Original filing (PDF)20260205115018NAL0007317680001

SENTRY EQUIPMENT CORP.

Name: SENTRY EQUIPMENT CORP. — SENTRY EQUIPMENT CORP. EMPLOYEE STOCK OWNERSHIP PLAN, Form 5500 (2024)
Creator: SENTRY EQUIPMENT CORP.

Form 5500

FILING_RECEIVED

SENTRY EQUIPMENT CORP. EMPLOYEE STOCK OWNERSHIP PLAN

Defined-contribution retirement plan

Signals · 3

100% in single holding100% employer stockNo recordkeeper disclosed

Active participants

179

Accounts w/ balance

237

Plan assets (EOY)

$55.5M

Net assets (EOY)

$32.7M

How this plan invests

This plan

1 securities

funds · stocks · CUSIPs

Holdings are itemized directly on this plan's Schedule of Assets, below.

Plan health score (directional)

/ 100

Grade B

Above-average plan

Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.

Compliance & disclosures

100

Concentration risk

Total plan cost

Vendor stack

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for SENTRY EQUIPMENT CORP..

Plan sponsor

Name

SENTRY EQUIPMENT CORP.

EIN

39-0343280

Address

966 BLUE RIBBON CIRCLE NORTH · OCONOMOWOC, WI · 53066

Phone

(262) 567-7256

Industry

Manufacturingsee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

002

Plan year

2024

Plan year begin

2024-08-01

Tax period

2025-07-31

Filed

2026-02-05

Pension benefit codes

2I · Stock bonus

2P · Leveraged ESOP

2Q · S-corporation ESOP

3I · Requires investment in employer securities

Audit & trust (Schedule H)

Auditor

QB ASSURANCE, LLC

Trustee / custodian

—

Trustee phone

—

Service providers (Schedule C)

No Schedule C providers reported

Investments

1 direct security· $53.9M(97% of reported assets)

PI	Investment	Type	Shares / units	Cost	Current value	% of plan
	Sentry Equipment Corp. 625,564 shares of common stock	—	—	$25.9M	$53.9M	97.1%

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