Sturdevant Refrigeration 401(K) Plan — Form 5500 plan (Sturdevant Refrigeration)
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, Sturdevant Refrigeration 401(K) Plan is a benefit plan reported by Sturdevant Refrigeration under EIN 99-0226132 and plan number 001. The latest loaded filing year is 2023. The filing reports 61 participants and $2,765,106 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Sturdevant Refrigeration
- EIN
- 99-0226132
- Plan number
- 001
- Plan type
- 2
- Location
- Kahului, HI
- Latest filing year
- 2023
- Participants
- 61
- End-of-year plan assets
- $2,765,106
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 61 | I | 20240710145441NAL0009701107001 |
Reported financial statement (2023 · Schedule I)
Net assets
- Total assets (EOY)
- $2,765,106
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $2,765,106
- Net assets (BOY)
- $2,555,089
Income & contributions
- Employer contributions
- $64,412
- Participant contributions
- $116,694
- Total income / additions
- $552,133
Expenses & distributions
- Benefits paid
- $340,916
- Administrative expenses
- $1,200
- Total expenses
- $342,116
- Net increase / (decrease)
- $210,017
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.