Atlas Roofing Corporation 401(K) Profit Sharing Plan — Form 5500 plan (Atlas Roofing Corporation)
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, Atlas Roofing Corporation 401(K) Profit Sharing Plan is a benefit plan reported by Atlas Roofing Corporation under EIN 64-0661823 and plan number 003. The latest loaded filing year is 2023. The filing reports 2,013 participants and $170,107,226 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Atlas Roofing Corporation
- EIN
- 64-0661823
- Plan number
- 003
- Plan type
- 2
- Location
- Meridian, MS
- Latest filing year
- 2023
- Participants
- 2,013
- End-of-year plan assets
- $170,107,226
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 2,013 | H, C | 20240731125813NAL0022248193001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $170,107,226
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $170,107,226
- Net assets (BOY)
- $146,013,077
Income & contributions
- Employer contributions
- $6,284,116
- Participant contributions
- $8,917,439
- Total contributions
- $15,439,740
- Total income / additions
- $35,866,405
Expenses & distributions
- Benefits paid
- $11,965,247
- Administrative expenses
- $236,132
- Total expenses
- $12,201,379
- Net increase / (decrease)
- $23,665,026
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $237,171 | $0 | 2023 |
| Gallagher Fiduciary Advisors, LLC | OTHER SERVICES | $0 | $30,331 | 2023 |
| Morningstar Investment Management L | PARTICIPANT INVST ADVSR | $0 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Atlas Roofing Corporation
- 2023 Form 5500 filing
- Form 5500 filings in MS
- 401(k) and benefit plan filings in Meridian, MS
- Principal Life Insurance Company — Schedule C compensation
- Gallagher Fiduciary Advisors, LLC — Schedule C compensation
- Morningstar Investment Management L — Schedule C compensation