2023 Form 5500 filing — Eastern Roofing Systems, Inc. 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 20241015094739NAL0047250288001) for Eastern Roofing Systems, Inc. 401(K) Plan, reported by Eastern Roofing Systems, Inc. under EIN 20-4276552 and plan number 001. It reports 176 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
Form 5500 2 · 2023
Filing snapshot
Net assets (EOY)$1.7MReported net assets$1,729,568
Participants176
Provider compensation$7.9K3 Schedule C row(s)$7,915
Schedules filedSchedule H, Schedule CLoaded schedules
- EFAST2 acknowledgement
- 20241015094739NAL0047250288001
- Plan sponsor
- Eastern Roofing Systems, Inc.
- EIN
- 20-4276552
- Plan number
- 001
- Location
- Jessup, PA
- Received date
- not reported in the loaded dataset
Schedule H · 2023
Reported financial snapshot
Reported figures as filed, in whole dollars. Only fields the filing reports are shown.
Reported balance (end of year)$1.7M total assets
Net assets$1.7MLiabilities$0
Full reported line items
- Total assets (EOY)
- $1,729,568
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $1,729,568
- Employer contributions
- $204,868
- Participant contributions
- $253,897
- Total income / additions
- $690,820
- Benefits paid
- $134,625
- Administrative expenses
- $12,189
- Total expenses
- $147,025
- Net increase / (decrease)
- $543,795
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Lpl Financial | INVESTMENT ADVISOR | $6,558 | not reported in the loaded dataset |
| Empower Annuity Ins Co Of America | RECORDKEEPER | $1,340 | $0 |
| Empower Advisory Group, LLC | INVESTMENT MGMT | $17 | not reported in the loaded dataset |