2023 Form 5500 filing — A B Martin Roofing Supply, LLC 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 20240923133652NAL0011415153001) for A B Martin Roofing Supply, LLC 401(K) Plan, reported by A B Martin Roofing Supply, LLC under EIN 26-0034909 and plan number 001. It reports 154 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240923133652NAL0011415153001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- A B Martin Roofing Supply, LLC
- EIN
- 26-0034909
- Plan number
- 001
- Location
- Ephrata, PA
- Participants
- 154
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $6,370,117
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $6,370,117
- Employer contributions
- $294,312
- Participant contributions
- $503,221
- Total income / additions
- $2,077,747
- Benefits paid
- $1,002,544
- Administrative expenses
- $9,110
- Total expenses
- $1,011,654
- Net increase / (decrease)
- $1,066,093
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Alan Ross & Company Pc | OTHER | $18,250 | not reported in the loaded dataset |
| Capital Group Retirement Plan Srvs | RECORDKEEPER | $800 | $0 |
| The Retirement Advantage Inc | CONTRACT ADMIN | $302 | not reported in the loaded dataset |