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FORKLIFTS OF ST. LOUIS, INC. SAVINGS INCENTIVE PLAN 401k Plan overview

Plan NameFORKLIFTS OF ST. LOUIS, INC. SAVINGS INCENTIVE PLAN
Plan identification number 001

FORKLIFTS OF ST. LOUIS, INC. SAVINGS INCENTIVE PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
  • Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
  • Plan provides for automatic enrollment in plan that has employee contributions deducted from payroll.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.
  • Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

FORKLIFTS OF ST. LOUIS has sponsored the creation of one or more 401k plans.

Company Name:FORKLIFTS OF ST. LOUIS
Employer identification number (EIN):430728750
NAIC Classification:532400
NAIC Description: Commercial and Industrial Machinery and Equipment Rental and Leasing

Form 5500 Filing Information

Submission information for form 5500 for 401k plan FORKLIFTS OF ST. LOUIS, INC. SAVINGS INCENTIVE PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-10-01DAWN MOELLERING2024-03-27 DAWN MOELLERING2024-03-27
0012021-10-01DAWN MOELLERING2023-05-05 DAWN MOELLERING2023-05-05
0012020-10-01SHARON MCBRIDE2021-10-29 SHARON MCBRIDE2021-10-29
0012019-10-01SHARON MCBRIDE2020-10-23 SHARON MCBRIDE2020-10-23
0012018-10-01SHARON MCBRIDE2019-11-22 SHARON MCBRIDE2019-11-22
0012017-10-01SHARON MCBRIDE2018-10-24 SHARON MCBRIDE2018-10-24
0012016-10-01SHARON MCBRIDE2017-10-25 SHARON MCBRIDE2017-10-25
0012015-10-01SHARON MCBRIDE2016-10-25 SHARON MCBRIDE2016-10-25
0012014-10-01SHARON MCBRIDE2015-10-29 SHARON MCBRIDE2015-10-29
0012013-10-01SHARON MCBRIDE2014-10-27 SHARON MCBRIDE2014-10-27
0012012-10-01SHARON MCBRIDE2014-04-02 SHARON MCBRIDE2014-04-02
0012011-10-01SHARON MCBRIDE2012-11-16 SHARON MCBRIDE2012-11-16
0012010-10-01SHARON MCBRIDE2012-02-27 SHARON MCBRIDE2012-02-27

Plan Statistics for FORKLIFTS OF ST. LOUIS, INC. SAVINGS INCENTIVE PLAN

401k plan membership statisitcs for FORKLIFTS OF ST. LOUIS, INC. SAVINGS INCENTIVE PLAN

Measure Date Value
2025: FORKLIFTS OF ST. LOUIS, INC. SAVINGS INCENTIVE PLAN 2025 401k membership
Total number of particpants at beginning of year2025-02-27113
Total number of particpants at end of year2025-02-27124
Number of Participants With Account Balances2025-02-27120

Financial Data on FORKLIFTS OF ST. LOUIS, INC. SAVINGS INCENTIVE PLAN

Measure Date Value
2025 : FORKLIFTS OF ST. LOUIS, INC. SAVINGS INCENTIVE PLAN 2025 401k financial data
Total transfers to/from plan in this plan year2025-02-270
Total liabilities as of the end of the plan year2025-02-270
Total liabilities as of the beginning of the plan year2025-02-270
Total expenses incurred by plan in this plan year2025-02-271512251
Net assets as of the end of the plan year2025-02-2712289256
Total assets as of the beginning of the plan year2025-02-2710291571
Value of plan covered by a fidelity bond2025-02-27500000
Participant contributions to plan in this plan year2025-02-27756802
Value of participant loans at end of plan year2025-02-2757376
Other expenses paid from plan in this plan year2025-02-270
Other contributions to plan in this plan year2025-02-270
Other income to plan in this plan year2025-02-272568756
Plan net income in this plan year2025-02-271997685
Net assets as of the end of the plan year2025-02-2712289256
Net assets as of the beginning of the plan year2025-02-2710291571
Employer contributions to plan in this plan year2025-02-27184378
Expensese paid to adminstrative service provicers from plan in this plan year2025-02-2730681

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