2023 Form 5500 filing — Elite Roofing Supply 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 20241009060651NAL0017934161001) for Elite Roofing Supply 401(K) Plan, reported by Ers Investments, LLC under EIN 46-1210293 and plan number 001. It reports 514 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241009060651NAL0017934161001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Ers Investments, LLC
- EIN
- 46-1210293
- Plan number
- 001
- Location
- Glendale, AZ
- Participants
- 514
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $12,696,233
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $12,696,233
- Employer contributions
- $936,575
- Participant contributions
- $1,641,892
- Total income / additions
- $4,556,461
- Benefits paid
- $936,178
- Administrative expenses
- $129,007
- Total expenses
- $1,079,334
- Net increase / (decrease)
- $3,477,127
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Wells Fargo | SERVICE PROVIDER | $0 | $24,139 |
| Morningstar Investment Management | SERVICE PROVIDER | $5,128 | not reported in the loaded dataset |
| Voya Retirement Insurance | SERVICE PROVIDER | $0 | $0 |