Sentry Equipment Corp. — Form 5500 filings & benefit plans

Form 5500 plan sponsor summary

According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, Sentry Equipment Corp. (EIN 39-0343280) is a plan sponsor located in Oconomowoc, WI with 3 reported benefit plan(s) in the loaded dataset. The latest loaded Form 5500 filing year is 2023.

Company overview (based on loaded 2023 public filings)

EIN
39-0343280
Location
Oconomowoc, WI
Loaded plans
3
Latest filing year
2023

Reported financial aggregate (2023)

Reported net position

Total reported assets (EOY)
$76,495,439
Total reported liabilities (EOY)
$20,704,226
Total reported net assets (EOY)
$55,791,213

Contributions & income

Employer contributions
$2,164,564
Participant contributions
$1,288,469
Total income / additions
$11,293,744

Expenses & distributions

Benefits paid / distributions
$5,800,470
Total expenses
$6,424,251
Net increase / (decrease)
$4,869,493

Coverage

Total reported participants
693
Plans with financial statements
2
Plans with provider compensation
1

Totals sum the latest loaded 2023 public Form 5500 filing per plan for this company's plans — one filing per plan, so multiple years are never double-counted. Figures are reported values from loaded Schedule H / I (and Schedule C for provider compensation); fields a plan did not report are treated as missing, not zero. These are not audited or official totals.

Largest loaded plans by reported assets

Sentry Equipment Corp. plans by reported end-of-year assets
PlanPlan #ParticipantsReported assets (EOY)Year
Sentry Equipment Corp. Employee Stock Ownership Plan002234$48,259,2692023
Sentry Equipment Corp. 401(K) Plan003266$28,236,1702023
Sentry Equipment Corporation Consolidated Employee Welfare Benefits Plan501193not reported in the loaded dataset2023

Search all 3 loaded plans for this company →

Latest loaded filings

Most recent loaded Form 5500 filings for Sentry Equipment Corp.
YearPlanParticipantsSchedulesFiling
2023Sentry Equipment Corp. 401(K) Plan266H, C20241223150358NAL0014614048001
2023Sentry Equipment Corp. Employee Stock Ownership Plan234H20241226124636NAL0011977153001
2023Sentry Equipment Corporation Consolidated Employee Welfare Benefits Plan19320250129112132NAL0015235985001

Related Form 5500 pages