Snyder Roofing & Sheet Metal, Inc. 401k Profit Sharing Plan — Form 5500 plan (Snyder Roofing & Sheet Metal, 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, Snyder Roofing & Sheet Metal, Inc. 401k Profit Sharing Plan is a benefit plan reported by Snyder Roofing & Sheet Metal, Inc. under EIN 93-0438553 and plan number 003. The latest loaded filing year is 2023. The filing reports 161 participants and $8,021,685 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Snyder Roofing & Sheet Metal, Inc.
EIN
93-0438553
Plan number
003
Plan type
2
Location
Tigard, OR
Latest filing year
2023
Participants
161
End-of-year plan assets
$8,021,685

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023161H, C20241015112518NAL0016227747001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$8,021,685
Total liabilities (EOY)
$0
Net assets (EOY)
$8,021,685
Net assets (BOY)
$6,975,363

Income & contributions

Employer contributions
$293,769
Participant contributions
$446,260
Total contributions
$740,029
Total income / additions
$1,872,888

Expenses & distributions

Benefits paid
$774,355
Administrative expenses
$52,211
Total expenses
$826,566
Net increase / (decrease)
$1,046,322

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Bac Capital Advisors, LLCINVESTMENT ADVISOR$10,747not reported in the loaded dataset2023
John Hancock Life Insurance CompanyRECORDKEEPER$995$02023

Related Form 5500 pages