Burrell Roofing Company, Inc. — Form 5500 filings & benefit plans

Form 5500 plan sponsor 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, Burrell Roofing Company, Inc. (EIN 03-0213615) is a plan sponsor located in Williamstown, VT with 1 reported benefit plan(s) in the loaded dataset. The latest loaded Form 5500 filing year is 2023.

Company overview (based on loaded 2023 public filings)

EIN
03-0213615
Location
Williamstown, VT
Loaded plans
1
Latest filing year
2023

This is a company / sponsor profile — aggregate totals across all of this employer's loaded plans. Open an individual plan below for its own full financial statement.

What stands out for Burrell Roofing Company, Inc.

  • 1 loaded plans hold $793.4K in reported assets.
  • The largest, Burrell Roofing Company, Inc. Profit Sharing 401k Plan, holds 100% of this company's reported plan assets.
  • Plans cover 10 reported participants.
  • 1 of 1 plans report full financial statements.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$793.4KSummed across loaded plans$793,405
Total reported assets$793.4K$793,405
Total reported participants10
Total reported liabilitiesNot reported

Reported net position

Reported assets = net assets + liabilities (summed)$793.4K total assets
Net assets$793.4KLiabilities
Contributions & income
Employer contributions$2.6K
Participant contributions$12.3K
Total income / additions$114.8K
Expenses & distributions
Benefits paid / distributions$164K
Total expenses$164K
Net increase / (decrease)-$49.2K

Data coverage

Plans with financial statements1 / 1 (100%)
Plans with provider compensation0 / 1 ()

Totals sum the latest loaded 2023 public Form 5500 filing per plan for this company's plans — one filing per plan, so multiple years are never double-counted. Figures are reported values from loaded Schedule H / I (and Schedule C for provider compensation); fields a plan did not report are treated as missing, not zero. These are not audited or official totals.

Computed from loaded plans

Portfolio comparison

Largest plan share of assets100%Burrell Roofing Company, Inc. Profit Sharing 401k Plan
Participants per plan10Average across loaded plans
Loaded plans1
Ranked by reported assets

Largest loaded plans

Bars show each plan's reported end-of-year assets relative to the largest.

  1. 1
    Plan #003 · 10 participants · 2023
EFAST2 filings

Latest loaded filings

Most recent loaded Form 5500 filings for Burrell Roofing Company, Inc.. Open one for its full reported snapshot.

  1. 2023
    Burrell Roofing Company, Inc. Profit Sharing 401k Plan10 participants · 2Sch I
    View filing →

What to inspect next

Frequently asked questions

How many benefit plans does Burrell Roofing Company, Inc. report on Form 5500?
Burrell Roofing Company, Inc. (EIN 03-0213615) reports 1 benefit plan(s) in the loaded Form 5500 dataset.
What is the EIN for Burrell Roofing Company, Inc.?
The Employer Identification Number (EIN) reported for Burrell Roofing Company, Inc. is 03-0213615.
What is the latest Form 5500 filing year for Burrell Roofing Company, Inc.?
The latest loaded Form 5500 filing year for Burrell Roofing Company, Inc. is 2023.

Related Form 5500 pages