2023 Form 5500 filing — Crowther Roofing Company, Inc., 401(K) Profit Sharing Plan And Trust
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 20241015083316NAL0015990163002) for Crowther Roofing Company, Inc., 401(K) Profit Sharing Plan And Trust, reported by Crowther Roofing And Sheet Metal Of Florida, Inc. under EIN 65-0653836 and plan number 001. It reports 528 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015083316NAL0015990163002
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Crowther Roofing And Sheet Metal Of Florida, Inc.
- EIN
- 65-0653836
- Plan number
- 001
- Location
- Fort Myers, FL
- Participants
- 528
- Schedules available
- Schedule I, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $6,922,036
- Net assets (EOY)
- $6,922,036
- Employer contributions
- $48,422
- Participant contributions
- $484,219
- Total income / additions
- $1,460,270
- Benefits paid
- $668,087
- Administrative expenses
- $35,146
- Total expenses
- $738,130
- Net increase / (decrease)
- $722,140
- Schedule source
- Schedule I
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Empower Annuity Insurance Company O | RECORDKEEPER | $34,071 | $0 |
| Case Pearlman Retirement Plan Advis | INVESTMENT ADVISOR | $11,768 | $0 |
| Planned Retirement Consultants & Ad | CONTRACT ADMIN | $1,988 | $3,143 |
| Everhart Financial Group Inc | INVESTMENT ADVISOR | $3,243 | $0 |