State Roofing Systems, Inc. 401(K) Plan — Form 5500 plan (State Roofing Systems, 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, State Roofing Systems, Inc. 401(K) Plan is a benefit plan reported by State Roofing Systems, Inc. under EIN 94-2743961 and plan number 001. The latest loaded filing year is 2023. The filing reports 150 participants and $7,492,343 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- State Roofing Systems, Inc.
- EIN
- 94-2743961
- Plan number
- 001
- Plan type
- 2
- Location
- San Leandro, CA
- Latest filing year
- 2023
- Participants
- 150
- End-of-year plan assets
- $7,492,343
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 150 | H, C | 20241002142945NAL0004899635001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $7,492,343
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $7,492,343
- Net assets (BOY)
- $6,205,402
Income & contributions
- Employer contributions
- $405,910
- Participant contributions
- $301,060
- Total contributions
- $710,892
- Total income / additions
- $1,721,098
Expenses & distributions
- Benefits paid
- $396,691
- Administrative expenses
- $37,466
- Total expenses
- $434,157
- Net increase / (decrease)
- $1,286,941
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Merrill Lynch Pierce Fenner Smith | INVESTMENT ADVISOR | $25,940 | not reported in the loaded dataset | 2023 |
| Hicks Pension Services | CONTRACT ADMINISTRATOR | $2,875 | $3,192 | 2023 |
| Empower Annuity Insurance Company | RECORDKEEPER | $1,249 | not reported in the loaded dataset | 2023 |
| Quallified Services Inc. Dba | CONTRACT ADMINISTRATOR | not reported in the loaded dataset | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for State Roofing Systems, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in CA
- 401(k) and benefit plan filings in San Leandro, CA
- Merrill Lynch Pierce Fenner Smith — Schedule C compensation
- Hicks Pension Services — Schedule C compensation
- Empower Annuity Insurance Company — Schedule C compensation
- Quallified Services Inc. Dba — Schedule C compensation