Original filing (PDF)20250416102840NAL0009427682001

FORKLIFT EXCHANGE INC

Name: FORKLIFT EXCHANGE INC — FORKLIFT EXCHANGE INC 401(K) PROFIT SHARING PLAN & TRUST, Form 5500 (2024)
Creator: FORKLIFT EXCHANGE INC

Form 5500-SF

FILING_RECEIVED

FORKLIFT EXCHANGE INC 401(K) PROFIT SHARING PLAN & TRUST

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$978K

Net assets (EOY)

$978K

Plan health score

Above-average plan

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

Knocking points off

Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (24th percentile).

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.

Decision-maker contacts

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

Plan sponsor

Name

FORKLIFT EXCHANGE INC

EIN

36-3450799

Address

6901 ALICO RD · FORT MYERS, FL · 339126005

Phone

(239) 666-2055

Industry

Other Services (ex. Public Admin)see all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-04-16

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2T · Default investment account (QDIA)

3D · Pre-approved plan (master / prototype / VS)

3H · Sponsor in controlled / affiliated group

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Other Services (ex. Public Admin) plans

VACUUM ENGINEERING SERVICES USA

VACUUM ENGINEERING SERVICES USA INC RETIREMENT SAVINGS PLAN

$978K · 12 participants

CONSTRUCTION HYDRAULICS OF LAKE

CONSTRUCTION HYDRAULICS 401(K) PROFIT SHARING PLAN

$976K · 26 participants

SUPERIOR TRUCK & BODY, INC.

SUPERIOR TRUCK 401(K) PLAN

$975K · 9 participants

CR SALES AND SERVICE, INC.

CR SALES & SERVICE 401(K) PLAN

$982K · 14 participants

AMERICAN COMBUSTION SERVICE, INC.

AMERICAN COMBUSTION SERVICE, INC. 401(K) PLAN