2023 Form 5500 filing — Simon Roofing & Sheet Metal Corp 401k Profit Sharing
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 20241011070725NAL0021465825001) for Simon Roofing & Sheet Metal Corp 401k Profit Sharing, reported by Simon Roofing & Sheet Metal Corp under EIN 34-1430114 and plan number 001. It reports 427 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241011070725NAL0021465825001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Simon Roofing & Sheet Metal Corp
- EIN
- 34-1430114
- Plan number
- 001
- Location
- Youngstown, OH
- Participants
- 427
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $29,273,199
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $29,273,199
- Employer contributions
- $116,020
- Participant contributions
- $2,036,274
- Total income / additions
- $6,450,601
- Benefits paid
- $4,789,898
- Administrative expenses
- $6,313
- Total expenses
- $4,795,084
- Net increase / (decrease)
- $1,655,517
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Fidelity Investments Institutional | RECORDKEEPER | $6,455 | $0 |