Simon Roofing & Sheet Metal Corp 401k Profit Sharing — Form 5500 plan (Simon Roofing & Sheet Metal Corp)
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, Simon Roofing & Sheet Metal Corp 401k Profit Sharing is a benefit plan reported by Simon Roofing & Sheet Metal Corp under EIN 34-1430114 and plan number 001. The latest loaded filing year is 2023. The filing reports 427 participants and $29,273,199 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Simon Roofing & Sheet Metal Corp
- EIN
- 34-1430114
- Plan number
- 001
- Plan type
- 2
- Location
- Youngstown, OH
- Latest filing year
- 2023
- Participants
- 427
- End-of-year plan assets
- $29,273,199
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 427 | H, C | 20241011070725NAL0021465825001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $29,273,199
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $29,273,199
- Net assets (BOY)
- $27,617,682
Income & contributions
- Employer contributions
- $116,020
- Participant contributions
- $2,036,274
- Total contributions
- $2,167,446
- Total income / additions
- $6,450,601
Expenses & distributions
- Benefits paid
- $4,789,898
- Administrative expenses
- $6,313
- Total expenses
- $4,795,084
- Net increase / (decrease)
- $1,655,517
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Fidelity Investments Institutional | RECORDKEEPER | $6,455 | $0 | 2023 |