Schena Roofing & Sheet Metal Company, Inc. Employee Stock Ownership Plan — Form 5500 plan (Schena Roofing & Sheet Metal Company, 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, Schena Roofing & Sheet Metal Company, Inc. Employee Stock Ownership Plan is a benefit plan reported by Schena Roofing & Sheet Metal Company, Inc. under EIN 38-1895735 and plan number 002. The latest loaded filing year is 2023. The filing reports 126 participants and $3,782,990 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Schena Roofing & Sheet Metal Company, Inc.
- EIN
- 38-1895735
- Plan number
- 002
- Plan type
- 2
- Location
- Chesterfield, MI
- Latest filing year
- 2023
- Participants
- 126
- End-of-year plan assets
- $3,782,990
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 126 | H | 20241015102327NAL0016137171001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $3,782,990
- Total liabilities (EOY)
- $14,962,819
- Net assets (EOY)
- -$11,179,829
- Net assets (BOY)
- -$13,315,700
Income & contributions
- Employer contributions
- $741,764
- Total contributions
- $741,764
- Total income / additions
- $2,791,965
Expenses & distributions
- Benefits paid
- $0
- Administrative expenses
- $2,990
- Total expenses
- $656,094
- Net increase / (decrease)
- $2,135,871
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.