2023 Form 5500 filing — Sterling Refrigeration Employee Stock Ownership Plan

Plain-English filing 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, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20240827140637NAL0006128179001) for Sterling Refrigeration Employee Stock Ownership Plan, reported by Sterling Refrigeration Holding Company under EIN 81-2533707 and plan number 002. It reports 28 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$283.7KReported net assets$283,721
Participants28
Provider compensationNone reported
Schedules filedSchedule ILoaded schedules
EFAST2 acknowledgement
20240827140637NAL0006128179001
Plan sponsor
Sterling Refrigeration Holding Company
EIN
81-2533707
Plan number
002
Location
Morrisville, NC
Received date
not reported in the loaded dataset
How to read this filing
  • This is a single annual Form 5500 filing, identified by its EFAST2 acknowledgement id.
  • Schedule chips (Sch H / I / C) show which schedules this filing includes.
  • Net assets = total assets minus total liabilities (Schedule H/I).
  • Fields a filing did not report are labeled not reported in the loaded dataset — never estimated.
  • For the plan's full history, open the plan profile.
Schedule I · 2023

Reported financial snapshot

Reported figures as filed, in whole dollars. Only fields the filing reports are shown.

Reported balance (end of year)$926.3K total assets
Net assets$283.7KLiabilities$642.6K
Money in vs. money out
Total income / additions$119.1K
Total expenses$11.7K
Benefits paid / distributionsNot reported
Contributions
Employer$41.9K
ParticipantNot reported
Full reported line items
Total assets (EOY)
$926,300
Total liabilities (EOY)
$642,579
Net assets (EOY)
$283,721
Employer contributions
$41,888
Total income / additions
$119,088
Total expenses
$11,707
Net increase / (decrease)
$107,381

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20240827140637NAL0006128179001 cover?
It is the 2023 Form 5500 filing for Sterling Refrigeration Employee Stock Ownership Plan, reported by Sterling Refrigeration Holding Company (EIN 81-2533707).
Which Form 5500 schedules are attached to this 2023 filing?
Attached schedules in the loaded dataset include Schedule I (small plan financials).

Related Form 5500 pages