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B & J LIFT TRUCK SERVICES, INC. 401(K) PLAN 401k Plan overview

Plan NameB & J LIFT TRUCK SERVICES, INC. 401(K) PLAN
Plan identification number 001

B & J LIFT TRUCK SERVICES, INC. 401(K) 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.
  • 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.

401k Sponsoring company profile

B & J LIFT TRUCK SERVICES, INC. has sponsored the creation of one or more 401k plans.

Company Name:B & J LIFT TRUCK SERVICES, INC.
Employer identification number (EIN):920170261
NAIC Classification:441228
NAIC Description:Motorcycle, ATV, and All Other Motor Vehicle Dealers

Form 5500 Filing Information

Submission information for form 5500 for 401k plan B & J LIFT TRUCK SERVICES, INC. 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01
0012022-01-01
0012021-01-01
0012020-01-01
0012019-01-01
0012018-01-01
0012017-01-01
0012016-01-01
0012015-01-01TIM LARSEN2016-07-22

Plan Statistics for B & J LIFT TRUCK SERVICES, INC. 401(K) PLAN

401k plan membership statisitcs for B & J LIFT TRUCK SERVICES, INC. 401(K) PLAN

Measure Date Value
2025: B & J LIFT TRUCK SERVICES, INC. 401(K) PLAN 2025 401k membership
Total number of particpants at beginning of year2025-07-1814
Total number of particpants at end of year2025-07-1813
Number of Participants With Account Balances2025-07-187
2024: B & J LIFT TRUCK SERVICES, INC. 401(K) PLAN 2024 401k membership
Total number of particpants at beginning of year2024-07-0916
Total number of particpants at end of year2024-07-0914
Number of Participants With Account Balances2024-07-097
2022: B & J LIFT TRUCK SERVICES, INC. 401(K) PLAN 2022 401k membership
Total number of particpants at beginning of year2022-07-2921
Total number of particpants at end of year2022-07-2922
Number of Participants With Account Balances2022-07-298

Financial Data on B & J LIFT TRUCK SERVICES, INC. 401(K) PLAN

Measure Date Value
2025 : B & J LIFT TRUCK SERVICES, INC. 401(K) PLAN 2025 401k financial data
Total expenses incurred by plan in this plan year2025-07-183762
Net assets as of the end of the plan year2025-07-18267580
Total assets as of the beginning of the plan year2025-07-18212642
Value of plan covered by a fidelity bond2025-07-1850000
Participant contributions to plan in this plan year2025-07-1823045
Other income to plan in this plan year2025-07-1814309
Plan net income in this plan year2025-07-1854938
Net assets as of the end of the plan year2025-07-18267580
Net assets as of the beginning of the plan year2025-07-18212642
Employer contributions to plan in this plan year2025-07-1821346
Fees paid to broker by Benefit Provider2025-07-18244
Expensese paid to adminstrative service provicers from plan in this plan year2025-07-18140
2024 : B & J LIFT TRUCK SERVICES, INC. 401(K) PLAN 2024 401k financial data
Total expenses incurred by plan in this plan year2024-07-09158
Net assets as of the end of the plan year2024-07-09212642
Total assets as of the beginning of the plan year2024-07-09152979
Value of plan covered by a fidelity bond2024-07-0950000
Participant contributions to plan in this plan year2024-07-0923458
Other income to plan in this plan year2024-07-0913205
Plan net income in this plan year2024-07-0959663
Net assets as of the end of the plan year2024-07-09212642
Net assets as of the beginning of the plan year2024-07-09152979
Employer contributions to plan in this plan year2024-07-0923158
Fees paid to broker by Benefit Provider2024-07-09187
Expensese paid to adminstrative service provicers from plan in this plan year2024-07-09158
2022 : B & J LIFT TRUCK SERVICES, INC. 401(K) PLAN 2022 401k financial data
Total transfers to/from plan in this plan year2022-07-290
Total liabilities as of the end of the plan year2022-07-290
Total liabilities as of the beginning of the plan year2022-07-290
Total expenses incurred by plan in this plan year2022-07-29160
Net assets as of the end of the plan year2022-07-29146552
Total assets as of the beginning of the plan year2022-07-29124879
Value of plan covered by a fidelity bond2022-07-2950000
Participant contributions to plan in this plan year2022-07-297455
Other expenses paid from plan in this plan year2022-07-290
Other contributions to plan in this plan year2022-07-290
Other income to plan in this plan year2022-07-297189
Plan net income in this plan year2022-07-2921673
Net assets as of the end of the plan year2022-07-29146552
Net assets as of the beginning of the plan year2022-07-29124879
Employer contributions to plan in this plan year2022-07-297189
Fees paid to broker by Benefit Provider2022-07-29149
Expensese paid to adminstrative service provicers from plan in this plan year2022-07-29160

Potentially related plans

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