2023 Form 5500 filing — Roof Above 403(B) 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 20251017093742NAL0003687683001) for Roof Above 403(B) Plan, reported by Roof Above, Inc. under EIN 56-1837620 and plan number 001. It reports 218 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$1.6MReported net assets$1,606,892
Participants218
Provider compensation$5.5K1 Schedule C row(s)$5,539
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20251017093742NAL0003687683001
Plan sponsor
Roof Above, Inc.
EIN
56-1837620
Plan number
001
Location
Charlotte, NC
Received date
not reported in the loaded dataset
How to read this filing
  • This is a single annual Form 5500 filing, identified by its EFAST2 acknowledgement id.
  • Schedule chips (Sch H / I / C) show which schedules this filing includes.
  • Net assets = total assets minus total liabilities (Schedule H/I).
  • Fields a filing did not report are labeled not reported in the loaded dataset — never estimated.
  • For the plan's full history, open the plan profile.
Schedule H · 2023

Reported financial snapshot

Reported figures as filed, in whole dollars. Only fields the filing reports are shown.

Reported balance (end of year)$1.6M total assets
Net assets$1.6MLiabilities$0
Money in vs. money out
Total income / additions$738.6K
Total expenses$87.5K
Benefits paid / distributions$82K
Contributions
Employer$200.8K
Participant$327.5K
Full reported line items
Total assets (EOY)
$1,606,892
Total liabilities (EOY)
$0
Net assets (EOY)
$1,606,892
Employer contributions
$200,754
Participant contributions
$327,486
Total income / additions
$738,601
Benefits paid
$82,006
Administrative expenses
$5,539
Total expenses
$87,545
Net increase / (decrease)
$651,056
Schedule C

Reported service provider compensation

Compensation reported on the 2023 filing, ranked by reported total.

  1. 1
    RECORDKEEPER · Direct $5.5K

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20251017093742NAL0003687683001 cover?
It is the 2023 Form 5500 filing for Roof Above 403(B) Plan, reported by Roof Above, Inc. (EIN 56-1837620).
Which Form 5500 schedules are attached to this 2023 filing?
Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Related Form 5500 pages