2023 Form 5500 filing — Schena Roofing & Sheet Metal Company, Inc. Employee Stock Ownership 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 20241015102327NAL0016137171001) for Schena Roofing & Sheet Metal Company, Inc. Employee Stock Ownership Plan, reported by Schena Roofing & Sheet Metal Company, Inc. under EIN 38-1895735 and plan number 002. It reports 126 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials).

EFAST2 acknowledgement
20241015102327NAL0016137171001
Filing year
2023
Form type
2
Plan sponsor
Schena Roofing & Sheet Metal Company, Inc.
EIN
38-1895735
Plan number
002
Location
Chesterfield, MI
Participants
126
Schedules available
Schedule H
Received date
not reported in the loaded dataset

Reported financial snapshot (2023)

Total assets (EOY)
$3,782,990
Total liabilities (EOY)
$14,962,819
Net assets (EOY)
-$11,179,829
Employer contributions
$741,764
Total income / additions
$2,791,965
Benefits paid
$0
Administrative expenses
$2,990
Total expenses
$656,094
Net increase / (decrease)
$2,135,871
Schedule source
Schedule H

Related Form 5500 pages