Plan5500

Jolly Roofing And Contracting Co., 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, Jolly Roofing And Contracting Co., Inc. (EIN 62-1624798) is a plan sponsor located in Collierville, TN 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
62-1624798
Location
Collierville, TN
Loaded plans
2
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 Jolly Roofing And Contracting Co., Inc.

  • 2 loaded plans hold $2.1M in reported assets.
  • The largest, Jolly Roofing 401(K) Plan, holds 100% of this company's reported plan assets.
  • Plans cover 470 reported participants.
  • 1 of 2 plans report full financial statements.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$2.1MSummed across loaded plans$2,055,913
Total reported assets$2.1M$2,055,913
Total reported participants470
Total reported liabilitiesNot reported

Reported net position

Reported assets = net assets + liabilities (summed)$2.1M total assets
Net assets$2.1MLiabilities—
Contributions & income
Employer contributions$40.3K
Participant contributions$326.4K
Total income / additions$660.3K
Expenses & distributions
Benefits paid / distributions$173.2K
Total expenses$176.3K
Net increase / (decrease)$484K

Data coverage

Plans with financial statements1 / 2 (50%)
Plans with provider compensation0 / 2 ()

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%Jolly Roofing 401(K) Plan
Participants per plan235Average across loaded plans
Loaded plans2
Ranked by reported assets

Largest loaded plans

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

  1. 1
    Jolly Roofing 401(K) Plan$2.1M
    Plan #001 · 267 participants · 2023
  2. 2
    Jolly Roofing And Contracting Company, Inc. Health & Welfare Plannot reported in the loaded dataset
    Plan #501 · 203 participants · 2023

All loaded plans by assets → · By participants → · With financial statements → · With provider compensation →

EFAST2 filings

Latest loaded filings

Most recent loaded Form 5500 filings for Jolly Roofing And Contracting Co., Inc.. Open one for its full reported snapshot.

  1. 2023
    Jolly Roofing 401(K) Plan267 participants · 2Sch H
    View filing →
  2. 2023
    Jolly Roofing And Contracting Company, Inc. Health & Welfare Plan203 participants · 2No schedules
    View filing →

What to inspect next

Frequently asked questions

How many benefit plans does Jolly Roofing And Contracting Co., Inc. report on Form 5500?
Jolly Roofing And Contracting Co., Inc. (EIN 62-1624798) reports 1 benefit plan(s) in the loaded Form 5500 dataset.
What is the EIN for Jolly Roofing And Contracting Co., Inc.?
The Employer Identification Number (EIN) reported for Jolly Roofing And Contracting Co., Inc. is 62-1624798.
What is the latest Form 5500 filing year for Jolly Roofing And Contracting Co., Inc.?
The latest loaded Form 5500 filing year for Jolly Roofing And Contracting Co., Inc. is 2023.

Related Form 5500 pages