Efh Esop, Inc. Employee Stock Ownership Plan — Form 5500 plan (Efh Esop, Inc. D/B/A Advanced Roofing Technologies)
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, Efh Esop, Inc. Employee Stock Ownership Plan is a benefit plan reported by Efh Esop, Inc. D/B/A Advanced Roofing Technologies under EIN 85-2223240 and plan number 001. The latest loaded filing year is 2023. The filing reports 35 participants and $4,570,005 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Efh Esop, Inc. D/B/A Advanced Roofing Technologies
- EIN
- 85-2223240
- Plan number
- 001
- Plan type
- 2
- Location
- Windsor, CO
- Latest filing year
- 2023
- Participants
- 35
- End-of-year plan assets
- $4,570,005
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 35 | I | 20240913092438NAL0005840547001 |
Reported financial statement (2023 · Schedule I)
Net assets
- Total assets (EOY)
- $4,570,005
- Total liabilities (EOY)
- $3,882,047
- Net assets (EOY)
- $687,958
- Net assets (BOY)
- -$1,458,367
Income & contributions
- Employer contributions
- $149,210
- Participant contributions
- $0
- Total income / additions
- $2,209,211
Expenses & distributions
- Benefits paid
- $16,456
- Administrative expenses
- $0
- Total expenses
- $62,886
- Net increase / (decrease)
- $2,146,325
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.