Atlas Roofing Corporation 401(K) Profit Sharing Plan For Bargaining Unit Employees — 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 For Bargaining Unit Employees is a benefit plan reported by Atlas Roofing Corporation under EIN 64-0661823 and plan number 004. The latest loaded filing year is 2023. The filing reports 564 participants and $31,596,358 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
- 004
- Plan type
- 2
- Location
- Meridian, MS
- Latest filing year
- 2023
- Participants
- 564
- End-of-year plan assets
- $31,596,358
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 564 | H, C | 20240731130209NAL0022252753001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $31,596,358
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $31,596,358
- Net assets (BOY)
- $28,492,564
Income & contributions
- Employer contributions
- $1,258,127
- Participant contributions
- $2,495,780
- Total contributions
- $3,778,030
- Total income / additions
- $6,961,160
Expenses & distributions
- Benefits paid
- $3,368,464
- Administrative expenses
- $30,929
- Total expenses
- $3,428,251
- Net increase / (decrease)
- $3,532,909
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $31,026 | $0 | 2023 |
| Gallagher Fiduciary Advisors, LLC | OTHER SERVICES | $0 | $5,694 | 2023 |