2023 Form 5500 filing — Baker Roofing Company 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 20240830095719NAL0014761713001) for Baker Roofing Company 401(K) Plan, reported by Baker Roofing Company, LLC under EIN 56-0130810 and plan number 002. It reports 1,001 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240830095719NAL0014761713001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Baker Roofing Company, LLC
- EIN
- 56-0130810
- Plan number
- 002
- Location
- Raleigh, NC
- Participants
- 1,001
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $49,766,837
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $49,766,837
- Employer contributions
- $1,808,651
- Participant contributions
- $3,219,945
- Total income / additions
- $12,890,664
- Benefits paid
- $2,017,741
- Administrative expenses
- $311,251
- Total expenses
- $2,401,733
- Net increase / (decrease)
- $10,488,931
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Capfinancial Partners LLC Dba Captr | INVESTMENT ADVISOR | $231,743 | not reported in the loaded dataset |
| Empower Annuity Insurance Company O | RECORDKEEPER | $79,108 | $0 |
| Qdro Consultants Company, LLC | OTHER | $400 | not reported in the loaded dataset |