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HYSTER-YALE GROUP, INC. COMBINED PENSION PLAN 401k Plan overview

Plan NameHYSTER-YALE GROUP, INC. COMBINED PENSION PLAN
Plan identification number 021

HYSTER-YALE GROUP, INC. COMBINED PENSION PLAN Benefits

401k Plan TypeDefined Benefit Pension
Plan Features/Benefits
  • Benefits are primarily pay related
  • Benefits are primarily flat dollar (includes dollars per year of service)
  • Cash balance or similar plan - Plan has a "cash balance" formula. For this purpose, a "cash balance" formula is a benefit formula in a defined benefit plan by whatever name (for example, personal account plan, pension equity plan, life cycle plan, cash account plan, etc.) that rather than, or in addition to, expressing the accrued benefit as a life annuity commencing at normal retirement age, defines benefits for each employee in terms more common to a defined contribution plan such as a single sum distribution amount (for example, 10 percent of final average pay times years of service, or the amount of the employee's hypothetical account balance).
  • Covered by PBGC - Plan is covered under the PBGC insurance program (see ERISA section 4021).
  • Frozen Plan - As of the last day of the plan year, the plan provides that no participant will get any new benefit accrual (whether because of service or compensation).
  • Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

HYSTER-YALE GROUP, INC has sponsored the creation of one or more 401k plans.

Company Name:HYSTER-YALE GROUP, INC
Employer identification number (EIN):930160700
NAIC Classification:336990

Additional information about HYSTER-YALE GROUP, INC

Jurisdiction of Incorporation: State of Delaware Division of Corporations
Incorporation Date:
Company Identification Number: 2363766

More information about HYSTER-YALE GROUP, INC

Form 5500 Filing Information

Submission information for form 5500 for 401k plan HYSTER-YALE GROUP, INC. COMBINED PENSION PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0212022-01-01TOSHIBA AUSTIN-SMITH2023-10-13 KELLY CANNEFAX2023-10-13
0212021-01-01AMY E. GERBICK2022-10-10
0212020-01-01AMY E. GERBICK2021-10-13
0212019-01-01AMY E. GERBICK2020-11-10
0212019-01-01AMY E. GERBICK2020-10-14
0212018-01-01AMY E. GERBICK2019-10-09
0212017-01-01
0212016-01-01
0212015-01-01
0212014-01-01JOANN MORANO
0212013-01-01JOANN MORANO
0212012-01-01JOANN MORANO
0212011-01-01JOANN MORANO
0212009-01-01JOANN MORANO

Plan Statistics for HYSTER-YALE GROUP, INC. COMBINED PENSION PLAN

401k plan membership statisitcs for HYSTER-YALE GROUP, INC. COMBINED PENSION PLAN

Measure Date Value
2022: HYSTER-YALE GROUP, INC. COMBINED PENSION PLAN 2022 401k membership
Market value of plan assets2022-12-3169,053,528
Acturial value of plan assets2022-12-3168,599,932
Funding target for retired participants and beneficiaries receiving payment2022-12-3135,036,074
Number of terminated vested participants2022-12-31369
Fundng target for terminated vested participants2022-12-3110,294,378
Active participant vested funding target2022-12-319,819,253
Number of active participants2022-12-31298
Total funding liabilities for active participants2022-12-319,837,593
Total participant count2022-12-311,622
Total funding target for all participants2022-12-3155,168,045
Balance at beginning of prior year after applicable adjustments2022-12-310
Prefunding balance at beginning of prior year after applicable adjustments2022-12-310
Carryover balanced portion elected for use to offset prior years funding requirement2022-12-310
Prefunding balanced used to offset prior years funding requirement2022-12-310
Amount remaining of carryover balance2022-12-310
Amount remaining of prefunding balance2022-12-310
Present value of excess contributions2022-12-310
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2022-12-310
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2022-12-310
Reductions in caryover balances due to elections or deemed elections2022-12-310
Reductions in prefunding balances due to elections or deemed elections2022-12-310
Balance of carryovers at beginning of current year2022-12-310
Balance of prefunding at beginning of current year2022-12-310
Total employer contributions2022-12-310
Total employee contributions2022-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2022-12-310
Contributions made to avoid restrictions adjusted to valuation date2022-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2022-12-310
Unpaid minimum required contributions for all prior years2022-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2022-12-310
Remaining amount of unpaid minimum required contributions2022-12-310
Minimum required contributions for current year target normal cost2022-12-31333,168
Net shortfall amortization installment of oustanding balance2022-12-310
Waiver amortization installment2022-12-310
Total funding amount beforereflecting carryover/prefunding balances2022-12-310
Carryover balance elected to use to offset funding requirement2022-12-310
Prefunding balance elected to use to offset funding requirement2022-12-310
Additional cash requirement2022-12-310
Contributions allocatedtoward minimum required contributions for current year2022-12-310
Unpaid minimum required contributions for current year2022-12-310
Unpaid minimum required contributions for all years2022-12-310
Total participants, beginning-of-year2022-01-011,622
Total number of active participants reported on line 7a of the Form 55002022-01-01245
Number of retired or separated participants receiving benefits2022-01-01723
Number of other retired or separated participants entitled to future benefits2022-01-01329
Total of all active and inactive participants2022-01-011,297
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-01238
Total participants2022-01-011,535
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-010
2021: HYSTER-YALE GROUP, INC. COMBINED PENSION PLAN 2021 401k membership
Market value of plan assets2021-12-3168,615,148
Acturial value of plan assets2021-12-3164,825,203
Funding target for retired participants and beneficiaries receiving payment2021-12-3136,519,395
Number of terminated vested participants2021-12-31399
Fundng target for terminated vested participants2021-12-3110,630,208
Active participant vested funding target2021-12-3111,262,306
Number of active participants2021-12-31328
Total funding liabilities for active participants2021-12-3111,286,773
Total participant count2021-12-311,715
Total funding target for all participants2021-12-3158,436,376
Balance at beginning of prior year after applicable adjustments2021-12-310
Prefunding balance at beginning of prior year after applicable adjustments2021-12-310
Carryover balanced portion elected for use to offset prior years funding requirement2021-12-310
Prefunding balanced used to offset prior years funding requirement2021-12-310
Amount remaining of carryover balance2021-12-310
Amount remaining of prefunding balance2021-12-310
Present value of excess contributions2021-12-310
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2021-12-310
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2021-12-310
Reductions in caryover balances due to elections or deemed elections2021-12-310
Reductions in prefunding balances due to elections or deemed elections2021-12-310
Balance of carryovers at beginning of current year2021-12-310
Balance of prefunding at beginning of current year2021-12-310
Total employer contributions2021-12-310
Total employee contributions2021-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2021-12-310
Contributions made to avoid restrictions adjusted to valuation date2021-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2021-12-310
Unpaid minimum required contributions for all prior years2021-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2021-12-310
Remaining amount of unpaid minimum required contributions2021-12-310
Minimum required contributions for current year target normal cost2021-12-31349,188
Net shortfall amortization installment of oustanding balance2021-12-310
Waiver amortization installment2021-12-310
Total funding amount beforereflecting carryover/prefunding balances2021-12-310
Carryover balance elected to use to offset funding requirement2021-12-310
Prefunding balance elected to use to offset funding requirement2021-12-310
Additional cash requirement2021-12-310
Contributions allocatedtoward minimum required contributions for current year2021-12-310
Unpaid minimum required contributions for current year2021-12-310
Unpaid minimum required contributions for all years2021-12-310
Total participants, beginning-of-year2021-01-011,715
Total number of active participants reported on line 7a of the Form 55002021-01-01298
Number of retired or separated participants receiving benefits2021-01-01741
Number of other retired or separated participants entitled to future benefits2021-01-01369
Total of all active and inactive participants2021-01-011,408
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-01214
Total participants2021-01-011,622
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-010
2020: HYSTER-YALE GROUP, INC. COMBINED PENSION PLAN 2020 401k membership
Market value of plan assets2020-12-3166,721,846
Acturial value of plan assets2020-12-3164,854,344
Funding target for retired participants and beneficiaries receiving payment2020-12-3139,512,901
Number of terminated vested participants2020-12-31416
Fundng target for terminated vested participants2020-12-319,715,792
Active participant vested funding target2020-12-319,828,573
Number of active participants2020-12-31363
Total funding liabilities for active participants2020-12-319,941,503
Total participant count2020-12-311,786
Total funding target for all participants2020-12-3159,170,196
Balance at beginning of prior year after applicable adjustments2020-12-310
Prefunding balance at beginning of prior year after applicable adjustments2020-12-310
Carryover balanced portion elected for use to offset prior years funding requirement2020-12-310
Prefunding balanced used to offset prior years funding requirement2020-12-310
Amount remaining of carryover balance2020-12-310
Amount remaining of prefunding balance2020-12-310
Present value of excess contributions2020-12-310
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2020-12-310
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2020-12-310
Reductions in caryover balances due to elections or deemed elections2020-12-310
Reductions in prefunding balances due to elections or deemed elections2020-12-310
Balance of carryovers at beginning of current year2020-12-310
Balance of prefunding at beginning of current year2020-12-310
Total employer contributions2020-12-310
Total employee contributions2020-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2020-12-310
Contributions made to avoid restrictions adjusted to valuation date2020-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2020-12-310
Liquidity shortfalls end of Q12020-12-310
Liquidity shortfalls end of Q22020-12-310
Liquidity shortfalls end of Q32020-12-310
Liquidity shortfalls end of Q42020-12-310
Unpaid minimum required contributions for all prior years2020-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2020-12-310
Remaining amount of unpaid minimum required contributions2020-12-310
Minimum required contributions for current year target normal cost2020-12-31635,322
Net shortfall amortization installment of oustanding balance2020-12-310
Waiver amortization installment2020-12-310
Total funding amount beforereflecting carryover/prefunding balances2020-12-310
Carryover balance elected to use to offset funding requirement2020-12-310
Prefunding balance elected to use to offset funding requirement2020-12-310
Additional cash requirement2020-12-310
Contributions allocatedtoward minimum required contributions for current year2020-12-310
Unpaid minimum required contributions for current year2020-12-310
Unpaid minimum required contributions for all years2020-12-310
Total participants, beginning-of-year2020-01-011,786
Total number of active participants reported on line 7a of the Form 55002020-01-01328
Number of retired or separated participants receiving benefits2020-01-01775
Number of other retired or separated participants entitled to future benefits2020-01-01399
Total of all active and inactive participants2020-01-011,502
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-01213
Total participants2020-01-011,715
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-010
2019: HYSTER-YALE GROUP, INC. COMBINED PENSION PLAN 2019 401k membership
Market value of plan assets2019-12-3127,917,007
Acturial value of plan assets2019-12-3129,918,266
Funding target for retired participants and beneficiaries receiving payment2019-12-3125,813,428
Number of terminated vested participants2019-12-31110
Fundng target for terminated vested participants2019-12-312,601,871
Active participant vested funding target2019-12-312,095,022
Number of active participants2019-12-3116
Total funding liabilities for active participants2019-12-312,095,260
Total participant count2019-12-31731
Total funding target for all participants2019-12-3130,510,559
Balance at beginning of prior year after applicable adjustments2019-12-310
Prefunding balance at beginning of prior year after applicable adjustments2019-12-310
Carryover balanced portion elected for use to offset prior years funding requirement2019-12-310
Prefunding balanced used to offset prior years funding requirement2019-12-310
Amount remaining of carryover balance2019-12-310
Amount remaining of prefunding balance2019-12-310
Present value of excess contributions2019-12-310
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2019-12-310
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2019-12-310
Reductions in caryover balances due to elections or deemed elections2019-12-310
Reductions in prefunding balances due to elections or deemed elections2019-12-310
Balance of carryovers at beginning of current year2019-12-310
Balance of prefunding at beginning of current year2019-12-310
Total employer contributions2019-12-31385,929
Total employee contributions2019-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2019-12-310
Contributions made to avoid restrictions adjusted to valuation date2019-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2019-12-31351,991
Unpaid minimum required contributions for all prior years2019-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2019-12-310
Remaining amount of unpaid minimum required contributions2019-12-310
Minimum required contributions for current year target normal cost2019-12-31255,751
Net shortfall amortization installment of oustanding balance2019-12-31592,293
Waiver amortization installment2019-12-310
Total funding amount beforereflecting carryover/prefunding balances2019-12-31351,991
Carryover balance elected to use to offset funding requirement2019-12-310
Prefunding balance elected to use to offset funding requirement2019-12-310
Additional cash requirement2019-12-31351,991
Contributions allocatedtoward minimum required contributions for current year2019-12-31351,991
Unpaid minimum required contributions for current year2019-12-310
Unpaid minimum required contributions for all years2019-12-310
Total participants, beginning-of-year2019-01-01731
Total number of active participants reported on line 7a of the Form 55002019-01-01363
Number of retired or separated participants receiving benefits2019-01-01801
Number of other retired or separated participants entitled to future benefits2019-01-01416
Total of all active and inactive participants2019-01-011,580
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-01206
Total participants2019-01-011,786
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-010
2018: HYSTER-YALE GROUP, INC. COMBINED PENSION PLAN 2018 401k membership
Market value of plan assets2018-12-3132,382,025
Acturial value of plan assets2018-12-3131,832,278
Funding target for retired participants and beneficiaries receiving payment2018-12-3125,119,954
Number of terminated vested participants2018-12-31126
Fundng target for terminated vested participants2018-12-312,580,027
Active participant vested funding target2018-12-312,492,284
Number of active participants2018-12-3117
Total funding liabilities for active participants2018-12-312,492,541
Total participant count2018-12-31765
Total funding target for all participants2018-12-3130,192,522
Balance at beginning of prior year after applicable adjustments2018-12-310
Prefunding balance at beginning of prior year after applicable adjustments2018-12-310
Carryover balanced portion elected for use to offset prior years funding requirement2018-12-310
Prefunding balanced used to offset prior years funding requirement2018-12-310
Amount remaining of carryover balance2018-12-310
Amount remaining of prefunding balance2018-12-310
Present value of excess contributions2018-12-310
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2018-12-310
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2018-12-310
Reductions in caryover balances due to elections or deemed elections2018-12-310
Reductions in prefunding balances due to elections or deemed elections2018-12-310
Balance of carryovers at beginning of current year2018-12-310
Balance of prefunding at beginning of current year2018-12-310
Total employer contributions2018-12-310
Total employee contributions2018-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2018-12-310
Contributions made to avoid restrictions adjusted to valuation date2018-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2018-12-310
Unpaid minimum required contributions for all prior years2018-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2018-12-310
Remaining amount of unpaid minimum required contributions2018-12-310
Minimum required contributions for current year target normal cost2018-12-31299,295
Net shortfall amortization installment of oustanding balance2018-12-310
Waiver amortization installment2018-12-310
Total funding amount beforereflecting carryover/prefunding balances2018-12-310
Carryover balance elected to use to offset funding requirement2018-12-310
Prefunding balance elected to use to offset funding requirement2018-12-310
Additional cash requirement2018-12-310
Contributions allocatedtoward minimum required contributions for current year2018-12-310
Unpaid minimum required contributions for current year2018-12-310
Unpaid minimum required contributions for all years2018-12-310
Total participants, beginning-of-year2018-01-01765
Total number of active participants reported on line 7a of the Form 55002018-01-0116
Number of retired or separated participants receiving benefits2018-01-01479
Number of other retired or separated participants entitled to future benefits2018-01-0197
Total of all active and inactive participants2018-01-01592
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-01139
Total participants2018-01-01731
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-010
2017: HYSTER-YALE GROUP, INC. COMBINED PENSION PLAN 2017 401k membership
Market value of plan assets2017-12-3130,835,631
Acturial value of plan assets2017-12-3130,987,897
Funding target for retired participants and beneficiaries receiving payment2017-12-3125,506,002
Number of terminated vested participants2017-12-31140
Fundng target for terminated vested participants2017-12-312,370,865
Active participant vested funding target2017-12-312,804,618
Number of active participants2017-12-3119
Total funding liabilities for active participants2017-12-312,806,506
Total participant count2017-12-31785
Total funding target for all participants2017-12-3130,683,373
Balance at beginning of prior year after applicable adjustments2017-12-310
Prefunding balance at beginning of prior year after applicable adjustments2017-12-310
Carryover balanced portion elected for use to offset prior years funding requirement2017-12-310
Prefunding balanced used to offset prior years funding requirement2017-12-310
Amount remaining of carryover balance2017-12-310
Amount remaining of prefunding balance2017-12-310
Present value of excess contributions2017-12-31422,829
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2017-12-31447,649
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2017-12-310
Reductions in caryover balances due to elections or deemed elections2017-12-310
Reductions in prefunding balances due to elections or deemed elections2017-12-310
Balance of carryovers at beginning of current year2017-12-310
Balance of prefunding at beginning of current year2017-12-310
Total employer contributions2017-12-310
Total employee contributions2017-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2017-12-310
Contributions made to avoid restrictions adjusted to valuation date2017-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2017-12-310
Unpaid minimum required contributions for all prior years2017-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2017-12-310
Remaining amount of unpaid minimum required contributions2017-12-310
Minimum required contributions for current year target normal cost2017-12-31294,111
Net shortfall amortization installment of oustanding balance2017-12-310
Waiver amortization installment2017-12-310
Total funding amount beforereflecting carryover/prefunding balances2017-12-310
Carryover balance elected to use to offset funding requirement2017-12-310
Prefunding balance elected to use to offset funding requirement2017-12-310
Additional cash requirement2017-12-310
Contributions allocatedtoward minimum required contributions for current year2017-12-310
Unpaid minimum required contributions for current year2017-12-310
Unpaid minimum required contributions for all years2017-12-310
Total participants, beginning-of-year2017-01-01785
Total number of active participants reported on line 7a of the Form 55002017-01-0117
Number of retired or separated participants receiving benefits2017-01-01489
Number of other retired or separated participants entitled to future benefits2017-01-01113
Total of all active and inactive participants2017-01-01619
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-01146
Total participants2017-01-01765
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
2016: HYSTER-YALE GROUP, INC. COMBINED PENSION PLAN 2016 401k membership
Market value of plan assets2016-12-3131,151,827
Acturial value of plan assets2016-12-3131,622,185
Funding target for retired participants and beneficiaries receiving payment2016-12-3126,140,059
Number of terminated vested participants2016-12-31149
Fundng target for terminated vested participants2016-12-312,487,256
Active participant vested funding target2016-12-312,605,301
Number of active participants2016-12-3119
Total funding liabilities for active participants2016-12-312,607,361
Total participant count2016-12-31799
Total funding target for all participants2016-12-3131,234,676
Balance at beginning of prior year after applicable adjustments2016-12-310
Prefunding balance at beginning of prior year after applicable adjustments2016-12-310
Carryover balanced portion elected for use to offset prior years funding requirement2016-12-310
Prefunding balanced used to offset prior years funding requirement2016-12-310
Amount remaining of carryover balance2016-12-310
Amount remaining of prefunding balance2016-12-310
Present value of excess contributions2016-12-310
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2016-12-310
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2016-12-310
Reductions in caryover balances due to elections or deemed elections2016-12-310
Reductions in prefunding balances due to elections or deemed elections2016-12-310
Balance of carryovers at beginning of current year2016-12-310
Balance of prefunding at beginning of current year2016-12-310
Total employer contributions2016-12-31465,000
Total employee contributions2016-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2016-12-310
Contributions made to avoid restrictions adjusted to valuation date2016-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2016-12-31422,829
Unpaid minimum required contributions for all prior years2016-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2016-12-310
Remaining amount of unpaid minimum required contributions2016-12-310
Minimum required contributions for current year target normal cost2016-12-31266,577
Net shortfall amortization installment of oustanding balance2016-12-310
Waiver amortization installment2016-12-310
Waived amount of outstanding balance2016-12-310
Total funding amount beforereflecting carryover/prefunding balances2016-12-310
Carryover balance elected to use to offset funding requirement2016-12-310
Prefunding balance elected to use to offset funding requirement2016-12-310
Additional cash requirement2016-12-310
Contributions allocatedtoward minimum required contributions for current year2016-12-31422,829
Unpaid minimum required contributions for current year2016-12-310
Unpaid minimum required contributions for all years2016-12-310
Total participants, beginning-of-year2016-01-01799
Total number of active participants reported on line 7a of the Form 55002016-01-0119
Number of retired or separated participants receiving benefits2016-01-01489
Number of other retired or separated participants entitled to future benefits2016-01-01140
Total of all active and inactive participants2016-01-01648
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-01137
Total participants2016-01-01785
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
2015: HYSTER-YALE GROUP, INC. COMBINED PENSION PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01825
Total number of active participants reported on line 7a of the Form 55002015-01-0119
Number of retired or separated participants receiving benefits2015-01-01505
Number of other retired or separated participants entitled to future benefits2015-01-01134
Total of all active and inactive participants2015-01-01658
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-01141
Total participants2015-01-01799
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014: HYSTER-YALE GROUP, INC. COMBINED PENSION PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01986
Total number of active participants reported on line 7a of the Form 55002014-01-0129
Number of retired or separated participants receiving benefits2014-01-01516
Number of other retired or separated participants entitled to future benefits2014-01-01146
Total of all active and inactive participants2014-01-01691
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-01134
Total participants2014-01-01825
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2013: HYSTER-YALE GROUP, INC. COMBINED PENSION PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01995
Total number of active participants reported on line 7a of the Form 55002013-01-0133
Number of retired or separated participants receiving benefits2013-01-01513
Number of other retired or separated participants entitled to future benefits2013-01-01315
Total of all active and inactive participants2013-01-01861
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-01125
Total participants2013-01-01986
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
2012: HYSTER-YALE GROUP, INC. COMBINED PENSION PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-011,023
Total number of active participants reported on line 7a of the Form 55002012-01-0136
Number of retired or separated participants receiving benefits2012-01-01519
Number of other retired or separated participants entitled to future benefits2012-01-01331
Total of all active and inactive participants2012-01-01886
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-01109
Total participants2012-01-01995
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010
2011: HYSTER-YALE GROUP, INC. COMBINED PENSION PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-011,034
Total number of active participants reported on line 7a of the Form 55002011-01-0145
Number of retired or separated participants receiving benefits2011-01-01514
Number of other retired or separated participants entitled to future benefits2011-01-01340
Total of all active and inactive participants2011-01-01899
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-01124
Total participants2011-01-011,023
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010
2009: HYSTER-YALE GROUP, INC. COMBINED PENSION PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-011,050
Total number of active participants reported on line 7a of the Form 55002009-01-0168
Number of retired or separated participants receiving benefits2009-01-01474
Number of other retired or separated participants entitled to future benefits2009-01-01387
Total of all active and inactive participants2009-01-01929
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-01114
Total participants2009-01-011,043
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-010

Financial Data on HYSTER-YALE GROUP, INC. COMBINED PENSION PLAN

Measure Date Value
2022 : HYSTER-YALE GROUP, INC. COMBINED PENSION PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total income from all sources (including contributions)2022-12-31$-13,069,833
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$7,450,022
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$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 year2022-12-31$48,533,673
Value of total assets at beginning of year2022-12-31$69,053,528
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$411,346
Total interest from all sources2022-12-31$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 year2022-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2022-12-31$1,489,669
Administrative expenses professional fees incurred2022-12-31$33,087
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$10,000,000
If this is an individual account plan, was there a blackout period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Administrative expenses (other) incurred2022-12-31$181,773
Total non interest bearing cash at end of year2022-12-31$404,668
Total non interest bearing cash at beginning of year2022-12-31$552,457
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-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)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Investment advisory and management fees2022-12-31$196,486
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$48,129,005
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$68,501,071
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-14,559,502
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31Yes
Was there a failure to transmit to the plan any participant contributions2022-12-31No
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$7,038,676
Contract administrator fees2022-12-31$0
Did the plan have assets held for investment2022-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31CROWE LLP
Accountancy firm EIN2022-12-31350921680
2021 : HYSTER-YALE GROUP, INC. COMBINED PENSION PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total income from all sources (including contributions)2021-12-31$7,474,963
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$7,081,928
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$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 year2021-12-31$69,053,528
Value of total assets at beginning of year2021-12-31$68,660,493
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$382,180
Total interest from all sources2021-12-31$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 year2021-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2021-12-31$1,880,512
Administrative expenses professional fees incurred2021-12-31$108,577
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$10,000,000
If this is an individual account plan, was there a blackout period2021-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Administrative expenses (other) incurred2021-12-31$224,591
Total non interest bearing cash at end of year2021-12-31$552,457
Total non interest bearing cash at beginning of year2021-12-31$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 appraiser2021-12-31No
Value of net income/loss2021-12-31$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)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Investment advisory and management fees2021-12-31$49,012
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$68,501,071
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$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 assets2021-12-31Yes
Was there a failure to transmit to the plan any participant contributions2021-12-31No
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$6,699,748
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31CROWE LLP
Accountancy firm EIN2021-12-31350921680
2020 : HYSTER-YALE GROUP, INC. COMBINED PENSION PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total income from all sources (including contributions)2020-12-31$9,111,345
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$7,245,843
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$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 year2020-12-31$68,660,493
Value of total assets at beginning of year2020-12-31$66,794,991
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$405,033
Total interest from all sources2020-12-31$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 year2020-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2020-12-31$1,878,705
Administrative expenses professional fees incurred2020-12-31$156,555
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$10,000,000
If this is an individual account plan, was there a blackout period2020-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Administrative expenses (other) incurred2020-12-31$191,488
Total non interest bearing cash at end of year2020-12-31$443,707
Total non interest bearing cash at beginning of year2020-12-31$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 appraiser2020-12-31No
Value of net income/loss2020-12-31$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)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Investment advisory and management fees2020-12-31$56,990
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$68,216,786
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$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 assets2020-12-31Yes
Was there a failure to transmit to the plan any participant contributions2020-12-31No
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Employer contributions (assets) at end of year2020-12-31$0
Employer contributions (assets) at beginning of year2020-12-31$385,929
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$6,840,810
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Opinion of an independent qualified public accountant for this plan2020-12-31Disclaimer
Accountancy firm name2020-12-31CROWE LLP
Accountancy firm EIN2020-12-31350921680
2019 : HYSTER-YALE GROUP, INC. COMBINED PENSION PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total transfer of assets to this plan2019-12-31$36,033,121
Total transfer of assets to this plan2019-12-31$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 assets2019-12-31$0
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$3,143,791
Total of all expenses incurred2019-12-31$3,143,791
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$2,730,463
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$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 year2019-12-31$66,794,991
Value of total assets at end of year2019-12-31$66,794,991
Value of total assets at beginning of year2019-12-31$27,917,007
Value of total assets at beginning of year2019-12-31$27,917,007
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$413,328
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$413,328
Total interest from all sources2019-12-31$0
Total interest from all sources2019-12-31$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 year2019-12-31No
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 incurred2019-12-31$95,528
Administrative expenses professional fees incurred2019-12-31$95,528
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$10,000,000
If this is an individual account plan, was there a blackout period2019-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Administrative expenses (other) incurred2019-12-31$297,972
Administrative expenses (other) incurred2019-12-31$297,972
Total non interest bearing cash at end of year2019-12-31$497,434
Total non interest bearing cash at end of year2019-12-31$497,434
Total non interest bearing cash at beginning of year2019-12-31$228,748
Total non interest bearing cash at beginning of year2019-12-31$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 appraiser2019-12-31No
Value of net income/loss2019-12-31$2,844,863
Value of net income/loss2019-12-31$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)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Investment advisory and management fees2019-12-31$19,828
Investment advisory and management fees2019-12-31$19,828
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$65,911,628
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$65,911,628
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$27,688,259
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$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 assets2019-12-31Yes
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$385,929
Contributions received in cash from employer2019-12-31$385,929
Employer contributions (assets) at end of year2019-12-31$385,929
Employer contributions (assets) at end of year2019-12-31$385,929
Employer contributions (assets) at beginning of year2019-12-31$0
Employer contributions (assets) at beginning of year2019-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$2,730,463
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$2,730,463
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31CROWE LLP
Accountancy firm name2019-12-31CROWE LLP
Accountancy firm EIN2019-12-31350921680
Accountancy firm EIN2019-12-31350921680
2018 : HYSTER-YALE GROUP, INC. COMBINED PENSION PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-12-31$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 assets2018-12-31$0
Total of all expenses incurred2018-12-31$2,978,283
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$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 year2018-12-31$27,917,007
Value of total assets at beginning of year2018-12-31$32,382,025
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$255,750
Total interest from all sources2018-12-31$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 year2018-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2018-12-31$741,745
Administrative expenses professional fees incurred2018-12-31$77,996
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$10,000,000
If this is an individual account plan, was there a blackout period2018-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Administrative expenses (other) incurred2018-12-31$177,754
Total non interest bearing cash at end of year2018-12-31$228,748
Total non interest bearing cash at beginning of year2018-12-31$240,538
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-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)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$27,688,259
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$32,141,487
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-2,228,480
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31Yes
Was there a failure to transmit to the plan any participant contributions2018-12-31No
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$2,722,533
Did the plan have assets held for investment2018-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31Yes
Opinion of an independent qualified public accountant for this plan2018-12-31Disclaimer
Accountancy firm name2018-12-31CROWE LLP
Accountancy firm EIN2018-12-31350921680
2017 : HYSTER-YALE GROUP, INC. COMBINED PENSION PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total income from all sources (including contributions)2017-12-31$4,693,601
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$3,164,558
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$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 year2017-12-31$32,382,025
Value of total assets at beginning of year2017-12-31$30,852,982
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$299,295
Total interest from all sources2017-12-31$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 year2017-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2017-12-31$739,409
Administrative expenses professional fees incurred2017-12-31$100,426
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$10,000,000
If this is an individual account plan, was there a blackout period2017-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Administrative expenses (other) incurred2017-12-31$198,869
Total non interest bearing cash at end of year2017-12-31$240,538
Total non interest bearing cash at beginning of year2017-12-31$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 appraiser2017-12-31No
Value of net income/loss2017-12-31$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)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$32,141,487
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$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 assets2017-12-31Yes
Was there a failure to transmit to the plan any participant contributions2017-12-31No
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Employer contributions (assets) at end of year2017-12-31$0
Employer contributions (assets) at beginning of year2017-12-31$465,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$2,865,263
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31Yes
Opinion of an independent qualified public accountant for this plan2017-12-31Disclaimer
Accountancy firm name2017-12-31CROWE LLP
Accountancy firm EIN2017-12-31350921680
2016 : HYSTER-YALE GROUP, INC. COMBINED PENSION PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$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 assets2016-12-31$0
Total of all expenses incurred2016-12-31$3,079,115
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$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 year2016-12-31$30,852,982
Value of total assets at beginning of year2016-12-31$31,151,827
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$294,111
Total interest from all sources2016-12-31$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 year2016-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2016-12-31$759,140
Administrative expenses professional fees incurred2016-12-31$93,013
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$10,000,000
If this is an individual account plan, was there a blackout period2016-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Administrative expenses (other) incurred2016-12-31$201,098
Total non interest bearing cash at end of year2016-12-31$232,730
Total non interest bearing cash at beginning of year2016-12-31$234,139
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$-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)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$30,155,252
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$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 assets2016-12-31Yes
Was there a failure to transmit to the plan any participant contributions2016-12-31No
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$465,000
Employer contributions (assets) at end of year2016-12-31$465,000
Employer contributions (assets) at beginning of year2016-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$2,785,004
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31Yes
Opinion of an independent qualified public accountant for this plan2016-12-31Disclaimer
Accountancy firm name2016-12-31CROWE HORWATH LLP
Accountancy firm EIN2016-12-31350921680
2015 : HYSTER-YALE GROUP, INC. COMBINED PENSION PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total income from all sources (including contributions)2015-12-31$84,120
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$4,167,780
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$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 year2015-12-31$31,151,827
Value of total assets at beginning of year2015-12-31$35,235,487
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$266,577
Total interest from all sources2015-12-31$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 year2015-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2015-12-31$820,256
Administrative expenses professional fees incurred2015-12-31$91,498
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$10,000,000
If this is an individual account plan, was there a blackout period2015-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Administrative expenses (other) incurred2015-12-31$175,079
Total non interest bearing cash at end of year2015-12-31$234,139
Total non interest bearing cash at beginning of year2015-12-31$232,549
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$-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)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$30,917,688
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$35,002,938
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-736,136
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31Yes
Was there a failure to transmit to the plan any participant contributions2015-12-31No
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$3,901,203
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31Yes
Opinion of an independent qualified public accountant for this plan2015-12-31Disclaimer
Accountancy firm name2015-12-31CROWE HORWATH LLP
Accountancy firm EIN2015-12-31350921680
2014 : HYSTER-YALE GROUP, INC. COMBINED PENSION PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total income from all sources (including contributions)2014-12-31$2,957,444
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$6,074,104
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$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 year2014-12-31$35,235,487
Value of total assets at beginning of year2014-12-31$38,352,147
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$179,638
Total interest from all sources2014-12-31$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 year2014-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2014-12-31$937,811
Administrative expenses professional fees incurred2014-12-31$110,506
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$10,000,000
If this is an individual account plan, was there a blackout period2014-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Administrative expenses (other) incurred2014-12-31$69,132
Total non interest bearing cash at end of year2014-12-31$232,549
Total non interest bearing cash at beginning of year2014-12-31$231,510
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$-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)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$35,002,938
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$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 assets2014-12-31Yes
Was there a failure to transmit to the plan any participant contributions2014-12-31No
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$5,894,466
Did the plan have assets held for investment2014-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31Yes
Opinion of an independent qualified public accountant for this plan2014-12-31Disclaimer
Accountancy firm name2014-12-31CROWE HORWATH LLP
Accountancy firm EIN2014-12-31350921680
2013 : HYSTER-YALE GROUP, INC. COMBINED PENSION PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets2013-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total income from all sources (including contributions)2013-12-31$5,954,500
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$2,983,596
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$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 year2013-12-31$38,352,147
Value of total assets at beginning of year2013-12-31$35,381,243
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$180,001
Total interest from all sources2013-12-31$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 year2013-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2013-12-31$499,957
Administrative expenses professional fees incurred2013-12-31$92,627
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$10,000,000
If this is an individual account plan, was there a blackout period2013-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Other income not declared elsewhere2013-12-31$0
Administrative expenses (other) incurred2013-12-31$87,374
Total non interest bearing cash at end of year2013-12-31$231,510
Total non interest bearing cash at beginning of year2013-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Value of net income/loss2013-12-31$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)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$38,120,637
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$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 assets2013-12-31Yes
Was there a failure to transmit to the plan any participant contributions2013-12-31No
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Employer contributions (assets) at end of year2013-12-31$0
Employer contributions (assets) at beginning of year2013-12-31$1,421,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$2,803,595
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31Yes
Opinion of an independent qualified public accountant for this plan2013-12-31Disclaimer
Accountancy firm name2013-12-31CROWE HORWATH LLP
Accountancy firm EIN2013-12-31350921680
2012 : HYSTER-YALE GROUP, INC. COMBINED PENSION PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets2012-12-31$0
Total transfer of assets from this plan2012-12-31$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 assets2012-12-31$0
Total of all expenses incurred2012-12-31$3,057,169
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$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 year2012-12-31$35,381,243
Value of total assets at beginning of year2012-12-31$31,978,621
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$190,120
Total interest from all sources2012-12-31$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 year2012-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2012-12-31$361,526
Administrative expenses professional fees incurred2012-12-31$190,120
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$10,000,000
If this is an individual account plan, was there a blackout period2012-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Value of net income/loss2012-12-31$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)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$33,960,243
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$0
Value of interest in master investment trust accounts at end of year2012-12-31$0
Value of interest in master investment trust accounts at beginning of year2012-12-31$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 assets2012-12-31Yes
Was there a failure to transmit to the plan any participant contributions2012-12-31No
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Contributions received in cash from employer2012-12-31$2,421,000
Employer contributions (assets) at end of year2012-12-31$1,421,000
Employer contributions (assets) at beginning of year2012-12-31$1,200,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$2,867,049
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31Yes
Opinion of an independent qualified public accountant for this plan2012-12-31Disclaimer
Accountancy firm name2012-12-31CROWE HORWATH LLP
Accountancy firm EIN2012-12-31350921680
2011 : HYSTER-YALE GROUP, INC. COMBINED PENSION PLAN 2011 401k financial data
Total unrealized appreciation/depreciation of assets2011-12-31$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 assets2011-12-31$0
Total of all expenses incurred2011-12-31$3,038,906
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$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 year2011-12-31$31,978,621
Value of total assets at beginning of year2011-12-31$30,900,454
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$201,852
Total interest from all sources2011-12-31$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 year2011-12-31No
Administrative expenses professional fees incurred2011-12-31$100,788
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$10,000,000
If this is an individual account plan, was there a blackout period2011-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Administrative expenses (other) incurred2011-12-31$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 appraiser2011-12-31No
Value of net income/loss2011-12-31$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)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Investment advisory and management fees2011-12-31$8,390
Value of interest in master investment trust accounts at end of year2011-12-31$30,778,621
Value of interest in master investment trust accounts at beginning of year2011-12-31$26,796,454
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31No
Was there a failure to transmit to the plan any participant contributions2011-12-31No
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Contributions received in cash from employer2011-12-31$3,636,000
Employer contributions (assets) at end of year2011-12-31$1,200,000
Employer contributions (assets) at beginning of year2011-12-31$4,104,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$2,837,054
Did the plan have assets held for investment2011-12-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31Yes
Opinion of an independent qualified public accountant for this plan2011-12-31Disclaimer
Accountancy firm name2011-12-31CROWE CHIZEK LLP
Accountancy firm EIN2011-12-31264183994
2010 : HYSTER-YALE GROUP, INC. COMBINED PENSION PLAN 2010 401k financial data
Total unrealized appreciation/depreciation of assets2010-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total income from all sources (including contributions)2010-12-31$8,817,399
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$3,056,758
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$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 year2010-12-31$30,900,454
Value of total assets at beginning of year2010-12-31$25,139,813
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$231,967
Total interest from all sources2010-12-31$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 year2010-12-31No
Administrative expenses professional fees incurred2010-12-31$101,916
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$10,000,000
If this is an individual account plan, was there a blackout period2010-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Administrative expenses (other) incurred2010-12-31$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 appraiser2010-12-31No
Value of net income/loss2010-12-31$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)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Value of interest in master investment trust accounts at end of year2010-12-31$26,796,454
Value of interest in master investment trust accounts at beginning of year2010-12-31$25,139,813
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31No
Was there a failure to transmit to the plan any participant contributions2010-12-31No
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Contributions received in cash from employer2010-12-31$5,457,000
Employer contributions (assets) at end of year2010-12-31$4,104,000
Employer contributions (assets) at beginning of year2010-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$2,824,791
Did the plan have assets held for investment2010-12-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31Yes
Opinion of an independent qualified public accountant for this plan2010-12-31Disclaimer
Accountancy firm name2010-12-31CROWE CHIZEK LLP
Accountancy firm EIN2010-12-31264183994
2009 : HYSTER-YALE GROUP, INC. COMBINED PENSION PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2009-12-31$0

Form 5500 Responses for HYSTER-YALE GROUP, INC. COMBINED PENSION PLAN

2022: HYSTER-YALE GROUP, INC. COMBINED PENSION PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Submission has been amendedNo
2022-01-01This submission is the final filingNo
2022-01-01This return/report is a short plan year return/report (less than 12 months)No
2022-01-01Plan is a collectively bargained planYes
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement - TrustYes
2021: HYSTER-YALE GROUP, INC. COMBINED PENSION PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Submission has been amendedNo
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planYes
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement - TrustYes
2020: HYSTER-YALE GROUP, INC. COMBINED PENSION PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Submission has been amendedNo
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planYes
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement - TrustYes
2019: HYSTER-YALE GROUP, INC. COMBINED PENSION PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedYes
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planYes
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement - TrustYes
2018: HYSTER-YALE GROUP, INC. COMBINED PENSION PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planYes
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement - TrustYes
2017: HYSTER-YALE GROUP, INC. COMBINED PENSION PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planYes
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2016: HYSTER-YALE GROUP, INC. COMBINED PENSION PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planYes
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015: HYSTER-YALE GROUP, INC. COMBINED PENSION PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planYes
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: HYSTER-YALE GROUP, INC. COMBINED PENSION PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planYes
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: HYSTER-YALE GROUP, INC. COMBINED PENSION PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planYes
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: HYSTER-YALE GROUP, INC. COMBINED PENSION PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planYes
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: HYSTER-YALE GROUP, INC. COMBINED PENSION PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planYes
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2009: HYSTER-YALE GROUP, INC. COMBINED PENSION PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planYes
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

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