Original filing (PDF)20250718112441NAL0002506960001

SOUTHERN LIFT TRUCKS, INC.

Name: SOUTHERN LIFT TRUCKS, INC. — SOUTHERN LIFT TRUCKS RETIREMENT PLAN, Form 5500 (2024)
Creator: SOUTHERN LIFT TRUCKS, INC.

Form 5500-SF

FILING_RECEIVED

SOUTHERN LIFT TRUCKS RETIREMENT PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$222K

Net assets (EOY)

$222K

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

Knocking points off

Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (20th 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 SOUTHERN LIFT TRUCKS, INC..

Plan sponsor

Name

SOUTHERN LIFT TRUCKS, INC.

EIN

84-3006962

Address

7942 RAND STREET · HOUSTON, TX · 77028

Phone

(281) 779-0227

Industry

Wholesale Tradesee 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

2025-07-18

Pension benefit codes

2A · Age/service weighted or new comparability

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)

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Wholesale Trade plans

M LOWERY MACHINE, LTD

M LOWERY MACHINE 401(K) PLAN

$222K · 21 participants

BAYSINGER POLICE SUPPLY, INC.

BAYSINGER POLICE SUPPLY 401(K) PLAN

$220K · 7 participants

PERFECT-A-LINE INC

PERFECT-A-LINE INC 401(K) PROFIT SHARING PLAN & TRUST

$220K · 12 participants

APPALACHIAN EQUIPMENT SOLUTIONS, INC.

APPALACHIAN EQUIPMENT SOLUTIONS, INC. 401(K) PLAN

$223K · 36 participants

TEMCO INDUSTRIES, INC.

TEMCO INDUSTRIES, INC. 401(K) PROFIT SHARING PLAN