2023 Form 5500 filing — Baker Roofing Company 401(K) Profit Sharing Plan

Plain-English filing 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, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20240205145055NAL0057140722001) for Baker Roofing Company 401(K) Profit Sharing Plan, reported by Baker Roofing Company under EIN 54-1136608 and plan number 001. It reports 192 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$0Reported net assets
Participants192
Provider compensation$35.7K2 Schedule C row(s)$35,713
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20240205145055NAL0057140722001
Plan sponsor
Baker Roofing Company
EIN
54-1136608
Plan number
001
Location
Raleigh, NC
Received date
not reported in the loaded dataset
How to read this filing
  • This is a single annual Form 5500 filing, identified by its EFAST2 acknowledgement id.
  • Schedule chips (Sch H / I / C) show which schedules this filing includes.
  • Net assets = total assets minus total liabilities (Schedule H/I).
  • Fields a filing did not report are labeled not reported in the loaded dataset — never estimated.
  • For the plan's full history, open the plan profile.
Schedule H · 2023

Reported financial snapshot

Reported figures as filed, in whole dollars. Only fields the filing reports are shown.

Money in vs. money out
Total income / additions$911.8K
Total expenses$106.3K
Benefits paid / distributions$70.6K
Contributions
Employer$143.5K
Participant$261.4K
Full reported line items
Total assets (EOY)
$0
Total liabilities (EOY)
$0
Net assets (EOY)
$0
Employer contributions
$143,457
Participant contributions
$261,377
Total income / additions
$911,759
Benefits paid
$70,585
Administrative expenses
$35,713
Total expenses
$106,298
Net increase / (decrease)
$805,461
Schedule C

Reported service provider compensation

Compensation reported on the 2023 filing, ranked by reported total.

  1. 1
    INVESTMENT ADVISOR · Direct $22K
  2. 2
    RECORDKEEPER · Direct $13.7K · Indirect $0

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20240205145055NAL0057140722001 cover?
It is the 2023 Form 5500 filing for Baker Roofing Company 401(K) Profit Sharing Plan, reported by Baker Roofing Company (EIN 54-1136608).
Which Form 5500 schedules are attached to this 2023 filing?
Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Related Form 5500 pages