Crowther Roofing Company, Inc., 401(K) Profit Sharing Plan And Trust — Form 5500 plan (Crowther Roofing And Sheet Metal Of Florida, Inc.)
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, Crowther Roofing Company, Inc., 401(K) Profit Sharing Plan And Trust is a benefit plan reported by Crowther Roofing And Sheet Metal Of Florida, Inc. under EIN 65-0653836 and plan number 001. The latest loaded filing year is 2023. The filing reports 528 participants and $6,922,036 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Crowther Roofing And Sheet Metal Of Florida, Inc.
- EIN
- 65-0653836
- Plan number
- 001
- Plan type
- 2
- Location
- Fort Myers, FL
- Latest filing year
- 2023
- Participants
- 528
- End-of-year plan assets
- $6,922,036
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 528 | I, C | 20241015083316NAL0015990163002 |
Reported financial statement (2023 · Schedule I)
Net assets
- Total assets (EOY)
- $6,922,036
- Net assets (EOY)
- $6,922,036
- Net assets (BOY)
- $6,199,896
Income & contributions
- Employer contributions
- $48,422
- Participant contributions
- $484,219
- Total income / additions
- $1,460,270
Expenses & distributions
- Benefits paid
- $668,087
- Administrative expenses
- $35,146
- Total expenses
- $738,130
- Net increase / (decrease)
- $722,140
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Empower Annuity Insurance Company O | RECORDKEEPER | $34,071 | $0 | 2023 |
| Case Pearlman Retirement Plan Advis | INVESTMENT ADVISOR | $11,768 | $0 | 2023 |
| Planned Retirement Consultants & Ad | CONTRACT ADMIN | $1,988 | $3,143 | 2023 |
| Everhart Financial Group Inc | INVESTMENT ADVISOR | $3,243 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Crowther Roofing And Sheet Metal Of Florida, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in FL
- 401(k) and benefit plan filings in Fort Myers, FL
- Empower Annuity Insurance Company O — Schedule C compensation
- Case Pearlman Retirement Plan Advis — Schedule C compensation
- Planned Retirement Consultants & Ad — Schedule C compensation
- Everhart Financial Group Inc — Schedule C compensation