2023 Form 5500 filing — State Roofing Systems, Inc. 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 20241002142945NAL0004899635001) for State Roofing Systems, Inc. 401(K) Plan, reported by State Roofing Systems, Inc. under EIN 94-2743961 and plan number 001. It reports 150 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241002142945NAL0004899635001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- State Roofing Systems, Inc.
- EIN
- 94-2743961
- Plan number
- 001
- Location
- San Leandro, CA
- Participants
- 150
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $7,492,343
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $7,492,343
- Employer contributions
- $405,910
- Participant contributions
- $301,060
- Total income / additions
- $1,721,098
- Benefits paid
- $396,691
- Administrative expenses
- $37,466
- Total expenses
- $434,157
- Net increase / (decrease)
- $1,286,941
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Merrill Lynch Pierce Fenner Smith | INVESTMENT ADVISOR | $25,940 | not reported in the loaded dataset |
| Hicks Pension Services | CONTRACT ADMINISTRATOR | $2,875 | $3,192 |
| Empower Annuity Insurance Company | RECORDKEEPER | $1,249 | not reported in the loaded dataset |
| Quallified Services Inc. Dba | CONTRACT ADMINISTRATOR | not reported in the loaded dataset | not reported in the loaded dataset |