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OGDEN FORKLIFTS, INC. EMPLOYEE STOCK OWNERSHIP PLAN 401k Plan overview

Plan NameOGDEN FORKLIFTS, INC. EMPLOYEE STOCK OWNERSHIP PLAN
Plan identification number 002

OGDEN FORKLIFTS, INC. EMPLOYEE STOCK OWNERSHIP PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • Leveraged ESOP - An ESOP that acquires employer securities with borrowed money or other debt-financing techniques. A completed Schedule E must be attached to a Form 5500 filed for an ESOP.
  • The employer maintaining this ESOP is an S Corporation
  • Plan requiring that all or part of employer contributions be invested and held, at least for a limited period, in employer securities.

401k Sponsoring company profile

OGDEN FORKLIFTS, INC. has sponsored the creation of one or more 401k plans.

Company Name:OGDEN FORKLIFTS, INC.
Employer identification number (EIN):464423610
NAIC Classification:333900

Form 5500 Filing Information

Submission information for form 5500 for 401k plan OGDEN FORKLIFTS, INC. EMPLOYEE STOCK OWNERSHIP PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022022-01-01JOHN GEHRHARDT2023-09-18
0022021-01-01JOHN GEHRHARDT2022-07-25
0022020-01-01JOHN GEHRHARDT2021-08-30
0022019-01-01JOHN GEHRHARDT2020-07-17
0022018-01-01MICHELLE HURST2019-08-28
0022017-01-01
0022016-01-01
0022015-01-01
0022014-01-01MICHELLE HURST

Plan Statistics for OGDEN FORKLIFTS, INC. EMPLOYEE STOCK OWNERSHIP PLAN

401k plan membership statisitcs for OGDEN FORKLIFTS, INC. EMPLOYEE STOCK OWNERSHIP PLAN

Measure Date Value
2022: OGDEN FORKLIFTS, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-01104
Total number of active participants reported on line 7a of the Form 55002022-01-0197
Number of retired or separated participants receiving benefits2022-01-013
Number of other retired or separated participants entitled to future benefits2022-01-0111
Total of all active and inactive participants2022-01-01111
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-01111
Number of participants with account balances2022-01-01111
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-015
2021: OGDEN FORKLIFTS, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-0148
Total number of active participants reported on line 7a of the Form 55002021-01-0140
Number of retired or separated participants receiving benefits2021-01-012
Number of other retired or separated participants entitled to future benefits2021-01-015
Total of all active and inactive participants2021-01-0147
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-0147
Number of participants with account balances2021-01-0147
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-013
2020: OGDEN FORKLIFTS, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-0143
Total number of active participants reported on line 7a of the Form 55002020-01-0137
Number of retired or separated participants receiving benefits2020-01-012
Number of other retired or separated participants entitled to future benefits2020-01-015
Total of all active and inactive participants2020-01-0144
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-011
Total participants2020-01-0145
Number of participants with account balances2020-01-0145
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-010
2019: OGDEN FORKLIFTS, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-0139
Total number of active participants reported on line 7a of the Form 55002019-01-0132
Number of retired or separated participants receiving benefits2019-01-012
Number of other retired or separated participants entitled to future benefits2019-01-013
Total of all active and inactive participants2019-01-0137
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-011
Total participants2019-01-0138
Number of participants with account balances2019-01-0138
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-012
2018: OGDEN FORKLIFTS, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-0135
Total number of active participants reported on line 7a of the Form 55002018-01-0132
Number of retired or separated participants receiving benefits2018-01-012
Number of other retired or separated participants entitled to future benefits2018-01-012
Total of all active and inactive participants2018-01-0136
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-011
Total participants2018-01-0137
Number of participants with account balances2018-01-0137
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-014
2017: OGDEN FORKLIFTS, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-0129
Total number of active participants reported on line 7a of the Form 55002017-01-0127
Number of retired or separated participants receiving benefits2017-01-012
Number of other retired or separated participants entitled to future benefits2017-01-012
Total of all active and inactive participants2017-01-0131
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-011
Total participants2017-01-0132
Number of participants with account balances2017-01-0132
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-012
2016: OGDEN FORKLIFTS, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-0125
Total number of active participants reported on line 7a of the Form 55002016-01-0120
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-013
Total of all active and inactive participants2016-01-0123
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-011
Total participants2016-01-0124
Number of participants with account balances2016-01-0124
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-011
2015: OGDEN FORKLIFTS, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-0123
Total number of active participants reported on line 7a of the Form 55002015-01-0121
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-011
Total of all active and inactive participants2015-01-0122
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-011
Total participants2015-01-0123
Number of participants with account balances2015-01-0123
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-011
2014: OGDEN FORKLIFTS, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-0119
Total number of active participants reported on line 7a of the Form 55002014-01-0119
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-010
Total of all active and inactive participants2014-01-0119
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-0119
Number of participants with account balances2014-01-0119
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010

Financial Data on OGDEN FORKLIFTS, INC. EMPLOYEE STOCK OWNERSHIP PLAN

Measure Date Value
2022 : OGDEN FORKLIFTS, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2022 401k financial data
Total plan liabilities at end of year2022-12-31$3,509,808
Total plan liabilities at beginning of year2022-12-31$3,874,468
Total income from all sources2022-12-31$12,576,661
Expenses. Total of all expenses incurred2022-12-31$305,137
Benefits paid (including direct rollovers)2022-12-31$199,006
Total plan assets at end of year2022-12-31$40,234,960
Total plan assets at beginning of year2022-12-31$28,328,096
Value of fidelity bond covering the plan2022-12-31$1,000,000
Total contributions received or receivable from participants2022-12-31$0
Expenses. Other expenses not covered elsewhere2022-12-31$106,131
Contributions received from other sources (not participants or employers)2022-12-31$0
Other income received2022-12-31$12,125,000
Noncash contributions received2022-12-31$0
Net income (gross income less expenses)2022-12-31$12,271,524
Net plan assets at end of year (total assets less liabilities)2022-12-31$36,725,152
Net plan assets at beginning of year (total assets less liabilities)2022-12-31$24,453,628
Assets. Value of employer securities2022-12-31$40,230,000
Total contributions received or receivable from employer(s)2022-12-31$451,661
Value of certain deemed distributions of participant loans2022-12-31$0
Value of corrective distributions2022-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2022-12-31$0
2021 : OGDEN FORKLIFTS, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2021 401k financial data
Total plan liabilities at end of year2021-12-31$3,874,468
Total plan liabilities at beginning of year2021-12-31$3,839,348
Total income from all sources2021-12-31$14,515,213
Expenses. Total of all expenses incurred2021-12-31$672,737
Benefits paid (including direct rollovers)2021-12-31$561,780
Total plan assets at end of year2021-12-31$28,328,096
Total plan assets at beginning of year2021-12-31$14,450,500
Value of fidelity bond covering the plan2021-12-31$1,000,000
Expenses. Other expenses not covered elsewhere2021-12-31$110,957
Other income received2021-12-31$13,655,000
Net income (gross income less expenses)2021-12-31$13,842,476
Net plan assets at end of year (total assets less liabilities)2021-12-31$24,453,628
Net plan assets at beginning of year (total assets less liabilities)2021-12-31$10,611,152
Assets. Value of employer securities2021-12-31$28,105,000
Total contributions received or receivable from employer(s)2021-12-31$860,213
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
2020 : OGDEN FORKLIFTS, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2020 401k financial data
Total plan liabilities at end of year2020-12-31$3,839,348
Total plan liabilities at beginning of year2020-12-31$4,006,348
Total income from all sources2020-12-31$6,444,458
Expenses. Total of all expenses incurred2020-12-31$147,458
Benefits paid (including direct rollovers)2020-12-31$31,674
Total plan assets at end of year2020-12-31$14,450,500
Total plan assets at beginning of year2020-12-31$8,320,500
Value of fidelity bond covering the plan2020-12-31$575,000
Expenses. Other expenses not covered elsewhere2020-12-31$115,784
Other income received2020-12-31$6,130,000
Net income (gross income less expenses)2020-12-31$6,297,000
Net plan assets at end of year (total assets less liabilities)2020-12-31$10,611,152
Net plan assets at beginning of year (total assets less liabilities)2020-12-31$4,314,152
Assets. Value of employer securities2020-12-31$14,450,000
Total contributions received or receivable from employer(s)2020-12-31$314,458
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
2019 : OGDEN FORKLIFTS, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2019 401k financial data
Total plan liabilities at end of year2019-12-31$4,006,348
Total plan liabilities at beginning of year2019-12-31$4,173,348
Total income from all sources2019-12-31$3,172,781
Expenses. Total of all expenses incurred2019-12-31$145,781
Benefits paid (including direct rollovers)2019-12-31$25,171
Total plan assets at end of year2019-12-31$8,320,500
Total plan assets at beginning of year2019-12-31$5,460,500
Value of fidelity bond covering the plan2019-12-31$425,000
Expenses. Other expenses not covered elsewhere2019-12-31$120,610
Other income received2019-12-31$2,860,000
Net income (gross income less expenses)2019-12-31$3,027,000
Net plan assets at end of year (total assets less liabilities)2019-12-31$4,314,152
Net plan assets at beginning of year (total assets less liabilities)2019-12-31$1,287,152
Assets. Value of employer securities2019-12-31$8,320,000
Total contributions received or receivable from employer(s)2019-12-31$312,781
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
2018 : OGDEN FORKLIFTS, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2018 401k financial data
Total plan liabilities at end of year2018-12-31$4,173,348
Total plan liabilities at beginning of year2018-12-31$4,340,347
Total income from all sources2018-12-31$1,123,899
Expenses. Total of all expenses incurred2018-12-31$141,900
Benefits paid (including direct rollovers)2018-12-31$16,464
Total plan assets at end of year2018-12-31$5,460,500
Total plan assets at beginning of year2018-12-31$4,645,500
Value of fidelity bond covering the plan2018-12-31$425,000
Expenses. Other expenses not covered elsewhere2018-12-31$125,436
Other income received2018-12-31$814,999
Net income (gross income less expenses)2018-12-31$981,999
Net plan assets at end of year (total assets less liabilities)2018-12-31$1,287,152
Net plan assets at beginning of year (total assets less liabilities)2018-12-31$305,153
Assets. Value of employer securities2018-12-31$5,460,000
Total contributions received or receivable from employer(s)2018-12-31$308,900
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
2017 : OGDEN FORKLIFTS, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2017 401k financial data
Total plan liabilities at end of year2017-12-31$4,340,347
Total plan liabilities at beginning of year2017-12-31$4,507,348
Total income from all sources2017-12-31$1,538,704
Expenses. Total of all expenses incurred2017-12-31$141,703
Benefits paid (including direct rollovers)2017-12-31$11,441
Total plan assets at end of year2017-12-31$4,645,500
Total plan assets at beginning of year2017-12-31$3,415,500
Value of fidelity bond covering the plan2017-12-31$425,000
Expenses. Other expenses not covered elsewhere2017-12-31$130,262
Other income received2017-12-31$1,230,001
Net income (gross income less expenses)2017-12-31$1,397,001
Net plan assets at end of year (total assets less liabilities)2017-12-31$305,153
Net plan assets at beginning of year (total assets less liabilities)2017-12-31$-1,091,848
Assets. Value of employer securities2017-12-31$4,645,000
Total contributions received or receivable from employer(s)2017-12-31$308,703
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
2016 : OGDEN FORKLIFTS, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2016 401k financial data
Total plan liabilities at end of year2016-12-31$4,507,348
Total plan liabilities at beginning of year2016-12-31$4,794,431
Total income from all sources2016-12-31$1,094,460
Expenses. Total of all expenses incurred2016-12-31$142,460
Benefits paid (including direct rollovers)2016-12-31$5,930
Total plan assets at end of year2016-12-31$3,415,500
Total plan assets at beginning of year2016-12-31$2,750,583
Value of fidelity bond covering the plan2016-12-31$425,000
Expenses. Other expenses not covered elsewhere2016-12-31$136,530
Other income received2016-12-31$785,000
Net income (gross income less expenses)2016-12-31$952,000
Net plan assets at end of year (total assets less liabilities)2016-12-31$-1,091,848
Net plan assets at beginning of year (total assets less liabilities)2016-12-31$-2,043,848
Assets. Value of employer securities2016-12-31$3,415,000
Total contributions received or receivable from employer(s)2016-12-31$309,460
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
2015 : OGDEN FORKLIFTS, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2015 401k financial data
Total plan liabilities at end of year2015-12-31$4,794,431
Total plan liabilities at beginning of year2015-12-31$4,842,484
Total income from all sources2015-12-31$2,278,584
Expenses. Total of all expenses incurred2015-12-31$139,948
Total plan assets at end of year2015-12-31$2,750,583
Total plan assets at beginning of year2015-12-31$660,000
Value of fidelity bond covering the plan2015-12-31$425,000
Expenses. Other expenses not covered elsewhere2015-12-31$139,948
Other income received2015-12-31$1,970,000
Net income (gross income less expenses)2015-12-31$2,138,636
Net plan assets at end of year (total assets less liabilities)2015-12-31$-2,043,848
Net plan assets at beginning of year (total assets less liabilities)2015-12-31$-4,182,484
Assets. Value of employer securities2015-12-31$2,630,000
Total contributions received or receivable from employer(s)2015-12-31$308,584
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
2014 : OGDEN FORKLIFTS, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2014 401k financial data
Total plan liabilities at end of year2014-12-31$4,842,484
Total income from all sources2014-12-31$-4,152,000
Expenses. Total of all expenses incurred2014-12-31$30,484
Total plan assets at end of year2014-12-31$660,000
Total plan assets at beginning of year2014-12-31$0
Value of fidelity bond covering the plan2014-12-31$425,000
Expenses. Other expenses not covered elsewhere2014-12-31$30,484
Other income received2014-12-31$-4,340,000
Net income (gross income less expenses)2014-12-31$-4,182,484
Net plan assets at end of year (total assets less liabilities)2014-12-31$-4,182,484
Net plan assets at beginning of year (total assets less liabilities)2014-12-31$0
Assets. Value of employer securities2014-12-31$660,000
Total contributions received or receivable from employer(s)2014-12-31$188,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0

Form 5500 Responses for OGDEN FORKLIFTS, INC. EMPLOYEE STOCK OWNERSHIP PLAN

2022: OGDEN FORKLIFTS, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Submission has been amendedNo
2022-01-01This submission is the final filingNo
2022-01-01This return/report is a short plan year return/report (less than 12 months)No
2022-01-01Plan is a collectively bargained planNo
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement - TrustYes
2021: OGDEN FORKLIFTS, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Submission has been amendedNo
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planNo
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement - TrustYes
2020: OGDEN FORKLIFTS, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Submission has been amendedNo
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planNo
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement - TrustYes
2019: OGDEN FORKLIFTS, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planNo
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement - TrustYes
2018: OGDEN FORKLIFTS, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planNo
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement - TrustYes
2017: OGDEN FORKLIFTS, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2016: OGDEN FORKLIFTS, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015: OGDEN FORKLIFTS, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: OGDEN FORKLIFTS, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01First time form 5500 has been submittedYes
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement - TrustYes

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