401k Plan data: LPM FORKLIFT SALES AND SERVICE, INC. 401(K) PLAN & TRUST plan

LPM FORKLIFT SALES AND SERVICE, INC. 401(K) PLAN & TRUST 401k Plan overview

Plan Name	LPM FORKLIFT SALES AND SERVICE, INC. 401(K) PLAN & TRUST
Plan identification number	002

LPM FORKLIFT SALES AND SERVICE, INC. 401(K) PLAN & TRUST Benefits

401k Plan Type

Defined 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 covering Self-Employed individuals.
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

LPM FORKLIFT SALES AND SERVICE INC. has sponsored the creation of one or more 401k plans.

Company Name: LPM FORKLIFT SALES AND SERVICE INC.

Employer identification number (EIN): 730751022

NAIC Classification: 811310
NAIC Description: Commercial and Industrial Machinery and Equipment (except Automotive and Electronic) Repair and Maintenance

Form 5500 Filing Information

Submission information for form 5500 for 401k plan LPM FORKLIFT SALES AND SERVICE, INC. 401(K) PLAN & TRUST

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
002 2023-01-01
002 2022-01-01
002 2021-01-01
002 2020-01-01
002 2019-01-01
002 2018-01-01
002 2017-01-01
002 2016-01-01 MARY POWELL 2017-09-05
002 2015-01-01 MARY POWELL 2016-04-26
002 2014-01-01 MARY POWELL 2015-06-01
002 2013-01-01 MARY POWELL 2014-04-03
002 2012-01-01 MARY POWELL 2013-04-23
002 2011-01-01 MARY POWELL
002 2010-01-01 MARY POWELL
002 2009-01-01 JAMES U. WHITE, JR.

Plan Statistics for LPM FORKLIFT SALES AND SERVICE, INC. 401(K) PLAN & TRUST

401k plan membership statisitcs for LPM FORKLIFT SALES AND SERVICE, INC. 401(K) PLAN & TRUST

Measure Date Value
2025: LPM FORKLIFT SALES AND SERVICE, INC. 401(K) PLAN & TRUST 2025 401k membership
Total number of particpants at beginning of year 2025-08-30 17
Total number of particpants at end of year 2025-08-30 14
Number of Participants With Account Balances 2025-08-30 7
2024: LPM FORKLIFT SALES AND SERVICE, INC. 401(K) PLAN & TRUST 2024 401k membership
Total number of particpants at beginning of year 2024-06-29 17
Total number of particpants at end of year 2024-06-29 16
Number of Participants With Account Balances 2024-06-29 8
2022: LPM FORKLIFT SALES AND SERVICE, INC. 401(K) PLAN & TRUST 2022 401k membership
Total number of particpants at beginning of year 2022-03-15 22
Total number of particpants at end of year 2022-03-15 21
Number of Participants With Account Balances 2022-03-15 10
2011: LPM FORKLIFT SALES AND SERVICE, INC. 401(K) PLAN & TRUST 2011 401k membership
Total participants, beginning-of-year 2011-01-01 35
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 23
Number of retired or separated participants receiving benefits 2011-01-01 0
Number of other retired or separated participants entitled to future benefits 2011-01-01 4
Total of all active and inactive participants 2011-01-01 27
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-01-01 0
Total participants 2011-01-01 27
Number of participants with account balances 2011-01-01 18
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-01-01 1
2010: LPM FORKLIFT SALES AND SERVICE, INC. 401(K) PLAN & TRUST 2010 401k membership
Total participants, beginning-of-year 2010-01-01 38
Total number of active participants reported on line 7a of the Form 5500 2010-01-01 26
Number of retired or separated participants receiving benefits 2010-01-01 0
Number of other retired or separated participants entitled to future benefits 2010-01-01 4
Total of all active and inactive participants 2010-01-01 30
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2010-01-01 0
Total participants 2010-01-01 30
Number of participants with account balances 2010-01-01 20
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2010-01-01 0
2009: LPM FORKLIFT SALES AND SERVICE, INC. 401(K) PLAN & TRUST 2009 401k membership
Total participants, beginning-of-year 2009-01-01 46
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 34
Number of retired or separated participants receiving benefits 2009-01-01 0
Number of other retired or separated participants entitled to future benefits 2009-01-01 16
Total of all active and inactive participants 2009-01-01 50
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-01-01 0
Total participants 2009-01-01 50
Number of participants with account balances 2009-01-01 35
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-01-01 1

Measure	Date	Value
2025: LPM FORKLIFT SALES AND SERVICE, INC. 401(K) PLAN & TRUST 2025 401k membership
Total number of particpants at beginning of year	2025-08-30	17
Total number of particpants at end of year	2025-08-30	14
Number of Participants With Account Balances	2025-08-30	7
2024: LPM FORKLIFT SALES AND SERVICE, INC. 401(K) PLAN & TRUST 2024 401k membership
Total number of particpants at beginning of year	2024-06-29	17
Total number of particpants at end of year	2024-06-29	16
Number of Participants With Account Balances	2024-06-29	8
2022: LPM FORKLIFT SALES AND SERVICE, INC. 401(K) PLAN & TRUST 2022 401k membership
Total number of particpants at beginning of year	2022-03-15	22
Total number of particpants at end of year	2022-03-15	21
Number of Participants With Account Balances	2022-03-15	10
2011: LPM FORKLIFT SALES AND SERVICE, INC. 401(K) PLAN & TRUST 2011 401k membership
Total participants, beginning-of-year	2011-01-01	35
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	23
Number of retired or separated participants receiving benefits	2011-01-01	0
Number of other retired or separated participants entitled to future benefits	2011-01-01	4
Total of all active and inactive participants	2011-01-01	27
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-01-01	0
Total participants	2011-01-01	27
Number of participants with account balances	2011-01-01	18
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-01-01	1
2010: LPM FORKLIFT SALES AND SERVICE, INC. 401(K) PLAN & TRUST 2010 401k membership
Total participants, beginning-of-year	2010-01-01	38
Total number of active participants reported on line 7a of the Form 5500	2010-01-01	26
Number of retired or separated participants receiving benefits	2010-01-01	0
Number of other retired or separated participants entitled to future benefits	2010-01-01	4
Total of all active and inactive participants	2010-01-01	30
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2010-01-01	0
Total participants	2010-01-01	30
Number of participants with account balances	2010-01-01	20
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2010-01-01	0
2009: LPM FORKLIFT SALES AND SERVICE, INC. 401(K) PLAN & TRUST 2009 401k membership
Total participants, beginning-of-year	2009-01-01	46
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	34
Number of retired or separated participants receiving benefits	2009-01-01	0
Number of other retired or separated participants entitled to future benefits	2009-01-01	16
Total of all active and inactive participants	2009-01-01	50
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-01-01	0
Total participants	2009-01-01	50
Number of participants with account balances	2009-01-01	35
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-01-01	1

Financial Data on LPM FORKLIFT SALES AND SERVICE, INC. 401(K) PLAN & TRUST

Measure	Date	Value
2025 : LPM FORKLIFT SALES AND SERVICE, INC. 401(K) PLAN & TRUST 2025 401k financial data
Total liabilities as of the beginning of the plan year	2025-08-30	0
Total expenses incurred by plan in this plan year	2025-08-30	26946
Net assets as of the end of the plan year	2025-08-30	504708
Total assets as of the beginning of the plan year	2025-08-30	463719
Value of plan covered by a fidelity bond	2025-08-30	60000
Participant contributions to plan in this plan year	2025-08-30	12029
Value of participant loans at end of plan year	2025-08-30	29310
Other expenses paid from plan in this plan year	2025-08-30	0
Other income to plan in this plan year	2025-08-30	52899
Plan net income in this plan year	2025-08-30	40989
Net assets as of the end of the plan year	2025-08-30	504708
Net assets as of the beginning of the plan year	2025-08-30	463719
Employer contributions to plan in this plan year	2025-08-30	3007
Expensese paid to adminstrative service provicers from plan in this plan year	2025-08-30	4492
2024 : LPM FORKLIFT SALES AND SERVICE, INC. 401(K) PLAN & TRUST 2024 401k financial data
Total transfers to/from plan in this plan year	2024-06-29	0
Total liabilities as of the end of the plan year	2024-06-29	0
Total liabilities as of the beginning of the plan year	2024-06-29	0
Total expenses incurred by plan in this plan year	2024-06-29	18430
Net assets as of the end of the plan year	2024-06-29	463719
Total assets as of the beginning of the plan year	2024-06-29	400904
Value of plan covered by a fidelity bond	2024-06-29	60000
Participant contributions to plan in this plan year	2024-06-29	11037
Value of participant loans at end of plan year	2024-06-29	2036
Other expenses paid from plan in this plan year	2024-06-29	0
Other income to plan in this plan year	2024-06-29	67451
Plan net income in this plan year	2024-06-29	62815
Net assets as of the end of the plan year	2024-06-29	463719
Net assets as of the beginning of the plan year	2024-06-29	400904
Employer contributions to plan in this plan year	2024-06-29	2757
Expensese paid to adminstrative service provicers from plan in this plan year	2024-06-29	4435
2022 : LPM FORKLIFT SALES AND SERVICE, INC. 401(K) PLAN & TRUST 2022 401k financial data
Total liabilities as of the end of the plan year	2022-03-15	0
Total liabilities as of the beginning of the plan year	2022-03-15	0
Total expenses incurred by plan in this plan year	2022-03-15	5109
Net assets as of the end of the plan year	2022-03-15	544685
Total assets as of the beginning of the plan year	2022-03-15	482323
Value of plan covered by a fidelity bond	2022-03-15	60000
Participant contributions to plan in this plan year	2022-03-15	12794
Value of participant loans at end of plan year	2022-03-15	7512
Other expenses paid from plan in this plan year	2022-03-15	0
Other income to plan in this plan year	2022-03-15	51441
Plan net income in this plan year	2022-03-15	62362
Net assets as of the end of the plan year	2022-03-15	544685
Net assets as of the beginning of the plan year	2022-03-15	482323
Employer contributions to plan in this plan year	2022-03-15	3236
Expensese paid to adminstrative service provicers from plan in this plan year	2022-03-15	5060
2011 : LPM FORKLIFT SALES AND SERVICE, INC. 401(K) PLAN & TRUST 2011 401k financial data
Total plan liabilities at end of year	2011-12-31	$0
Total plan liabilities at beginning of year	2011-12-31	$0
Total income from all sources	2011-12-31	$8,693
Expenses. Total of all expenses incurred	2011-12-31	$35,059
Benefits paid (including direct rollovers)	2011-12-31	$29,934
Total plan assets at end of year	2011-12-31	$391,374
Total plan assets at beginning of year	2011-12-31	$417,740
Value of fidelity bond covering the plan	2011-12-31	$60,000
Total contributions received or receivable from participants	2011-12-31	$25,086
Expenses. Other expenses not covered elsewhere	2011-12-31	$5,125
Other income received	2011-12-31	$-22,665
Net income (gross income less expenses)	2011-12-31	$-26,366
Net plan assets at end of year (total assets less liabilities)	2011-12-31	$391,374
Net plan assets at beginning of year (total assets less liabilities)	2011-12-31	$417,740
Assets. Value of participant loans	2011-12-31	$16,933
Total contributions received or receivable from employer(s)	2011-12-31	$6,272
2010 : LPM FORKLIFT SALES AND SERVICE, INC. 401(K) PLAN & TRUST 2010 401k financial data
Total plan liabilities at end of year	2010-12-31	$0
Total plan liabilities at beginning of year	2010-12-31	$0
Total income from all sources	2010-12-31	$103,226
Expenses. Total of all expenses incurred	2010-12-31	$146,093
Benefits paid (including direct rollovers)	2010-12-31	$144,800
Total plan assets at end of year	2010-12-31	$417,740
Total plan assets at beginning of year	2010-12-31	$460,607
Value of fidelity bond covering the plan	2010-12-31	$60,000
Total contributions received or receivable from participants	2010-12-31	$40,301
Expenses. Other expenses not covered elsewhere	2010-12-31	$1,293
Other income received	2010-12-31	$51,988
Net income (gross income less expenses)	2010-12-31	$-42,867
Net plan assets at end of year (total assets less liabilities)	2010-12-31	$417,740
Net plan assets at beginning of year (total assets less liabilities)	2010-12-31	$460,607
Assets. Value of participant loans	2010-12-31	$27,652
Total contributions received or receivable from employer(s)	2010-12-31	$10,937

Form 5500 Responses for LPM FORKLIFT SALES AND SERVICE, INC. 401(K) PLAN & TRUST

2011: LPM FORKLIFT SALES AND SERVICE, INC. 401(K) PLAN & TRUST 2011 form 5500 responses
2011-01-01	Type of plan entity	Single employer plan
2011-01-01	Submission has been amended	No
2011-01-01	This submission is the final filing	No
2011-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2011-01-01	Plan is a collectively bargained plan	No
2011-01-01	Plan funding arrangement – Trust	Yes
2011-01-01	Plan benefit arrangement - Trust	Yes
2010: LPM FORKLIFT SALES AND SERVICE, INC. 401(K) PLAN & TRUST 2010 form 5500 responses
2010-01-01	Type of plan entity	Single employer plan
2010-01-01	Submission has been amended	No
2010-01-01	This submission is the final filing	No
2010-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2010-01-01	Plan is a collectively bargained plan	No
2010-01-01	Plan funding arrangement – Trust	Yes
2010-01-01	Plan benefit arrangement - Trust	Yes
2009: LPM FORKLIFT SALES AND SERVICE, INC. 401(K) PLAN & TRUST 2009 form 5500 responses
2009-01-01	Type of plan entity	Single employer plan
2009-01-01	Submission has been amended	No
2009-01-01	This submission is the final filing	No
2009-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2009-01-01	Plan is a collectively bargained plan	No
2009-01-01	Plan funding arrangement – Trust	Yes
2009-01-01	Plan benefit arrangement - Trust	Yes

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Company Name:	LPM FORKLIFT SALES AND SERVICE INC.
Employer identification number (EIN):	730751022
NAIC Classification:	811310
NAIC Description:	Commercial and Industrial Machinery and Equipment (except Automotive and Electronic) Repair and Maintenance

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed
002	2023-01-01
002	2022-01-01
002	2021-01-01
002	2020-01-01
002	2019-01-01
002	2018-01-01
002	2017-01-01
002	2016-01-01	MARY POWELL	2017-09-05
002	2015-01-01	MARY POWELL	2016-04-26
002	2014-01-01	MARY POWELL	2015-06-01
002	2013-01-01	MARY POWELL	2014-04-03
002	2012-01-01	MARY POWELL	2013-04-23
002	2011-01-01	MARY POWELL
002	2010-01-01	MARY POWELL
002	2009-01-01	JAMES U. WHITE, JR.