2023 Form 5500 filing — North American Roofing Services 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 20241010153152NAL0020437505001) for North American Roofing Services 401(K) Plan, reported by North American Roofing Services under EIN 13-3724765 and plan number 001. It reports 190 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)$5.8MReported net assets$5,760,319
Participants190
Provider compensation$6.5K1 Schedule C row(s)$6,474
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20241010153152NAL0020437505001
Plan sponsor
North American Roofing Services
EIN
13-3724765
Plan number
001
Location
Tampa, FL
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)$5.8M total assets
Net assets$5.8MLiabilities$0
Money in vs. money out
Total income / additions$1.5M
Total expenses$1.5M
Benefits paid / distributions$1.5M
Contributions
Employer$150K
Participant$376.7K
Full reported line items
Total assets (EOY)
$5,760,319
Total liabilities (EOY)
$0
Net assets (EOY)
$5,760,319
Employer contributions
$150,004
Participant contributions
$376,713
Total income / additions
$1,518,472
Benefits paid
$1,458,936
Administrative expenses
$8,545
Total expenses
$1,467,481
Net increase / (decrease)
$50,991
Schedule C

Reported service provider compensation

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

  1. 1
    RECORDKEEPER · Direct $6.5K · Indirect $0

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20241010153152NAL0020437505001 cover?
It is the 2023 Form 5500 filing for North American Roofing Services 401(K) Plan, reported by North American Roofing Services (EIN 13-3724765).
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