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J & R ROOFING COMPANY, INC. 401(K) PROFIT SHARING PLAN AND TRUST 401k Plan overview

Plan NameJ & R ROOFING COMPANY, INC. 401(K) PROFIT SHARING PLAN AND TRUST
Plan identification number 002

J & R ROOFING COMPANY, INC. 401(K) PROFIT SHARING PLAN AND TRUST Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • 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

J & R ROOFING COMPANY, INC. has sponsored the creation of one or more 401k plans.

Company Name:J & R ROOFING COMPANY, INC.
Employer identification number (EIN):521167612
NAIC Classification:238100

Form 5500 Filing Information

Submission information for form 5500 for 401k plan J & R ROOFING COMPANY, INC. 401(K) PROFIT SHARING PLAN AND TRUST

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022023-01-01VALERIE LILLY2024-01-29 VALERIE LILLY2024-01-29
0022022-01-01VALERIE LILLY-MOORE2023-01-30 VALERIE LILLY-MOORE2023-01-30
0022021-01-01VALERIE LILLY2022-03-23 VALERIE LILLY2022-03-23
0022020-01-01VALERIE LILLY2021-02-01
0022019-01-01VALERIE LILLY2020-02-10 VALERIE LILLY2020-02-10
0022018-01-01VALERIE LILLY2019-03-04 VALERIE LILLY2019-03-04
0022017-01-01VALERIE LILLY2018-03-20 VALERIE LILLY2018-03-20
0022016-01-01VALERIE LILLY2017-03-29 VALERIE LILLY2017-03-29
0022015-01-01VALERIE LILLY2016-07-12 VALERIE LILLY2016-07-12
0022014-01-01VALERIE LILLY2015-02-25 VALERIE LILLY2015-02-25
0022013-01-01VALERIE LILLY2014-07-10 VALERIE LILLY2014-07-10
0022012-01-01VALERIE LILLY2013-02-01 VALERIE LILLY2013-02-01
0022011-01-01VALERIE LILLY2012-07-16 VALERIE LILLY2012-07-16
0022010-01-01VALERIE LILLY2011-04-27 VALERIE LILLY2011-04-27

Financial Data on J & R ROOFING COMPANY, INC. 401(K) PROFIT SHARING PLAN AND TRUST

Measure Date Value
2025 : J & R ROOFING COMPANY, INC. 401(K) PROFIT SHARING PLAN AND TRUST 2025 401k financial data
Total transfers to/from plan in this plan year2025-02-110
Total liabilities as of the end of the plan year2025-02-110
Total liabilities as of the beginning of the plan year2025-02-110
Total expenses incurred by plan in this plan year2025-02-115131
Net assets as of the end of the plan year2025-02-11346776
Total assets as of the beginning of the plan year2025-02-11323205
Value of plan covered by a fidelity bond2025-02-11250000
Participant contributions to plan in this plan year2025-02-113900
Other expenses paid from plan in this plan year2025-02-110
Other contributions to plan in this plan year2025-02-110
Other income to plan in this plan year2025-02-1124802
Plan net income in this plan year2025-02-1123571
Net assets as of the end of the plan year2025-02-11346776
Net assets as of the beginning of the plan year2025-02-11323205
Expensese paid to adminstrative service provicers from plan in this plan year2025-02-115131
2024 : J & R ROOFING COMPANY, INC. 401(K) PROFIT SHARING PLAN AND TRUST 2024 401k financial data
Total transfers to/from plan in this plan year2024-01-290
Total liabilities as of the end of the plan year2024-01-290
Total liabilities as of the beginning of the plan year2024-01-290
Total expenses incurred by plan in this plan year2024-01-294670
Net assets as of the end of the plan year2024-01-29323205
Total assets as of the beginning of the plan year2024-01-29292625
Value of plan covered by a fidelity bond2024-01-29250000
Participant contributions to plan in this plan year2024-01-293975
Other expenses paid from plan in this plan year2024-01-290
Other contributions to plan in this plan year2024-01-290
Other income to plan in this plan year2024-01-2931275
Plan net income in this plan year2024-01-2930580
Net assets as of the end of the plan year2024-01-29323205
Net assets as of the beginning of the plan year2024-01-29292625
Value of contributions failed to transmitted timely2024-01-29300
Expensese paid to adminstrative service provicers from plan in this plan year2024-01-294670
2022 : J & R ROOFING COMPANY, INC. 401(K) PROFIT SHARING PLAN AND TRUST 2022 401k financial data
Total transfers to/from plan in this plan year2022-03-230
Total liabilities as of the end of the plan year2022-03-230
Total liabilities as of the beginning of the plan year2022-03-230
Total expenses incurred by plan in this plan year2022-03-234909
Net assets as of the end of the plan year2022-03-23334169
Total assets as of the beginning of the plan year2022-03-23315221
Value of plan covered by a fidelity bond2022-03-23250000
Participant contributions to plan in this plan year2022-03-233900
Other expenses paid from plan in this plan year2022-03-230
Other contributions to plan in this plan year2022-03-230
Other income to plan in this plan year2022-03-2319957
Plan net income in this plan year2022-03-2318948
Net assets as of the end of the plan year2022-03-23334169
Net assets as of the beginning of the plan year2022-03-23315221
Employer contributions to plan in this plan year2022-03-230
Expensese paid to adminstrative service provicers from plan in this plan year2022-03-234909

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