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INDUSTRIAL VEHICLES INTERNATIO 401 K PROFIT SHARING PLAN TRUST 401k Plan overview

Plan NameINDUSTRIAL VEHICLES INTERNATIO 401 K PROFIT SHARING PLAN TRUST
Plan identification number 001

INDUSTRIAL VEHICLES INTERNATIO 401 K PROFIT SHARING PLAN TRUST Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
  • Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
  • Participant-directed brokerage accounts provided as an investment option under the plan.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.

401k Sponsoring company profile

INDUSTRIAL VEHICLES INTERNATIO has sponsored the creation of one or more 401k plans.

Company Name:INDUSTRIAL VEHICLES INTERNATIO
Employer identification number (EIN):730990914
NAIC Classification:333200

Form 5500 Filing Information

Submission information for form 5500 for 401k plan INDUSTRIAL VEHICLES INTERNATIO 401 K PROFIT SHARING PLAN TRUST

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01
0012021-01-01
0012020-01-01
0012019-01-01
0012018-01-01ELMO CHRISTENSEN
0012017-01-01ELMO CHRISTENSEN
0012016-01-01ELMO CHRISTENSEN
0012015-01-01AARON DAVIS2016-07-14
0012014-01-01AARON DAVIS2015-07-27
0012013-01-01AARON DAVIS2014-07-24
0012012-01-01INDUSTRIAL VEHICLES INTERNATIO2013-05-22
0012011-01-01INDUSTRIAL VEHICLES INTERNATIO2012-06-20

Plan Statistics for INDUSTRIAL VEHICLES INTERNATIO 401 K PROFIT SHARING PLAN TRUST

401k plan membership statisitcs for INDUSTRIAL VEHICLES INTERNATIO 401 K PROFIT SHARING PLAN TRUST

Measure Date Value
2022: INDUSTRIAL VEHICLES INTERNATIO 401 K PROFIT SHARING PLAN TRUST 2022 401k membership
Total participants, beginning-of-year2022-01-0111
Total number of active participants reported on line 7a of the Form 55002022-01-017
Number of retired or separated participants receiving benefits2022-01-010
Number of other retired or separated participants entitled to future benefits2022-01-010
Total of all active and inactive participants2022-01-017
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-017
Number of participants with account balances2022-01-012
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-010
2021: INDUSTRIAL VEHICLES INTERNATIO 401 K PROFIT SHARING PLAN TRUST 2021 401k membership
Total participants, beginning-of-year2021-01-0111
Total number of active participants reported on line 7a of the Form 55002021-01-017
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-014
Total of all active and inactive participants2021-01-0111
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-0111
Number of participants with account balances2021-01-019
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-010
2020: INDUSTRIAL VEHICLES INTERNATIO 401 K PROFIT SHARING PLAN TRUST 2020 401k membership
Total participants, beginning-of-year2020-01-0111
Total number of active participants reported on line 7a of the Form 55002020-01-018
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-013
Total of all active and inactive participants2020-01-0111
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-0111
Number of participants with account balances2020-01-019
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-010
2019: INDUSTRIAL VEHICLES INTERNATIO 401 K PROFIT SHARING PLAN TRUST 2019 401k membership
Total participants, beginning-of-year2019-01-0111
Total number of active participants reported on line 7a of the Form 55002019-01-018
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-013
Total of all active and inactive participants2019-01-0111
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-0111
Number of participants with account balances2019-01-019
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-010
2018: INDUSTRIAL VEHICLES INTERNATIO 401 K PROFIT SHARING PLAN TRUST 2018 401k membership
Total participants, beginning-of-year2018-01-0113
Total number of active participants reported on line 7a of the Form 55002018-01-018
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-014
Total of all active and inactive participants2018-01-0112
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-0112
Number of participants with account balances2018-01-0110
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-010
2017: INDUSTRIAL VEHICLES INTERNATIO 401 K PROFIT SHARING PLAN TRUST 2017 401k membership
Total participants, beginning-of-year2017-01-0113
Total number of active participants reported on line 7a of the Form 55002017-01-018
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-015
Total of all active and inactive participants2017-01-0113
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-0113
Number of participants with account balances2017-01-0111
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
2016: INDUSTRIAL VEHICLES INTERNATIO 401 K PROFIT SHARING PLAN TRUST 2016 401k membership
Total participants, beginning-of-year2016-01-0116
Total number of active participants reported on line 7a of the Form 55002016-01-018
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-015
Total of all active and inactive participants2016-01-0113
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-0113
Number of participants with account balances2016-01-0112
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010

Financial Data on INDUSTRIAL VEHICLES INTERNATIO 401 K PROFIT SHARING PLAN TRUST

Measure Date Value
2022 : INDUSTRIAL VEHICLES INTERNATIO 401 K PROFIT SHARING PLAN TRUST 2022 401k financial data
Transfers to/from the plan2022-12-31$0
Total plan liabilities at end of year2022-12-31$0
Total plan liabilities at beginning of year2022-12-31$0
Total income from all sources2022-12-31$-15,215
Expenses. Total of all expenses incurred2022-12-31$14,412
Benefits paid (including direct rollovers)2022-12-31$14,184
Total plan assets at end of year2022-12-31$176,082
Total plan assets at beginning of year2022-12-31$205,709
Value of fidelity bond covering the plan2022-12-31$20,000
Total contributions received or receivable from participants2022-12-31$0
Expenses. Other expenses not covered elsewhere2022-12-31$0
Contributions received from other sources (not participants or employers)2022-12-31$0
Other income received2022-12-31$-15,215
Net income (gross income less expenses)2022-12-31$-29,627
Net plan assets at end of year (total assets less liabilities)2022-12-31$176,082
Net plan assets at beginning of year (total assets less liabilities)2022-12-31$205,709
Total contributions received or receivable from employer(s)2022-12-31$0
Value of certain deemed distributions of participant loans2022-12-31$0
Value of corrective distributions2022-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2022-12-31$228
2021 : INDUSTRIAL VEHICLES INTERNATIO 401 K PROFIT SHARING PLAN TRUST 2021 401k financial data
Transfers to/from the plan2021-12-31$0
Total plan liabilities at end of year2021-12-31$0
Total plan liabilities at beginning of year2021-12-31$0
Total income from all sources2021-12-31$-3,522
Expenses. Total of all expenses incurred2021-12-31$204,235
Benefits paid (including direct rollovers)2021-12-31$202,651
Total plan assets at end of year2021-12-31$205,709
Total plan assets at beginning of year2021-12-31$413,466
Value of fidelity bond covering the plan2021-12-31$20,000
Total contributions received or receivable from participants2021-12-31$13,750
Expenses. Other expenses not covered elsewhere2021-12-31$0
Contributions received from other sources (not participants or employers)2021-12-31$0
Other income received2021-12-31$-27,423
Net income (gross income less expenses)2021-12-31$-207,757
Net plan assets at end of year (total assets less liabilities)2021-12-31$205,709
Net plan assets at beginning of year (total assets less liabilities)2021-12-31$413,466
Total contributions received or receivable from employer(s)2021-12-31$10,151
Value of certain deemed distributions of participant loans2021-12-31$0
Value of corrective distributions2021-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2021-12-31$1,584
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
2020 : INDUSTRIAL VEHICLES INTERNATIO 401 K PROFIT SHARING PLAN TRUST 2020 401k financial data
Transfers to/from the plan2020-12-31$0
Total plan liabilities at end of year2020-12-31$0
Total plan liabilities at beginning of year2020-12-31$0
Total income from all sources2020-12-31$98,800
Expenses. Total of all expenses incurred2020-12-31$25,086
Benefits paid (including direct rollovers)2020-12-31$23,785
Total plan assets at end of year2020-12-31$413,466
Total plan assets at beginning of year2020-12-31$339,752
Value of fidelity bond covering the plan2020-12-31$20,000
Total contributions received or receivable from participants2020-12-31$16,526
Expenses. Other expenses not covered elsewhere2020-12-31$0
Contributions received from other sources (not participants or employers)2020-12-31$0
Other income received2020-12-31$69,767
Net income (gross income less expenses)2020-12-31$73,714
Net plan assets at end of year (total assets less liabilities)2020-12-31$413,466
Net plan assets at beginning of year (total assets less liabilities)2020-12-31$339,752
Assets. Value of participant loans2020-12-31$7,524
Total contributions received or receivable from employer(s)2020-12-31$12,507
Value of certain deemed distributions of participant loans2020-12-31$0
Value of corrective distributions2020-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2020-12-31$1,301
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
Funding deficiency by the employer to the plan for this plan year2020-12-31$0
Minimum employer required contribution for this plan year2020-12-31$0
Amount contributed by the employer to the plan for this plan year2020-12-31$0
2019 : INDUSTRIAL VEHICLES INTERNATIO 401 K PROFIT SHARING PLAN TRUST 2019 401k financial data
Transfers to/from the plan2019-12-31$0
Total plan liabilities at end of year2019-12-31$0
Total plan liabilities at beginning of year2019-12-31$0
Total income from all sources2019-12-31$105,194
Expenses. Total of all expenses incurred2019-12-31$890
Benefits paid (including direct rollovers)2019-12-31$9
Total plan assets at end of year2019-12-31$339,752
Total plan assets at beginning of year2019-12-31$235,448
Value of fidelity bond covering the plan2019-12-31$20,000
Total contributions received or receivable from participants2019-12-31$15,736
Expenses. Other expenses not covered elsewhere2019-12-31$0
Contributions received from other sources (not participants or employers)2019-12-31$0
Other income received2019-12-31$77,807
Net income (gross income less expenses)2019-12-31$104,304
Net plan assets at end of year (total assets less liabilities)2019-12-31$339,752
Net plan assets at beginning of year (total assets less liabilities)2019-12-31$235,448
Assets. Value of participant loans2019-12-31$10,356
Total contributions received or receivable from employer(s)2019-12-31$11,651
Value of certain deemed distributions of participant loans2019-12-31$0
Value of corrective distributions2019-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2019-12-31$881
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
Funding deficiency by the employer to the plan for this plan year2019-12-31$0
Minimum employer required contribution for this plan year2019-12-31$0
Amount contributed by the employer to the plan for this plan year2019-12-31$0
2018 : INDUSTRIAL VEHICLES INTERNATIO 401 K PROFIT SHARING PLAN TRUST 2018 401k financial data
Transfers to/from the plan2018-12-31$0
Total plan liabilities at end of year2018-12-31$0
Total plan liabilities at beginning of year2018-12-31$0
Total income from all sources2018-12-31$-4,737
Expenses. Total of all expenses incurred2018-12-31$292,847
Benefits paid (including direct rollovers)2018-12-31$291,281
Total plan assets at end of year2018-12-31$235,448
Total plan assets at beginning of year2018-12-31$533,032
Value of fidelity bond covering the plan2018-12-31$20,000
Total contributions received or receivable from participants2018-12-31$13,284
Expenses. Other expenses not covered elsewhere2018-12-31$0
Contributions received from other sources (not participants or employers)2018-12-31$0
Other income received2018-12-31$-25,966
Net income (gross income less expenses)2018-12-31$-297,584
Net plan assets at end of year (total assets less liabilities)2018-12-31$235,448
Net plan assets at beginning of year (total assets less liabilities)2018-12-31$533,032
Assets. Value of participant loans2018-12-31$4,545
Total contributions received or receivable from employer(s)2018-12-31$7,945
Value of certain deemed distributions of participant loans2018-12-31$0
Value of corrective distributions2018-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2018-12-31$1,566
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
Funding deficiency by the employer to the plan for this plan year2018-12-31$0
Minimum employer required contribution for this plan year2018-12-31$0
Amount contributed by the employer to the plan for this plan year2018-12-31$0
2017 : INDUSTRIAL VEHICLES INTERNATIO 401 K PROFIT SHARING PLAN TRUST 2017 401k financial data
Transfers to/from the plan2017-12-31$0
Total plan liabilities at end of year2017-12-31$0
Total plan liabilities at beginning of year2017-12-31$0
Total income from all sources2017-12-31$87,850
Expenses. Total of all expenses incurred2017-12-31$2,253
Benefits paid (including direct rollovers)2017-12-31$793
Total plan assets at end of year2017-12-31$533,032
Total plan assets at beginning of year2017-12-31$447,435
Value of fidelity bond covering the plan2017-12-31$20,000
Total contributions received or receivable from participants2017-12-31$21,170
Expenses. Other expenses not covered elsewhere2017-12-31$0
Contributions received from other sources (not participants or employers)2017-12-31$0
Other income received2017-12-31$57,967
Net income (gross income less expenses)2017-12-31$85,597
Net plan assets at end of year (total assets less liabilities)2017-12-31$533,032
Net plan assets at beginning of year (total assets less liabilities)2017-12-31$447,435
Assets. Value of participant loans2017-12-31$7,023
Total contributions received or receivable from employer(s)2017-12-31$8,713
Value of certain deemed distributions of participant loans2017-12-31$0
Value of corrective distributions2017-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2017-12-31$1,460
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
Funding deficiency by the employer to the plan for this plan year2017-12-31$0
Minimum employer required contribution for this plan year2017-12-31$0
Amount contributed by the employer to the plan for this plan year2017-12-31$0
2016 : INDUSTRIAL VEHICLES INTERNATIO 401 K PROFIT SHARING PLAN TRUST 2016 401k financial data
Transfers to/from the plan2016-12-31$0
Total plan liabilities at end of year2016-12-31$0
Total plan liabilities at beginning of year2016-12-31$0
Total income from all sources2016-12-31$17,975
Expenses. Total of all expenses incurred2016-12-31$85,915
Benefits paid (including direct rollovers)2016-12-31$85,676
Total plan assets at end of year2016-12-31$447,435
Total plan assets at beginning of year2016-12-31$515,375
Value of fidelity bond covering the plan2016-12-31$20,000
Total contributions received or receivable from participants2016-12-31$29,140
Expenses. Other expenses not covered elsewhere2016-12-31$0
Contributions received from other sources (not participants or employers)2016-12-31$0
Other income received2016-12-31$-23,017
Net income (gross income less expenses)2016-12-31$-67,940
Net plan assets at end of year (total assets less liabilities)2016-12-31$447,435
Net plan assets at beginning of year (total assets less liabilities)2016-12-31$515,375
Assets. Value of participant loans2016-12-31$3,570
Total contributions received or receivable from employer(s)2016-12-31$11,852
Value of certain deemed distributions of participant loans2016-12-31$0
Value of corrective distributions2016-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2016-12-31$239
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
Funding deficiency by the employer to the plan for this plan year2016-12-31$0
Minimum employer required contribution for this plan year2016-12-31$0
Amount contributed by the employer to the plan for this plan year2016-12-31$0

Form 5500 Responses for INDUSTRIAL VEHICLES INTERNATIO 401 K PROFIT SHARING PLAN TRUST

2022: INDUSTRIAL VEHICLES INTERNATIO 401 K PROFIT SHARING PLAN TRUST 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Submission has been amendedNo
2022-01-01This submission is the final filingNo
2022-01-01This return/report is a short plan year return/report (less than 12 months)No
2022-01-01Plan is a collectively bargained planNo
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement - TrustYes
2021: INDUSTRIAL VEHICLES INTERNATIO 401 K PROFIT SHARING PLAN TRUST 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Submission has been amendedNo
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planNo
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement - TrustYes
2020: INDUSTRIAL VEHICLES INTERNATIO 401 K PROFIT SHARING PLAN TRUST 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Submission has been amendedNo
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planNo
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement - TrustYes
2019: INDUSTRIAL VEHICLES INTERNATIO 401 K PROFIT SHARING PLAN TRUST 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planNo
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement - TrustYes
2018: INDUSTRIAL VEHICLES INTERNATIO 401 K PROFIT SHARING PLAN TRUST 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planNo
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement - TrustYes
2017: INDUSTRIAL VEHICLES INTERNATIO 401 K PROFIT SHARING PLAN TRUST 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2016: INDUSTRIAL VEHICLES INTERNATIO 401 K PROFIT SHARING PLAN TRUST 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement - TrustYes

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