2023 Form 5500 filing — Capeway Roofing Systems, Inc. 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 20241015193353NAL0017118323001) for Capeway Roofing Systems, Inc. Profit Sharing Plan, reported by Capeway Roofing Systems, Inc. under EIN 04-2899319 and plan number 002. It reports 148 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015193353NAL0017118323001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Capeway Roofing Systems, Inc.
- EIN
- 04-2899319
- Plan number
- 002
- Location
- Westport, MA
- Participants
- 148
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $6,921,430
- Total liabilities (EOY)
- $20,700
- Net assets (EOY)
- $6,900,730
- Employer contributions
- $713,275
- Participant contributions
- $168,666
- Total income / additions
- $1,611,249
- Benefits paid
- $793,913
- Administrative expenses
- $57,840
- Total expenses
- $851,753
- Net increase / (decrease)
- $759,496
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Nationwide | CONTRACT ADMINISTRATOR | $27,503 | not reported in the loaded dataset |
| Marcum Llp | ACCOUNTANT | $21,321 | not reported in the loaded dataset |
| Compensation Planning Inc. | RECORDKEEPER | $9,016 | not reported in the loaded dataset |