2023 Form 5500 filing — J. B. Wholesale Roofing & Building Supplies, Inc. 401(K) Plan

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 20240624140008NAL0006476993001) for J. B. Wholesale Roofing & Building Supplies, Inc. 401(K) Plan, reported by J.B. Wholesale Roofing & Building under EIN 95-3683651 and plan number 002. It reports 170 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$0Reported net assets

Participants170

Provider compensation$5.1K2 Schedule C row(s)$5,060

Schedules filedSchedule H, Schedule CLoaded schedules

EFAST2 acknowledgement: 20240624140008NAL0006476993001
Plan sponsor: J.B. Wholesale Roofing & Building
EIN: 95-3683651
Plan number: 002
Location: Chatsworth, CA
Received date: not reported in the loaded dataset

How to read this filing

This is a single annual Form 5500 filing, identified by its EFAST2 acknowledgement id.
Schedule chips (Sch H / I / C) show which schedules this filing includes.
Net assets = total assets minus total liabilities (Schedule H/I).
Fields a filing did not report are labeled not reported in the loaded dataset — never estimated.
For the plan's full history, open the plan profile.

Schedule H · 2023

Reported financial snapshot

Reported figures as filed, in whole dollars. Only fields the filing reports are shown.

Money in vs. money out

Total income / additions$66.8K

Total expenses$1.8M

Benefits paid / distributions$1.8M

Full reported line items

Total assets (EOY): $0
Total liabilities (EOY): $0
Net assets (EOY): $0
Total income / additions: $66,813
Benefits paid: $1,802,500
Administrative expenses: $5,060
Total expenses: $1,807,560
Net increase / (decrease): -$1,740,747

Schedule C

Reported service provider compensation

Compensation reported on the 2023 filing, ranked by reported total.

1
Alvarez & Marsal Taxand, LLC$4.4K
SERVICE PROVIDER · Direct $4.4K
2
Voya Retirement Insurance & Annuity$630
SERVICE PROVIDER · Direct $630 · Indirect $0

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20240624140008NAL0006476993001 cover?: It is the 2023 Form 5500 filing for J. B. Wholesale Roofing & Building Supplies, Inc. 401(K) Plan, reported by J.B. Wholesale Roofing & Building (EIN 95-3683651).
Which Form 5500 schedules are attached to this 2023 filing?: Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).