Atlanta Fork Lifts, Inc. 401(K) Profit Sharing Plan — Form 5500 plan (Atlanta Fork Lifts, 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, Atlanta Fork Lifts, Inc. 401(K) Profit Sharing Plan is a benefit plan reported by Atlanta Fork Lifts, Inc. under EIN 58-1152676 and plan number 001. The latest loaded filing year is 2023. The filing reports 328 participants and $20,866,719 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Atlanta Fork Lifts, Inc.
EIN
58-1152676
Plan number
001
Plan type
2
Location
Suwanee, GA
Latest filing year
2023
Participants
328
End-of-year plan assets
$20,866,719

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023328H, C20240911131209NAL0012367408001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$20,866,719
Total liabilities (EOY)
$34,436
Net assets (EOY)
$20,832,283
Net assets (BOY)
$18,275,763

Income & contributions

Employer contributions
$1,161,500
Participant contributions
$1,594,083
Total contributions
$2,929,268
Total income / additions
$5,591,612

Expenses & distributions

Benefits paid
$2,946,638
Administrative expenses
$72,047
Total expenses
$3,035,092
Net increase / (decrease)
$2,556,520

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Northwestern Mutual Wealth Mgmt CoADVISOR$43,086not reported in the loaded dataset2023
Fidelity Investments InstitutionalRECORDKEEPER$24,638$02023

Related Form 5500 pages