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SOUTHERN WISCONSIN ROOFING CO., INC. RETIREMENT SAVINGS PLAN 401k Plan overview

Plan NameSOUTHERN WISCONSIN ROOFING CO., INC. RETIREMENT SAVINGS PLAN
Plan identification number 001

SOUTHERN WISCONSIN ROOFING CO., INC. RETIREMENT SAVINGS PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Age/Service Weighted or new comparability or similar plan - Age/Service Weighted Plan: Allocations are based on age, service, or age and service. New comparability or similar plan: Allocations are based on participant classifications and a classification(s) consists entirely or predominantly of highly compensated employees; or the plan provides an additional allocation rate on compensation above a specified threshold, and the theshold or additional rate exceeds the maximum threshold or rate allowed under the permitted disparity rules of section 401(l).
  • Profit-sharing
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
  • Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.

401k Sponsoring company profile

SOUTHERN WISCONSIN ROOFING CO., INC . has sponsored the creation of one or more 401k plans.

Company Name:SOUTHERN WISCONSIN ROOFING CO., INC .
Employer identification number (EIN):390963023
NAIC Classification:238100

Form 5500 Filing Information

Submission information for form 5500 for 401k plan SOUTHERN WISCONSIN ROOFING CO., INC. RETIREMENT SAVINGS PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01SHERRI HARMS2024-04-09
0012022-01-01SHERRI HARMS2023-05-03
0012021-01-01
0012020-01-01
0012019-01-01
0012018-01-01
0012017-01-01
0012016-01-01
0012015-01-01
0012014-01-01ERIC KIRNER2015-08-25
0012013-01-01ERIC KIRNER2014-05-15
0012012-01-01ERIC KIRNER2013-04-18
0012011-01-01ERIC KIRNER2012-06-20
0012010-01-01ERIC KIRNER2011-10-12

Plan Statistics for SOUTHERN WISCONSIN ROOFING CO., INC. RETIREMENT SAVINGS PLAN

401k plan membership statisitcs for SOUTHERN WISCONSIN ROOFING CO., INC. RETIREMENT SAVINGS PLAN

Measure Date Value
2025: SOUTHERN WISCONSIN ROOFING CO., INC. RETIREMENT SAVINGS PLAN 2025 401k membership
Total number of particpants at beginning of year2025-03-0524
Total number of particpants at end of year2025-03-0525
Number of Participants With Account Balances2025-03-0524
2024: SOUTHERN WISCONSIN ROOFING CO., INC. RETIREMENT SAVINGS PLAN 2024 401k membership
Total number of particpants at beginning of year2024-04-0923
Total number of particpants at end of year2024-04-0924
Number of Participants With Account Balances2024-04-0923
2022: SOUTHERN WISCONSIN ROOFING CO., INC. RETIREMENT SAVINGS PLAN 2022 401k membership
Total number of particpants at beginning of year2022-06-0323
Total number of particpants at end of year2022-06-0323
Number of Participants With Account Balances2022-06-0320

Financial Data on SOUTHERN WISCONSIN ROOFING CO., INC. RETIREMENT SAVINGS PLAN

Measure Date Value
2025 : SOUTHERN WISCONSIN ROOFING CO., INC. RETIREMENT SAVINGS PLAN 2025 401k financial data
Total expenses incurred by plan in this plan year2025-03-0538130
Net assets as of the end of the plan year2025-03-051178137
Total assets as of the beginning of the plan year2025-03-05985756
Value of plan covered by a fidelity bond2025-03-05100000
Participant contributions to plan in this plan year2025-03-0552145
Other income to plan in this plan year2025-03-0581984
Plan net income in this plan year2025-03-05192381
Net assets as of the end of the plan year2025-03-051178137
Net assets as of the beginning of the plan year2025-03-05985756
Employer contributions to plan in this plan year2025-03-0596382
Expensese paid to adminstrative service provicers from plan in this plan year2025-03-054483
2024 : SOUTHERN WISCONSIN ROOFING CO., INC. RETIREMENT SAVINGS PLAN 2024 401k financial data
Total expenses incurred by plan in this plan year2024-04-0933827
Net assets as of the end of the plan year2024-04-09985756
Total assets as of the beginning of the plan year2024-04-09768256
Value of plan covered by a fidelity bond2024-04-0975000
Participant contributions to plan in this plan year2024-04-0949356
Other income to plan in this plan year2024-04-09100844
Plan net income in this plan year2024-04-09217500
Net assets as of the end of the plan year2024-04-09985756
Net assets as of the beginning of the plan year2024-04-09768256
Employer contributions to plan in this plan year2024-04-09101127
Expensese paid to adminstrative service provicers from plan in this plan year2024-04-093504
2022 : SOUTHERN WISCONSIN ROOFING CO., INC. RETIREMENT SAVINGS PLAN 2022 401k financial data
Total expenses incurred by plan in this plan year2022-06-032975
Net assets as of the end of the plan year2022-06-03837735
Total assets as of the beginning of the plan year2022-06-03706107
Value of plan covered by a fidelity bond2022-06-0375000
Participant contributions to plan in this plan year2022-06-0339914
Other income to plan in this plan year2022-06-0377791
Plan net income in this plan year2022-06-03131628
Net assets as of the end of the plan year2022-06-03837735
Net assets as of the beginning of the plan year2022-06-03706107
Employer contributions to plan in this plan year2022-06-0316898
Expensese paid to adminstrative service provicers from plan in this plan year2022-06-032975

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