Bone Dry Roofing 401(K) Trust Plan — Form 5500 plan (Bone Dry 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, Bone Dry Roofing 401(K) Trust Plan is a benefit plan reported by Bone Dry Roofing, Inc. under EIN 35-1883225 and plan number 001. The latest loaded filing year is 2023. The filing reports 334 participants and $7,741,782 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Bone Dry Roofing, Inc.
EIN
35-1883225
Plan number
001
Plan type
2
Location
Indianapolis, IN
Latest filing year
2023
Participants
334
End-of-year plan assets
$7,741,782

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023334H, C20241015114030NAL0014508179001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$7,741,782
Total liabilities (EOY)
$0
Net assets (EOY)
$7,741,782
Net assets (BOY)
$6,330,690

Income & contributions

Employer contributions
$773,775
Participant contributions
$806,886
Total contributions
$1,774,125
Total income / additions
$2,693,743

Expenses & distributions

Benefits paid
$1,202,164
Administrative expenses
$62,188
Total expenses
$1,282,651
Net increase / (decrease)
$1,411,092

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Adp, Inc.RECORD KEEPER$27,970$02023
Shepherd Financial Invest. AdvisoryINVESTMENT/FINANCIAL ADVI$8,706$02023

Related Form 5500 pages