2023 Form 5500 filing — Southern Refrigeration Corporation 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 20250813105305NAL0020038498001) for Southern Refrigeration Corporation Employee Stock Ownership Plan, reported by Southern Refrigeration Corporation under EIN 54-0470010 and plan number 002. It reports 120 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$30.7MReported net assets$30,657,585
Participants120
Provider compensationNone reported
Schedules filedSchedule HLoaded schedules
EFAST2 acknowledgement
20250813105305NAL0020038498001
Plan sponsor
Southern Refrigeration Corporation
EIN
54-0470010
Plan number
002
Location
Roanoke, VA
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 H · 2023

Reported financial snapshot

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

Reported balance (end of year)$30.7M total assets
Net assets$30.7MLiabilities$1.4K
Money in vs. money out
Total income / additions$6.3M
Total expenses$1.2M
Benefits paid / distributions$1.2M
Contributions
Employer$2.1M
ParticipantNot reported
Full reported line items
Total assets (EOY)
$30,658,951
Total liabilities (EOY)
$1,366
Net assets (EOY)
$30,657,585
Employer contributions
$2,150,000
Total income / additions
$6,263,957
Benefits paid
$1,207,928
Administrative expenses
$0
Total expenses
$1,207,928
Net increase / (decrease)
$5,056,029

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20250813105305NAL0020038498001 cover?
It is the 2023 Form 5500 filing for Southern Refrigeration Corporation Employee Stock Ownership Plan, reported by Southern Refrigeration Corporation (EIN 54-0470010).
Which Form 5500 schedules are attached to this 2023 filing?
Attached schedules in the loaded dataset include Schedule H (large plan financials).

Related Form 5500 pages