Equipment Depot, Ltd. 401(k) Plan (terminated 2013): Login, Facts & Contact Information

Plan terminated

This plan was terminated. Its final Form 5500 covers plan year 2013. Assets moved to the PON NORTH AMERICA INC. DEFINED CONTRIBUTION PLAN (sponsored by PON NORTH AMERICA, INC.). If you had an account, your balance was transferred or paid out; Beagle can help you find where it went.

See the PON NORTH AMERICA INC. DEFINED CONTRIBUTION PLAN →

Equipment Depot, Ltd. 401(k) Plan Facts (plan year 2013)

Plan name
EQUIPMENT DEPOT, LTD EMPLOYEES SALARY REDUCTION PLAN & TRUST
Plan type
401(k) with employer contributions and profit sharing
Plan sponsor
EQUIPMENT DEPOT, LTD.
Plan year
Jan 1, 2013 – Dec 31, 2013
Plan established
Mar 1, 1985
✓ Employer contributions✓ Automatic enrollment✓ Default investment for undecided participants✓ Participants choose their own investments— Self-directed brokerage window✓ Profit sharing— Company stock (ESOP)

Source: Form 5500-SF for plan year 2013 (Jan 1, 2013 – Dec 31, 2013), filed Sep 29, 2014. Public filing with the U.S. Department of Labor.

How the Equipment Depot, Ltd. 401(k) changed, 2009–2013

Plan yearParticipantsPlan assetsEmployer contributionsBenefits paid
2009823$10.9 million$234,616$1.37 million
2010716$11.6 million$212,855$1.64 million
2011692$11.1 million$211,618$1.70 million
2012753$16,087$191,665$1.02 million
2013 (final)0$0$0$0

Equipment Depot, Ltd. 401(k) Contact Information

Phone
254-662-9022
Mailing address
4100 S. INTERSTATE 35, WACO TX 76706
Plan sponsor
EQUIPMENT DEPOT, LTD.
Employer identification number (EIN)
74-2961516
Plan number
001

Questions about the Equipment Depot, Ltd. 401(k)

Is the Equipment Depot, Ltd 401(k) plan still active?

No. The plan's final Form 5500 was filed for plan year 2013. Its assets were transferred to the PON NORTH AMERICA INC. DEFINED CONTRIBUTION PLAN.

Does Equipment Depot, Ltd contribute to the 401(k)?

Yes. The plan reports an employer contribution arrangement.

Does the Equipment Depot, Ltd 401(k) have automatic enrollment?

Yes. The plan reports automatic enrollment of eligible employees.

Who manages the Equipment Depot, Ltd 401(k) accounts?

MATRIX FINANCIAL SOLUTIONS, INC. is the plan's recordkeeper, which is where participants log in to see their balance.

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