Fitz-Fahl, Inc. 401(K) Profit Sharing Plan And Trust — Form 5500 plan (Fitz-Fahl, Inc. Dba Roberts Roofing)
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, Fitz-Fahl, Inc. 401(K) Profit Sharing Plan And Trust is a benefit plan reported by Fitz-Fahl, Inc. Dba Roberts Roofing under EIN 34-1418432 and plan number 001. The latest loaded filing year is 2023. The filing reports 39 participants and $4,502,921 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Fitz-Fahl, Inc. Dba Roberts Roofing
- EIN
- 34-1418432
- Plan number
- 001
- Plan type
- 2
- Location
- Willoughby, OH
- Latest filing year
- 2023
- Participants
- 39
- End-of-year plan assets
- $4,502,921
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 39 | I | 20240517152118NAL0089405730001 |
Reported financial statement (2023 · Schedule I)
Net assets
- Total assets (EOY)
- $4,502,921
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $4,502,921
- Net assets (BOY)
- $3,473,862
Income & contributions
- Employer contributions
- $115,475
- Participant contributions
- $154,748
- Total income / additions
- $1,126,623
Expenses & distributions
- Benefits paid
- $74,148
- Administrative expenses
- $22,478
- Total expenses
- $97,564
- Net increase / (decrease)
- $1,029,059
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.