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SOUTHERN REFRIGERATION CORPORATION EMPLOYEE STOCK OWNERSHIP PLAN 401k Plan overview

Plan NameSOUTHERN REFRIGERATION CORPORATION EMPLOYEE STOCK OWNERSHIP PLAN
Plan identification number 002

SOUTHERN REFRIGERATION CORPORATION EMPLOYEE STOCK OWNERSHIP PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Stock bonus
  • ESOP other than a leveraged ESOP - A completed Schedule E must be attached to a Form 5500 filed for an Employee Stock Ownership Plan (ESOP).
  • Plan requiring that all or part of employer contributions be invested and held, at least for a limited period, in employer securities.

401k Sponsoring company profile

SOUTHERN REFRIGERATION CORPORATION has sponsored the creation of one or more 401k plans.

Company Name:SOUTHERN REFRIGERATION CORPORATION
Employer identification number (EIN):540470010
NAIC Classification:425120
NAIC Description:Wholesale Trade Agents and Brokers

Additional information about SOUTHERN REFRIGERATION CORPORATION

Jurisdiction of Incorporation: Virginia Secretary of State
Incorporation Date: 1947-01-23
Company Identification Number: 0054427
Legal Registered Office Address: 3140 SHENANDOAH AVENUE NW

ROANOKE
United States of America (USA)
24017

More information about SOUTHERN REFRIGERATION CORPORATION

Form 5500 Filing Information

Submission information for form 5500 for 401k plan SOUTHERN REFRIGERATION CORPORATION EMPLOYEE STOCK OWNERSHIP PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022022-11-01
0022021-11-01
0022020-11-01
0022019-11-01
0022018-11-01
0022017-11-01
0022016-11-01DEBORAH BASHAM
0022016-11-01
0022015-11-01DEBORAH BASHAM
0022014-11-01DEBORAH BASHAM
0022013-11-01DEBORAH BASHAM
0022012-11-01DEBORAH BASHAM
0022011-11-01DEBORAH BASHAM
0022009-11-01DEBORAH BASHAM

Plan Statistics for SOUTHERN REFRIGERATION CORPORATION EMPLOYEE STOCK OWNERSHIP PLAN

401k plan membership statisitcs for SOUTHERN REFRIGERATION CORPORATION EMPLOYEE STOCK OWNERSHIP PLAN

Measure Date Value
2022: SOUTHERN REFRIGERATION CORPORATION EMPLOYEE STOCK OWNERSHIP PLAN 2022 401k membership
Total participants, beginning-of-year2022-11-01125
Total number of active participants reported on line 7a of the Form 55002022-11-0194
Number of retired or separated participants receiving benefits2022-11-019
Number of other retired or separated participants entitled to future benefits2022-11-0110
Total of all active and inactive participants2022-11-01113
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-11-012
Total participants2022-11-01115
Number of participants with account balances2022-11-01114
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-11-012
2021: SOUTHERN REFRIGERATION CORPORATION EMPLOYEE STOCK OWNERSHIP PLAN 2021 401k membership
Total participants, beginning-of-year2021-11-01122
Total number of active participants reported on line 7a of the Form 55002021-11-0188
Number of retired or separated participants receiving benefits2021-11-0119
Number of other retired or separated participants entitled to future benefits2021-11-0113
Total of all active and inactive participants2021-11-01120
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-11-010
Total participants2021-11-01120
Number of participants with account balances2021-11-01120
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-11-010
2020: SOUTHERN REFRIGERATION CORPORATION EMPLOYEE STOCK OWNERSHIP PLAN 2020 401k membership
Total participants, beginning-of-year2020-11-01123
Total number of active participants reported on line 7a of the Form 55002020-11-0183
Number of retired or separated participants receiving benefits2020-11-0118
Number of other retired or separated participants entitled to future benefits2020-11-0116
Total of all active and inactive participants2020-11-01117
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-11-011
Total participants2020-11-01118
Number of participants with account balances2020-11-01118
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-11-010
2019: SOUTHERN REFRIGERATION CORPORATION EMPLOYEE STOCK OWNERSHIP PLAN 2019 401k membership
Total participants, beginning-of-year2019-11-01118
Total number of active participants reported on line 7a of the Form 55002019-11-0187
Number of retired or separated participants receiving benefits2019-11-0117
Number of other retired or separated participants entitled to future benefits2019-11-0114
Total of all active and inactive participants2019-11-01118
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-11-011
Total participants2019-11-01119
Number of participants with account balances2019-11-01119
2018: SOUTHERN REFRIGERATION CORPORATION EMPLOYEE STOCK OWNERSHIP PLAN 2018 401k membership
Total participants, beginning-of-year2018-11-01118
Total number of active participants reported on line 7a of the Form 55002018-11-0179
Number of retired or separated participants receiving benefits2018-11-0116
Number of other retired or separated participants entitled to future benefits2018-11-0115
Total of all active and inactive participants2018-11-01110
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-11-010
Total participants2018-11-01110
Number of participants with account balances2018-11-01110
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-11-011
2017: SOUTHERN REFRIGERATION CORPORATION EMPLOYEE STOCK OWNERSHIP PLAN 2017 401k membership
Total participants, beginning-of-year2017-11-01114
Total number of active participants reported on line 7a of the Form 55002017-11-0186
Number of retired or separated participants receiving benefits2017-11-0112
Number of other retired or separated participants entitled to future benefits2017-11-0118
Total of all active and inactive participants2017-11-01116
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-11-010
Total participants2017-11-01116
Number of participants with account balances2017-11-01116
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-11-010
2016: SOUTHERN REFRIGERATION CORPORATION EMPLOYEE STOCK OWNERSHIP PLAN 2016 401k membership
Total participants, beginning-of-year2016-11-01112
Total number of active participants reported on line 7a of the Form 55002016-11-0183
Number of retired or separated participants receiving benefits2016-11-0110
Number of other retired or separated participants entitled to future benefits2016-11-0117
Total of all active and inactive participants2016-11-01110
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-11-010
Total participants2016-11-01110
Number of participants with account balances2016-11-01110
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-11-012
2015: SOUTHERN REFRIGERATION CORPORATION EMPLOYEE STOCK OWNERSHIP PLAN 2015 401k membership
Total participants, beginning-of-year2015-11-01105
Total number of active participants reported on line 7a of the Form 55002015-11-0178
Number of retired or separated participants receiving benefits2015-11-010
Number of other retired or separated participants entitled to future benefits2015-11-0126
Total of all active and inactive participants2015-11-01104
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-11-011
Total participants2015-11-01105
Number of participants with account balances2015-11-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-11-011
2014: SOUTHERN REFRIGERATION CORPORATION EMPLOYEE STOCK OWNERSHIP PLAN 2014 401k membership
Total participants, beginning-of-year2014-11-01103
Total number of active participants reported on line 7a of the Form 55002014-11-0181
Number of retired or separated participants receiving benefits2014-11-018
Number of other retired or separated participants entitled to future benefits2014-11-0112
Total of all active and inactive participants2014-11-01101
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-11-011
Total participants2014-11-01102
Number of participants with account balances2014-11-01102
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-11-013
2013: SOUTHERN REFRIGERATION CORPORATION EMPLOYEE STOCK OWNERSHIP PLAN 2013 401k membership
Total participants, beginning-of-year2013-11-01104
Total number of active participants reported on line 7a of the Form 55002013-11-0182
Number of retired or separated participants receiving benefits2013-11-017
Number of other retired or separated participants entitled to future benefits2013-11-017
Total of all active and inactive participants2013-11-0196
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-11-010
Total participants2013-11-0196
Number of participants with account balances2013-11-0196
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-11-010
2012: SOUTHERN REFRIGERATION CORPORATION EMPLOYEE STOCK OWNERSHIP PLAN 2012 401k membership
Total participants, beginning-of-year2012-11-01101
Total number of active participants reported on line 7a of the Form 55002012-11-0179
Number of retired or separated participants receiving benefits2012-11-0110
Number of other retired or separated participants entitled to future benefits2012-11-0112
Total of all active and inactive participants2012-11-01101
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-11-011
Total participants2012-11-01102
Number of participants with account balances2012-11-01102
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-11-016
2011: SOUTHERN REFRIGERATION CORPORATION EMPLOYEE STOCK OWNERSHIP PLAN 2011 401k membership
Total participants, beginning-of-year2011-11-0196
Total number of active participants reported on line 7a of the Form 55002011-11-0184
Number of retired or separated participants receiving benefits2011-11-019
Number of other retired or separated participants entitled to future benefits2011-11-016
Total of all active and inactive participants2011-11-0199
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-11-011
Total participants2011-11-01100
Number of participants with account balances2011-11-01100
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-11-011
2009: SOUTHERN REFRIGERATION CORPORATION EMPLOYEE STOCK OWNERSHIP PLAN 2009 401k membership
Total participants, beginning-of-year2009-11-0196
Total number of active participants reported on line 7a of the Form 55002009-11-0183
Number of retired or separated participants receiving benefits2009-11-013
Number of other retired or separated participants entitled to future benefits2009-11-018
Total of all active and inactive participants2009-11-0194
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-11-010
Total participants2009-11-0194
Number of participants with account balances2009-11-0193
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-11-012

Financial Data on SOUTHERN REFRIGERATION CORPORATION EMPLOYEE STOCK OWNERSHIP PLAN

Measure Date Value
2022 : SOUTHERN REFRIGERATION CORPORATION EMPLOYEE STOCK OWNERSHIP PLAN 2022 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2022-10-31$2,347,380
Total unrealized appreciation/depreciation of assets2022-10-31$2,347,380
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-10-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-10-31$0
Total income from all sources (including contributions)2022-10-31$4,106,957
Total loss/gain on sale of assets2022-10-31$0
Total of all expenses incurred2022-10-31$1,333,002
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-10-31$1,333,002
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-10-31$1,750,000
Value of total assets at end of year2022-10-31$21,303,433
Value of total assets at beginning of year2022-10-31$18,529,478
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-10-31$0
Total interest from all sources2022-10-31$9,577
Total dividends received (eg from common stock, registered investment company shares)2022-10-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-10-31No
Was this plan covered by a fidelity bond2022-10-31Yes
Value of fidelity bond cover2022-10-31$4,000,000
If this is an individual account plan, was there a blackout period2022-10-31No
Were there any nonexempt tranactions with any party-in-interest2022-10-31No
Total non interest bearing cash at end of year2022-10-31$21,205
Total non interest bearing cash at beginning of year2022-10-31$44,207
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-10-31No
Value of net income/loss2022-10-31$2,773,955
Value of net assets at end of year (total assets less liabilities)2022-10-31$21,303,433
Value of net assets at beginning of year (total assets less liabilities)2022-10-31$18,529,478
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-10-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-10-31No
Were any leases to which the plan was party in default or uncollectible2022-10-31No
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2022-10-31$2,588,238
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2022-10-31$2,138,661
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2022-10-31$2,138,661
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2022-10-31$9,577
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-10-31No
Was there a failure to transmit to the plan any participant contributions2022-10-31No
Has the plan failed to provide any benefit when due under the plan2022-10-31No
Assets. Invements in employer securities at end of year2022-10-31$18,693,990
Assets. Invements in employer securities at beginning of year2022-10-31$16,346,610
Contributions received in cash from employer2022-10-31$1,750,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-10-31$1,333,002
Liabilities. Value of benefit claims payable at end of year2022-10-31$0
Liabilities. Value of benefit claims payable at beginning of year2022-10-31$0
Did the plan have assets held for investment2022-10-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-10-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-10-31No
Opinion of an independent qualified public accountant for this plan2022-10-31Unqualified
Accountancy firm name2022-10-31ANDERSON & REED, LLP
Accountancy firm EIN2022-10-31540617257
2021 : SOUTHERN REFRIGERATION CORPORATION EMPLOYEE STOCK OWNERSHIP PLAN 2021 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2021-10-31$1,695,330
Total unrealized appreciation/depreciation of assets2021-10-31$1,695,330
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-10-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-10-31$2,363
Total income from all sources (including contributions)2021-10-31$3,300,372
Total loss/gain on sale of assets2021-10-31$0
Total of all expenses incurred2021-10-31$1,848,985
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-10-31$1,848,985
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-10-31$1,600,000
Value of total assets at end of year2021-10-31$18,529,478
Value of total assets at beginning of year2021-10-31$17,080,454
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-10-31$0
Total interest from all sources2021-10-31$5,042
Total dividends received (eg from common stock, registered investment company shares)2021-10-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-10-31No
Was this plan covered by a fidelity bond2021-10-31Yes
Value of fidelity bond cover2021-10-31$4,000,000
If this is an individual account plan, was there a blackout period2021-10-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-10-31$0
Were there any nonexempt tranactions with any party-in-interest2021-10-31No
Total non interest bearing cash at end of year2021-10-31$44,207
Total non interest bearing cash at beginning of year2021-10-31$50,655
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-10-31No
Value of net income/loss2021-10-31$1,451,387
Value of net assets at end of year (total assets less liabilities)2021-10-31$18,529,478
Value of net assets at beginning of year (total assets less liabilities)2021-10-31$17,078,091
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-10-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-10-31No
Were any leases to which the plan was party in default or uncollectible2021-10-31No
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2021-10-31$2,138,661
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2021-10-31$2,378,519
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2021-10-31$2,378,519
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2021-10-31$5,042
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-10-31No
Was there a failure to transmit to the plan any participant contributions2021-10-31No
Has the plan failed to provide any benefit when due under the plan2021-10-31No
Assets. Invements in employer securities at end of year2021-10-31$16,346,610
Assets. Invements in employer securities at beginning of year2021-10-31$14,651,280
Contributions received in cash from employer2021-10-31$1,600,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-10-31$1,848,985
Liabilities. Value of benefit claims payable at end of year2021-10-31$0
Liabilities. Value of benefit claims payable at beginning of year2021-10-31$2,363
Did the plan have assets held for investment2021-10-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-10-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-10-31No
Opinion of an independent qualified public accountant for this plan2021-10-31Unqualified
Accountancy firm name2021-10-31ANDERSON & REED, LLP
Accountancy firm EIN2021-10-31540617257
2020 : SOUTHERN REFRIGERATION CORPORATION EMPLOYEE STOCK OWNERSHIP PLAN 2020 401k financial data
Total plan liabilities at end of year2020-10-31$2,363
Total plan liabilities at beginning of year2020-10-31$2,837
Total income from all sources2020-10-31$2,418,133
Expenses. Total of all expenses incurred2020-10-31$1,659,128
Benefits paid (including direct rollovers)2020-10-31$1,659,128
Total plan assets at end of year2020-10-31$17,080,453
Total plan assets at beginning of year2020-10-31$16,321,922
Value of fidelity bond covering the plan2020-10-31$1,000,000
Other income received2020-10-31$1,018,133
Net income (gross income less expenses)2020-10-31$759,005
Net plan assets at end of year (total assets less liabilities)2020-10-31$17,078,090
Net plan assets at beginning of year (total assets less liabilities)2020-10-31$16,319,085
Assets. Value of employer securities2020-10-31$14,651,280
Total contributions received or receivable from employer(s)2020-10-31$1,400,000
2019 : SOUTHERN REFRIGERATION CORPORATION EMPLOYEE STOCK OWNERSHIP PLAN 2019 401k financial data
Total plan liabilities at end of year2019-10-31$2,837
Total plan liabilities at beginning of year2019-10-31$0
Total income from all sources2019-10-31$3,239,159
Expenses. Total of all expenses incurred2019-10-31$1,188,900
Benefits paid (including direct rollovers)2019-10-31$1,188,900
Total plan assets at end of year2019-10-31$16,321,922
Total plan assets at beginning of year2019-10-31$14,268,826
Value of fidelity bond covering the plan2019-10-31$1,000,000
Other income received2019-10-31$1,839,159
Net income (gross income less expenses)2019-10-31$2,050,259
Net plan assets at end of year (total assets less liabilities)2019-10-31$16,319,085
Net plan assets at beginning of year (total assets less liabilities)2019-10-31$14,268,826
Assets. Value of employer securities2019-10-31$13,653,360
Total contributions received or receivable from employer(s)2019-10-31$1,400,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-10-31$0
2018 : SOUTHERN REFRIGERATION CORPORATION EMPLOYEE STOCK OWNERSHIP PLAN 2018 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-10-31$0
2017 : SOUTHERN REFRIGERATION CORPORATION EMPLOYEE STOCK OWNERSHIP PLAN 2017 401k financial data
Total plan liabilities at beginning of year2017-10-31$0
Total income from all sources2017-10-31$1,601,667
Expenses. Total of all expenses incurred2017-10-31$801,733
Benefits paid (including direct rollovers)2017-10-31$801,733
Total plan assets at end of year2017-10-31$13,971,796
Total plan assets at beginning of year2017-10-31$13,171,862
Value of fidelity bond covering the plan2017-10-31$1,000,000
Other income received2017-10-31$401,667
Net income (gross income less expenses)2017-10-31$799,934
Net plan assets at end of year (total assets less liabilities)2017-10-31$13,971,796
Net plan assets at beginning of year (total assets less liabilities)2017-10-31$13,171,862
Assets. Value of employer securities2017-10-31$11,311,650
Total contributions received or receivable from employer(s)2017-10-31$1,200,000
2016 : SOUTHERN REFRIGERATION CORPORATION EMPLOYEE STOCK OWNERSHIP PLAN 2016 401k financial data
Total plan liabilities at end of year2016-10-31$0
Total plan liabilities at beginning of year2016-10-31$0
Total income from all sources2016-10-31$1,376,873
Expenses. Total of all expenses incurred2016-10-31$567,256
Benefits paid (including direct rollovers)2016-10-31$567,256
Total plan assets at end of year2016-10-31$13,171,862
Total plan assets at beginning of year2016-10-31$12,362,245
Value of fidelity bond covering the plan2016-10-31$1,000,000
Other income received2016-10-31$776,873
Net income (gross income less expenses)2016-10-31$809,617
Net plan assets at end of year (total assets less liabilities)2016-10-31$13,171,862
Net plan assets at beginning of year (total assets less liabilities)2016-10-31$12,362,245
Assets. Value of employer securities2016-10-31$10,920,420
Total contributions received or receivable from employer(s)2016-10-31$600,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-10-31$0
2015 : SOUTHERN REFRIGERATION CORPORATION EMPLOYEE STOCK OWNERSHIP PLAN 2015 401k financial data
Total plan liabilities at end of year2015-10-31$0
Total plan liabilities at beginning of year2015-10-31$0
Total income from all sources2015-10-31$1,148,821
Expenses. Total of all expenses incurred2015-10-31$288,210
Benefits paid (including direct rollovers)2015-10-31$287,996
Total plan assets at end of year2015-10-31$12,362,245
Total plan assets at beginning of year2015-10-31$11,501,634
Value of fidelity bond covering the plan2015-10-31$1,000,000
Other income received2015-10-31$548,821
Net income (gross income less expenses)2015-10-31$860,611
Net plan assets at end of year (total assets less liabilities)2015-10-31$12,362,245
Net plan assets at beginning of year (total assets less liabilities)2015-10-31$11,501,634
Assets. Value of employer securities2015-10-31$10,149,300
Total contributions received or receivable from employer(s)2015-10-31$600,000
Expenses. Administrative service providers (salaries,fees and commissions)2015-10-31$214
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-10-31$0
2014 : SOUTHERN REFRIGERATION CORPORATION EMPLOYEE STOCK OWNERSHIP PLAN 2014 401k financial data
Total plan liabilities at end of year2014-10-31$0
Total plan liabilities at beginning of year2014-10-31$0
Total income from all sources2014-10-31$1,803,557
Expenses. Total of all expenses incurred2014-10-31$807,946
Benefits paid (including direct rollovers)2014-10-31$807,676
Total plan assets at end of year2014-10-31$11,501,634
Total plan assets at beginning of year2014-10-31$10,506,023
Value of fidelity bond covering the plan2014-10-31$1,000,000
Other income received2014-10-31$503,557
Net income (gross income less expenses)2014-10-31$995,611
Net plan assets at end of year (total assets less liabilities)2014-10-31$11,501,634
Net plan assets at beginning of year (total assets less liabilities)2014-10-31$10,506,023
Assets. Value of employer securities2014-10-31$9,604,980
Total contributions received or receivable from employer(s)2014-10-31$1,300,000
Expenses. Administrative service providers (salaries,fees and commissions)2014-10-31$270
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-10-31$0
2013 : SOUTHERN REFRIGERATION CORPORATION EMPLOYEE STOCK OWNERSHIP PLAN 2013 401k financial data
Total plan liabilities at end of year2013-10-31$0
Total plan liabilities at beginning of year2013-10-31$1,470,983
Total income from all sources2013-10-31$1,748,246
Expenses. Total of all expenses incurred2013-10-31$661,316
Benefits paid (including direct rollovers)2013-10-31$661,121
Total plan assets at end of year2013-10-31$10,506,023
Total plan assets at beginning of year2013-10-31$10,890,076
Value of fidelity bond covering the plan2013-10-31$1,000,000
Other income received2013-10-31$43,941
Net income (gross income less expenses)2013-10-31$1,086,930
Net plan assets at end of year (total assets less liabilities)2013-10-31$10,506,023
Net plan assets at beginning of year (total assets less liabilities)2013-10-31$9,419,093
Assets. Value of employer securities2013-10-31$9,106,020
Total contributions received or receivable from employer(s)2013-10-31$1,704,305
Expenses. Administrative service providers (salaries,fees and commissions)2013-10-31$195
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-10-31$0
2012 : SOUTHERN REFRIGERATION CORPORATION EMPLOYEE STOCK OWNERSHIP PLAN 2012 401k financial data
Total plan liabilities at end of year2012-10-31$1,470,983
Total plan liabilities at beginning of year2012-10-31$0
Total income from all sources2012-10-31$1,787,063
Expenses. Total of all expenses incurred2012-10-31$619,270
Benefits paid (including direct rollovers)2012-10-31$619,210
Total plan assets at end of year2012-10-31$10,890,076
Total plan assets at beginning of year2012-10-31$8,251,300
Value of fidelity bond covering the plan2012-10-31$1,000,000
Other income received2012-10-31$519,615
Net income (gross income less expenses)2012-10-31$1,167,793
Net plan assets at end of year (total assets less liabilities)2012-10-31$9,419,093
Net plan assets at beginning of year (total assets less liabilities)2012-10-31$8,251,300
Assets. Value of employer securities2012-10-31$9,066,330
Total contributions received or receivable from employer(s)2012-10-31$1,267,448
Expenses. Administrative service providers (salaries,fees and commissions)2012-10-31$60
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-10-31$0
2011 : SOUTHERN REFRIGERATION CORPORATION EMPLOYEE STOCK OWNERSHIP PLAN 2011 401k financial data
Total plan liabilities at end of year2011-10-31$0
Total plan liabilities at beginning of year2011-10-31$0
Total income from all sources2011-10-31$1,217,908
Expenses. Total of all expenses incurred2011-10-31$376,871
Benefits paid (including direct rollovers)2011-10-31$376,871
Total plan assets at end of year2011-10-31$8,251,300
Total plan assets at beginning of year2011-10-31$7,410,263
Value of fidelity bond covering the plan2011-10-31$1,000,000
Other income received2011-10-31$317,908
Net income (gross income less expenses)2011-10-31$841,037
Net plan assets at end of year (total assets less liabilities)2011-10-31$8,251,300
Net plan assets at beginning of year (total assets less liabilities)2011-10-31$7,410,263
Assets. Value of employer securities2011-10-31$6,760,854
Total contributions received or receivable from employer(s)2011-10-31$900,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-10-31$0
2010 : SOUTHERN REFRIGERATION CORPORATION EMPLOYEE STOCK OWNERSHIP PLAN 2010 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-10-31$0

Form 5500 Responses for SOUTHERN REFRIGERATION CORPORATION EMPLOYEE STOCK OWNERSHIP PLAN

2022: SOUTHERN REFRIGERATION CORPORATION EMPLOYEE STOCK OWNERSHIP PLAN 2022 form 5500 responses
2022-11-01Type of plan entitySingle employer plan
2022-11-01Submission has been amendedNo
2022-11-01This submission is the final filingNo
2022-11-01This return/report is a short plan year return/report (less than 12 months)No
2022-11-01Plan is a collectively bargained planNo
2022-11-01Plan funding arrangement – TrustYes
2022-11-01Plan benefit arrangement - TrustYes
2021: SOUTHERN REFRIGERATION CORPORATION EMPLOYEE STOCK OWNERSHIP PLAN 2021 form 5500 responses
2021-11-01Type of plan entitySingle employer plan
2021-11-01Submission has been amendedNo
2021-11-01This submission is the final filingNo
2021-11-01This return/report is a short plan year return/report (less than 12 months)No
2021-11-01Plan is a collectively bargained planNo
2021-11-01Plan funding arrangement – TrustYes
2021-11-01Plan benefit arrangement - TrustYes
2020: SOUTHERN REFRIGERATION CORPORATION EMPLOYEE STOCK OWNERSHIP PLAN 2020 form 5500 responses
2020-11-01Type of plan entitySingle employer plan
2020-11-01Submission has been amendedNo
2020-11-01This submission is the final filingNo
2020-11-01This return/report is a short plan year return/report (less than 12 months)No
2020-11-01Plan is a collectively bargained planNo
2020-11-01Plan funding arrangement – TrustYes
2020-11-01Plan benefit arrangement - TrustYes
2019: SOUTHERN REFRIGERATION CORPORATION EMPLOYEE STOCK OWNERSHIP PLAN 2019 form 5500 responses
2019-11-01Type of plan entitySingle employer plan
2019-11-01Submission has been amendedNo
2019-11-01This submission is the final filingNo
2019-11-01This return/report is a short plan year return/report (less than 12 months)No
2019-11-01Plan is a collectively bargained planNo
2019-11-01Plan funding arrangement – TrustYes
2019-11-01Plan benefit arrangement - TrustYes
2018: SOUTHERN REFRIGERATION CORPORATION EMPLOYEE STOCK OWNERSHIP PLAN 2018 form 5500 responses
2018-11-01Type of plan entitySingle employer plan
2018-11-01Submission has been amendedNo
2018-11-01This submission is the final filingNo
2018-11-01This return/report is a short plan year return/report (less than 12 months)No
2018-11-01Plan is a collectively bargained planNo
2018-11-01Plan funding arrangement – TrustYes
2018-11-01Plan benefit arrangement - TrustYes
2017: SOUTHERN REFRIGERATION CORPORATION EMPLOYEE STOCK OWNERSHIP PLAN 2017 form 5500 responses
2017-11-01Type of plan entitySingle employer plan
2017-11-01Submission has been amendedNo
2017-11-01This submission is the final filingNo
2017-11-01This return/report is a short plan year return/report (less than 12 months)No
2017-11-01Plan is a collectively bargained planNo
2017-11-01Plan funding arrangement – TrustYes
2017-11-01Plan benefit arrangement - TrustYes
2016: SOUTHERN REFRIGERATION CORPORATION EMPLOYEE STOCK OWNERSHIP PLAN 2016 form 5500 responses
2016-11-01Type of plan entitySingle employer plan
2016-11-01Submission has been amendedNo
2016-11-01This submission is the final filingNo
2016-11-01This return/report is a short plan year return/report (less than 12 months)No
2016-11-01Plan is a collectively bargained planNo
2016-11-01Plan funding arrangement – TrustYes
2016-11-01Plan benefit arrangement - TrustYes
2015: SOUTHERN REFRIGERATION CORPORATION EMPLOYEE STOCK OWNERSHIP PLAN 2015 form 5500 responses
2015-11-01Type of plan entitySingle employer plan
2015-11-01Submission has been amendedNo
2015-11-01This submission is the final filingNo
2015-11-01This return/report is a short plan year return/report (less than 12 months)No
2015-11-01Plan is a collectively bargained planNo
2015-11-01Plan funding arrangement – TrustYes
2015-11-01Plan benefit arrangement - TrustYes
2014: SOUTHERN REFRIGERATION CORPORATION EMPLOYEE STOCK OWNERSHIP PLAN 2014 form 5500 responses
2014-11-01Type of plan entitySingle employer plan
2014-11-01Submission has been amendedNo
2014-11-01This submission is the final filingNo
2014-11-01This return/report is a short plan year return/report (less than 12 months)No
2014-11-01Plan is a collectively bargained planNo
2014-11-01Plan funding arrangement – TrustYes
2014-11-01Plan benefit arrangement - TrustYes
2013: SOUTHERN REFRIGERATION CORPORATION EMPLOYEE STOCK OWNERSHIP PLAN 2013 form 5500 responses
2013-11-01Type of plan entitySingle employer plan
2013-11-01Submission has been amendedNo
2013-11-01This submission is the final filingNo
2013-11-01This return/report is a short plan year return/report (less than 12 months)No
2013-11-01Plan is a collectively bargained planNo
2013-11-01Plan funding arrangement – TrustYes
2013-11-01Plan benefit arrangement - TrustYes
2012: SOUTHERN REFRIGERATION CORPORATION EMPLOYEE STOCK OWNERSHIP PLAN 2012 form 5500 responses
2012-11-01Type of plan entitySingle employer plan
2012-11-01Submission has been amendedNo
2012-11-01This submission is the final filingNo
2012-11-01This return/report is a short plan year return/report (less than 12 months)No
2012-11-01Plan is a collectively bargained planNo
2012-11-01Plan funding arrangement – TrustYes
2012-11-01Plan benefit arrangement - TrustYes
2011: SOUTHERN REFRIGERATION CORPORATION EMPLOYEE STOCK OWNERSHIP PLAN 2011 form 5500 responses
2011-11-01Type of plan entitySingle employer plan
2011-11-01Submission has been amendedNo
2011-11-01This submission is the final filingNo
2011-11-01This return/report is a short plan year return/report (less than 12 months)No
2011-11-01Plan is a collectively bargained planNo
2011-11-01Plan funding arrangement – TrustYes
2011-11-01Plan benefit arrangement - TrustYes
2009: SOUTHERN REFRIGERATION CORPORATION EMPLOYEE STOCK OWNERSHIP PLAN 2009 form 5500 responses
2009-11-01Type of plan entitySingle employer plan
2009-11-01Submission has been amendedNo
2009-11-01This submission is the final filingNo
2009-11-01This return/report is a short plan year return/report (less than 12 months)No
2009-11-01Plan is a collectively bargained planNo
2009-11-01Plan funding arrangement – TrustYes
2009-11-01Plan benefit arrangement - TrustYes

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