401k Plan data: NACCO MATERIALS HANDLING GROUP, INC. PENSION PLAN FOR NON-UNION EMPLOYEES plan

NACCO MATERIALS HANDLING GROUP, INC. PENSION PLAN FOR NON-UNION EMPLOYEES 401k Plan overview

Plan Name	NACCO MATERIALS HANDLING GROUP, INC. PENSION PLAN FOR NON-UNION EMPLOYEES
Plan identification number	025

NACCO MATERIALS HANDLING GROUP, INC. PENSION PLAN FOR NON-UNION EMPLOYEES Benefits

401k Plan Type

Defined Benefit Pension

Plan Features/Benefits

Benefits are primarily pay related
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 NACCO MATERIALS HANDLING GROUP, INC. PENSION PLAN FOR NON-UNION EMPLOYEES

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
025 2019-01-01 AMY E. GERBICK 2020-10-14
025 2018-01-01 AMY E. GERBICK 2019-10-09
025 2017-01-01
025 2016-01-01
025 2016-01-01 AMY E. GERBICK 2018-10-10
025 2015-01-01
025 2014-01-01 JOANN MORANO
025 2013-01-01 JOANN MORANO
025 2012-10-01 JOANN MORANO

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed
025	2019-01-01	AMY E. GERBICK	2020-10-14
025	2018-01-01	AMY E. GERBICK	2019-10-09
025	2017-01-01
025	2016-01-01
025	2016-01-01	AMY E. GERBICK	2018-10-10
025	2015-01-01
025	2014-01-01	JOANN MORANO
025	2013-01-01	JOANN MORANO
025	2012-10-01	JOANN MORANO

Plan Statistics for NACCO MATERIALS HANDLING GROUP, INC. PENSION PLAN FOR NON-UNION EMPLOYEES

401k plan membership statisitcs for NACCO MATERIALS HANDLING GROUP, INC. PENSION PLAN FOR NON-UNION EMPLOYEES

Measure Date Value
2019: NACCO MATERIALS HANDLING GROUP, INC. PENSION PLAN FOR NON-UNION EMPLOYEES 2019 401k membership
Market value of plan assets 2019-12-31 32,724,709
Acturial value of plan assets 2019-12-31 35,064,664
Funding target for retired participants and beneficiaries receiving payment 2019-12-31 14,468,579
Number of terminated vested participants 2019-12-31 366
Fundng target for terminated vested participants 2019-12-31 8,116,268
Active participant vested funding target 2019-12-31 8,464,303
Number of active participants 2019-12-31 371
Total funding liabilities for active participants 2019-12-31 8,481,645
Total participant count 2019-12-31 1,162
Total funding target for all participants 2019-12-31 31,066,492
Balance at beginning of prior year after applicable adjustments 2019-12-31 0
Prefunding balance at beginning of prior year after applicable adjustments 2019-12-31 0
Carryover balanced portion elected for use to offset prior years funding requirement 2019-12-31 0
Prefunding balanced used to offset prior years funding requirement 2019-12-31 0
Amount remaining of carryover balance 2019-12-31 0
Amount remaining of prefunding balance 2019-12-31 0
Present value of excess contributions 2019-12-31 0
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2019-12-31 0
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2019-12-31 0
Reductions in caryover balances due to elections or deemed elections 2019-12-31 0
Reductions in prefunding balances due to elections or deemed elections 2019-12-31 0
Balance of carryovers at beginning of current year 2019-12-31 0
Balance of prefunding at beginning of current year 2019-12-31 0
Total employer contributions 2019-12-31 0
Total employee contributions 2019-12-31 0
Contributions allocated toward unpaid minimum require contributions from prior years 2019-12-31 0
Contributions made to avoid restrictions adjusted to valuation date 2019-12-31 0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date 2019-12-31 0
Unpaid minimum required contributions for all prior years 2019-12-31 0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years 2019-12-31 0
Remaining amount of unpaid minimum required contributions 2019-12-31 0
Minimum required contributions for current year target normal cost 2019-12-31 195,995
Net shortfall amortization installment of oustanding balance 2019-12-31 0
Waiver amortization installment 2019-12-31 0
Total funding amount beforereflecting carryover/prefunding balances 2019-12-31 0
Carryover balance elected to use to offset funding requirement 2019-12-31 0
Prefunding balance elected to use to offset funding requirement 2019-12-31 0
Additional cash requirement 2019-12-31 0
Contributions allocatedtoward minimum required contributions for current year 2019-12-31 0
Unpaid minimum required contributions for current year 2019-12-31 0
Unpaid minimum required contributions for all years 2019-12-31 0
Total participants, beginning-of-year 2019-01-01 1,162
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 0
Number of retired or separated participants receiving benefits 2019-01-01 0
Number of other retired or separated participants entitled to future benefits 2019-01-01 0
Total of all active and inactive participants 2019-01-01 0
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-01-01 0
Total participants 2019-01-01 0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-01-01 0
2018: NACCO MATERIALS HANDLING GROUP, INC. PENSION PLAN FOR NON-UNION EMPLOYEES 2018 401k membership
Market value of plan assets 2018-12-31 38,539,053
Acturial value of plan assets 2018-12-31 37,877,465
Funding target for retired participants and beneficiaries receiving payment 2018-12-31 14,150,774
Number of terminated vested participants 2018-12-31 436
Fundng target for terminated vested participants 2018-12-31 7,620,224
Active participant vested funding target 2018-12-31 9,736,591
Number of active participants 2018-12-31 416
Total funding liabilities for active participants 2018-12-31 9,761,282
Total participant count 2018-12-31 1,281
Total funding target for all participants 2018-12-31 31,532,280
Balance at beginning of prior year after applicable adjustments 2018-12-31 0
Prefunding balance at beginning of prior year after applicable adjustments 2018-12-31 0
Carryover balanced portion elected for use to offset prior years funding requirement 2018-12-31 0
Prefunding balanced used to offset prior years funding requirement 2018-12-31 0
Amount remaining of carryover balance 2018-12-31 0
Amount remaining of prefunding balance 2018-12-31 0
Present value of excess contributions 2018-12-31 0
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2018-12-31 0
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2018-12-31 0
Reductions in caryover balances due to elections or deemed elections 2018-12-31 0
Reductions in prefunding balances due to elections or deemed elections 2018-12-31 0
Balance of carryovers at beginning of current year 2018-12-31 0
Balance of prefunding at beginning of current year 2018-12-31 0
Total employer contributions 2018-12-31 0
Total employee contributions 2018-12-31 0
Contributions allocated toward unpaid minimum require contributions from prior years 2018-12-31 0
Contributions made to avoid restrictions adjusted to valuation date 2018-12-31 0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date 2018-12-31 0
Unpaid minimum required contributions for all prior years 2018-12-31 0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years 2018-12-31 0
Remaining amount of unpaid minimum required contributions 2018-12-31 0
Minimum required contributions for current year target normal cost 2018-12-31 221,019
Net shortfall amortization installment of oustanding balance 2018-12-31 0
Waiver amortization installment 2018-12-31 0
Total funding amount beforereflecting carryover/prefunding balances 2018-12-31 0
Carryover balance elected to use to offset funding requirement 2018-12-31 0
Prefunding balance elected to use to offset funding requirement 2018-12-31 0
Additional cash requirement 2018-12-31 0
Contributions allocatedtoward minimum required contributions for current year 2018-12-31 0
Unpaid minimum required contributions for current year 2018-12-31 0
Unpaid minimum required contributions for all years 2018-12-31 0
Total participants, beginning-of-year 2018-01-01 1,281
Total number of active participants reported on line 7a of the Form 5500 2018-01-01 371
Number of retired or separated participants receiving benefits 2018-01-01 349
Number of other retired or separated participants entitled to future benefits 2018-01-01 355
Total of all active and inactive participants 2018-01-01 1,075
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-01-01 87
Total participants 2018-01-01 1,162
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-01-01 0
2017: NACCO MATERIALS HANDLING GROUP, INC. PENSION PLAN FOR NON-UNION EMPLOYEES 2017 401k membership
Market value of plan assets 2017-12-31 36,834,537
Acturial value of plan assets 2017-12-31 37,018,432
Funding target for retired participants and beneficiaries receiving payment 2017-12-31 12,616,256
Number of terminated vested participants 2017-12-31 469
Fundng target for terminated vested participants 2017-12-31 8,040,126
Active participant vested funding target 2017-12-31 10,628,697
Number of active participants 2017-12-31 450
Total funding liabilities for active participants 2017-12-31 10,654,688
Total participant count 2017-12-31 1,330
Total funding target for all participants 2017-12-31 31,311,070
Balance at beginning of prior year after applicable adjustments 2017-12-31 0
Prefunding balance at beginning of prior year after applicable adjustments 2017-12-31 0
Carryover balanced portion elected for use to offset prior years funding requirement 2017-12-31 0
Prefunding balanced used to offset prior years funding requirement 2017-12-31 0
Amount remaining of carryover balance 2017-12-31 0
Amount remaining of prefunding balance 2017-12-31 0
Present value of excess contributions 2017-12-31 0
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2017-12-31 0
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2017-12-31 0
Reductions in caryover balances due to elections or deemed elections 2017-12-31 0
Reductions in prefunding balances due to elections or deemed elections 2017-12-31 0
Balance of carryovers at beginning of current year 2017-12-31 0
Balance of prefunding at beginning of current year 2017-12-31 0
Total employer contributions 2017-12-31 0
Total employee contributions 2017-12-31 0
Contributions allocated toward unpaid minimum require contributions from prior years 2017-12-31 0
Contributions made to avoid restrictions adjusted to valuation date 2017-12-31 0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date 2017-12-31 0
Unpaid minimum required contributions for all prior years 2017-12-31 0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years 2017-12-31 0
Remaining amount of unpaid minimum required contributions 2017-12-31 0
Minimum required contributions for current year target normal cost 2017-12-31 194,713
Net shortfall amortization installment of oustanding balance 2017-12-31 0
Waiver amortization installment 2017-12-31 0
Total funding amount beforereflecting carryover/prefunding balances 2017-12-31 0
Carryover balance elected to use to offset funding requirement 2017-12-31 0
Prefunding balance elected to use to offset funding requirement 2017-12-31 0
Additional cash requirement 2017-12-31 0
Contributions allocatedtoward minimum required contributions for current year 2017-12-31 0
Unpaid minimum required contributions for current year 2017-12-31 0
Unpaid minimum required contributions for all years 2017-12-31 0
Total participants, beginning-of-year 2017-01-01 1,369
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 416
Number of retired or separated participants receiving benefits 2017-01-01 352
Number of other retired or separated participants entitled to future benefits 2017-01-01 425
Total of all active and inactive participants 2017-01-01 1,193
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-01-01 88
Total participants 2017-01-01 1,281
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-01-01 0
2016: NACCO MATERIALS HANDLING GROUP, INC. PENSION PLAN FOR NON-UNION EMPLOYEES 2016 401k membership
Market value of plan assets 2016-12-31 37,226,237
Acturial value of plan assets 2016-12-31 37,791,522
Funding target for retired participants and beneficiaries receiving payment 2016-12-31 11,867,743
Number of terminated vested participants 2016-12-31 484
Fundng target for terminated vested participants 2016-12-31 8,158,182
Active participant vested funding target 2016-12-31 11,547,415
Number of active participants 2016-12-31 485
Total funding liabilities for active participants 2016-12-31 11,589,988
Total participant count 2016-12-31 1,368
Total funding target for all participants 2016-12-31 31,615,913
Balance at beginning of prior year after applicable adjustments 2016-12-31 0
Prefunding balance at beginning of prior year after applicable adjustments 2016-12-31 0
Carryover balanced portion elected for use to offset prior years funding requirement 2016-12-31 0
Prefunding balanced used to offset prior years funding requirement 2016-12-31 0
Amount remaining of carryover balance 2016-12-31 0
Amount remaining of prefunding balance 2016-12-31 0
Present value of excess contributions 2016-12-31 0
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2016-12-31 0
Balance of carryovers at beginning of current year 2016-12-31 0
Balance of prefunding at beginning of current year 2016-12-31 0
Total employer contributions 2016-12-31 0
Total employee contributions 2016-12-31 0
Contributions allocated toward unpaid minimum require contributions from prior years 2016-12-31 0
Contributions made to avoid restrictions adjusted to valuation date 2016-12-31 0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date 2016-12-31 0
Unpaid minimum required contributions for all prior years 2016-12-31 0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years 2016-12-31 0
Remaining amount of unpaid minimum required contributions 2016-12-31 0
Minimum required contributions for current year target normal cost 2016-12-31 171,993
Net shortfall amortization installment of oustanding balance 2016-12-31 0
Waiver amortization installment 2016-12-31 0
Waived amount of outstanding balance 2016-12-31 0
Total funding amount beforereflecting carryover/prefunding balances 2016-12-31 0
Additional cash requirement 2016-12-31 0
Contributions allocatedtoward minimum required contributions for current year 2016-12-31 0
Unpaid minimum required contributions for current year 2016-12-31 0
Unpaid minimum required contributions for all years 2016-12-31 0
Total participants, beginning-of-year 2016-01-01 1,368
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 485
Number of retired or separated participants receiving benefits 2016-01-01 328
Number of other retired or separated participants entitled to future benefits 2016-01-01 484
Total of all active and inactive participants 2016-01-01 1,297
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-01-01 72
Total participants 2016-01-01 1,369
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-01-01 0
2015: NACCO MATERIALS HANDLING GROUP, INC. PENSION PLAN FOR NON-UNION EMPLOYEES 2015 401k membership
Total participants, beginning-of-year 2015-01-01 1,416
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 485
Number of retired or separated participants receiving benefits 2015-01-01 328
Number of other retired or separated participants entitled to future benefits 2015-01-01 474
Total of all active and inactive participants 2015-01-01 1,287
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-01-01 81
Total participants 2015-01-01 1,368
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-01-01 0
2014: NACCO MATERIALS HANDLING GROUP, INC. PENSION PLAN FOR NON-UNION EMPLOYEES 2014 401k membership
Total participants, beginning-of-year 2014-01-01 1,463
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 504
Number of retired or separated participants receiving benefits 2014-01-01 327
Number of other retired or separated participants entitled to future benefits 2014-01-01 505
Total of all active and inactive participants 2014-01-01 1,336
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-01-01 80
Total participants 2014-01-01 1,416
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-01-01 0
2013: NACCO MATERIALS HANDLING GROUP, INC. PENSION PLAN FOR NON-UNION EMPLOYEES 2013 401k membership
Total participants, beginning-of-year 2013-01-01 1,523
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 540
Number of retired or separated participants receiving benefits 2013-01-01 324
Number of other retired or separated participants entitled to future benefits 2013-01-01 520
Total of all active and inactive participants 2013-01-01 1,384
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-01-01 79
Total participants 2013-01-01 1,463
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 0
2012: NACCO MATERIALS HANDLING GROUP, INC. PENSION PLAN FOR NON-UNION EMPLOYEES 2012 401k membership
Total participants, beginning-of-year 2012-10-01 1,523
Total number of active participants reported on line 7a of the Form 5500 2012-10-01 577
Number of retired or separated participants receiving benefits 2012-10-01 322
Number of other retired or separated participants entitled to future benefits 2012-10-01 559
Total of all active and inactive participants 2012-10-01 1,458
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-10-01 65
Total participants 2012-10-01 1,523
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-10-01 0

Measure	Date	Value
2019: NACCO MATERIALS HANDLING GROUP, INC. PENSION PLAN FOR NON-UNION EMPLOYEES 2019 401k membership
Market value of plan assets	2019-12-31	32,724,709
Acturial value of plan assets	2019-12-31	35,064,664
Funding target for retired participants and beneficiaries receiving payment	2019-12-31	14,468,579
Number of terminated vested participants	2019-12-31	366
Fundng target for terminated vested participants	2019-12-31	8,116,268
Active participant vested funding target	2019-12-31	8,464,303
Number of active participants	2019-12-31	371
Total funding liabilities for active participants	2019-12-31	8,481,645
Total participant count	2019-12-31	1,162
Total funding target for all participants	2019-12-31	31,066,492
Balance at beginning of prior year after applicable adjustments	2019-12-31	0
Prefunding balance at beginning of prior year after applicable adjustments	2019-12-31	0
Carryover balanced portion elected for use to offset prior years funding requirement	2019-12-31	0
Prefunding balanced used to offset prior years funding requirement	2019-12-31	0
Amount remaining of carryover balance	2019-12-31	0
Amount remaining of prefunding balance	2019-12-31	0
Present value of excess contributions	2019-12-31	0
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2019-12-31	0
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2019-12-31	0
Reductions in caryover balances due to elections or deemed elections	2019-12-31	0
Reductions in prefunding balances due to elections or deemed elections	2019-12-31	0
Balance of carryovers at beginning of current year	2019-12-31	0
Balance of prefunding at beginning of current year	2019-12-31	0
Total employer contributions	2019-12-31	0
Total employee contributions	2019-12-31	0
Contributions allocated toward unpaid minimum require contributions from prior years	2019-12-31	0
Contributions made to avoid restrictions adjusted to valuation date	2019-12-31	0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date	2019-12-31	0
Unpaid minimum required contributions for all prior years	2019-12-31	0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years	2019-12-31	0
Remaining amount of unpaid minimum required contributions	2019-12-31	0
Minimum required contributions for current year target normal cost	2019-12-31	195,995
Net shortfall amortization installment of oustanding balance	2019-12-31	0
Waiver amortization installment	2019-12-31	0
Total funding amount beforereflecting carryover/prefunding balances	2019-12-31	0
Carryover balance elected to use to offset funding requirement	2019-12-31	0
Prefunding balance elected to use to offset funding requirement	2019-12-31	0
Additional cash requirement	2019-12-31	0
Contributions allocatedtoward minimum required contributions for current year	2019-12-31	0
Unpaid minimum required contributions for current year	2019-12-31	0
Unpaid minimum required contributions for all years	2019-12-31	0
Total participants, beginning-of-year	2019-01-01	1,162
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	0
Number of retired or separated participants receiving benefits	2019-01-01	0
Number of other retired or separated participants entitled to future benefits	2019-01-01	0
Total of all active and inactive participants	2019-01-01	0
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-01-01	0
Total participants	2019-01-01	0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-01-01	0
2018: NACCO MATERIALS HANDLING GROUP, INC. PENSION PLAN FOR NON-UNION EMPLOYEES 2018 401k membership
Market value of plan assets	2018-12-31	38,539,053
Acturial value of plan assets	2018-12-31	37,877,465
Funding target for retired participants and beneficiaries receiving payment	2018-12-31	14,150,774
Number of terminated vested participants	2018-12-31	436
Fundng target for terminated vested participants	2018-12-31	7,620,224
Active participant vested funding target	2018-12-31	9,736,591
Number of active participants	2018-12-31	416
Total funding liabilities for active participants	2018-12-31	9,761,282
Total participant count	2018-12-31	1,281
Total funding target for all participants	2018-12-31	31,532,280
Balance at beginning of prior year after applicable adjustments	2018-12-31	0
Prefunding balance at beginning of prior year after applicable adjustments	2018-12-31	0
Carryover balanced portion elected for use to offset prior years funding requirement	2018-12-31	0
Prefunding balanced used to offset prior years funding requirement	2018-12-31	0
Amount remaining of carryover balance	2018-12-31	0
Amount remaining of prefunding balance	2018-12-31	0
Present value of excess contributions	2018-12-31	0
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2018-12-31	0
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2018-12-31	0
Reductions in caryover balances due to elections or deemed elections	2018-12-31	0
Reductions in prefunding balances due to elections or deemed elections	2018-12-31	0
Balance of carryovers at beginning of current year	2018-12-31	0
Balance of prefunding at beginning of current year	2018-12-31	0
Total employer contributions	2018-12-31	0
Total employee contributions	2018-12-31	0
Contributions allocated toward unpaid minimum require contributions from prior years	2018-12-31	0
Contributions made to avoid restrictions adjusted to valuation date	2018-12-31	0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date	2018-12-31	0
Unpaid minimum required contributions for all prior years	2018-12-31	0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years	2018-12-31	0
Remaining amount of unpaid minimum required contributions	2018-12-31	0
Minimum required contributions for current year target normal cost	2018-12-31	221,019
Net shortfall amortization installment of oustanding balance	2018-12-31	0
Waiver amortization installment	2018-12-31	0
Total funding amount beforereflecting carryover/prefunding balances	2018-12-31	0
Carryover balance elected to use to offset funding requirement	2018-12-31	0
Prefunding balance elected to use to offset funding requirement	2018-12-31	0
Additional cash requirement	2018-12-31	0
Contributions allocatedtoward minimum required contributions for current year	2018-12-31	0
Unpaid minimum required contributions for current year	2018-12-31	0
Unpaid minimum required contributions for all years	2018-12-31	0
Total participants, beginning-of-year	2018-01-01	1,281
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	371
Number of retired or separated participants receiving benefits	2018-01-01	349
Number of other retired or separated participants entitled to future benefits	2018-01-01	355
Total of all active and inactive participants	2018-01-01	1,075
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-01-01	87
Total participants	2018-01-01	1,162
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-01-01	0
2017: NACCO MATERIALS HANDLING GROUP, INC. PENSION PLAN FOR NON-UNION EMPLOYEES 2017 401k membership
Market value of plan assets	2017-12-31	36,834,537
Acturial value of plan assets	2017-12-31	37,018,432
Funding target for retired participants and beneficiaries receiving payment	2017-12-31	12,616,256
Number of terminated vested participants	2017-12-31	469
Fundng target for terminated vested participants	2017-12-31	8,040,126
Active participant vested funding target	2017-12-31	10,628,697
Number of active participants	2017-12-31	450
Total funding liabilities for active participants	2017-12-31	10,654,688
Total participant count	2017-12-31	1,330
Total funding target for all participants	2017-12-31	31,311,070
Balance at beginning of prior year after applicable adjustments	2017-12-31	0
Prefunding balance at beginning of prior year after applicable adjustments	2017-12-31	0
Carryover balanced portion elected for use to offset prior years funding requirement	2017-12-31	0
Prefunding balanced used to offset prior years funding requirement	2017-12-31	0
Amount remaining of carryover balance	2017-12-31	0
Amount remaining of prefunding balance	2017-12-31	0
Present value of excess contributions	2017-12-31	0
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2017-12-31	0
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2017-12-31	0
Reductions in caryover balances due to elections or deemed elections	2017-12-31	0
Reductions in prefunding balances due to elections or deemed elections	2017-12-31	0
Balance of carryovers at beginning of current year	2017-12-31	0
Balance of prefunding at beginning of current year	2017-12-31	0
Total employer contributions	2017-12-31	0
Total employee contributions	2017-12-31	0
Contributions allocated toward unpaid minimum require contributions from prior years	2017-12-31	0
Contributions made to avoid restrictions adjusted to valuation date	2017-12-31	0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date	2017-12-31	0
Unpaid minimum required contributions for all prior years	2017-12-31	0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years	2017-12-31	0
Remaining amount of unpaid minimum required contributions	2017-12-31	0
Minimum required contributions for current year target normal cost	2017-12-31	194,713
Net shortfall amortization installment of oustanding balance	2017-12-31	0
Waiver amortization installment	2017-12-31	0
Total funding amount beforereflecting carryover/prefunding balances	2017-12-31	0
Carryover balance elected to use to offset funding requirement	2017-12-31	0
Prefunding balance elected to use to offset funding requirement	2017-12-31	0
Additional cash requirement	2017-12-31	0
Contributions allocatedtoward minimum required contributions for current year	2017-12-31	0
Unpaid minimum required contributions for current year	2017-12-31	0
Unpaid minimum required contributions for all years	2017-12-31	0
Total participants, beginning-of-year	2017-01-01	1,369
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	416
Number of retired or separated participants receiving benefits	2017-01-01	352
Number of other retired or separated participants entitled to future benefits	2017-01-01	425
Total of all active and inactive participants	2017-01-01	1,193
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-01-01	88
Total participants	2017-01-01	1,281
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-01-01	0
2016: NACCO MATERIALS HANDLING GROUP, INC. PENSION PLAN FOR NON-UNION EMPLOYEES 2016 401k membership
Market value of plan assets	2016-12-31	37,226,237
Acturial value of plan assets	2016-12-31	37,791,522
Funding target for retired participants and beneficiaries receiving payment	2016-12-31	11,867,743
Number of terminated vested participants	2016-12-31	484
Fundng target for terminated vested participants	2016-12-31	8,158,182
Active participant vested funding target	2016-12-31	11,547,415
Number of active participants	2016-12-31	485
Total funding liabilities for active participants	2016-12-31	11,589,988
Total participant count	2016-12-31	1,368
Total funding target for all participants	2016-12-31	31,615,913
Balance at beginning of prior year after applicable adjustments	2016-12-31	0
Prefunding balance at beginning of prior year after applicable adjustments	2016-12-31	0
Carryover balanced portion elected for use to offset prior years funding requirement	2016-12-31	0
Prefunding balanced used to offset prior years funding requirement	2016-12-31	0
Amount remaining of carryover balance	2016-12-31	0
Amount remaining of prefunding balance	2016-12-31	0
Present value of excess contributions	2016-12-31	0
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2016-12-31	0
Balance of carryovers at beginning of current year	2016-12-31	0
Balance of prefunding at beginning of current year	2016-12-31	0
Total employer contributions	2016-12-31	0
Total employee contributions	2016-12-31	0
Contributions allocated toward unpaid minimum require contributions from prior years	2016-12-31	0
Contributions made to avoid restrictions adjusted to valuation date	2016-12-31	0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date	2016-12-31	0
Unpaid minimum required contributions for all prior years	2016-12-31	0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years	2016-12-31	0
Remaining amount of unpaid minimum required contributions	2016-12-31	0
Minimum required contributions for current year target normal cost	2016-12-31	171,993
Net shortfall amortization installment of oustanding balance	2016-12-31	0
Waiver amortization installment	2016-12-31	0
Waived amount of outstanding balance	2016-12-31	0
Total funding amount beforereflecting carryover/prefunding balances	2016-12-31	0
Additional cash requirement	2016-12-31	0
Contributions allocatedtoward minimum required contributions for current year	2016-12-31	0
Unpaid minimum required contributions for current year	2016-12-31	0
Unpaid minimum required contributions for all years	2016-12-31	0
Total participants, beginning-of-year	2016-01-01	1,368
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	485
Number of retired or separated participants receiving benefits	2016-01-01	328
Number of other retired or separated participants entitled to future benefits	2016-01-01	484
Total of all active and inactive participants	2016-01-01	1,297
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-01-01	72
Total participants	2016-01-01	1,369
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-01-01	0
2015: NACCO MATERIALS HANDLING GROUP, INC. PENSION PLAN FOR NON-UNION EMPLOYEES 2015 401k membership
Total participants, beginning-of-year	2015-01-01	1,416
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	485
Number of retired or separated participants receiving benefits	2015-01-01	328
Number of other retired or separated participants entitled to future benefits	2015-01-01	474
Total of all active and inactive participants	2015-01-01	1,287
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-01-01	81
Total participants	2015-01-01	1,368
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-01-01	0
2014: NACCO MATERIALS HANDLING GROUP, INC. PENSION PLAN FOR NON-UNION EMPLOYEES 2014 401k membership
Total participants, beginning-of-year	2014-01-01	1,463
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	504
Number of retired or separated participants receiving benefits	2014-01-01	327
Number of other retired or separated participants entitled to future benefits	2014-01-01	505
Total of all active and inactive participants	2014-01-01	1,336
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-01-01	80
Total participants	2014-01-01	1,416
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	0
2013: NACCO MATERIALS HANDLING GROUP, INC. PENSION PLAN FOR NON-UNION EMPLOYEES 2013 401k membership
Total participants, beginning-of-year	2013-01-01	1,523
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	540
Number of retired or separated participants receiving benefits	2013-01-01	324
Number of other retired or separated participants entitled to future benefits	2013-01-01	520
Total of all active and inactive participants	2013-01-01	1,384
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-01-01	79
Total participants	2013-01-01	1,463
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	0
2012: NACCO MATERIALS HANDLING GROUP, INC. PENSION PLAN FOR NON-UNION EMPLOYEES 2012 401k membership
Total participants, beginning-of-year	2012-10-01	1,523
Total number of active participants reported on line 7a of the Form 5500	2012-10-01	577
Number of retired or separated participants receiving benefits	2012-10-01	322
Number of other retired or separated participants entitled to future benefits	2012-10-01	559
Total of all active and inactive participants	2012-10-01	1,458
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-10-01	65
Total participants	2012-10-01	1,523
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-10-01	0

Financial Data on NACCO MATERIALS HANDLING GROUP, INC. PENSION PLAN FOR NON-UNION EMPLOYEES

Measure	Date	Value
2019 : NACCO MATERIALS HANDLING GROUP, INC. PENSION PLAN FOR NON-UNION EMPLOYEES 2019 401k financial data
Total unrealized appreciation/depreciation of assets	2019-12-31	$0
Total transfer of assets from this plan	2019-12-31	$36,033,121
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-12-31	$0
Total liabilities at 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	$6,625,046
Total loss/gain on sale of assets	2019-12-31	$0
Total of all expenses incurred	2019-12-31	$3,316,634
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2019-12-31	$3,018,732
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2019-12-31	$0
Value of total assets at end of year	2019-12-31	$0
Value of total assets at beginning of year	2019-12-31	$32,724,709
Total of administrative expenses incurred including professional, contract, advisory and management fees	2019-12-31	$297,902
Total interest from all sources	2019-12-31	$0
Total dividends received (eg from common stock, registered investment company shares)	2019-12-31	$909,715
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2019-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2019-12-31	$909,715
Administrative expenses professional fees incurred	2019-12-31	$108,428
Was this plan covered by a fidelity bond	2019-12-31	Yes
Value of fidelity bond cover	2019-12-31	$10,000,000
If this is an individual account plan, was there a blackout period	2019-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2019-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2019-12-31	No
Administrative expenses (other) incurred	2019-12-31	$166,303
Total non interest bearing cash at end of year	2019-12-31	$0
Total non interest bearing cash at beginning of year	2019-12-31	$275,535
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-12-31	No
Value of net income/loss	2019-12-31	$3,308,412
Value of net assets at end of year (total assets less liabilities)	2019-12-31	$0
Value of net assets at beginning of year (total assets less liabilities)	2019-12-31	$32,724,709
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2019-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2019-12-31	No
Were any leases to which the plan was party in default or uncollectible	2019-12-31	No
Investment advisory and management fees	2019-12-31	$23,171
Value of interest in registered invesment companies (eg mutual funds) at end of year	2019-12-31	$0
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2019-12-31	$32,449,174
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2019-12-31	$5,715,331
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2019-12-31	Yes
Was there a failure to transmit to the plan any participant contributions	2019-12-31	No
Has the plan failed to provide any benefit when due under the plan	2019-12-31	No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2019-12-31	$3,018,732
Did the plan have assets held for investment	2019-12-31	No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2019-12-31	Yes
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2019-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2019-12-31	Disclaimer
Accountancy firm name	2019-12-31	CROWE LLP
Accountancy firm EIN	2019-12-31	350921680
2018 : NACCO MATERIALS HANDLING GROUP, INC. PENSION PLAN FOR NON-UNION EMPLOYEES 2018 401k financial data
Total unrealized appreciation/depreciation of assets	2018-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2018-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2018-12-31	$0
Total income from all sources (including contributions)	2018-12-31	$-1,776,625
Total loss/gain on sale of assets	2018-12-31	$0
Total of all expenses incurred	2018-12-31	$4,037,719
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2018-12-31	$3,841,724
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2018-12-31	$0
Value of total assets at end of year	2018-12-31	$32,724,709
Value of total assets at beginning of year	2018-12-31	$38,539,053
Total of administrative expenses incurred including professional, contract, advisory and management fees	2018-12-31	$195,995
Total interest from all sources	2018-12-31	$0
Total dividends received (eg from common stock, registered investment company shares)	2018-12-31	$869,787
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2018-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2018-12-31	$869,787
Administrative expenses professional fees incurred	2018-12-31	$89,417
Was this plan covered by a fidelity bond	2018-12-31	Yes
Value of fidelity bond cover	2018-12-31	$10,000,000
If this is an individual account plan, was there a blackout period	2018-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2018-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2018-12-31	No
Administrative expenses (other) incurred	2018-12-31	$106,578
Total non interest bearing cash at end of year	2018-12-31	$275,535
Total non interest bearing cash at beginning of year	2018-12-31	$664,504
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2018-12-31	No
Value of net income/loss	2018-12-31	$-5,814,344
Value of net assets at end of year (total assets less liabilities)	2018-12-31	$32,724,709
Value of net assets at beginning of year (total assets less liabilities)	2018-12-31	$38,539,053
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2018-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2018-12-31	No
Were any leases to which the plan was party in default or uncollectible	2018-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2018-12-31	$32,449,174
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2018-12-31	$37,874,549
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2018-12-31	$-2,646,412
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2018-12-31	Yes
Was there a failure to transmit to the plan any participant contributions	2018-12-31	No
Has the plan failed to provide any benefit when due under the plan	2018-12-31	No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2018-12-31	$3,841,724
Did the plan have assets held for investment	2018-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2018-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2018-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2018-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2018-12-31	Disclaimer
Accountancy firm name	2018-12-31	CROWE LLP
Accountancy firm EIN	2018-12-31	350921680
2017 : NACCO MATERIALS HANDLING GROUP, INC. PENSION PLAN FOR NON-UNION EMPLOYEES 2017 401k financial data
Total unrealized appreciation/depreciation of assets	2017-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2017-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2017-12-31	$0
Total income from all sources (including contributions)	2017-12-31	$5,626,589
Total loss/gain on sale of assets	2017-12-31	$0
Total of all expenses incurred	2017-12-31	$3,922,073
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2017-12-31	$3,701,054
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2017-12-31	$0
Value of total assets at end of year	2017-12-31	$38,539,053
Value of total assets at beginning of year	2017-12-31	$36,834,537
Total of administrative expenses incurred including professional, contract, advisory and management fees	2017-12-31	$221,019
Total interest from all sources	2017-12-31	$0
Total dividends received (eg from common stock, registered investment company shares)	2017-12-31	$885,521
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2017-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2017-12-31	$885,521
Administrative expenses professional fees incurred	2017-12-31	$108,475
Was this plan covered by a fidelity bond	2017-12-31	Yes
Value of fidelity bond cover	2017-12-31	$10,000,000
If this is an individual account plan, was there a blackout period	2017-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2017-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2017-12-31	No
Administrative expenses (other) incurred	2017-12-31	$112,544
Total non interest bearing cash at end of year	2017-12-31	$664,504
Total non interest bearing cash at beginning of year	2017-12-31	$452,596
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2017-12-31	No
Value of net income/loss	2017-12-31	$1,704,516
Value of net assets at end of year (total assets less liabilities)	2017-12-31	$38,539,053
Value of net assets at beginning of year (total assets less liabilities)	2017-12-31	$36,834,537
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2017-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2017-12-31	No
Were any leases to which the plan was party in default or uncollectible	2017-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2017-12-31	$37,874,549
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2017-12-31	$36,381,941
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2017-12-31	$4,741,068
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2017-12-31	Yes
Was there a failure to transmit to the plan any participant contributions	2017-12-31	No
Has the plan failed to provide any benefit when due under the plan	2017-12-31	No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2017-12-31	$3,701,054
Did the plan have assets held for investment	2017-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2017-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2017-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2017-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2017-12-31	Disclaimer
Accountancy firm name	2017-12-31	CROWE LLP
Accountancy firm EIN	2017-12-31	350921680
2016 : NACCO MATERIALS HANDLING GROUP, INC. PENSION PLAN FOR NON-UNION EMPLOYEES 2016 401k financial data
Total unrealized appreciation/depreciation of assets	2016-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2016-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2016-12-31	$0
Total income from all sources (including contributions)	2016-12-31	$2,789,503
Total loss/gain on sale of assets	2016-12-31	$0
Total of all expenses incurred	2016-12-31	$3,181,203
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2016-12-31	$2,986,490
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2016-12-31	$0
Value of total assets at end of year	2016-12-31	$36,834,537
Value of total assets at beginning of year	2016-12-31	$37,226,237
Total of administrative expenses incurred including professional, contract, advisory and management fees	2016-12-31	$194,713
Total interest from all sources	2016-12-31	$0
Total dividends received (eg from common stock, registered investment company shares)	2016-12-31	$914,892
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2016-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2016-12-31	$914,892
Administrative expenses professional fees incurred	2016-12-31	$90,163
Was this plan covered by a fidelity bond	2016-12-31	Yes
Value of fidelity bond cover	2016-12-31	$10,000,000
If this is an individual account plan, was there a blackout period	2016-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2016-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2016-12-31	No
Administrative expenses (other) incurred	2016-12-31	$104,550
Total non interest bearing cash at end of year	2016-12-31	$452,596
Total non interest bearing cash at beginning of year	2016-12-31	$204,453
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2016-12-31	No
Value of net income/loss	2016-12-31	$-391,700
Value of net assets at end of year (total assets less liabilities)	2016-12-31	$36,834,537
Value of net assets at beginning of year (total assets less liabilities)	2016-12-31	$37,226,237
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2016-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2016-12-31	No
Were any leases to which the plan was party in default or uncollectible	2016-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2016-12-31	$36,381,941
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2016-12-31	$37,021,784
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2016-12-31	$1,874,611
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2016-12-31	Yes
Was there a failure to transmit to the plan any participant contributions	2016-12-31	No
Has the plan failed to provide any benefit when due under the plan	2016-12-31	No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2016-12-31	$2,986,490
Did the plan have assets held for investment	2016-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2016-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2016-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2016-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2016-12-31	Disclaimer
Accountancy firm name	2016-12-31	CROWE HORWATH LLP
Accountancy firm EIN	2016-12-31	350921680
2015 : NACCO MATERIALS HANDLING GROUP, INC. PENSION PLAN FOR NON-UNION EMPLOYEES 2015 401k financial data
Total unrealized appreciation/depreciation of assets	2015-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2015-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2015-12-31	$0
Total income from all sources (including contributions)	2015-12-31	$56,111
Total loss/gain on sale of assets	2015-12-31	$0
Total of all expenses incurred	2015-12-31	$3,800,190
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2015-12-31	$3,628,197
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2015-12-31	$0
Value of total assets at end of year	2015-12-31	$37,226,237
Value of total assets at beginning of year	2015-12-31	$40,970,316
Total of administrative expenses incurred including professional, contract, advisory and management fees	2015-12-31	$171,993
Total interest from all sources	2015-12-31	$0
Total dividends received (eg from common stock, registered investment company shares)	2015-12-31	$972,112
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2015-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2015-12-31	$972,112
Administrative expenses professional fees incurred	2015-12-31	$90,499
Was this plan covered by a fidelity bond	2015-12-31	Yes
Value of fidelity bond cover	2015-12-31	$10,000,000
If this is an individual account plan, was there a blackout period	2015-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2015-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2015-12-31	No
Administrative expenses (other) incurred	2015-12-31	$81,494
Total non interest bearing cash at end of year	2015-12-31	$204,453
Total non interest bearing cash at beginning of year	2015-12-31	$882,928
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2015-12-31	No
Value of net income/loss	2015-12-31	$-3,744,079
Value of net assets at end of year (total assets less liabilities)	2015-12-31	$37,226,237
Value of net assets at beginning of year (total assets less liabilities)	2015-12-31	$40,970,316
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2015-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2015-12-31	No
Were any leases to which the plan was party in default or uncollectible	2015-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2015-12-31	$37,021,784
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2015-12-31	$40,087,388
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2015-12-31	$-916,001
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2015-12-31	No
Was there a failure to transmit to the plan any participant contributions	2015-12-31	No
Has the plan failed to provide any benefit when due under the plan	2015-12-31	No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2015-12-31	$3,628,197
Did the plan have assets held for investment	2015-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2015-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2015-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2015-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2015-12-31	Disclaimer
Accountancy firm name	2015-12-31	CROWE HORWATH LLP
Accountancy firm EIN	2015-12-31	350921680
2014 : NACCO MATERIALS HANDLING GROUP, INC. PENSION PLAN FOR NON-UNION EMPLOYEES 2014 401k financial data
Total unrealized appreciation/depreciation of assets	2014-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2014-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2014-12-31	$0
Total income from all sources (including contributions)	2014-12-31	$3,183,194
Total loss/gain on sale of assets	2014-12-31	$0
Total of all expenses incurred	2014-12-31	$3,520,170
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2014-12-31	$3,349,158
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2014-12-31	$0
Value of total assets at end of year	2014-12-31	$40,970,316
Value of total assets at beginning of year	2014-12-31	$41,307,292
Total of administrative expenses incurred including professional, contract, advisory and management fees	2014-12-31	$171,012
Total interest from all sources	2014-12-31	$0
Total dividends received (eg from common stock, registered investment company shares)	2014-12-31	$1,021,621
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2014-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2014-12-31	$1,021,621
Administrative expenses professional fees incurred	2014-12-31	$92,647
Was this plan covered by a fidelity bond	2014-12-31	Yes
Value of fidelity bond cover	2014-12-31	$10,000,000
If this is an individual account plan, was there a blackout period	2014-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2014-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2014-12-31	No
Administrative expenses (other) incurred	2014-12-31	$78,365
Total non interest bearing cash at end of year	2014-12-31	$882,928
Total non interest bearing cash at beginning of year	2014-12-31	$294,539
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2014-12-31	No
Value of net income/loss	2014-12-31	$-336,976
Value of net assets at end of year (total assets less liabilities)	2014-12-31	$40,970,316
Value of net assets at beginning of year (total assets less liabilities)	2014-12-31	$41,307,292
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2014-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2014-12-31	No
Were any leases to which the plan was party in default or uncollectible	2014-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2014-12-31	$40,087,388
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2014-12-31	$41,012,753
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2014-12-31	$2,161,573
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2014-12-31	Yes
Was there a failure to transmit to the plan any participant contributions	2014-12-31	No
Has the plan failed to provide any benefit when due under the plan	2014-12-31	No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2014-12-31	$3,349,158
Did the plan have assets held for investment	2014-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2014-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2014-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2014-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2014-12-31	Disclaimer
Accountancy firm name	2014-12-31	CROWE HORWATH LLP
Accountancy firm EIN	2014-12-31	350921680
2013 : NACCO MATERIALS HANDLING GROUP, INC. PENSION PLAN FOR NON-UNION EMPLOYEES 2013 401k financial data
Total unrealized appreciation/depreciation of assets	2013-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2013-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2013-12-31	$0
Total income from all sources (including contributions)	2013-12-31	$6,645,845
Total loss/gain on sale of assets	2013-12-31	$568,543
Total of all expenses incurred	2013-12-31	$4,162,476
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2013-12-31	$3,940,954
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2013-12-31	$0
Value of total assets at end of year	2013-12-31	$41,307,292
Value of total assets at beginning of year	2013-12-31	$38,823,923
Total of administrative expenses incurred including professional, contract, advisory and management fees	2013-12-31	$221,522
Total interest from all sources	2013-12-31	$0
Total dividends received (eg from common stock, registered investment company shares)	2013-12-31	$556,522
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2013-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2013-12-31	$556,522
Administrative expenses professional fees incurred	2013-12-31	$116,638
Was this plan covered by a fidelity bond	2013-12-31	Yes
Value of fidelity bond cover	2013-12-31	$10,000,000
If this is an individual account plan, was there a blackout period	2013-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2013-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2013-12-31	No
Administrative expenses (other) incurred	2013-12-31	$104,884
Total non interest bearing cash at end of year	2013-12-31	$294,539
Total non interest bearing cash at beginning of year	2013-12-31	$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2013-12-31	No
Value of net income/loss	2013-12-31	$2,483,369
Value of net assets at end of year (total assets less liabilities)	2013-12-31	$41,307,292
Value of net assets at beginning of year (total assets less liabilities)	2013-12-31	$38,823,923
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2013-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2013-12-31	No
Were any leases to which the plan was party in default or uncollectible	2013-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2013-12-31	$41,012,753
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2013-12-31	$38,467,923
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2013-12-31	$5,520,780
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2013-12-31	Yes
Was there a failure to transmit to the plan any participant contributions	2013-12-31	No
Has the plan failed to provide any benefit when due under the plan	2013-12-31	No
Employer contributions (assets) at end of year	2013-12-31	$0
Employer contributions (assets) at beginning of year	2013-12-31	$356,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2013-12-31	$3,940,954
Did the plan have assets held for investment	2013-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2013-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2013-12-31	No
Aggregate proceeds on sale of assets	2013-12-31	$4,281,700
Aggregate carrying amount (costs) on sale of assets	2013-12-31	$3,713,157
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2013-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2013-12-31	Disclaimer
Accountancy firm name	2013-12-31	CROWE HORWATH LLP
Accountancy firm EIN	2013-12-31	350921680
2012 : NACCO MATERIALS HANDLING GROUP, INC. PENSION PLAN FOR NON-UNION EMPLOYEES 2012 401k financial data
Total unrealized appreciation/depreciation of assets	2012-12-31	$0
Total transfer of assets to this plan	2012-12-31	$39,000,000
Total transfer of assets from this plan	2012-12-31	$64,094
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	$759,444
Total loss/gain on sale of assets	2012-12-31	$0
Total of all expenses incurred	2012-12-31	$871,427
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2012-12-31	$854,523
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2012-12-31	$356,000
Value of total assets at end of year	2012-12-31	$38,823,923
Value of total assets at beginning of year	2012-12-31	$0
Total of administrative expenses incurred including professional, contract, advisory and management fees	2012-12-31	$16,904
Total interest from all sources	2012-12-31	$0
Total dividends received (eg from common stock, registered investment company shares)	2012-12-31	$409,264
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2012-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2012-12-31	$409,264
Administrative expenses professional fees incurred	2012-12-31	$16,904
Was this plan covered by a fidelity bond	2012-12-31	Yes
Value of fidelity bond cover	2012-12-31	$10,000,000
If this is an individual account plan, was there a blackout period	2012-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2012-12-31	No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2012-12-31	No
Value of net income/loss	2012-12-31	$-111,983
Value of net assets at end of year (total assets less liabilities)	2012-12-31	$38,823,923
Value of net assets at beginning of year (total assets less liabilities)	2012-12-31	$0
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2012-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2012-12-31	No
Were any leases to which the plan was party in default or uncollectible	2012-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2012-12-31	$38,467,923
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2012-12-31	$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2012-12-31	$-5,820
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2012-12-31	Yes
Was there a failure to transmit to the plan any participant contributions	2012-12-31	No
Has the plan failed to provide any benefit when due under the plan	2012-12-31	No
Contributions received in cash from employer	2012-12-31	$356,000
Employer contributions (assets) at end of year	2012-12-31	$356,000
Employer contributions (assets) at beginning of year	2012-12-31	$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2012-12-31	$854,523
Did the plan have assets held for investment	2012-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2012-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2012-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2012-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2012-12-31	Disclaimer
Accountancy firm name	2012-12-31	CROWE HORWATH LLP
Accountancy firm EIN	2012-12-31	350921680

Form 5500 Responses for NACCO MATERIALS HANDLING GROUP, INC. PENSION PLAN FOR NON-UNION EMPLOYEES

2019: NACCO MATERIALS HANDLING GROUP, INC. PENSION PLAN FOR NON-UNION EMPLOYEES 2019 form 5500 responses
2019-01-01	Type of plan entity	Single employer plan
2019-01-01	Submission has been amended	No
2019-01-01	This submission is the final filing	Yes
2019-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2019-01-01	Plan is a collectively bargained plan	No
2019-01-01	Plan funding arrangement – Trust	Yes
2019-01-01	Plan benefit arrangement - Trust	Yes
2018: NACCO MATERIALS HANDLING GROUP, INC. PENSION PLAN FOR NON-UNION EMPLOYEES 2018 form 5500 responses
2018-01-01	Type of plan entity	Single employer plan
2018-01-01	Submission has been amended	No
2018-01-01	This submission is the final filing	No
2018-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2018-01-01	Plan is a collectively bargained plan	No
2018-01-01	Plan funding arrangement – Trust	Yes
2018-01-01	Plan benefit arrangement - Trust	Yes
2017: NACCO MATERIALS HANDLING GROUP, INC. PENSION PLAN FOR NON-UNION EMPLOYEES 2017 form 5500 responses
2017-01-01	Type of plan entity	Single employer plan
2017-01-01	Submission has been amended	No
2017-01-01	This submission is the final filing	No
2017-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2017-01-01	Plan is a collectively bargained plan	No
2017-01-01	Plan funding arrangement – Trust	Yes
2017-01-01	Plan benefit arrangement - Trust	Yes
2016: NACCO MATERIALS HANDLING GROUP, INC. PENSION PLAN FOR NON-UNION EMPLOYEES 2016 form 5500 responses
2016-01-01	Type of plan entity	Single employer plan
2016-01-01	Submission has been amended	No
2016-01-01	This submission is the final filing	No
2016-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2016-01-01	Plan is a collectively bargained plan	No
2016-01-01	Plan funding arrangement – Trust	Yes
2016-01-01	Plan benefit arrangement - Trust	Yes
2015: NACCO MATERIALS HANDLING GROUP, INC. PENSION PLAN FOR NON-UNION EMPLOYEES 2015 form 5500 responses
2015-01-01	Type of plan entity	Single employer plan
2015-01-01	Submission has been amended	No
2015-01-01	This submission is the final filing	No
2015-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2015-01-01	Plan is a collectively bargained plan	No
2015-01-01	Plan funding arrangement – Trust	Yes
2015-01-01	Plan benefit arrangement - Trust	Yes
2014: NACCO MATERIALS HANDLING GROUP, INC. PENSION PLAN FOR NON-UNION EMPLOYEES 2014 form 5500 responses
2014-01-01	Type of plan entity	Single employer plan
2014-01-01	Submission has been amended	No
2014-01-01	This submission is the final filing	No
2014-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2014-01-01	Plan is a collectively bargained plan	No
2014-01-01	Plan funding arrangement – Trust	Yes
2014-01-01	Plan benefit arrangement - Trust	Yes
2013: NACCO MATERIALS HANDLING GROUP, INC. PENSION PLAN FOR NON-UNION EMPLOYEES 2013 form 5500 responses
2013-01-01	Type of plan entity	Single employer plan
2013-01-01	Submission has been amended	No
2013-01-01	This submission is the final filing	No
2013-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2013-01-01	Plan is a collectively bargained plan	No
2013-01-01	Plan funding arrangement – Trust	Yes
2013-01-01	Plan benefit arrangement - Trust	Yes
2012: NACCO MATERIALS HANDLING GROUP, INC. PENSION PLAN FOR NON-UNION EMPLOYEES 2012 form 5500 responses
2012-10-01	Type of plan entity	Single employer plan
2012-10-01	First time form 5500 has been submitted	Yes
2012-10-01	Submission has been amended	No
2012-10-01	This submission is the final filing	No
2012-10-01	This return/report is a short plan year return/report (less than 12 months)	Yes
2012-10-01	Plan is a collectively bargained plan	No
2012-10-01	Plan funding arrangement – Trust	Yes
2012-10-01	Plan benefit arrangement - Trust	Yes

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

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