Plan5500

Teamcraft Roofing 401(K) Plan — Form 5500 plan (Teamcraft 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, Teamcraft Roofing 401(K) Plan is a benefit plan reported by Teamcraft Roofing under EIN 56-1986226 and plan number 001. The latest loaded filing year is 2023. The filing reports 214 participants and $4,796,293 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Teamcraft Roofing
EIN
56-1986226
Plan number
001
Plan type
2
Location
Salisbury, NC
Latest filing year
2023
Participants
214
End-of-year plan assets
$4,796,293

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023214H, C20240820153742NAL0002850577001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$4,796,293
Total liabilities (EOY)
$0
Net assets (EOY)
$4,796,293
Net assets (BOY)
$3,942,158

Income & contributions

Participant contributions
$546,102
Total contributions
$708,225
Total income / additions
$1,286,445

Expenses & distributions

Benefits paid
$398,609
Administrative expenses
$33,701
Total expenses
$432,310
Net increase / (decrease)
$854,135

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Pensionmark Financial Group LLCINV ADVISOR$20,235not reported in the loaded dataset2023
Empower Annuity Insurance CompanyRECORDKEEPER$7,381$02023
Benefits2 Administrators LLCTHIRD PARTY ADMINISTRATO$3,935not reported in the loaded dataset2023
Cota Street Inv MngtINVESTMENT MGMT$1,368not reported in the loaded dataset2023

Related Form 5500 pages