Sentry Equipment Corp. 401(K) 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. 401(K) Plan is a benefit plan reported by Sentry Equipment Corp. under EIN 39-0343280 and plan number 003. The latest loaded filing year is 2023. The filing reports 266 participants and $28,236,170 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
- 003
- Plan type
- 2
- Location
- Oconomowoc, WI
- Latest filing year
- 2023
- Participants
- 266
- End-of-year plan assets
- $28,236,170
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 266 | H, C | 20241223150358NAL0014614048001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $28,236,170
- Net assets (EOY)
- $28,236,170
- Net assets (BOY)
- $25,492,616
Income & contributions
- Employer contributions
- $697,516
- Participant contributions
- $1,288,469
- Total contributions
- $2,258,070
- Total income / additions
- $5,904,085
Expenses & distributions
- Benefits paid
- $3,408,523
- Administrative expenses
- $76,960
- Total expenses
- $3,518,583
- Net increase / (decrease)
- $2,385,502
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Associated Trust Company, N.A. | NONE | $76,960 | $0 | 2023 |