2023 Form 5500 filing — National 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 20241007135438NAL0026341504001) for National Roofing Co., Inc. Profit Sharing Plan & Trust, reported by National Roofing Co., Inc. under EIN 85-0254343 and plan number 001. It reports 146 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Form 5500 3 · 2023

Filing snapshot

Net assets (EOY)$1.8MReported net assets$1,819,437
Participants146
Provider compensation$8.3K2 Schedule C row(s)$8,313
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20241007135438NAL0026341504001
Plan sponsor
National Roofing Co., Inc.
EIN
85-0254343
Plan number
001
Location
Albuquerque, NM
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)$1.8M total assets
Net assets$1.8MLiabilities
Money in vs. money out
Total income / additions$328.9K
Total expenses$57.9K
Benefits paid / distributions$33K
Contributions
EmployerNot reported
Participant$109K
Full reported line items
Total assets (EOY)
$1,819,437
Net assets (EOY)
$1,819,437
Participant contributions
$109,004
Total income / additions
$328,864
Benefits paid
$32,989
Administrative expenses
$24,958
Total expenses
$57,947
Net increase / (decrease)
$270,917
Schedule C

Reported service provider compensation

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

  1. 1
    RIA · Direct $8.3K
  2. 2
    RECORDKEEPER · Direct $0 · Indirect $0

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20241007135438NAL0026341504001 cover?
It is the 2023 Form 5500 filing for National Roofing Co., Inc. Profit Sharing Plan & Trust, reported by National Roofing Co., Inc. (EIN 85-0254343).
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