Plan5500

2023 Form 5500 filing — Sentry Equipment Erectors, Inc. Employee Stock Ownership And Savings Plan

Plain-English filing 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, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20241011113823NAL0043515810001) for Sentry Equipment Erectors, Inc. Employee Stock Ownership And Savings Plan, reported by Sentry Equipment Erectors, LLC under EIN 54-1150258 and plan number 001. It reports 371 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

EFAST2 acknowledgement
20241011113823NAL0043515810001
Filing year
2023
Form type
2
Plan sponsor
Sentry Equipment Erectors, LLC
EIN
54-1150258
Plan number
001
Location
Forest, VA
Participants
371
Schedules available
Schedule H, Schedule C
Received date
not reported in the loaded dataset

Reported financial snapshot (2023)

Total assets (EOY)
$29,797,887
Net assets (EOY)
$29,797,887
Employer contributions
$833,621
Participant contributions
$1,009,498
Total income / additions
$11,985,069
Benefits paid
$2,585,330
Administrative expenses
$176,937
Total expenses
$2,766,864
Net increase / (decrease)
$9,218,205
Schedule source
Schedule H

Reported service provider compensation (Schedule C)

Compensation reported on the 2023 filing
ProviderServiceDirect comp.Indirect comp.
Truist Advisory Services IncINVESTMENT AD VISORY PLAN$49,210not reported in the loaded dataset
Chartwell Financial Advisory IncVALUATION APPR$26,000not reported in the loaded dataset
Ventura Esop Fiduciary Services LLCFIDUCIARY SER TRUSTEE$24,720not reported in the loaded dataset
Transmerica Retirement Solutionsnot reported in the loaded dataset$18,791$0
Pension Financial Services Incnot reported in the loaded dataset$15,468not reported in the loaded dataset

Related Form 5500 pages