2023 Form 5500 filing — Nations Roof, LLC 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 20241013124446NAL0014063331001) for Nations Roof, LLC 401(K) Plan, reported by Nations Roof LLC under EIN 75-3161782 and plan number 001. It reports 1,046 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241013124446NAL0014063331001
- Filing year
- 2023
- Form type
- 3
- Plan sponsor
- Nations Roof LLC
- EIN
- 75-3161782
- Plan number
- 001
- Location
- Clearfield, UT
- Participants
- 1,046
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $17,244,365
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $17,244,365
- Employer contributions
- $1,157,252
- Participant contributions
- $2,130,071
- Total income / additions
- $5,881,218
- Benefits paid
- $1,258,832
- Administrative expenses
- $188,000
- Total expenses
- $1,446,832
- Net increase / (decrease)
- $4,434,386
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Captrust Financial Advisors | NONE | $95,527 | not reported in the loaded dataset |
| Ameritas Life Insurance Corp | NONE | $48,155 | not reported in the loaded dataset |
| Hancock Askew & Co., Llp | NONE | $23,000 | not reported in the loaded dataset |
| Charles Schwab Bank | NONE | $6,109 | $0 |