2023 Form 5500 filing — Citadel Roofing And Solar 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 20241015154213NAL0028975313001) for Citadel Roofing And Solar 401(K) Plan, reported by Jaj Roofing Dba Citadel Roofing And Solar under EIN 47-3949736 and plan number 001. It reports 779 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015154213NAL0028975313001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Jaj Roofing Dba Citadel Roofing And Solar
- EIN
- 47-3949736
- Plan number
- 001
- Location
- Vacaville, CA
- Participants
- 779
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $6,903,371
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $6,903,371
- Employer contributions
- $516,598
- Participant contributions
- $1,079,002
- Total income / additions
- $2,706,661
- Benefits paid
- $229,720
- Administrative expenses
- $47,980
- Total expenses
- $277,700
- Net increase / (decrease)
- $2,428,961
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Golden Gate Retirement | NONE | $1,410 | $0 |
| John Hancock Life Insurance Co | RECORDKEEPER | $809 | not reported in the loaded dataset |