2023 Form 5500 filing — Beldon Roofing & Remodeling 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 20241010141819NAL0021209025001) for Beldon Roofing & Remodeling Company 401(K) Plan, reported by Beldon Roofing & Remodeling Co. under EIN 74-1316691 and plan number 002. It reports 229 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241010141819NAL0021209025001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Beldon Roofing & Remodeling Co.
- EIN
- 74-1316691
- Plan number
- 002
- Location
- San Antonio, TX
- Participants
- 229
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $7,446,437
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $7,446,437
- Participant contributions
- $442,413
- Total income / additions
- $1,699,210
- Benefits paid
- $1,211,550
- Administrative expenses
- $45,639
- Total expenses
- $1,290,542
- Net increase / (decrease)
- $408,668
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Frost Bank | NONE | $24,952 | not reported in the loaded dataset |
| The Vanguard Group, Inc. | NONE | $20,687 | $0 |