Sentry Equipment Erectors, Inc. Employee Stock Ownership And Savings Plan — Form 5500 plan (Sentry Equipment Erectors, LLC)
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 Erectors, Inc. Employee Stock Ownership And Savings Plan is a benefit plan reported by Sentry Equipment Erectors, LLC under EIN 54-1150258 and plan number 001. The latest loaded filing year is 2023. The filing reports 371 participants and $29,797,887 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Sentry Equipment Erectors, LLC
- EIN
- 54-1150258
- Plan number
- 001
- Plan type
- 2
- Location
- Forest, VA
- Latest filing year
- 2023
- Participants
- 371
- End-of-year plan assets
- $29,797,887
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 371 | H, C | 20241011113823NAL0043515810001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $29,797,887
- Net assets (EOY)
- $29,797,887
- Net assets (BOY)
- $87,138,652
Income & contributions
- Employer contributions
- $833,621
- Participant contributions
- $1,009,498
- Total contributions
- $1,843,119
- Total income / additions
- $11,985,069
Expenses & distributions
- Benefits paid
- $2,585,330
- Administrative expenses
- $176,937
- Total expenses
- $2,766,864
- Net increase / (decrease)
- $9,218,205
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Truist Advisory Services Inc | INVESTMENT AD VISORY PLAN | $49,210 | not reported in the loaded dataset | 2023 |
| Chartwell Financial Advisory Inc | VALUATION APPR | $26,000 | not reported in the loaded dataset | 2023 |
| Ventura Esop Fiduciary Services LLC | FIDUCIARY SER TRUSTEE | $24,720 | not reported in the loaded dataset | 2023 |
| Transmerica Retirement Solutions | not reported in the loaded dataset | $18,791 | $0 | 2023 |
| Pension Financial Services Inc | not reported in the loaded dataset | $15,468 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Sentry Equipment Erectors, LLC
- 2023 Form 5500 filing
- Form 5500 filings in VA
- 401(k) and benefit plan filings in Forest, VA
- Truist Advisory Services Inc — Schedule C compensation
- Chartwell Financial Advisory Inc — Schedule C compensation
- Ventura Esop Fiduciary Services LLC — Schedule C compensation
- Transmerica Retirement Solutions — Schedule C compensation
- Pension Financial Services Inc — Schedule C compensation