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NATIONAL LIFT TRUCK COMPANIES PROFIT SHARING 401K PLAN AND TRUST 401k Plan overview

Plan NameNATIONAL LIFT TRUCK COMPANIES PROFIT SHARING 401K PLAN AND TRUST
Plan identification number 003

NATIONAL LIFT TRUCK COMPANIES PROFIT SHARING 401K PLAN AND TRUST Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Age/Service Weighted or new comparability or similar plan - Age/Service Weighted Plan: Allocations are based on age, service, or age and service. New comparability or similar plan: Allocations are based on participant classifications and a classification(s) consists entirely or predominantly of highly compensated employees; or the plan provides an additional allocation rate on compensation above a specified threshold, and the theshold or additional rate exceeds the maximum threshold or rate allowed under the permitted disparity rules of section 401(l).
  • Profit-sharing
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
  • Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
  • Participant-directed brokerage accounts provided as an investment option under the plan.
  • Plan provides for automatic enrollment in plan that has employee contributions deducted from payroll.

401k Sponsoring company profile

NATIONAL LIFT TRUCK, INC. has sponsored the creation of one or more 401k plans.

Company Name:NATIONAL LIFT TRUCK, INC.
Employer identification number (EIN):362960004
NAIC Classification:423800

Form 5500 Filing Information

Submission information for form 5500 for 401k plan NATIONAL LIFT TRUCK COMPANIES PROFIT SHARING 401K PLAN AND TRUST

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0032022-01-01
0032021-01-01
0032020-01-01
0032019-01-01
0032018-01-01
0032017-01-01JOHN SHAHINIAN
0032016-01-01JOHN SHAHINIAN
0032015-01-01JOHN SHAHINIAN
0032014-01-01JOHN SHAHINIAN
0032013-01-01JOHN SHAHINIAN
0032012-01-01JOHN SHAHINIAN
0032011-01-01JOHN SHAHINIAN JOHN SHAHINIAN2012-10-11
0032010-01-01JOHN SHAHINIAN JOHN SHAHINIAN2011-10-14
0032009-01-01JOHN SHAHINIAN JOHN SHAHINIAN2010-10-13

Plan Statistics for NATIONAL LIFT TRUCK COMPANIES PROFIT SHARING 401K PLAN AND TRUST

401k plan membership statisitcs for NATIONAL LIFT TRUCK COMPANIES PROFIT SHARING 401K PLAN AND TRUST

Measure Date Value
2022: NATIONAL LIFT TRUCK COMPANIES PROFIT SHARING 401K PLAN AND TRUST 2022 401k membership
Total participants, beginning-of-year2022-01-01197
Total number of active participants reported on line 7a of the Form 55002022-01-01169
Number of retired or separated participants receiving benefits2022-01-010
Number of other retired or separated participants entitled to future benefits2022-01-0133
Total of all active and inactive participants2022-01-01202
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-012
Total participants2022-01-01204
Number of participants with account balances2022-01-01167
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-0116
2021: NATIONAL LIFT TRUCK COMPANIES PROFIT SHARING 401K PLAN AND TRUST 2021 401k membership
Total participants, beginning-of-year2021-01-01191
Total number of active participants reported on line 7a of the Form 55002021-01-01157
Number of retired or separated participants receiving benefits2021-01-011
Number of other retired or separated participants entitled to future benefits2021-01-0138
Total of all active and inactive participants2021-01-01196
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-011
Total participants2021-01-01197
Number of participants with account balances2021-01-01163
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-0115
2020: NATIONAL LIFT TRUCK COMPANIES PROFIT SHARING 401K PLAN AND TRUST 2020 401k membership
Total participants, beginning-of-year2020-01-01196
Total number of active participants reported on line 7a of the Form 55002020-01-01154
Number of retired or separated participants receiving benefits2020-01-011
Number of other retired or separated participants entitled to future benefits2020-01-0135
Total of all active and inactive participants2020-01-01190
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-011
Total participants2020-01-01191
Number of participants with account balances2020-01-01156
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-0119
2019: NATIONAL LIFT TRUCK COMPANIES PROFIT SHARING 401K PLAN AND TRUST 2019 401k membership
Total participants, beginning-of-year2019-01-01184
Total number of active participants reported on line 7a of the Form 55002019-01-01169
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-0126
Total of all active and inactive participants2019-01-01195
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-011
Total participants2019-01-01196
Number of participants with account balances2019-01-01161
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-015
2018: NATIONAL LIFT TRUCK COMPANIES PROFIT SHARING 401K PLAN AND TRUST 2018 401k membership
Total participants, beginning-of-year2018-01-01177
Total number of active participants reported on line 7a of the Form 55002018-01-01156
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-0127
Total of all active and inactive participants2018-01-01183
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-011
Total participants2018-01-01184
Number of participants with account balances2018-01-01151
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-019
2017: NATIONAL LIFT TRUCK COMPANIES PROFIT SHARING 401K PLAN AND TRUST 2017 401k membership
Total participants, beginning-of-year2017-01-01171
Total number of active participants reported on line 7a of the Form 55002017-01-01153
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-0122
Total of all active and inactive participants2017-01-01175
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-012
Total participants2017-01-01177
Number of participants with account balances2017-01-01144
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-017
2016: NATIONAL LIFT TRUCK COMPANIES PROFIT SHARING 401K PLAN AND TRUST 2016 401k membership
Total participants, beginning-of-year2016-01-01171
Total number of active participants reported on line 7a of the Form 55002016-01-01145
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-0124
Total of all active and inactive participants2016-01-01169
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-012
Total participants2016-01-01171
Number of participants with account balances2016-01-01128
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-014
2015: NATIONAL LIFT TRUCK COMPANIES PROFIT SHARING 401K PLAN AND TRUST 2015 401k membership
Total participants, beginning-of-year2015-01-01159
Total number of active participants reported on line 7a of the Form 55002015-01-01149
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-0121
Total of all active and inactive participants2015-01-01170
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-011
Total participants2015-01-01171
Number of participants with account balances2015-01-01134
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-0116
2014: NATIONAL LIFT TRUCK COMPANIES PROFIT SHARING 401K PLAN AND TRUST 2014 401k membership
Total participants, beginning-of-year2014-01-01142
Total number of active participants reported on line 7a of the Form 55002014-01-01141
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-0117
Total of all active and inactive participants2014-01-01158
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-011
Total participants2014-01-01159
Number of participants with account balances2014-01-01117
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-018
2013: NATIONAL LIFT TRUCK COMPANIES PROFIT SHARING 401K PLAN AND TRUST 2013 401k membership
Total participants, beginning-of-year2013-01-01122
Total number of active participants reported on line 7a of the Form 55002013-01-01126
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-0116
Total of all active and inactive participants2013-01-01142
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-01142
Number of participants with account balances2013-01-01103
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-0111
2012: NATIONAL LIFT TRUCK COMPANIES PROFIT SHARING 401K PLAN AND TRUST 2012 401k membership
Total participants, beginning-of-year2012-01-01108
Total number of active participants reported on line 7a of the Form 55002012-01-0196
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-0126
Total of all active and inactive participants2012-01-01122
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-01122
Number of participants with account balances2012-01-01117
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-015
2011: NATIONAL LIFT TRUCK COMPANIES PROFIT SHARING 401K PLAN AND TRUST 2011 401k membership
Total participants, beginning-of-year2011-01-01145
Total number of active participants reported on line 7a of the Form 55002011-01-0182
Number of retired or separated participants receiving benefits2011-01-011
Number of other retired or separated participants entitled to future benefits2011-01-0125
Total of all active and inactive participants2011-01-01108
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-01108
Number of participants with account balances2011-01-01108
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-012
2010: NATIONAL LIFT TRUCK COMPANIES PROFIT SHARING 401K PLAN AND TRUST 2010 401k membership
Total participants, beginning-of-year2010-01-01160
Total number of active participants reported on line 7a of the Form 55002010-01-0165
Number of retired or separated participants receiving benefits2010-01-010
Number of other retired or separated participants entitled to future benefits2010-01-0179
Total of all active and inactive participants2010-01-01144
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-011
Total participants2010-01-01145
Number of participants with account balances2010-01-01145
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-015
2009: NATIONAL LIFT TRUCK COMPANIES PROFIT SHARING 401K PLAN AND TRUST 2009 401k membership
Total participants, beginning-of-year2009-01-01168
Total number of active participants reported on line 7a of the Form 55002009-01-0185
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-0174
Total of all active and inactive participants2009-01-01159
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-011
Total participants2009-01-01160
Number of participants with account balances2009-01-01160
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-0111

Financial Data on NATIONAL LIFT TRUCK COMPANIES PROFIT SHARING 401K PLAN AND TRUST

Measure Date Value
2022 : NATIONAL LIFT TRUCK COMPANIES PROFIT SHARING 401K PLAN AND TRUST 2022 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2022-12-31$-7,145,863
Total unrealized appreciation/depreciation of assets2022-12-31$-7,145,863
Total income from all sources (including contributions)2022-12-31$-4,746,436
Total loss/gain on sale of assets2022-12-31$38,908
Total of all expenses incurred2022-12-31$766,466
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$764,847
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$1,719,707
Value of total assets at end of year2022-12-31$20,735,213
Value of total assets at beginning of year2022-12-31$26,248,115
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$1,619
Total interest from all sources2022-12-31$4,298
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$636,514
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$500,000
If this is an individual account plan, was there a blackout period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Contributions received from participants2022-12-31$770,502
Participant contributions at end of year2022-12-31$81,209
Participant contributions at beginning of year2022-12-31$120,318
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$212,457
Value of other receiveables (less allowance for doubtful accounts) at end of year2022-12-31$2,760
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2022-12-31$2,724
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-5,512,902
Value of net assets at end of year (total assets less liabilities)2022-12-31$20,735,213
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$26,248,115
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$17,310,341
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$22,064,738
Interest on participant loans2022-12-31$4,298
Value of interest in common/collective trusts at end of year2022-12-31$715,435
Value of interest in common/collective trusts at beginning of year2022-12-31$699,394
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2022-12-31$423,545
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2022-12-31$321,289
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2022-12-31$321,289
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31No
Was there a failure to transmit to the plan any participant contributions2022-12-31No
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Contributions received in cash from employer2022-12-31$736,748
Employer contributions (assets) at end of year2022-12-31$598,105
Employer contributions (assets) at beginning of year2022-12-31$464,865
Income. Dividends from common stock2022-12-31$636,514
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$764,847
Contract administrator fees2022-12-31$1,619
Assets. Corporate common stocks other than exployer securities at end of year2022-12-31$1,603,818
Assets. Corporate common stocks other than exployer securities at beginning of year2022-12-31$2,574,787
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
Aggregate proceeds on sale of assets2022-12-31$1,435,848
Aggregate carrying amount (costs) on sale of assets2022-12-31$1,396,940
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31CJG PARTNERS, LLP
Accountancy firm EIN2022-12-31363383864
2021 : NATIONAL LIFT TRUCK COMPANIES PROFIT SHARING 401K PLAN AND TRUST 2021 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2021-12-31$309,096
Total unrealized appreciation/depreciation of assets2021-12-31$309,096
Total income from all sources (including contributions)2021-12-31$3,455,705
Total loss/gain on sale of assets2021-12-31$118,631
Total of all expenses incurred2021-12-31$1,509,101
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$1,507,001
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$1,260,907
Value of total assets at end of year2021-12-31$26,248,115
Value of total assets at beginning of year2021-12-31$24,301,511
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$2,100
Total interest from all sources2021-12-31$7,609
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$1,759,462
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$500,000
If this is an individual account plan, was there a blackout period2021-12-31No
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$662,060
Participant contributions at end of year2021-12-31$120,318
Participant contributions at beginning of year2021-12-31$174,299
Value of other receiveables (less allowance for doubtful accounts) at end of year2021-12-31$2,724
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2021-12-31$2,723
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$1,946,604
Value of net assets at end of year (total assets less liabilities)2021-12-31$26,248,115
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$24,301,511
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$22,064,738
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$16,309,688
Interest on participant loans2021-12-31$7,609
Value of interest in common/collective trusts at end of year2021-12-31$699,394
Value of interest in common/collective trusts at beginning of year2021-12-31$738,944
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2021-12-31$321,289
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2021-12-31$4,657,886
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2021-12-31$4,657,886
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31No
Was there a failure to transmit to the plan any participant contributions2021-12-31No
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Contributions received in cash from employer2021-12-31$598,847
Employer contributions (assets) at end of year2021-12-31$464,865
Employer contributions (assets) at beginning of year2021-12-31$386,857
Income. Dividends from common stock2021-12-31$1,759,462
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$1,507,001
Contract administrator fees2021-12-31$2,100
Assets. Corporate common stocks other than exployer securities at end of year2021-12-31$2,574,787
Assets. Corporate common stocks other than exployer securities at beginning of year2021-12-31$2,031,114
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
Aggregate proceeds on sale of assets2021-12-31$2,156,586
Aggregate carrying amount (costs) on sale of assets2021-12-31$2,037,955
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31CJG PARTNERS, LLP
Accountancy firm EIN2021-12-31363383864
2020 : NATIONAL LIFT TRUCK COMPANIES PROFIT SHARING 401K PLAN AND TRUST 2020 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2020-12-31$3,169,076
Total unrealized appreciation/depreciation of assets2020-12-31$3,169,076
Total income from all sources (including contributions)2020-12-31$5,698,934
Total loss/gain on sale of assets2020-12-31$823,213
Total of all expenses incurred2020-12-31$434,583
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$431,884
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$1,069,849
Value of total assets at end of year2020-12-31$24,301,511
Value of total assets at beginning of year2020-12-31$19,037,160
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$2,699
Total interest from all sources2020-12-31$10,352
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$626,444
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$500,000
If this is an individual account plan, was there a blackout period2020-12-31No
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$590,481
Participant contributions at end of year2020-12-31$174,299
Participant contributions at beginning of year2020-12-31$226,981
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$8,688
Value of other receiveables (less allowance for doubtful accounts) at end of year2020-12-31$2,723
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2020-12-31$2,714
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$5,264,351
Value of net assets at end of year (total assets less liabilities)2020-12-31$24,301,511
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$19,037,160
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$16,309,688
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$12,471,384
Interest on participant loans2020-12-31$10,352
Value of interest in common/collective trusts at end of year2020-12-31$738,944
Value of interest in common/collective trusts at beginning of year2020-12-31$662,543
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2020-12-31$4,657,886
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2020-12-31$168,782
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2020-12-31$168,782
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31No
Was there a failure to transmit to the plan any participant contributions2020-12-31No
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$470,680
Employer contributions (assets) at end of year2020-12-31$386,857
Employer contributions (assets) at beginning of year2020-12-31$443,788
Income. Dividends from common stock2020-12-31$626,444
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$431,884
Contract administrator fees2020-12-31$2,699
Assets. Corporate common stocks other than exployer securities at end of year2020-12-31$2,031,114
Assets. Corporate common stocks other than exployer securities at beginning of year2020-12-31$5,060,968
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
Aggregate proceeds on sale of assets2020-12-31$3,550,066
Aggregate carrying amount (costs) on sale of assets2020-12-31$2,726,853
Opinion of an independent qualified public accountant for this plan2020-12-31Disclaimer
Accountancy firm name2020-12-31CJG PARTNERS, LLP
Accountancy firm EIN2020-12-31363383864
2019 : NATIONAL LIFT TRUCK COMPANIES PROFIT SHARING 401K PLAN AND TRUST 2019 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2019-12-31$2,607,881
Unrealized appreciation/depreciation of other (non real estate) assets2019-12-31$2,607,881
Total unrealized appreciation/depreciation of assets2019-12-31$2,607,881
Total unrealized appreciation/depreciation of assets2019-12-31$2,607,881
Total income from all sources (including contributions)2019-12-31$4,932,893
Total income from all sources (including contributions)2019-12-31$4,932,893
Total loss/gain on sale of assets2019-12-31$479,633
Total loss/gain on sale of assets2019-12-31$479,633
Total of all expenses incurred2019-12-31$845,116
Total of all expenses incurred2019-12-31$845,116
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$842,427
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$842,427
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$1,238,888
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$1,238,888
Value of total assets at end of year2019-12-31$19,037,160
Value of total assets at end of year2019-12-31$19,037,160
Value of total assets at beginning of year2019-12-31$14,949,383
Value of total assets at beginning of year2019-12-31$14,949,383
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$2,689
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$2,689
Total interest from all sources2019-12-31$10,484
Total interest from all sources2019-12-31$10,484
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$596,007
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$596,007
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Was this plan covered by a fidelity bond2019-12-31Yes
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$500,000
Value of fidelity bond cover2019-12-31$500,000
If this is an individual account plan, was there a blackout period2019-12-31No
If this is an individual account plan, was there a blackout period2019-12-31No
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$580,398
Contributions received from participants2019-12-31$580,398
Participant contributions at end of year2019-12-31$226,981
Participant contributions at end of year2019-12-31$226,981
Participant contributions at beginning of year2019-12-31$215,497
Participant contributions at beginning of year2019-12-31$215,497
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$140,504
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$140,504
Value of other receiveables (less allowance for doubtful accounts) at end of year2019-12-31$2,714
Value of other receiveables (less allowance for doubtful accounts) at end of year2019-12-31$2,714
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2019-12-31$2,617
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2019-12-31$2,617
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
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$4,087,777
Value of net income/loss2019-12-31$4,087,777
Value of net assets at end of year (total assets less liabilities)2019-12-31$19,037,160
Value of net assets at end of year (total assets less liabilities)2019-12-31$19,037,160
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$14,949,383
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$14,949,383
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
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 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
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$12,471,384
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$12,471,384
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$9,816,008
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$9,816,008
Interest on participant loans2019-12-31$10,484
Interest on participant loans2019-12-31$10,484
Value of interest in common/collective trusts at end of year2019-12-31$662,543
Value of interest in common/collective trusts at end of year2019-12-31$662,543
Value of interest in common/collective trusts at beginning of year2019-12-31$657,044
Value of interest in common/collective trusts at beginning of year2019-12-31$657,044
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2019-12-31$168,782
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2019-12-31$168,782
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2019-12-31$937
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2019-12-31$937
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2019-12-31$937
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2019-12-31$937
Asset value of US Government securities at beginning of year2019-12-31$10,354
Asset value of US Government securities at beginning of year2019-12-31$10,354
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
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
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$517,986
Contributions received in cash from employer2019-12-31$517,986
Employer contributions (assets) at end of year2019-12-31$443,788
Employer contributions (assets) at end of year2019-12-31$443,788
Employer contributions (assets) at beginning of year2019-12-31$419,995
Employer contributions (assets) at beginning of year2019-12-31$419,995
Income. Dividends from common stock2019-12-31$596,007
Income. Dividends from common stock2019-12-31$596,007
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$842,427
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$842,427
Contract administrator fees2019-12-31$2,689
Contract administrator fees2019-12-31$2,689
Assets. Corporate common stocks other than exployer securities at end of year2019-12-31$5,060,968
Assets. Corporate common stocks other than exployer securities at end of year2019-12-31$5,060,968
Assets. Corporate common stocks other than exployer securities at beginning of year2019-12-31$3,826,931
Assets. Corporate common stocks other than exployer securities at beginning of year2019-12-31$3,826,931
Did the plan have assets held for investment2019-12-31Yes
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
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Aggregate proceeds on sale of assets2019-12-31$4,483,801
Aggregate proceeds on sale of assets2019-12-31$4,483,801
Aggregate carrying amount (costs) on sale of assets2019-12-31$4,004,168
Aggregate carrying amount (costs) on sale of assets2019-12-31$4,004,168
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31CJG PARTNERS, LLP
Accountancy firm name2019-12-31CJG PARTNERS, LLP
Accountancy firm EIN2019-12-31363383864
Accountancy firm EIN2019-12-31363383864
2018 : NATIONAL LIFT TRUCK COMPANIES PROFIT SHARING 401K PLAN AND TRUST 2018 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2018-12-31$-1,799,718
Total unrealized appreciation/depreciation of assets2018-12-31$-1,799,718
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$20,544
Total income from all sources (including contributions)2018-12-31$48,581
Total loss/gain on sale of assets2018-12-31$9,610
Total of all expenses incurred2018-12-31$225,642
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$223,439
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$1,057,766
Value of total assets at end of year2018-12-31$14,949,383
Value of total assets at beginning of year2018-12-31$15,146,988
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$2,203
Total interest from all sources2018-12-31$12,431
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$768,492
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2018-12-31$17,399
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$500,000
If this is an individual account plan, was there a blackout period2018-12-31No
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$508,249
Participant contributions at end of year2018-12-31$215,497
Participant contributions at beginning of year2018-12-31$232,763
Participant contributions at beginning of year2018-12-31$15,581
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$18,251
Value of other receiveables (less allowance for doubtful accounts) at end of year2018-12-31$2,617
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2018-12-31$2,617
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-177,061
Value of net assets at end of year (total assets less liabilities)2018-12-31$14,949,383
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$15,126,444
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$9,816,008
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$9,678,907
Interest on participant loans2018-12-31$12,431
Value of interest in common/collective trusts at end of year2018-12-31$657,044
Value of interest in common/collective trusts at beginning of year2018-12-31$615,573
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2018-12-31$937
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2018-12-31$68,368
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2018-12-31$68,368
Asset value of US Government securities at end of year2018-12-31$10,354
Asset value of US Government securities at beginning of year2018-12-31$15,253
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31No
Was there a failure to transmit to the plan any participant contributions2018-12-31No
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$531,266
Employer contributions (assets) at end of year2018-12-31$419,995
Employer contributions (assets) at beginning of year2018-12-31$340,745
Income. Dividends from common stock2018-12-31$768,492
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$223,439
Asset. Corporate debt instrument debt (other) at beginning of year2018-12-31$45,362
Contract administrator fees2018-12-31$2,203
Assets. Corporate common stocks other than exployer securities at end of year2018-12-31$3,826,931
Assets. Corporate common stocks other than exployer securities at beginning of year2018-12-31$4,114,420
Liabilities. Value of benefit claims payable at beginning of year2018-12-31$20,544
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
Aggregate proceeds on sale of assets2018-12-31$898,039
Aggregate carrying amount (costs) on sale of assets2018-12-31$888,429
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 name2018-12-31CJG PARTNERS, LLP
Accountancy firm EIN2018-12-31363383864
2017 : NATIONAL LIFT TRUCK COMPANIES PROFIT SHARING 401K PLAN AND TRUST 2017 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2017-12-31$1,915,104
Total unrealized appreciation/depreciation of assets2017-12-31$1,915,104
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$20,544
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$21,045
Total income from all sources (including contributions)2017-12-31$3,391,147
Total loss/gain on sale of assets2017-12-31$158,710
Total of all expenses incurred2017-12-31$574,098
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$572,160
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$859,997
Value of total assets at end of year2017-12-31$15,146,988
Value of total assets at beginning of year2017-12-31$12,330,440
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$1,938
Total interest from all sources2017-12-31$8,029
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$449,307
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Assets. Corporate prefeered stocks other than exployer securities at end of year2017-12-31$17,399
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$500,000
If this is an individual account plan, was there a blackout period2017-12-31No
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$470,543
Participant contributions at end of year2017-12-31$232,763
Participant contributions at beginning of year2017-12-31$154,980
Participant contributions at end of year2017-12-31$15,581
Participant contributions at beginning of year2017-12-31$13,105
Value of other receiveables (less allowance for doubtful accounts) at end of year2017-12-31$2,617
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2017-12-31$2,617
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$2,817,049
Value of net assets at end of year (total assets less liabilities)2017-12-31$15,126,444
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$12,309,395
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$9,678,907
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$8,315,781
Interest on participant loans2017-12-31$8,029
Value of interest in common/collective trusts at end of year2017-12-31$615,573
Value of interest in common/collective trusts at beginning of year2017-12-31$662,996
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2017-12-31$68,368
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2017-12-31$75,930
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2017-12-31$75,930
Asset value of US Government securities at end of year2017-12-31$15,253
Asset value of US Government securities at beginning of year2017-12-31$18,295
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31No
Was there a failure to transmit to the plan any participant contributions2017-12-31No
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$389,454
Employer contributions (assets) at end of year2017-12-31$340,745
Employer contributions (assets) at beginning of year2017-12-31$381,864
Income. Dividends from common stock2017-12-31$449,307
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$572,160
Asset. Corporate debt instrument debt (other) at end of year2017-12-31$45,362
Asset. Corporate debt instrument debt (other) at beginning of year2017-12-31$62,799
Contract administrator fees2017-12-31$1,938
Assets. Corporate common stocks other than exployer securities at end of year2017-12-31$4,114,420
Assets. Corporate common stocks other than exployer securities at beginning of year2017-12-31$2,642,073
Liabilities. Value of benefit claims payable at end of year2017-12-31$20,544
Liabilities. Value of benefit claims payable at beginning of year2017-12-31$21,045
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
Aggregate proceeds on sale of assets2017-12-31$1,830,868
Aggregate carrying amount (costs) on sale of assets2017-12-31$1,672,158
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 name2017-12-31CJG PARTNERS, LLP
Accountancy firm EIN2017-12-31363383864
2016 : NATIONAL LIFT TRUCK COMPANIES PROFIT SHARING 401K PLAN AND TRUST 2016 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2016-12-31$420,872
Total unrealized appreciation/depreciation of assets2016-12-31$420,872
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$21,045
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$24,859
Total income from all sources (including contributions)2016-12-31$1,661,750
Total loss/gain on sale of assets2016-12-31$13,374
Total of all expenses incurred2016-12-31$261,574
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$259,649
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$918,941
Value of total assets at end of year2016-12-31$12,330,440
Value of total assets at beginning of year2016-12-31$10,934,078
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$1,925
Total interest from all sources2016-12-31$6,894
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$305,984
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$500,000
If this is an individual account plan, was there a blackout period2016-12-31No
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$458,709
Participant contributions at end of year2016-12-31$154,980
Participant contributions at beginning of year2016-12-31$168,594
Participant contributions at end of year2016-12-31$13,105
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$30,930
Value of other receiveables (less allowance for doubtful accounts) at end of year2016-12-31$2,617
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2016-12-31$2,617
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$1,400,176
Value of net assets at end of year (total assets less liabilities)2016-12-31$12,309,395
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$10,909,219
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$8,315,781
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$7,330,144
Interest on participant loans2016-12-31$6,894
Value of interest in common/collective trusts at end of year2016-12-31$662,996
Value of interest in common/collective trusts at beginning of year2016-12-31$628,977
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2016-12-31$75,930
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2016-12-31$66,585
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2016-12-31$66,585
Asset value of US Government securities at end of year2016-12-31$18,295
Asset value of US Government securities at beginning of year2016-12-31$21,428
Net investment gain or loss from common/collective trusts2016-12-31$-4,315
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31No
Was there a failure to transmit to the plan any participant contributions2016-12-31No
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$429,302
Employer contributions (assets) at end of year2016-12-31$381,864
Employer contributions (assets) at beginning of year2016-12-31$351,773
Income. Dividends from common stock2016-12-31$305,984
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$259,649
Asset. Corporate debt instrument debt (other) at end of year2016-12-31$62,799
Asset. Corporate debt instrument debt (other) at beginning of year2016-12-31$64,284
Contract administrator fees2016-12-31$1,925
Assets. Corporate common stocks other than exployer securities at end of year2016-12-31$2,642,073
Assets. Corporate common stocks other than exployer securities at beginning of year2016-12-31$2,299,676
Liabilities. Value of benefit claims payable at end of year2016-12-31$21,045
Liabilities. Value of benefit claims payable at beginning of year2016-12-31$24,859
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
Aggregate proceeds on sale of assets2016-12-31$539,602
Aggregate carrying amount (costs) on sale of assets2016-12-31$526,228
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31Yes
Opinion of an independent qualified public accountant for this plan2016-12-31Disclaimer
Accountancy firm name2016-12-31CJG PARTNERS, LLP
Accountancy firm EIN2016-12-31363383864
2015 : NATIONAL LIFT TRUCK COMPANIES PROFIT SHARING 401K PLAN AND TRUST 2015 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2015-12-31$-454,372
Total unrealized appreciation/depreciation of assets2015-12-31$-454,372
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$24,859
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$30,329
Total income from all sources (including contributions)2015-12-31$832,263
Total loss/gain on sale of assets2015-12-31$113,993
Total of all expenses incurred2015-12-31$891,291
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$889,837
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$842,948
Value of total assets at end of year2015-12-31$10,934,078
Value of total assets at beginning of year2015-12-31$10,998,576
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$1,454
Total interest from all sources2015-12-31$6,983
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$331,025
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$500,000
If this is an individual account plan, was there a blackout period2015-12-31No
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$424,503
Participant contributions at end of year2015-12-31$168,594
Participant contributions at beginning of year2015-12-31$166,284
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$21,482
Value of other receiveables (less allowance for doubtful accounts) at end of year2015-12-31$2,617
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2015-12-31$2,617
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$-59,028
Value of net assets at end of year (total assets less liabilities)2015-12-31$10,909,219
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$10,968,247
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$7,330,144
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$7,298,159
Interest on participant loans2015-12-31$6,983
Value of interest in common/collective trusts at end of year2015-12-31$628,977
Value of interest in common/collective trusts at beginning of year2015-12-31$765,455
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2015-12-31$66,585
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2015-12-31$118,413
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2015-12-31$118,413
Asset value of US Government securities at end of year2015-12-31$21,428
Asset value of US Government securities at beginning of year2015-12-31$25,911
Net investment gain or loss from common/collective trusts2015-12-31$-8,314
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31No
Was there a failure to transmit to the plan any participant contributions2015-12-31No
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Contributions received in cash from employer2015-12-31$396,963
Employer contributions (assets) at end of year2015-12-31$351,773
Employer contributions (assets) at beginning of year2015-12-31$330,587
Income. Dividends from common stock2015-12-31$331,025
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$889,837
Asset. Corporate debt instrument debt (other) at end of year2015-12-31$64,284
Asset. Corporate debt instrument debt (other) at beginning of year2015-12-31$65,424
Contract administrator fees2015-12-31$1,454
Assets. Corporate common stocks other than exployer securities at end of year2015-12-31$2,299,676
Assets. Corporate common stocks other than exployer securities at beginning of year2015-12-31$2,225,726
Liabilities. Value of benefit claims payable at end of year2015-12-31$24,859
Liabilities. Value of benefit claims payable at beginning of year2015-12-31$30,329
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
Aggregate proceeds on sale of assets2015-12-31$3,794,034
Aggregate carrying amount (costs) on sale of assets2015-12-31$3,680,041
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 name2015-12-31CJG PARTNERS, LLP
Accountancy firm EIN2015-12-31363383864
2014 : NATIONAL LIFT TRUCK COMPANIES PROFIT SHARING 401K PLAN AND TRUST 2014 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2014-12-31$47,225
Total unrealized appreciation/depreciation of assets2014-12-31$47,225
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$30,329
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$23,136
Total income from all sources (including contributions)2014-12-31$1,453,384
Total loss/gain on sale of assets2014-12-31$174
Total of all expenses incurred2014-12-31$61,780
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$60,292
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$763,831
Value of total assets at end of year2014-12-31$10,998,576
Value of total assets at beginning of year2014-12-31$9,599,779
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$1,488
Total interest from all sources2014-12-31$6,925
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$628,356
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$500,000
If this is an individual account plan, was there a blackout period2014-12-31No
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$363,305
Participant contributions at end of year2014-12-31$166,284
Participant contributions at beginning of year2014-12-31$186,180
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$21,680
Value of other receiveables (less allowance for doubtful accounts) at end of year2014-12-31$2,617
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2014-12-31$2,617
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$1,391,604
Value of net assets at end of year (total assets less liabilities)2014-12-31$10,968,247
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$9,576,643
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$7,298,159
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$6,241,679
Interest on participant loans2014-12-31$6,925
Value of interest in common/collective trusts at end of year2014-12-31$765,455
Value of interest in common/collective trusts at beginning of year2014-12-31$734,363
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2014-12-31$118,413
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2014-12-31$109,925
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2014-12-31$109,925
Asset value of US Government securities at end of year2014-12-31$25,911
Asset value of US Government securities at beginning of year2014-12-31$31,913
Net investment gain or loss from common/collective trusts2014-12-31$6,873
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31No
Was there a failure to transmit to the plan any participant contributions2014-12-31No
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Contributions received in cash from employer2014-12-31$378,846
Employer contributions (assets) at end of year2014-12-31$330,587
Employer contributions (assets) at beginning of year2014-12-31$221,319
Income. Dividends from common stock2014-12-31$628,356
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$60,292
Asset. Corporate debt instrument debt (other) at end of year2014-12-31$65,424
Asset. Corporate debt instrument debt (other) at beginning of year2014-12-31$66,303
Contract administrator fees2014-12-31$1,488
Assets. Corporate common stocks other than exployer securities at end of year2014-12-31$2,225,726
Assets. Corporate common stocks other than exployer securities at beginning of year2014-12-31$2,005,480
Liabilities. Value of benefit claims payable at end of year2014-12-31$30,329
Liabilities. Value of benefit claims payable at beginning of year2014-12-31$23,136
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
Aggregate proceeds on sale of assets2014-12-31$379,579
Aggregate carrying amount (costs) on sale of assets2014-12-31$379,405
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 name2014-12-31CJG PARTNERS, LLP
Accountancy firm EIN2014-12-31363383864
2013 : NATIONAL LIFT TRUCK COMPANIES PROFIT SHARING 401K PLAN AND TRUST 2013 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2013-12-31$1,273,458
Total unrealized appreciation/depreciation of assets2013-12-31$1,273,458
Total transfer of assets from this plan2013-12-31$434,780
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$23,136
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$27,448
Total income from all sources (including contributions)2013-12-31$2,196,965
Total loss/gain on sale of assets2013-12-31$60,789
Total of all expenses incurred2013-12-31$606,889
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$605,345
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$581,590
Value of total assets at end of year2013-12-31$9,599,779
Value of total assets at beginning of year2013-12-31$8,448,795
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$1,544
Total interest from all sources2013-12-31$5,746
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$300,010
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$500,000
If this is an individual account plan, was there a blackout period2013-12-31No
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$329,358
Participant contributions at end of year2013-12-31$186,180
Participant contributions at beginning of year2013-12-31$137,718
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$222
Value of other receiveables (less allowance for doubtful accounts) at end of year2013-12-31$2,617
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2013-12-31$2,616
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Value of net income/loss2013-12-31$1,590,076
Value of net assets at end of year (total assets less liabilities)2013-12-31$9,576,643
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$8,421,347
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$6,241,679
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$5,340,136
Interest on participant loans2013-12-31$5,746
Value of interest in common/collective trusts at end of year2013-12-31$734,363
Value of interest in common/collective trusts at beginning of year2013-12-31$929,332
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2013-12-31$109,925
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2013-12-31$150,791
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2013-12-31$150,791
Asset value of US Government securities at end of year2013-12-31$31,913
Asset value of US Government securities at beginning of year2013-12-31$37,717
Net investment gain or loss from common/collective trusts2013-12-31$-24,628
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31No
Was there a failure to transmit to the plan any participant contributions2013-12-31No
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Contributions received in cash from employer2013-12-31$252,010
Employer contributions (assets) at end of year2013-12-31$221,319
Employer contributions (assets) at beginning of year2013-12-31$218,994
Income. Dividends from common stock2013-12-31$300,010
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$605,345
Asset. Corporate debt instrument debt (other) at end of year2013-12-31$66,303
Asset. Corporate debt instrument debt (other) at beginning of year2013-12-31$68,312
Contract administrator fees2013-12-31$1,544
Assets. Corporate common stocks other than exployer securities at end of year2013-12-31$2,005,480
Assets. Corporate common stocks other than exployer securities at beginning of year2013-12-31$1,563,179
Liabilities. Value of benefit claims payable at end of year2013-12-31$23,136
Liabilities. Value of benefit claims payable at beginning of year2013-12-31$27,448
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
Aggregate proceeds on sale of assets2013-12-31$1,389,051
Aggregate carrying amount (costs) on sale of assets2013-12-31$1,328,262
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 name2013-12-31CJG PARTNERS, LLP
Accountancy firm EIN2013-12-31363383864
2012 : NATIONAL LIFT TRUCK COMPANIES PROFIT SHARING 401K PLAN AND TRUST 2012 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2012-12-31$676,326
Total unrealized appreciation/depreciation of assets2012-12-31$676,326
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$27,448
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$18,494
Total income from all sources (including contributions)2012-12-31$1,326,415
Total loss/gain on sale of assets2012-12-31$8,762
Total of all expenses incurred2012-12-31$426,973
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$425,550
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$538,201
Value of total assets at end of year2012-12-31$8,448,795
Value of total assets at beginning of year2012-12-31$7,540,399
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$1,423
Total interest from all sources2012-12-31$5,551
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$73,059
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$1,000,000
If this is an individual account plan, was there a blackout period2012-12-31No
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$283,090
Participant contributions at end of year2012-12-31$137,718
Participant contributions at beginning of year2012-12-31$155,180
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$1,806
Value of other receiveables (less allowance for doubtful accounts) at end of year2012-12-31$2,616
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2012-12-31$2,616
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$899,442
Value of net assets at end of year (total assets less liabilities)2012-12-31$8,421,347
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$7,521,905
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$5,340,136
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$4,496,446
Interest on participant loans2012-12-31$5,551
Value of interest in common/collective trusts at end of year2012-12-31$929,332
Value of interest in common/collective trusts at beginning of year2012-12-31$1,167,811
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2012-12-31$150,791
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2012-12-31$154,175
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2012-12-31$154,175
Asset value of US Government securities at end of year2012-12-31$37,717
Asset value of US Government securities at beginning of year2012-12-31$84,091
Net investment gain or loss from common/collective trusts2012-12-31$24,516
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31No
Was there a failure to transmit to the plan any participant contributions2012-12-31No
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Contributions received in cash from employer2012-12-31$253,305
Employer contributions (assets) at end of year2012-12-31$218,994
Employer contributions (assets) at beginning of year2012-12-31$87,154
Income. Dividends from common stock2012-12-31$73,059
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$425,550
Asset. Corporate debt instrument debt (other) at end of year2012-12-31$68,312
Asset. Corporate debt instrument debt (other) at beginning of year2012-12-31$78,118
Contract administrator fees2012-12-31$1,423
Assets. Corporate common stocks other than exployer securities at end of year2012-12-31$1,563,179
Assets. Corporate common stocks other than exployer securities at beginning of year2012-12-31$1,314,808
Liabilities. Value of benefit claims payable at end of year2012-12-31$27,448
Liabilities. Value of benefit claims payable at beginning of year2012-12-31$18,494
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
Aggregate proceeds on sale of assets2012-12-31$529,071
Aggregate carrying amount (costs) on sale of assets2012-12-31$520,309
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31Yes
Opinion of an independent qualified public accountant for this plan2012-12-31Disclaimer
Accountancy firm name2012-12-31CHARLES J. GRIES & CO., L.L.P.
Accountancy firm EIN2012-12-31363383864
2011 : NATIONAL LIFT TRUCK COMPANIES PROFIT SHARING 401K PLAN AND TRUST 2011 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2011-12-31$-115,199
Total unrealized appreciation/depreciation of assets2011-12-31$-115,199
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$18,494
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$24,549
Total income from all sources (including contributions)2011-12-31$200,009
Total loss/gain on sale of assets2011-12-31$-63,023
Total of all expenses incurred2011-12-31$225,828
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$223,650
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$299,752
Value of total assets at end of year2011-12-31$7,540,399
Value of total assets at beginning of year2011-12-31$7,572,273
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$2,178
Total interest from all sources2011-12-31$7,053
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$65,558
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$1,000,000
If this is an individual account plan, was there a blackout period2011-12-31No
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$205,248
Participant contributions at end of year2011-12-31$155,180
Participant contributions at beginning of year2011-12-31$185,998
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$7,350
Value of other receiveables (less allowance for doubtful accounts) at end of year2011-12-31$2,616
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2011-12-31$2,616
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$-25,819
Value of net assets at end of year (total assets less liabilities)2011-12-31$7,521,905
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$7,547,724
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$4,496,446
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$4,139,604
Interest on participant loans2011-12-31$7,053
Value of interest in common/collective trusts at end of year2011-12-31$1,167,811
Value of interest in common/collective trusts at beginning of year2011-12-31$1,744,346
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2011-12-31$154,175
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2011-12-31$29,348
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2011-12-31$29,348
Asset value of US Government securities at end of year2011-12-31$84,091
Asset value of US Government securities at beginning of year2011-12-31$86,243
Net investment gain or loss from common/collective trusts2011-12-31$5,868
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$87,154
Employer contributions (assets) at end of year2011-12-31$87,154
Income. Dividends from common stock2011-12-31$65,558
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$223,650
Asset. Corporate debt instrument debt (other) at end of year2011-12-31$78,118
Asset. Corporate debt instrument debt (other) at beginning of year2011-12-31$44,324
Contract administrator fees2011-12-31$2,178
Assets. Corporate common stocks other than exployer securities at end of year2011-12-31$1,314,808
Assets. Corporate common stocks other than exployer securities at beginning of year2011-12-31$1,339,794
Liabilities. Value of benefit claims payable at end of year2011-12-31$18,494
Liabilities. Value of benefit claims payable at beginning of year2011-12-31$24,549
Did the plan have assets held for investment2011-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Aggregate proceeds on sale of assets2011-12-31$5,040,588
Aggregate carrying amount (costs) on sale of assets2011-12-31$5,103,611
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 name2011-12-31CHARLES J. GRIES & CO., L.L.P.
Accountancy firm EIN2011-12-31363383864
2010 : NATIONAL LIFT TRUCK COMPANIES PROFIT SHARING 401K PLAN AND TRUST 2010 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2010-12-31$632,747
Total unrealized appreciation/depreciation of assets2010-12-31$632,747
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$24,549
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$21,269
Total income from all sources (including contributions)2010-12-31$1,085,391
Total loss/gain on sale of assets2010-12-31$3,404
Total of all expenses incurred2010-12-31$725,008
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$723,018
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$255,141
Value of total assets at end of year2010-12-31$7,572,273
Value of total assets at beginning of year2010-12-31$7,208,610
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$1,990
Total interest from all sources2010-12-31$7,969
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$65,716
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$1,000,000
If this is an individual account plan, was there a blackout period2010-12-31No
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$203,109
Participant contributions at end of year2010-12-31$185,998
Participant contributions at beginning of year2010-12-31$197,695
Income. Received or receivable in cash from other sources (including rollovers)2010-12-31$35,006
Value of other receiveables (less allowance for doubtful accounts) at end of year2010-12-31$2,616
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2010-12-31$2,615
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$360,383
Value of net assets at end of year (total assets less liabilities)2010-12-31$7,547,724
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$7,187,341
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$4,139,604
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$4,071,728
Interest on participant loans2010-12-31$7,969
Value of interest in common/collective trusts at end of year2010-12-31$1,744,346
Value of interest in common/collective trusts at beginning of year2010-12-31$1,660,002
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2010-12-31$29,348
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2010-12-31$34,049
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2010-12-31$34,049
Asset value of US Government securities at end of year2010-12-31$86,243
Asset value of US Government securities at beginning of year2010-12-31$89,580
Net investment gain or loss from common/collective trusts2010-12-31$120,414
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$17,026
Income. Dividends from common stock2010-12-31$65,716
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$723,018
Asset. Corporate debt instrument debt (other) at end of year2010-12-31$44,324
Asset. Corporate debt instrument debt (other) at beginning of year2010-12-31$42,618
Contract administrator fees2010-12-31$1,990
Assets. Corporate common stocks other than exployer securities at end of year2010-12-31$1,339,794
Assets. Corporate common stocks other than exployer securities at beginning of year2010-12-31$1,110,323
Liabilities. Value of benefit claims payable at end of year2010-12-31$24,549
Liabilities. Value of benefit claims payable at beginning of year2010-12-31$21,269
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
Aggregate proceeds on sale of assets2010-12-31$2,385,901
Aggregate carrying amount (costs) on sale of assets2010-12-31$2,382,497
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 name2010-12-31CHARLES J. GRIES & CO., L.L.P.
Accountancy firm EIN2010-12-31363383864

Form 5500 Responses for NATIONAL LIFT TRUCK COMPANIES PROFIT SHARING 401K PLAN AND TRUST

2022: NATIONAL LIFT TRUCK COMPANIES PROFIT SHARING 401K PLAN AND TRUST 2022 form 5500 responses
2022-01-01Type of plan entityMulitple employer plan
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement - TrustYes
2021: NATIONAL LIFT TRUCK COMPANIES PROFIT SHARING 401K PLAN AND TRUST 2021 form 5500 responses
2021-01-01Type of plan entityMulitple employer plan
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement - TrustYes
2020: NATIONAL LIFT TRUCK COMPANIES PROFIT SHARING 401K PLAN AND TRUST 2020 form 5500 responses
2020-01-01Type of plan entityMulitple employer plan
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement - TrustYes
2019: NATIONAL LIFT TRUCK COMPANIES PROFIT SHARING 401K PLAN AND TRUST 2019 form 5500 responses
2019-01-01Type of plan entityMulitple employer plan
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement - TrustYes
2018: NATIONAL LIFT TRUCK COMPANIES PROFIT SHARING 401K PLAN AND TRUST 2018 form 5500 responses
2018-01-01Type of plan entityMulitple employer plan
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement - TrustYes
2017: NATIONAL LIFT TRUCK COMPANIES PROFIT SHARING 401K PLAN AND TRUST 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2016: NATIONAL LIFT TRUCK COMPANIES PROFIT SHARING 401K PLAN AND TRUST 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015: NATIONAL LIFT TRUCK COMPANIES PROFIT SHARING 401K PLAN AND TRUST 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: NATIONAL LIFT TRUCK COMPANIES PROFIT SHARING 401K PLAN AND TRUST 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: NATIONAL LIFT TRUCK COMPANIES PROFIT SHARING 401K PLAN AND TRUST 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedYes
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: NATIONAL LIFT TRUCK COMPANIES PROFIT SHARING 401K PLAN AND TRUST 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: NATIONAL LIFT TRUCK COMPANIES PROFIT SHARING 401K PLAN AND TRUST 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2010: NATIONAL LIFT TRUCK COMPANIES PROFIT SHARING 401K PLAN AND TRUST 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Submission has been amendedYes
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement - TrustYes
2009: NATIONAL LIFT TRUCK COMPANIES PROFIT SHARING 401K PLAN AND TRUST 2009 form 5500 responses
2009-01-01Type of plan entityMulitple employer plan
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

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