Plan5500

Leonard Roofing, 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, Leonard Roofing, Inc. (EIN 68-0579921) is a plan sponsor located in Temecula, CA 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
68-0579921
Location
Temecula, CA
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 Leonard Roofing, Inc.

  • 1 loaded plans hold $1.7M in reported assets.
  • The largest, Leonard Roofing Inc. 401(K) Plan, holds 100% of this company's reported plan assets.
  • Plans cover 948 reported participants.
  • 1 of 1 plans report full financial statements.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$1.7MSummed across loaded plans$1,677,776
Total reported assets$1.7M$1,677,776
Total reported participants948
Total reported liabilities$0

Reported net position

Reported assets = net assets + liabilities (summed)$1.7M total assets
Net assets$1.7MLiabilities$0
Contributions & income
Employer contributionsNot reported
Participant contributions$484.3K
Total income / additions$720.6K
Expenses & distributions
Benefits paid / distributions$46.6K
Total expenses$50.5K
Net increase / (decrease)$670.1K

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%Leonard Roofing Inc. 401(K) Plan
Participants per plan948Average 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
    Leonard Roofing Inc. 401(K) Plan$1.7M
    Plan #001 · 948 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 Leonard Roofing, Inc.. Open one for its full reported snapshot.

  1. 2023
    Leonard Roofing Inc. 401(K) Plan948 participants · 2Sch H
    View filing →

What to inspect next

Frequently asked questions

How many benefit plans does Leonard Roofing, Inc. report on Form 5500?
Leonard Roofing, Inc. (EIN 68-0579921) reports 1 benefit plan(s) in the loaded Form 5500 dataset.
What is the EIN for Leonard Roofing, Inc.?
The Employer Identification Number (EIN) reported for Leonard Roofing, Inc. is 68-0579921.
What is the latest Form 5500 filing year for Leonard Roofing, Inc.?
The latest loaded Form 5500 filing year for Leonard Roofing, Inc. is 2023.

Related Form 5500 pages