Sentry Equipment Corp. Employee Stock Ownership Plan — Form 5500 plan (Sentry Equipment Corp.)
Plain-English plan 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. Employee Stock Ownership Plan is a benefit plan reported by Sentry Equipment Corp. under EIN 39-0343280 and plan number 002. The latest loaded filing year is 2023. The filing reports 234 participants and $48,259,269 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Sentry Equipment Corp.
- EIN
- 39-0343280
- Plan number
- 002
- Plan type
- 2
- Location
- Oconomowoc, WI
- Latest filing year
- 2023
- Participants
- 234
- End-of-year plan assets
- $48,259,269
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 234 | H | 20241226124636NAL0011977153001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $48,259,269
- Total liabilities (EOY)
- $20,704,226
- Net assets (EOY)
- $27,555,043
- Net assets (BOY)
- $25,429,105
Income & contributions
- Employer contributions
- $1,467,048
- Total contributions
- $1,467,048
- Total income / additions
- $5,389,659
Expenses & distributions
- Benefits paid
- $2,391,947
- Administrative expenses
- $15
- Total expenses
- $2,905,668
- Net increase / (decrease)
- $2,483,991
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.