Employee Benefit Plan Of Lonestar Forklift 2017 Usa, Inc. — Form 5500 plan (Lonestar Forklift 2017 Usa, Inc.)

Plain-English plan 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, Employee Benefit Plan Of Lonestar Forklift 2017 Usa, Inc. is a benefit plan reported by Lonestar Forklift 2017 Usa, Inc. under EIN 82-2126186 and plan number 001. The latest loaded filing year is 2023. The filing reports 275 participants and $6,732,881 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Lonestar Forklift 2017 Usa, Inc.
EIN
82-2126186
Plan number
001
Plan type
2
Location
Garland, TX
Latest filing year
2023
Participants
275
End-of-year plan assets
$6,732,881

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023275H, C20241015091130NAL0056739570001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$6,732,881
Total liabilities (EOY)
$0
Net assets (EOY)
$6,732,881
Net assets (BOY)
$5,602,399

Income & contributions

Employer contributions
$349,759
Participant contributions
$511,609
Total contributions
$861,368
Total income / additions
$1,724,411

Expenses & distributions

Benefits paid
$593,107
Administrative expenses
$822
Total expenses
$593,929
Net increase / (decrease)
$1,130,482

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Mutual Of America Investment CorpRECORD KEEPER$822$02023

Related Form 5500 pages