Mid-South Roof Systems, Inc. 401(K) Plan — Form 5500 plan (Mid-South Subcontractors, Inc. D/B/A Mid-South Roof Systems)

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, Mid-South Roof Systems, Inc. 401(K) Plan is a benefit plan reported by Mid-South Subcontractors, Inc. D/B/A Mid-South Roof Systems under EIN 58-1876904 and plan number 001. The latest loaded filing year is 2023. The filing reports 162 participants and $3,374,567 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Mid-South Subcontractors, Inc. D/B/A Mid-South Roof Systems
EIN
58-1876904
Plan number
001
Plan type
2
Location
Forest Park, GA
Latest filing year
2023
Participants
162
End-of-year plan assets
$3,374,567

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023162H, C20240920133738NAL0007528897001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$3,374,567
Total liabilities (EOY)
$0
Net assets (EOY)
$3,374,567
Net assets (BOY)
$2,743,129

Income & contributions

Employer contributions
$102,718
Participant contributions
$544,555
Total contributions
$647,273
Total income / additions
$1,107,400

Expenses & distributions

Benefits paid
$464,754
Administrative expenses
$11,208
Total expenses
$475,962
Net increase / (decrease)
$631,438

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Jpmorgan Invest Holdings LLCRECORDKEEPER$11,208$02023

Related Form 5500 pages