Eastern Roofing Systems, Inc. 401(K) Plan — Form 5500 plan (Eastern 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, Eastern Roofing Systems, Inc. 401(K) Plan is a benefit plan reported by Eastern Roofing Systems, Inc. under EIN 20-4276552 and plan number 001. The latest loaded filing year is 2023. The filing reports 176 participants and $1,729,568 in end-of-year plan assets, where available in the loaded dataset.
Form 5500 plan profile · 2023
Key reported metrics
Net assets (EOY)$1.7MPlan net assets, end of year$1,729,568
Participants176Covered participants reported
Assets / participant$9.8KComputed: assets ÷ participants$9,827 (computed)
Provider compensation$7.9K3 Schedule C provider row(s)$7,915
- Plan sponsor
- Eastern Roofing Systems, Inc.
- EIN
- 20-4276552
- Plan number
- 001
- Plan type
- 2
- Location
- Jessup, PA
- Latest filing year
- 2023
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 176 | H, C | 20241015094739NAL0047250288001 |
Schedule H · 2023
Reported financial statement
Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.
Reported balance (end of year)$1.7M total assets
Net assets$1.7MLiabilities$0
Full reported line items
Net assets
- Total assets (EOY)
- $1,729,568
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $1,729,568
- Net assets (BOY)
- $1,185,773
Income & contributions
- Employer contributions
- $204,868
- Participant contributions
- $253,897
- Total contributions
- $476,767
- Total income / additions
- $690,820
Expenses & distributions
- Benefits paid
- $134,625
- Administrative expenses
- $12,189
- Total expenses
- $147,025
- Net increase / (decrease)
- $543,795
Computed from reported fields
Reported ratios
Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.
45%55%
Employer 45%Participant 55%
Total expenses ÷ net assets9%Computed ratio
Benefits paid ÷ total income19%Computed ratio
Provider comp. ÷ net assets0%Computed ratio
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Lpl Financial | INVESTMENT ADVISOR | $6,558 | not reported in the loaded dataset | 2023 |
| Empower Annuity Ins Co Of America | RECORDKEEPER | $1,340 | $0 | 2023 |
| Empower Advisory Group, LLC | INVESTMENT MGMT | $17 | not reported in the loaded dataset | 2023 |