How big is American Warehouse Equipment, Inc.'s plan?

American Warehouse Equipment, Inc.'s plan reported $310K in assets and 13 participants for 2024.

Original filing (PDF)20250626134006NAL0020960402001

American Warehouse Equipment, Inc.

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

Form 5500-SF

FILING_RECEIVED

American Warehouse Equipment, Inc. Profit Sharing Plan

Defined-contribution retirement plan · American Warehouse Equipment, Inc.'s American Warehouse Equipment, Inc. Profit Sharing Plan held $310K in plan assets for 13 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$310K

Net assets (EOY)

$310K

People on this filing

Joe Occhipinti signed American Warehouse Equipment, Inc.'s 2024 Form 5500 as plan administrator.

Joe Occhipinti — 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

American Warehouse Equipment, Inc.'s EIN is 95-4157356.

EIN 95-4157356

Plan number 001

Plan year 2024

ACK ID 20250626134006NAL0020960402001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

American Warehouse Equipment, Inc.'s plan includes profit-sharing.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for AMERICAN WAREHOUSE EQUIPMENT, 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

Cost not scored — no comparable Schedule H expense data for this cohort.
High account-holder ratio — balance-holders per active participant in the top 15% of peers (92nd percentile).

Plan sponsor

Name

AMERICAN WAREHOUSE EQUIPMENT, INC.

EIN

all filings

Address

1371 KUEHNER DRIVE · SIMI VALLEY, CA · 93063

Phone

(805) 526-5501

Industry

Transportation & Warehousing

Plan administrator