Kodiak Roofing & Waterproofing Co. 401(K) Plan — Form 5500 plan (Dwayne Nash Industries, 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, Kodiak Roofing & Waterproofing Co. 401(K) Plan is a benefit plan reported by Dwayne Nash Industries, Inc. under EIN 91-1784687 and plan number 001. The latest loaded filing year is 2023. The filing reports 224 participants and $10,805,545 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Dwayne Nash Industries, Inc.
EIN
91-1784687
Plan number
001
Plan type
2
Location
Roseville, CA
Latest filing year
2023
Participants
224
End-of-year plan assets
$10,805,545

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023224H, C20241014154459NAL0026614497001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$10,805,545
Total liabilities (EOY)
$7,372
Net assets (EOY)
$10,798,173
Net assets (BOY)
$8,596,873

Income & contributions

Employer contributions
$353,237
Participant contributions
$537,484
Total contributions
$891,823
Total income / additions
$2,550,102

Expenses & distributions

Benefits paid
$208,360
Administrative expenses
$75,395
Total expenses
$348,802
Net increase / (decrease)
$2,201,300

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Hightower Advisors, LLCNONE$31,670not reported in the loaded dataset2023
Northwest Plan ServicesNONE$22,829not reported in the loaded dataset2023
Bfba, LlpNONE$12,600not reported in the loaded dataset2023

Related Form 5500 pages