Able Roofing 401(K) & Profit Sharing Plan — Form 5500 plan (Able Roofing, LLC)
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, Able Roofing 401(K) & Profit Sharing Plan is a benefit plan reported by Able Roofing, LLC under EIN 31-1487386 and plan number 001. The latest loaded filing year is 2023. The filing reports 589 participants and $13,087,186 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Able Roofing, LLC
- EIN
- 31-1487386
- Plan number
- 001
- Plan type
- 2
- Location
- Columbus, OH
- Latest filing year
- 2023
- Participants
- 589
- End-of-year plan assets
- $13,087,186
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 589 | H, C | 20241014094315NAL0013077763001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $13,087,186
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $13,087,186
- Net assets (BOY)
- $9,831,960
Income & contributions
- Employer contributions
- $943,229
- Participant contributions
- $1,442,170
- Total contributions
- $2,433,257
- Total income / additions
- $4,820,282
Expenses & distributions
- Benefits paid
- $1,504,295
- Administrative expenses
- $60,761
- Total expenses
- $1,565,056
- Net increase / (decrease)
- $3,255,226
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Transamerica Retirement Solutions, | RECORDKEEPER | $28,022 | $0 | 2023 |
| Raymond James And Associates Inc | INVESTMENT ADVISORY-PLAN | $22,456 | not reported in the loaded dataset | 2023 |
| Creative Retirement Systems, Inc. | RECORDKEEPER | $10,273 | $246 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Able Roofing, LLC
- 2023 Form 5500 filing
- Form 5500 filings in OH
- 401(k) and benefit plan filings in Columbus, OH
- Transamerica Retirement Solutions, — Schedule C compensation
- Raymond James And Associates Inc — Schedule C compensation
- Creative Retirement Systems, Inc. — Schedule C compensation