2023 Form 5500 filing — Empire Roofing, Inc. Profit Sharing & 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 20241008173350NAL0008623619001) for Empire Roofing, Inc. Profit Sharing & 401(K) Plan, reported by Empire Roofing, Inc. under EIN 75-1828325 and plan number 002. It reports 17 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241008173350NAL0008623619001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Empire Roofing, Inc.
- EIN
- 75-1828325
- Plan number
- 002
- Location
- Fort Worth, TX
- Participants
- 17
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $0
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $0
- Employer contributions
- $0
- Participant contributions
- $0
- Total income / additions
- $68,852
- Benefits paid
- $3,405,349
- Administrative expenses
- $5,812
- Total expenses
- $3,411,161
- Net increase / (decrease)
- -$3,342,309
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Pension Planning Consultants, Inc. | TPA | $2,909 | $0 |
| Merrill Lynch | INVESTMENT ADVISOR | $1,082 | $0 |
| John Hancock Life Insurance Company | RECORDKEEPER | $350 | $0 |