Heidler Roofing Services, Inc 401(K) Profit Sharing Plan — Form 5500 plan (Heidler Roofing Services, 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, Heidler Roofing Services, Inc 401(K) Profit Sharing Plan is a benefit plan reported by Heidler Roofing Services, Inc. under EIN 23-2389734 and plan number 001. The latest loaded filing year is 2023. The filing reports 197 participants and $6,210,709 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Heidler Roofing Services, Inc.
EIN
23-2389734
Plan number
001
Plan type
2
Location
York, PA
Latest filing year
2023
Participants
197
End-of-year plan assets
$6,210,709

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023197H, C20241009143223NAL0033052064001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$6,210,709
Total liabilities (EOY)
$0
Net assets (EOY)
$6,210,709
Net assets (BOY)
$5,692,062

Income & contributions

Employer contributions
$497,130
Participant contributions
$164,529
Total contributions
$661,659
Total income / additions
$1,530,557

Expenses & distributions

Benefits paid
$1,003,584
Administrative expenses
$8,326
Total expenses
$1,011,910
Net increase / (decrease)
$518,647

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Lifestyle Retirement CompanyTHIRD PARTY ADMINISTRATO$14,135$2,8272023
Rkl LlpAUDITOR$5,000$02023

Related Form 5500 pages