Sturdevant Refrigeration & Air Conditioning, Inc. Employee Stock Ownership Plan — Form 5500 plan (Sturdevant Refrigeration & Air Conditioning, Inc.)
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 & Air Conditioning, Inc. Employee Stock Ownership Plan is a benefit plan reported by Sturdevant Refrigeration & Air Conditioning, Inc. under EIN 99-0226132 and plan number 002. The latest loaded filing year is 2023. The filing reports 36 participants and $3,900,765 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Sturdevant Refrigeration & Air Conditioning, Inc.
- EIN
- 99-0226132
- Plan number
- 002
- Plan type
- 2
- Location
- Kahului, HI
- Latest filing year
- 2023
- Participants
- 36
- End-of-year plan assets
- $3,900,765
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 36 | I | 20241015140011NAL0016559619004 |
Reported financial statement (2023 · Schedule I)
Net assets
- Total assets (EOY)
- $3,900,765
- Total liabilities (EOY)
- $4,466,328
- Net assets (EOY)
- -$565,563
- Net assets (BOY)
- -$2,665,488
Income & contributions
- Employer contributions
- $93,930
- Total income / additions
- $2,193,930
Expenses & distributions
- Benefits paid
- $7,352
- Administrative expenses
- $75
- Total expenses
- $94,005
- Net increase / (decrease)
- $2,099,925
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.