Nations Roof, LLC 401(K) Plan — Form 5500 plan (Nations Roof LLC)
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, Nations Roof, LLC 401(K) Plan is a benefit plan reported by Nations Roof LLC under EIN 75-3161782 and plan number 001. The latest loaded filing year is 2023. The filing reports 1,046 participants and $17,244,365 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Nations Roof LLC
- EIN
- 75-3161782
- Plan number
- 001
- Plan type
- 3
- Location
- Clearfield, UT
- Latest filing year
- 2023
- Participants
- 1,046
- End-of-year plan assets
- $17,244,365
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 1,046 | H, C | 20241013124446NAL0014063331001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $17,244,365
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $17,244,365
- Net assets (BOY)
- $12,809,979
Income & contributions
- Employer contributions
- $1,157,252
- Participant contributions
- $2,130,071
- Total contributions
- $3,406,029
- Total income / additions
- $5,881,218
Expenses & distributions
- Benefits paid
- $1,258,832
- Administrative expenses
- $188,000
- Total expenses
- $1,446,832
- Net increase / (decrease)
- $4,434,386
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Captrust Financial Advisors | NONE | $95,527 | not reported in the loaded dataset | 2023 |
| Ameritas Life Insurance Corp | NONE | $48,155 | not reported in the loaded dataset | 2023 |
| Hancock Askew & Co., Llp | NONE | $23,000 | not reported in the loaded dataset | 2023 |
| Charles Schwab Bank | NONE | $6,109 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Nations Roof LLC
- 2023 Form 5500 filing
- Form 5500 filings in UT
- 401(k) and benefit plan filings in Clearfield, UT
- Captrust Financial Advisors — Schedule C compensation
- Ameritas Life Insurance Corp — Schedule C compensation
- Hancock Askew & Co., Llp — Schedule C compensation
- Charles Schwab Bank — Schedule C compensation