Plan5500

Roofing Wholesale 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, Roofing Wholesale Co., Inc. (EIN 86-0141918) is a plan sponsor located in Phoenix, AZ with 2 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
86-0141918
Location
Phoenix, AZ
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 Roofing Wholesale Co., Inc.

  • 2 loaded plans hold $6.8M in reported assets.
  • The largest, Roofing Wholesale Co., Inc. 401(K) Plan, holds 100% of this company's reported plan assets.
  • Plans cover 517 reported participants.
  • 1 of 2 plans report full financial statements.
  • 1 report Schedule C provider compensation.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$6.8MSummed across loaded plans$6,786,115
Total reported assets$6.8M$6,786,115
Total reported participants517
Total reported liabilities$0

Reported net position

Reported assets = net assets + liabilities (summed)$6.8M total assets
Net assets$6.8MLiabilities$0
Contributions & income
Employer contributions$359.6K
Participant contributions$649K
Total income / additions$2M
Expenses & distributions
Benefits paid / distributions$968.1K
Total expenses$994.4K
Net increase / (decrease)$975.5K

Data coverage

Plans with financial statements1 / 2 (50%)
Plans with provider compensation1 / 2 (50%)

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%Roofing Wholesale Co., Inc. 401(K) Plan
Participants per plan259Average 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
    Roofing Wholesale Co., Inc. 401(K) Plan$6.8M
    Plan #003 · 280 participants · 2023
  2. 2
    Roofing Wholesale Co., Inc. Welfare Benefit Plannot reported in the loaded dataset
    Plan #501 · 237 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 Roofing Wholesale Co., Inc.. Open one for its full reported snapshot.

  1. 2023
    Roofing Wholesale Co., Inc. Welfare Benefit Plan237 participants · 2No schedules
    View filing →
  2. 2023
    Roofing Wholesale Co., Inc. 401(K) Plan280 participants · 2Sch HSch C
    View filing →

What to inspect next

Frequently asked questions

How many benefit plans does Roofing Wholesale Co., Inc. report on Form 5500?
Roofing Wholesale Co., Inc. (EIN 86-0141918) reports 2 benefit plan(s) in the loaded Form 5500 dataset.
What is the EIN for Roofing Wholesale Co., Inc.?
The Employer Identification Number (EIN) reported for Roofing Wholesale Co., Inc. is 86-0141918.
What is the latest Form 5500 filing year for Roofing Wholesale Co., Inc.?
The latest loaded Form 5500 filing year for Roofing Wholesale Co., Inc. is 2023.

Related Form 5500 pages