2023 Form 5500 filing — Inalfa Roof Systems, Inc. 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 20240816085131NAL0014294097001) for Inalfa Roof Systems, Inc. 401(K) Profit Sharing Plan, reported by Inalfa Roof Systems, Inc. under EIN 38-2558870 and plan number 001. It reports 417 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)$43.3MReported net assets$43,342,249
Participants417
Provider compensation$89.8K3 Schedule C row(s)$89,799
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20240816085131NAL0014294097001
Plan sponsor
Inalfa Roof Systems, Inc.
EIN
38-2558870
Plan number
001
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)$43.3M total assets
Net assets$43.3MLiabilities$0
Money in vs. money out
Total income / additions$10.2M
Total expenses$5.2M
Benefits paid / distributions$5.1M
Contributions
Employer$619K
Participant$2M
Full reported line items
Total assets (EOY)
$43,342,249
Total liabilities (EOY)
$0
Net assets (EOY)
$43,342,249
Employer contributions
$619,030
Participant contributions
$2,030,900
Total income / additions
$10,167,205
Benefits paid
$5,084,951
Administrative expenses
$89,799
Total expenses
$5,185,246
Net increase / (decrease)
$4,981,959
Schedule C

Reported service provider compensation

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

  1. 1
    INVESTMENT ADVISOR · Direct $47.2K
  2. 2
    RECORDKEEPER · Direct $29.5K · Indirect $0
  3. 3
    ADVISOR · Direct $13.1K

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20240816085131NAL0014294097001 cover?
It is the 2023 Form 5500 filing for Inalfa Roof Systems, Inc. 401(K) Profit Sharing 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