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 | $4,117,073 |
Total loss/gain on sale of assets | 2011-12-31 | $0 |
Total of all expenses incurred | 2011-12-31 | $3,038,906 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2011-12-31 | $2,837,054 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2011-12-31 | $3,636,000 |
Value of total assets at end of year | 2011-12-31 | $31,978,621 |
Value of total assets at beginning of year | 2011-12-31 | $30,900,454 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2011-12-31 | $201,852 |
Total interest from all sources | 2011-12-31 | $0 |
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 year | 2011-12-31 | No |
Administrative expenses professional fees incurred | 2011-12-31 | $100,788 |
Was this plan covered by a fidelity bond | 2011-12-31 | Yes |
Value of fidelity bond cover | 2011-12-31 | $10,000,000 |
If this is an individual account plan, was there a blackout period | 2011-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2011-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2011-12-31 | No |
Administrative expenses (other) incurred | 2011-12-31 | $92,674 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2011-12-31 | No |
Value of net income/loss | 2011-12-31 | $1,078,167 |
Value of net assets at end of year (total assets less liabilities) | 2011-12-31 | $31,978,621 |
Value of net assets at beginning of year (total assets less liabilities) | 2011-12-31 | $30,900,454 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2011-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2011-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2011-12-31 | No |
Investment advisory and management fees | 2011-12-31 | $8,390 |
Value of interest in master investment trust accounts at end of year | 2011-12-31 | $30,778,621 |
Value of interest in master investment trust accounts at beginning of year | 2011-12-31 | $26,796,454 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2011-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2011-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2011-12-31 | No |
Contributions received in cash from employer | 2011-12-31 | $3,636,000 |
Employer contributions (assets) at end of year | 2011-12-31 | $1,200,000 |
Employer contributions (assets) at beginning of year | 2011-12-31 | $4,104,000 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2011-12-31 | $2,837,054 |
Did the plan have assets held for investment | 2011-12-31 | No |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2011-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2011-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2011-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2011-12-31 | Disclaimer |
Accountancy firm name | 2011-12-31 | CROWE CHIZEK LLP |
Accountancy firm EIN | 2011-12-31 | 264183994 |
2010 : HYSTER-YALE GROUP, INC. COMBINED PENSION PLAN 2010 401k financial data |
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Total unrealized appreciation/depreciation of assets | 2010-12-31 | $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 | $8,817,399 |
Total loss/gain on sale of assets | 2010-12-31 | $0 |
Total of all expenses incurred | 2010-12-31 | $3,056,758 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2010-12-31 | $2,824,791 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2010-12-31 | $5,457,000 |
Value of total assets at end of year | 2010-12-31 | $30,900,454 |
Value of total assets at beginning of year | 2010-12-31 | $25,139,813 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2010-12-31 | $231,967 |
Total interest from all sources | 2010-12-31 | $0 |
Total dividends received (eg from common stock, registered investment company shares) | 2010-12-31 | $0 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2010-12-31 | No |
Administrative expenses professional fees incurred | 2010-12-31 | $101,916 |
Was this plan covered by a fidelity bond | 2010-12-31 | Yes |
Value of fidelity bond cover | 2010-12-31 | $10,000,000 |
If this is an individual account plan, was there a blackout period | 2010-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2010-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2010-12-31 | No |
Administrative expenses (other) incurred | 2010-12-31 | $130,051 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2010-12-31 | No |
Value of net income/loss | 2010-12-31 | $5,760,641 |
Value of net assets at end of year (total assets less liabilities) | 2010-12-31 | $30,900,454 |
Value of net assets at beginning of year (total assets less liabilities) | 2010-12-31 | $25,139,813 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2010-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2010-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2010-12-31 | No |
Value of interest in master investment trust accounts at end of year | 2010-12-31 | $26,796,454 |
Value of interest in master investment trust accounts at beginning of year | 2010-12-31 | $25,139,813 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2010-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2010-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2010-12-31 | No |
Contributions received in cash from employer | 2010-12-31 | $5,457,000 |
Employer contributions (assets) at end of year | 2010-12-31 | $4,104,000 |
Employer contributions (assets) at beginning of year | 2010-12-31 | $0 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2010-12-31 | $2,824,791 |
Did the plan have assets held for investment | 2010-12-31 | No |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2010-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2010-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2010-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2010-12-31 | Disclaimer |
Accountancy firm name | 2010-12-31 | CROWE CHIZEK LLP |
Accountancy firm EIN | 2010-12-31 | 264183994 |
2009 : HYSTER-YALE GROUP, INC. COMBINED PENSION PLAN 2009 401k financial data |
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Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2009-12-31 | $0 |