2023 Form 5500 filing — Sturdevant Refrigeration & Air Conditioning, Inc. Employee Stock Ownership 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 20241015140011NAL0016559619004) for Sturdevant Refrigeration & Air Conditioning, Inc. Employee Stock Ownership Plan, reported by Sturdevant Refrigeration & Air Conditioning, Inc. under EIN 99-0226132 and plan number 002. It reports 36 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials).
- EFAST2 acknowledgement
- 20241015140011NAL0016559619004
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Sturdevant Refrigeration & Air Conditioning, Inc.
- EIN
- 99-0226132
- Plan number
- 002
- Location
- Kahului, HI
- Participants
- 36
- Schedules available
- Schedule I
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $3,900,765
- Total liabilities (EOY)
- $4,466,328
- Net assets (EOY)
- -$565,563
- Employer contributions
- $93,930
- Total income / additions
- $2,193,930
- Benefits paid
- $7,352
- Administrative expenses
- $75
- Total expenses
- $94,005
- Net increase / (decrease)
- $2,099,925
- Schedule source
- Schedule I