2023 Form 5500 filing — Herbert Malarkey Roofing Company 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 20241015172546NAL0049127664001) for Herbert Malarkey Roofing Company 401(K) Profit Sharing Plan, reported by Herbert Malarkey Roofing Company under EIN 93-0508973 and plan number 001. It reports 630 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015172546NAL0049127664001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Herbert Malarkey Roofing Company
- EIN
- 93-0508973
- Plan number
- 001
- Location
- Portland, OR
- Participants
- 630
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $0
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $0
- Employer contributions
- $1,977,242
- Participant contributions
- $4,038,260
- Total income / additions
- $12,187,123
- Benefits paid
- $3,130,582
- Administrative expenses
- $237,712
- Total expenses
- $3,479,563
- Net increase / (decrease)
- $8,707,560
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Empower Advisory Group, LLC | INVESTMENT MGMT | $85,308 | not reported in the loaded dataset |
| Empower Annuity Insurance Compannce | RECORDKEEPER | $67,202 | $0 |
| Cambridge Investment Group | INVESTMENT ADVISER | $59,375 | not reported in the loaded dataset |
| Independent Retirement Consulting | CONTRACT ADMIN | $24,288 | not reported in the loaded dataset |