2023 Form 5500 filing — Able Roofing 401(K) & Profit Sharing 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 20241014094315NAL0013077763001) for Able Roofing 401(K) & Profit Sharing Plan, reported by Able Roofing, LLC under EIN 31-1487386 and plan number 001. It reports 589 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241014094315NAL0013077763001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Able Roofing, LLC
- EIN
- 31-1487386
- Plan number
- 001
- Location
- Columbus, OH
- Participants
- 589
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $13,087,186
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $13,087,186
- Employer contributions
- $943,229
- Participant contributions
- $1,442,170
- Total income / additions
- $4,820,282
- Benefits paid
- $1,504,295
- Administrative expenses
- $60,761
- Total expenses
- $1,565,056
- Net increase / (decrease)
- $3,255,226
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Transamerica Retirement Solutions, | RECORDKEEPER | $28,022 | $0 |
| Raymond James And Associates Inc | INVESTMENT ADVISORY-PLAN | $22,456 | not reported in the loaded dataset |
| Creative Retirement Systems, Inc. | RECORDKEEPER | $10,273 | $246 |