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SIGMA EQUIPMENT, INC. — SIGMA EQUIPMENT, INC. EMPLOYEE STOCK OWNERSHIP PLAN, Form 5500 (2024) | Form 5500 Search
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Original filing (PDF)
20251013132653NAL0002048080001
SIGMA EQUIPMENT, INC.
Form 5500
FILING_RECEIVED
SIGMA EQUIPMENT, INC. EMPLOYEE STOCK OWNERSHIP PLAN
Defined-contribution retirement plan
Signals · 2
63% in single holding
No recordkeeper disclosed
Active participants
123
Accounts w/ balance
154
Plan assets (EOY)
$2.2M
Net assets (EOY)
$816K
How this plan invests
This plan
2 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
87
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
75
Total plan cost
75
Vendor stack
80
Participation health
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for
SIGMA EQUIPMENT, INC.
.
Find decision makers
Plan sponsor
Name
SIGMA EQUIPMENT, INC.
EIN
20-2062609
Address
424 E. INGLEFIELD ROAD · EVANSVILLE, IN · 47725
Phone
(812) 266-2389
Industry
Manufacturing
see all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
002
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-13
Pension benefit codes
2E · Profit-sharing
2P · Leveraged ESOP
2Q · S-corporation ESOP
3I · Requires investment in employer securities
Audit & trust (Schedule H)
Auditor
HARDING SHYMANSKI & CO, P.S.C
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
No Schedule C providers reported
Investments
2 direct securities
· $2.2M
(100% of reported assets)
PI
Investment
Type
Shares / units
Cost
Current value
% of plan
Sigma Equipment, Inc.
—
—
$2.1M
$1.3M
62.2%
Sigma Equipment, Inc.
—
—
$1.3M
$809K
37.3%
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Knocking points off
Top holding "Sigma Equipment, Inc." is 63% of plan.
No recordkeeper disclosed on Schedule C.
Helping the score
No Schedule C compensation disclosed — likely a small plan or unbundled.
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