How big is Forklift Systems, Inc.'s plan?

Forklift Systems, Inc.'s plan reported $2.3M in assets and 56 participants for 2024.

Original filing (PDF)20250516152114NAL0030156128001

Forklift Systems, Inc.

Name: Forklift Systems, Inc. — Forklift Systems, Inc., Form 5500 (2024)
Creator: Forklift Systems, Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Forklift Systems, Inc. 401(k) Profit Sharing Plan

401(k) retirement plan · Forklift Systems, Inc.'s Forklift Systems, Inc. 401(k) Profit Sharing Plan held $2.3M in plan assets for 56 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.3M

Net assets (EOY)

$2.3M

People on this filing

Kathy Henry signed Forklift Systems, Inc.'s 2024 Form 5500 as plan administrator.

Kathy Henry — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Forklift Systems, Inc.'s EIN is 62-1024671.

EIN 62-1024671

Plan number 001

Plan year 2024

ACK ID 20250516152114NAL0030156128001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Forklift Systems, Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

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

Decision-maker contacts

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

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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