Cole Roofing Co., Inc. Profit Sharing Plan & Trust — Form 5500 plan (Cole Roofing Co., 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, Cole Roofing Co., Inc. Profit Sharing Plan & Trust is a benefit plan reported by Cole Roofing Co., Inc. under EIN 52-0599184 and plan number 001. The latest loaded filing year is 2023. The filing reports 180 participants and $11,255,309 in end-of-year plan assets, where available in the loaded dataset.
Form 5500 plan profile · 2023
Key reported metrics
Net assets (EOY)$11.3MPlan net assets, end of year$11,255,309
Participants180Covered participants reported
Assets / participant$62.5KComputed: assets ÷ participants$62,529 (computed)
Provider compensation$39.9K4 Schedule C provider row(s)$39,933
- Plan sponsor
- Cole Roofing Co., Inc.
- EIN
- 52-0599184
- Plan number
- 001
- Plan type
- 2
- Location
- Baltimore, MD
- Latest filing year
- 2023
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 180 | H, C | 20241004084835NAL0005546019001 |
Schedule H · 2023
Reported financial statement
Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.
Reported balance (end of year)$11.3M total assets
Net assets$11.3MLiabilities—
Full reported line items
Net assets
- Total assets (EOY)
- $11,255,309
- Net assets (EOY)
- $11,255,309
- Net assets (BOY)
- $9,874,067
Income & contributions
- Employer contributions
- $280,502
- Participant contributions
- $528,060
- Total contributions
- $811,343
- Total income / additions
- $2,601,746
Expenses & distributions
- Benefits paid
- $1,185,056
- Administrative expenses
- $35,448
- Total expenses
- $1,220,504
- Net increase / (decrease)
- $1,381,242
Computed from reported fields
Reported ratios
Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.
35%65%
Employer 35%Participant 65%
Total expenses ÷ net assets11%Computed ratio
Benefits paid ÷ total income46%Computed ratio
Provider comp. ÷ net assets0%Computed ratio
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Compton Financial Group | INVESTMENT ADVISOR | $22,498 | not reported in the loaded dataset | 2023 |
| The Vanguard Group, Inc. | RECORDKEEPER | not reported in the loaded dataset | $15,110 | 2023 |
| Red Oak Retirement | CONTRACT TPA | $2,325 | not reported in the loaded dataset | 2023 |
| Lpl Financial | INVESTMENT MGMT | not reported in the loaded dataset | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Cole Roofing Co., Inc.
- 2023 Form 5500 filing
- Form 5500 filings in MD
- 401(k) and benefit plan filings in Baltimore, MD
- Compton Financial Group — Schedule C compensation
- The Vanguard Group, Inc. — Schedule C compensation
- Red Oak Retirement — Schedule C compensation
- Lpl Financial — Schedule C compensation