2023 Form 5500 filing — Inalfa Roof Systems, Inc. Union 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 20240816084620NAL0014064017001) for Inalfa Roof Systems, Inc. Union 401(K) Plan, reported by Inalfa Roof Systems, Inc. under EIN 38-2558870 and plan number 002. It reports 899 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)$13.1MReported net assets$13,089,791
Participants899
Provider compensation$77K2 Schedule C row(s)$76,980
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20240816084620NAL0014064017001
Plan sponsor
Inalfa Roof Systems, Inc.
EIN
38-2558870
Plan number
002
Location
Auburn Hills, MI
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)$13.1M total assets
Net assets$13.1MLiabilities$0
Money in vs. money out
Total income / additions$4.2M
Total expenses$1.7M
Benefits paid / distributions$1.6M
Contributions
Employer$646.7K
Participant$1.7M
Full reported line items
Total assets (EOY)
$13,089,791
Total liabilities (EOY)
$0
Net assets (EOY)
$13,089,791
Employer contributions
$646,719
Participant contributions
$1,703,675
Total income / additions
$4,232,058
Benefits paid
$1,613,055
Administrative expenses
$78,633
Total expenses
$1,691,688
Net increase / (decrease)
$2,540,370
Schedule C

Reported service provider compensation

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

  1. 1
    RECORDKEEPER · Direct $63.7K · Indirect $0
  2. 2
    INVESTMENT ADVISOR · Direct $13.2K

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20240816084620NAL0014064017001 cover?
It is the 2023 Form 5500 filing for Inalfa Roof Systems, Inc. Union 401(K) Plan, reported by Inalfa Roof Systems, Inc. (EIN 38-2558870).
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