How many benefit plans does Sturdevant Refrigeration report on Form 5500?

Sturdevant Refrigeration (EIN 99-0226132) reports 1 benefit plan(s) in the loaded Form 5500 dataset.

What is the EIN for Sturdevant Refrigeration?

The Employer Identification Number (EIN) reported for Sturdevant Refrigeration is 99-0226132.

What is the latest Form 5500 filing year for Sturdevant Refrigeration?

The latest loaded Form 5500 filing year for Sturdevant Refrigeration is 2023.

Sturdevant Refrigeration — Form 5500 filings & benefit plans

Form 5500 plan sponsor 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 (EIN 99-0226132) is a plan sponsor located in Kahului, HI with 1 reported benefit plan(s) in the loaded dataset. The latest loaded Form 5500 filing year is 2023.

Company overview (based on loaded 2023 public filings)

EIN: 99-0226132
Location: Kahului, HI
Loaded plans: 2
Latest filing year: 2023

Reported financial aggregate (2023)

Reported net position

Total reported assets (EOY): $6,665,871
Total reported liabilities (EOY): $4,466,328
Total reported net assets (EOY): $2,199,543

Contributions & income

Employer contributions: $158,342
Participant contributions: $116,694
Total income / additions: $2,746,063

Expenses & distributions

Benefits paid / distributions: $348,268
Total expenses: $436,121
Net increase / (decrease): $2,309,942

Coverage

Total reported participants: 97
Plans with financial statements: 2
Plans with provider compensation: 0

Totals sum the latest loaded 2023 public Form 5500 filing per plan for this company's plans — one filing per plan, so multiple years are never double-counted. Figures are reported values from loaded Schedule H / I (and Schedule C for provider compensation); fields a plan did not report are treated as missing, not zero. These are not audited or official totals.

Largest loaded plans by reported assets

Sturdevant Refrigeration plans by reported end-of-year assets
Plan	Plan #	Participants	Reported assets (EOY)	Year
Sturdevant Refrigeration & Air Conditioning, Inc. Employee Stock Ownership Plan	002	36	$3,900,765	2023
Sturdevant Refrigeration 401(K) Plan	001	61	$2,765,106	2023

Search all 2 loaded plans for this company →

Latest loaded filings

Most recent loaded Form 5500 filings for Sturdevant Refrigeration
Year	Plan	Participants	Schedules	Filing
2023	Sturdevant Refrigeration 401(K) Plan	61	I	20240710145441NAL0009701107001
2023	Sturdevant Refrigeration & Air Conditioning, Inc. Employee Stock Ownership Plan	36	I	20241015140011NAL0016559619004