SOUTHERN REFRIGERATION CORPORATION EMPLOYEE STOCK OWNERSHIP PLAN

Plan Contact

  • Address: 3140 SHENANDOAH AVE NW,ROANOKE,VA
  • Contact person: MARK SHEPHERD
  • Phone: (540) 342-3493

Plan General Information

SOUTHERN REFRIGERATION CORPORATION EMPLOYEE STOCK OWNERSHIP PLAN Total Retirement Plan Assets

At the end of 2023, the total retirement plan assets of SOUTHERN REFRIGERATION CORPORATION EMPLOYEE STOCK OWNERSHIP PLAN is $25,601,556.00.This plan was established in 1991.

SOUTHERN REFRIGERATION CORPORATION EMPLOYEE STOCK OWNERSHIP PLAN Total Number of Retirement Plan Participants

At the end of 2023, the total number of retirement plan participants in SOUTHERN REFRIGERATION CORPORATION EMPLOYEE STOCK OWNERSHIP PLAN is 125

SOUTHERN REFRIGERATION CORPORATION EMPLOYEE STOCK OWNERSHIP PLAN Average Participant Retirement Account Value

In 2023, the average participant retirement account value for SOUTHERN REFRIGERATION CORPORATION EMPLOYEE STOCK OWNERSHIP PLAN is $204,812.00

SOUTHERN REFRIGERATION CORPORATION EMPLOYEE STOCK OWNERSHIP PLAN Estimated Average Employer Match

In 2023, the estimated average employer match for an employee in SOUTHERN REFRIGERATION CORPORATION EMPLOYEE STOCK OWNERSHIP PLAN is approximately $15,200.00
Investing in this additonal $15,200.00 for 20 years would give you extra $972,800.00, assuming a 10% annual return.

SOUTHERN REFRIGERATION CORPORATION EMPLOYEE STOCK OWNERSHIP PLAN Total Retirement Plan Asset Growth Rate

In 2023, the total retirement plan asset growth rate of SOUTHERN REFRIGERATION CORPORATION EMPLOYEE STOCK OWNERSHIP PLAN is 20.18%.

SOUTHERN REFRIGERATION CORPORATION EMPLOYEE STOCK OWNERSHIP PLAN Estimated Aggregate Retirement Account Investment Gain/Loss

In 2023, the estimated aggregate retirement account investment gain/loss for SOUTHERN REFRIGERATION CORPORATION EMPLOYEE STOCK OWNERSHIP PLAN is 17.38%. This measures the effectiveness of the plan participants' investments in the year.

SOUTHERN REFRIGERATION CORPORATION EMPLOYEE STOCK OWNERSHIP PLAN Expense Ratio

In 2023, the investment and administrative expense ratio of SOUTHERN REFRIGERATION CORPORATION EMPLOYEE STOCK OWNERSHIP PLAN is 0.00%.

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