2023 Form 5500 filing — Employee Benefit Plan Of Lonestar Forklift 2017 Usa, Inc.
Plain-English filing summary
According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20241015091130NAL0056739570001) for Employee Benefit Plan Of Lonestar Forklift 2017 Usa, Inc., reported by Lonestar Forklift 2017 Usa, Inc. under EIN 82-2126186 and plan number 001. It reports 275 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015091130NAL0056739570001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Lonestar Forklift 2017 Usa, Inc.
- EIN
- 82-2126186
- Plan number
- 001
- Location
- Garland, TX
- Participants
- 275
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $6,732,881
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $6,732,881
- Employer contributions
- $349,759
- Participant contributions
- $511,609
- Total income / additions
- $1,724,411
- Benefits paid
- $593,107
- Administrative expenses
- $822
- Total expenses
- $593,929
- Net increase / (decrease)
- $1,130,482
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Mutual Of America Investment Corp | RECORD KEEPER | $822 | $0 |