Roofers Local 149 S E Joint Apprent — Form 5500 plan (Roofers Local 149 S E Joint Apprent)
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, Roofers Local 149 S E Joint Apprent is a benefit plan reported by Roofers Local 149 S E Joint Apprent under EIN 38-3373473 and plan number 503. The latest loaded filing year is 2023. The filing reports 156 participants and $1,518,148 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Roofers Local 149 S E Joint Apprent
- EIN
- 38-3373473
- Plan number
- 503
- Plan type
- 1
- Location
- Troy, MI
- Latest filing year
- 2023
- Participants
- 156
- End-of-year plan assets
- $1,518,148
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 156 | H, C | 20250217152425NAL0001720833001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $1,518,148
- Total liabilities (EOY)
- $28,228
- Net assets (EOY)
- $1,489,920
- Net assets (BOY)
- $1,490,866
Income & contributions
- Employer contributions
- $422,431
- Total contributions
- $442,431
- Total income / additions
- $555,271
Expenses & distributions
- Benefits paid
- $0
- Administrative expenses
- $556,217
- Total expenses
- $556,217
- Net increase / (decrease)
- -$946
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Tom Jaranowski | NONE | $103,213 | not reported in the loaded dataset | 2023 |
| Dean Kucharski | NONE | $98,013 | not reported in the loaded dataset | 2023 |
| Benesys | NONE | $21,193 | not reported in the loaded dataset | 2023 |
| City Of Oak Park | NONE | $12,267 | not reported in the loaded dataset | 2023 |
| Tyler Sloat | NONE | $10,715 | not reported in the loaded dataset | 2023 |
| Morgan Stanley | NONE | $10,019 | not reported in the loaded dataset | 2023 |
| Asher Kelly | NONE | $9,109 | not reported in the loaded dataset | 2023 |
| Joseph Zsembery | NONE | $8,505 | not reported in the loaded dataset | 2023 |
| Image Pointe | NONE | $7,425 | not reported in the loaded dataset | 2023 |
| International Banquet Center | NONE | $7,359 | not reported in the loaded dataset | 2023 |
| Johnathon Gumm | NONE | $7,010 | not reported in the loaded dataset | 2023 |
| Wrubel, Wesley & Co Cpas | NONE | $6,505 | not reported in the loaded dataset | 2023 |
| National Ladder & Scaffold Co | NONE | $6,241 | not reported in the loaded dataset | 2023 |
| Consumers Energy | NONE | $6,073 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Roofers Local 149 S E Joint Apprent
- 2023 Form 5500 filing
- Form 5500 filings in MI
- 401(k) and benefit plan filings in Troy, MI
- Tom Jaranowski — Schedule C compensation
- Dean Kucharski — Schedule C compensation
- Benesys — Schedule C compensation
- City Of Oak Park — Schedule C compensation
- Tyler Sloat — Schedule C compensation
- Morgan Stanley — Schedule C compensation
- Asher Kelly — Schedule C compensation
- Joseph Zsembery — Schedule C compensation
- Image Pointe — Schedule C compensation
- International Banquet Center — Schedule C compensation
- Johnathon Gumm — Schedule C compensation
- Wrubel, Wesley & Co Cpas — Schedule C compensation
- National Ladder & Scaffold Co — Schedule C compensation
- Consumers Energy — Schedule C compensation