Plan5500

Capeway Roofing Systems, Inc. Profit Sharing Plan — Form 5500 plan (Capeway Roofing Systems, Inc.)

Plain-English plan 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, Capeway Roofing Systems, Inc. Profit Sharing Plan is a benefit plan reported by Capeway Roofing Systems, Inc. under EIN 04-2899319 and plan number 002. The latest loaded filing year is 2023. The filing reports 148 participants and $6,921,430 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Capeway Roofing Systems, Inc.
EIN
04-2899319
Plan number
002
Plan type
2
Location
Westport, MA
Latest filing year
2023
Participants
148
End-of-year plan assets
$6,921,430

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023148H, C20241015193353NAL0017118323001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$6,921,430
Total liabilities (EOY)
$20,700
Net assets (EOY)
$6,900,730
Net assets (BOY)
$6,141,234

Income & contributions

Employer contributions
$713,275
Participant contributions
$168,666
Total contributions
$881,941
Total income / additions
$1,611,249

Expenses & distributions

Benefits paid
$793,913
Administrative expenses
$57,840
Total expenses
$851,753
Net increase / (decrease)
$759,496

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
NationwideCONTRACT ADMINISTRATOR$27,503not reported in the loaded dataset2023
Marcum LlpACCOUNTANT$21,321not reported in the loaded dataset2023
Compensation Planning Inc.RECORDKEEPER$9,016not reported in the loaded dataset2023

Related Form 5500 pages