2023 Form 5500 filing — Bone Dry Roofing 401(K) Trust 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 20241015114030NAL0014508179001) for Bone Dry Roofing 401(K) Trust Plan, reported by Bone Dry Roofing, Inc. under EIN 35-1883225 and plan number 001. It reports 334 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015114030NAL0014508179001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Bone Dry Roofing, Inc.
- EIN
- 35-1883225
- Plan number
- 001
- Location
- Indianapolis, IN
- Participants
- 334
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $7,741,782
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $7,741,782
- Employer contributions
- $773,775
- Participant contributions
- $806,886
- Total income / additions
- $2,693,743
- Benefits paid
- $1,202,164
- Administrative expenses
- $62,188
- Total expenses
- $1,282,651
- Net increase / (decrease)
- $1,411,092
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Adp, Inc. | RECORD KEEPER | $27,970 | $0 |
| Shepherd Financial Invest. Advisory | INVESTMENT/FINANCIAL ADVI | $8,706 | $0 |