2023 Form 5500 filing — Leonard Roofing 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 20241015141616NAL0016596387001) for Leonard Roofing Inc. 401(K) Plan, reported by Leonard Roofing, Inc. under EIN 68-0579921 and plan number 001. It reports 948 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$1.7MReported net assets$1,677,776
Participants948
Provider compensationNone reported
Schedules filedSchedule HLoaded schedules
EFAST2 acknowledgement
20241015141616NAL0016596387001
Plan sponsor
Leonard Roofing, Inc.
EIN
68-0579921
Plan number
001
Location
Temecula, CA
Received date
not reported in the loaded dataset
How to read this filing
  • This is a single annual Form 5500 filing, identified by its EFAST2 acknowledgement id.
  • Schedule chips (Sch H / I / C) show which schedules this filing includes.
  • Net assets = total assets minus total liabilities (Schedule H/I).
  • Fields a filing did not report are labeled not reported in the loaded dataset — never estimated.
  • For the plan's full history, open the plan profile.
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
Money in vs. money out
Total income / additions$720.6K
Total expenses$50.5K
Benefits paid / distributions$46.6K
Contributions
EmployerNot reported
Participant$484.3K
Full reported line items
Total assets (EOY)
$1,677,776
Total liabilities (EOY)
$0
Net assets (EOY)
$1,677,776
Participant contributions
$484,263
Total income / additions
$720,591
Benefits paid
$46,608
Administrative expenses
$3,842
Total expenses
$50,450
Net increase / (decrease)
$670,141

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20241015141616NAL0016596387001 cover?
It is the 2023 Form 5500 filing for Leonard Roofing Inc. 401(K) Plan, reported by Leonard Roofing, Inc. (EIN 68-0579921).
Which Form 5500 schedules are attached to this 2023 filing?
Attached schedules in the loaded dataset include Schedule H (large plan financials).

Related Form 5500 pages