Herbert Malarkey Roofing Company 401(K) Profit Sharing Plan — Form 5500 plan (Herbert Malarkey Roofing Company)
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, Herbert Malarkey Roofing Company 401(K) Profit Sharing Plan is a benefit plan reported by Herbert Malarkey Roofing Company under EIN 93-0508973 and plan number 001. The latest loaded filing year is 2023. The filing reports 630 participants and $0 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Herbert Malarkey Roofing Company
- EIN
- 93-0508973
- Plan number
- 001
- Plan type
- 2
- Location
- Portland, OR
- Latest filing year
- 2023
- Participants
- 630
- End-of-year plan assets
- $0
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 630 | H, C | 20241015172546NAL0049127664001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $0
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $0
- Net assets (BOY)
- $39,544,877
Income & contributions
- Employer contributions
- $1,977,242
- Participant contributions
- $4,038,260
- Total contributions
- $6,213,236
- Total income / additions
- $12,187,123
Expenses & distributions
- Benefits paid
- $3,130,582
- Administrative expenses
- $237,712
- Total expenses
- $3,479,563
- Net increase / (decrease)
- $8,707,560
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Empower Advisory Group, LLC | INVESTMENT MGMT | $85,308 | not reported in the loaded dataset | 2023 |
| Empower Annuity Insurance Compannce | RECORDKEEPER | $67,202 | $0 | 2023 |
| Cambridge Investment Group | INVESTMENT ADVISER | $59,375 | not reported in the loaded dataset | 2023 |
| Independent Retirement Consulting | CONTRACT ADMIN | $24,288 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Herbert Malarkey Roofing Company
- 2023 Form 5500 filing
- Form 5500 filings in OR
- 401(k) and benefit plan filings in Portland, OR
- Empower Advisory Group, LLC — Schedule C compensation
- Empower Annuity Insurance Compannce — Schedule C compensation
- Cambridge Investment Group — Schedule C compensation
- Independent Retirement Consulting — Schedule C compensation