2023 Form 5500 filing — Cole Roofing Co., Inc. Profit Sharing Plan & Trust
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 20241004084835NAL0005546019001) for Cole Roofing Co., Inc. Profit Sharing Plan & Trust, reported by Cole Roofing Co., Inc. under EIN 52-0599184 and plan number 001. It reports 180 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)$11.3MReported net assets$11,255,309
Participants180
Provider compensation$39.9K4 Schedule C row(s)$39,933
Schedules filedSchedule H, Schedule CLoaded schedules
- EFAST2 acknowledgement
- 20241004084835NAL0005546019001
- Plan sponsor
- Cole Roofing Co., Inc.
- EIN
- 52-0599184
- Plan number
- 001
- Location
- Baltimore, MD
- Received date
- not reported in the loaded dataset
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)$11.3M total assets
Net assets$11.3MLiabilities—
Full reported line items
- Total assets (EOY)
- $11,255,309
- Net assets (EOY)
- $11,255,309
- Employer contributions
- $280,502
- Participant contributions
- $528,060
- Total income / additions
- $2,601,746
- Benefits paid
- $1,185,056
- Administrative expenses
- $35,448
- Total expenses
- $1,220,504
- Net increase / (decrease)
- $1,381,242
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Compton Financial Group | INVESTMENT ADVISOR | $22,498 | not reported in the loaded dataset |
| The Vanguard Group, Inc. | RECORDKEEPER | not reported in the loaded dataset | $15,110 |
| Red Oak Retirement | CONTRACT TPA | $2,325 | not reported in the loaded dataset |
| Lpl Financial | INVESTMENT MGMT | not reported in the loaded dataset | not reported in the loaded dataset |