Original filing (PDF)20250617085702NAL0001461041001

ST. JOSEPH EQUIPMENT, INC.

Name: ST. JOSEPH EQUIPMENT, INC. — ST. JOSEPH EQUIPMENT, INC. 401(K) SAVINGS PLAN, Form 5500 (2024)
Creator: ST. JOSEPH EQUIPMENT, INC.

Form 5500-SF

FILING_RECEIVED

ST. JOSEPH EQUIPMENT, INC. 401(K) SAVINGS PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$8.1M

Net assets (EOY)

$8.1M

Plan health score (directional)

/ 100

Grade A

Top-tier plan health

Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.

Compliance & disclosures

100

Concentration risk

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for ST. JOSEPH EQUIPMENT, INC..

Plan sponsor

Name

ST. JOSEPH EQUIPMENT, INC.

EIN

39-1133205

Address

N1751 COUNTY HIGHWAY M · LA CROSSE, WI · 54601

Phone

(608) 788-1775

Industry

Manufacturingsee 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

2025-06-17

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)

Audit & trust (Schedule H)

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Manufacturing plans

SHIVVERS MANUFACTURING, INC.

SHIVVERS MANUFACTURING, INC. 401(K) RETIREMENT PLAN

$8.4M · 108 participants

UNEX MANUFACTURING INC.

UNEX MANUFACTURING INC. 401(K) SAVINGS PLAN

$7.9M · 76 participants

HINIKER COMPANY

HINIKER COMPANY PROFIT SHARING RETIREMENT SAVINGS PLAN

$8.4M · 97 participants

FARIS MACHINERY COMPANY

FARIS MACHINERY COMPANY 401(K) PROFIT SHARING PLAN

$7.9M · 42 participants

FELTEN GROUP INC

FELTEN GROUP INC 401 K PROFIT SHARING PLAN TRUST