How big is California Bay Forklift's plan?

California Bay Forklift's plan reported $28K in assets and 8 participants for 2025.

Original filing (PDF)20260501220100NAL0001973216061

California Bay Forklift

Name: California Bay Forklift — California Bay Forklift, Form 5500 (2025)
Creator: California Bay Forklift
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

California Bay Forklift 401(k) Plan

401(k) retirement plan · California Bay Forklift's California Bay Forklift 401(k) Plan held $28K in plan assets for 8 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$28K

Net assets (EOY)

$28K

Plan identifiers

California Bay Forklift's EIN is 27-3838525.

EIN 27-3838525

Plan number 001

Plan year 2025

ACK ID 20260501220100NAL0001973216061

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for California Bay Forklift from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

California Bay Forklift's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for CALIFORNIA BAY FORKLIFT.

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Plan health score

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score