2023 Form 5500 filing — J.D. Candler Roofing Company 401(K) Retirement 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 20240930091336NAL0005507217001) for J.D. Candler Roofing Company 401(K) Retirement Plan, reported by J. D. Candler Roofing Company under EIN 38-0397650 and plan number 002. It reports 46 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$4.7MReported net assets$4,742,413
Participants46
Provider compensationNone reported
Schedules filedSchedule ILoaded schedules
EFAST2 acknowledgement
20240930091336NAL0005507217001
Plan sponsor
J. D. Candler Roofing Company
EIN
38-0397650
Plan number
002
Location
Sterling Heights, 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 I · 2023

Reported financial snapshot

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

Reported balance (end of year)$4.7M total assets
Net assets$4.7MLiabilities$0
Money in vs. money out
Total income / additions$1.2M
Total expenses$1.3M
Benefits paid / distributions$1.3M
Contributions
Employer$155.3K
Participant$357.8K
Full reported line items
Total assets (EOY)
$4,742,413
Total liabilities (EOY)
$0
Net assets (EOY)
$4,742,413
Employer contributions
$155,280
Participant contributions
$357,772
Total income / additions
$1,175,558
Benefits paid
$1,317,382
Administrative expenses
$29,808
Total expenses
$1,347,190
Net increase / (decrease)
-$171,632

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20240930091336NAL0005507217001 cover?
It is the 2023 Form 5500 filing for J.D. Candler Roofing Company 401(K) Retirement Plan, reported by J. D. Candler Roofing Company (EIN 38-0397650).
Which Form 5500 schedules are attached to this 2023 filing?
Attached schedules in the loaded dataset include Schedule I (small plan financials).

Related Form 5500 pages