Baker Roofing Company 401(K) Plan — Form 5500 plan (Baker Roofing Company, 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, Baker Roofing Company 401(K) Plan is a benefit plan reported by Baker Roofing Company, LLC under EIN 56-0130810 and plan number 002. The latest loaded filing year is 2023. The filing reports 1,001 participants and $49,766,837 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Baker Roofing Company, LLC
- EIN
- 56-0130810
- Plan number
- 002
- Plan type
- 2
- Location
- Raleigh, NC
- Latest filing year
- 2023
- Participants
- 1,001
- End-of-year plan assets
- $49,766,837
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 1,001 | H, C | 20240830095719NAL0014761713001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $49,766,837
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $49,766,837
- Net assets (BOY)
- $33,465,581
Income & contributions
- Employer contributions
- $1,808,651
- Participant contributions
- $3,219,945
- Total contributions
- $5,307,539
- Total income / additions
- $12,890,664
Expenses & distributions
- Benefits paid
- $2,017,741
- Administrative expenses
- $311,251
- Total expenses
- $2,401,733
- Net increase / (decrease)
- $10,488,931
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Capfinancial Partners LLC Dba Captr | INVESTMENT ADVISOR | $231,743 | not reported in the loaded dataset | 2023 |
| Empower Annuity Insurance Company O | RECORDKEEPER | $79,108 | $0 | 2023 |
| Qdro Consultants Company, LLC | OTHER | $400 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Baker Roofing Company, LLC
- 2023 Form 5500 filing
- Form 5500 filings in NC
- 401(k) and benefit plan filings in Raleigh, NC
- Capfinancial Partners LLC Dba Captr — Schedule C compensation
- Empower Annuity Insurance Company O — Schedule C compensation
- Qdro Consultants Company, LLC — Schedule C compensation