Citadel Roofing And Solar 401(K) Plan — Form 5500 plan (Jaj Roofing Dba Citadel Roofing And Solar)
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, Citadel Roofing And Solar 401(K) Plan is a benefit plan reported by Jaj Roofing Dba Citadel Roofing And Solar under EIN 47-3949736 and plan number 001. The latest loaded filing year is 2023. The filing reports 779 participants and $6,903,371 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Jaj Roofing Dba Citadel Roofing And Solar
- EIN
- 47-3949736
- Plan number
- 001
- Plan type
- 2
- Location
- Vacaville, CA
- Latest filing year
- 2023
- Participants
- 779
- End-of-year plan assets
- $6,903,371
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 779 | H, C | 20241015154213NAL0028975313001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $6,903,371
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $6,903,371
- Net assets (BOY)
- $4,474,410
Income & contributions
- Employer contributions
- $516,598
- Participant contributions
- $1,079,002
- Total contributions
- $1,805,377
- Total income / additions
- $2,706,661
Expenses & distributions
- Benefits paid
- $229,720
- Administrative expenses
- $47,980
- Total expenses
- $277,700
- Net increase / (decrease)
- $2,428,961
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Golden Gate Retirement | NONE | $1,410 | $0 | 2023 |
| John Hancock Life Insurance Co | RECORDKEEPER | $809 | not reported in the loaded dataset | 2023 |