2023 Form 5500 filing — Quality Forklift Sales And Service, Inc. 401(K) Profit Sharing Plan
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 20240923162516NAL0006780819001) for Quality Forklift Sales And Service, Inc. 401(K) Profit Sharing Plan, reported by Quality Forklift Sales And Service, Inc. under EIN 41-1644916 and plan number 001. It reports 143 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240923162516NAL0006780819001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Quality Forklift Sales And Service, Inc.
- EIN
- 41-1644916
- Plan number
- 001
- Location
- Shakopee, MN
- Participants
- 143
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $7,891,447
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $7,891,447
- Employer contributions
- $0
- Participant contributions
- $609,415
- Total income / additions
- $1,797,350
- Benefits paid
- $687,403
- Administrative expenses
- $12,247
- Total expenses
- $703,972
- Net increase / (decrease)
- $1,093,378
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Park Avenue Securities LLC | BROKER/ADVISO R | $0 | $17,280 |
| Tsc 401k | CONTRACT ADMINISTRATOR | $8,972 | not reported in the loaded dataset |