2023 Form 5500 filing — Snyder Roofing & Sheet Metal, Inc. 401k Profit Sharing 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 20241015112518NAL0016227747001) for Snyder Roofing & Sheet Metal, Inc. 401k Profit Sharing Plan, reported by Snyder Roofing & Sheet Metal, Inc. under EIN 93-0438553 and plan number 003. It reports 161 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

EFAST2 acknowledgement
20241015112518NAL0016227747001
Filing year
2023
Form type
2
Plan sponsor
Snyder Roofing & Sheet Metal, Inc.
EIN
93-0438553
Plan number
003
Location
Tigard, OR
Participants
161
Schedules available
Schedule H, Schedule C
Received date
not reported in the loaded dataset

Reported financial snapshot (2023)

Total assets (EOY)
$8,021,685
Total liabilities (EOY)
$0
Net assets (EOY)
$8,021,685
Employer contributions
$293,769
Participant contributions
$446,260
Total income / additions
$1,872,888
Benefits paid
$774,355
Administrative expenses
$52,211
Total expenses
$826,566
Net increase / (decrease)
$1,046,322
Schedule source
Schedule H

Reported service provider compensation (Schedule C)

Compensation reported on the 2023 filing
ProviderServiceDirect comp.Indirect comp.
Bac Capital Advisors, LLCINVESTMENT ADVISOR$10,747not reported in the loaded dataset
John Hancock Life Insurance CompanyRECORDKEEPER$995$0

Related Form 5500 pages