2023 Form 5500 filing — Mid-South Roof Systems, 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 20240920133738NAL0007528897001) for Mid-South Roof Systems, Inc. 401(K) Plan, reported by Mid-South Subcontractors, Inc. D/B/A Mid-South Roof Systems under EIN 58-1876904 and plan number 001. It reports 162 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240920133738NAL0007528897001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Mid-South Subcontractors, Inc. D/B/A Mid-South Roof Systems
- EIN
- 58-1876904
- Plan number
- 001
- Location
- Forest Park, GA
- Participants
- 162
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $3,374,567
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $3,374,567
- Employer contributions
- $102,718
- Participant contributions
- $544,555
- Total income / additions
- $1,107,400
- Benefits paid
- $464,754
- Administrative expenses
- $11,208
- Total expenses
- $475,962
- Net increase / (decrease)
- $631,438
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Jpmorgan Invest Holdings LLC | RECORDKEEPER | $11,208 | $0 |