2023 Form 5500 filing — Best Roofing 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 20241011131244NAL0012521235001) for Best Roofing 401(K) Plan, reported by Best Roofing Services, LLC under EIN 45-2411210 and plan number 001. It reports 261 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241011131244NAL0012521235001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Best Roofing Services, LLC
- EIN
- 45-2411210
- Plan number
- 001
- Location
- Fort Lauderdale, FL
- Participants
- 261
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $4,757,734
- Net assets (EOY)
- $4,757,734
- Employer contributions
- $158,645
- Participant contributions
- $478,955
- Total income / additions
- $1,374,814
- Benefits paid
- $526,671
- Administrative expenses
- $63,925
- Total expenses
- $590,596
- Net increase / (decrease)
- $784,218
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Wells Fargo Advisors LLC | RIA | $20,378 | $0 |
| John Hancock Life Insurance Company | RECORDKEEPER | $3,154 | $0 |
| Abacus Retirement Solutions | TPA | $0 | $0 |