Best Roofing 401(K) Plan — Form 5500 plan (Best Roofing Services, 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, Best Roofing 401(K) Plan is a benefit plan reported by Best Roofing Services, LLC under EIN 45-2411210 and plan number 001. The latest loaded filing year is 2023. The filing reports 261 participants and $4,757,734 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Best Roofing Services, LLC
- EIN
- 45-2411210
- Plan number
- 001
- Plan type
- 2
- Location
- Fort Lauderdale, FL
- Latest filing year
- 2023
- Participants
- 261
- End-of-year plan assets
- $4,757,734
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 261 | H, C | 20241011131244NAL0012521235001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $4,757,734
- Net assets (EOY)
- $4,757,734
- Net assets (BOY)
- $3,973,516
Income & contributions
- Employer contributions
- $158,645
- Participant contributions
- $478,955
- Total contributions
- $637,600
- Total income / additions
- $1,374,814
Expenses & distributions
- Benefits paid
- $526,671
- Administrative expenses
- $63,925
- Total expenses
- $590,596
- Net increase / (decrease)
- $784,218
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Wells Fargo Advisors LLC | RIA | $20,378 | $0 | 2023 |
| John Hancock Life Insurance Company | RECORDKEEPER | $3,154 | $0 | 2023 |
| Abacus Retirement Solutions | TPA | $0 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Best Roofing Services, LLC
- 2023 Form 5500 filing
- Form 5500 filings in FL
- 401(k) and benefit plan filings in Fort Lauderdale, FL
- Wells Fargo Advisors LLC — Schedule C compensation
- John Hancock Life Insurance Company — Schedule C compensation
- Abacus Retirement Solutions — Schedule C compensation