Elite Roofing Supply 401(K) Plan — Form 5500 plan (Ers Investments, LLC)

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, Elite Roofing Supply 401(K) Plan is a benefit plan reported by Ers Investments, LLC under EIN 46-1210293 and plan number 001. The latest loaded filing year is 2023. The filing reports 514 participants and $12,696,233 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Ers Investments, LLC
EIN
46-1210293
Plan number
001
Plan type
2
Location
Glendale, AZ
Latest filing year
2023
Participants
514
End-of-year plan assets
$12,696,233

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023514H, C20241009060651NAL0017934161001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$12,696,233
Total liabilities (EOY)
$0
Net assets (EOY)
$12,696,233
Net assets (BOY)
$9,219,106

Income & contributions

Employer contributions
$936,575
Participant contributions
$1,641,892
Total contributions
$2,862,213
Total income / additions
$4,556,461

Expenses & distributions

Benefits paid
$936,178
Administrative expenses
$129,007
Total expenses
$1,079,334
Net increase / (decrease)
$3,477,127

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Wells FargoSERVICE PROVIDER$0$24,1392023
Morningstar Investment ManagementSERVICE PROVIDER$5,128not reported in the loaded dataset2023
Voya Retirement InsuranceSERVICE PROVIDER$0$02023

Related Form 5500 pages