2023 Form 5500 filing — Fitz-Fahl, Inc. 401(K) Profit Sharing Plan And Trust
Plain-English filing 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, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20240517152118NAL0089405730001) for Fitz-Fahl, Inc. 401(K) Profit Sharing Plan And Trust, reported by Fitz-Fahl, Inc. Dba Roberts Roofing under EIN 34-1418432 and plan number 001. It reports 39 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials).
- EFAST2 acknowledgement
- 20240517152118NAL0089405730001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Fitz-Fahl, Inc. Dba Roberts Roofing
- EIN
- 34-1418432
- Plan number
- 001
- Location
- Willoughby, OH
- Participants
- 39
- Schedules available
- Schedule I
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $4,502,921
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $4,502,921
- Employer contributions
- $115,475
- Participant contributions
- $154,748
- Total income / additions
- $1,126,623
- Benefits paid
- $74,148
- Administrative expenses
- $22,478
- Total expenses
- $97,564
- Net increase / (decrease)
- $1,029,059
- Schedule source
- Schedule I