2023 Form 5500 filing — Jolly Roofing 401(K) 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 20240723101426NAL0011075985001) for Jolly Roofing 401(K) Plan, reported by Jolly Roofing And Contracting Co., Inc. under EIN 62-1624798 and plan number 001. It reports 267 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$2.1MReported net assets$2,055,913
Participants267
Provider compensationNone reported
Schedules filedSchedule HLoaded schedules
EFAST2 acknowledgement
20240723101426NAL0011075985001
Plan sponsor
Jolly Roofing And Contracting Co., Inc.
EIN
62-1624798
Plan number
001
Location
Collierville, TN
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.

Reported balance (end of year)$2.1M total assets
Net assets$2.1MLiabilities
Money in vs. money out
Total income / additions$660.3K
Total expenses$176.3K
Benefits paid / distributions$173.2K
Contributions
Employer$40.3K
Participant$326.4K
Full reported line items
Total assets (EOY)
$2,055,913
Net assets (EOY)
$2,055,913
Employer contributions
$40,320
Participant contributions
$326,359
Total income / additions
$660,318
Benefits paid
$173,225
Administrative expenses
$3,100
Total expenses
$176,325
Net increase / (decrease)
$483,993

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20240723101426NAL0011075985001 cover?
It is the 2023 Form 5500 filing for Jolly Roofing 401(K) Plan, reported by Jolly Roofing And Contracting Co., Inc. (EIN 62-1624798).
Which Form 5500 schedules are attached to this 2023 filing?
Attached schedules in the loaded dataset include Schedule H (large plan financials).

Related Form 5500 pages