2023 Form 5500 filing — Teamcraft Roofing 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 20240820153742NAL0002850577001) for Teamcraft Roofing 401(K) Plan, reported by Teamcraft Roofing under EIN 56-1986226 and plan number 001. It reports 214 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240820153742NAL0002850577001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Teamcraft Roofing
- EIN
- 56-1986226
- Plan number
- 001
- Location
- Salisbury, NC
- Participants
- 214
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $4,796,293
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $4,796,293
- Participant contributions
- $546,102
- Total income / additions
- $1,286,445
- Benefits paid
- $398,609
- Administrative expenses
- $33,701
- Total expenses
- $432,310
- Net increase / (decrease)
- $854,135
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Pensionmark Financial Group LLC | INV ADVISOR | $20,235 | not reported in the loaded dataset |
| Empower Annuity Insurance Company | RECORDKEEPER | $7,381 | $0 |
| Benefits2 Administrators LLC | THIRD PARTY ADMINISTRATO | $3,935 | not reported in the loaded dataset |
| Cota Street Inv Mngt | INVESTMENT MGMT | $1,368 | not reported in the loaded dataset |