Kelley Brothers Roofing, Inc. Employee Stock Ownership Plan — Form 5500 plan (Kelley Brothers Roofing, Inc.)
Plain-English plan 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, Kelley Brothers Roofing, Inc. Employee Stock Ownership Plan is a benefit plan reported by Kelley Brothers Roofing, Inc. under EIN 31-1121475 and plan number 002. The latest loaded filing year is 2023. The filing reports 61 participants and $11,723,000 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Kelley Brothers Roofing, Inc.
- EIN
- 31-1121475
- Plan number
- 002
- Plan type
- 2
- Location
- Fairfield, OH
- Latest filing year
- 2023
- Participants
- 61
- End-of-year plan assets
- $11,723,000
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 61 | I | 20240731145817NAL0021738785001 |
Reported financial statement (2023 · Schedule I)
Net assets
- Total assets (EOY)
- $11,723,000
- Total liabilities (EOY)
- $9,391,382
- Net assets (EOY)
- $2,331,618
- Net assets (BOY)
- -$3,007,364
Income & contributions
- Employer contributions
- $840,503
- Total income / additions
- $5,647,504
Expenses & distributions
- Benefits paid
- $6,849
- Total expenses
- $308,522
- Net increase / (decrease)
- $5,338,982
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.