Beldon Roofing & Remodeling Company 401(K) Plan — Form 5500 plan (Beldon Roofing & Remodeling Co.)
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, Beldon Roofing & Remodeling Company 401(K) Plan is a benefit plan reported by Beldon Roofing & Remodeling Co. under EIN 74-1316691 and plan number 002. The latest loaded filing year is 2023. The filing reports 229 participants and $7,446,437 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Beldon Roofing & Remodeling Co.
- EIN
- 74-1316691
- Plan number
- 002
- Plan type
- 2
- Location
- San Antonio, TX
- Latest filing year
- 2023
- Participants
- 229
- End-of-year plan assets
- $7,446,437
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 229 | H, C | 20241010141819NAL0021209025001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $7,446,437
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $7,446,437
- Net assets (BOY)
- $7,037,769
Income & contributions
- Participant contributions
- $442,413
- Total contributions
- $442,413
- Total income / additions
- $1,699,210
Expenses & distributions
- Benefits paid
- $1,211,550
- Administrative expenses
- $45,639
- Total expenses
- $1,290,542
- Net increase / (decrease)
- $408,668
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Frost Bank | NONE | $24,952 | not reported in the loaded dataset | 2023 |
| The Vanguard Group, Inc. | NONE | $20,687 | $0 | 2023 |