401k Plan data: CAPEWAY ROOFING SYSTEMS, INC. PROFIT SHARING PLAN plan

CAPEWAY ROOFING SYSTEMS, INC. PROFIT SHARING PLAN 401k Plan overview

Plan Name	CAPEWAY ROOFING SYSTEMS, INC. PROFIT SHARING PLAN
Plan identification number	002

CAPEWAY ROOFING SYSTEMS, INC. PROFIT SHARING PLAN Benefits

401k Plan Type

Defined 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).
Offset plan - Plan benefits are subject to offset for retirement benefits provided in another plan or arrangement of the employer.
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

CAPEWAY ROOFING SYSTEMS, INC. has sponsored the creation of one or more 401k plans.

Company Name: CAPEWAY ROOFING SYSTEMS, INC.

Employer identification number (EIN): 042899319

NAIC Classification: 238100

Form 5500 Filing Information

Submission information for form 5500 for 401k plan CAPEWAY ROOFING SYSTEMS, INC. PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
002 2022-01-01
002 2021-01-01
002 2020-01-01
002 2019-01-01
002 2018-01-01
002 2017-01-01 JOE CALHETA JOE CALHETA 2018-10-11
002 2016-01-01 JOE CALHETA JOE CALHETA 2017-10-13
002 2015-01-01 JOE CALHETA 2017-10-07 JOE CALHETA 2017-10-07
002 2015-01-01 JOSE CALHETA 2016-09-09 JOSE CALHETA 2016-09-09
002 2014-01-01 JOE CALHETA 2015-05-01 JOE CALHETA 2015-05-01
002 2013-01-01 JOE CALHETA 2014-07-16 JOE CALHETA 2014-07-16
002 2012-01-01 JOSE CALHETA 2013-09-17 JOSE CALHETA 2013-09-17
002 2011-01-01 JOE CALHETA 2012-05-31 JOE CALHETA 2012-05-31
002 2010-01-01 JOE CALHETA 2011-07-01 JOE CALHETA 2011-07-01

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
002	2022-01-01
002	2021-01-01
002	2020-01-01
002	2019-01-01
002	2018-01-01
002	2017-01-01	JOE CALHETA		JOE CALHETA	2018-10-11
002	2016-01-01	JOE CALHETA		JOE CALHETA	2017-10-13
002	2015-01-01	JOE CALHETA	2017-10-07	JOE CALHETA	2017-10-07
002	2015-01-01	JOSE CALHETA	2016-09-09	JOSE CALHETA	2016-09-09
002	2014-01-01	JOE CALHETA	2015-05-01	JOE CALHETA	2015-05-01
002	2013-01-01	JOE CALHETA	2014-07-16	JOE CALHETA	2014-07-16
002	2012-01-01	JOSE CALHETA	2013-09-17	JOSE CALHETA	2013-09-17
002	2011-01-01	JOE CALHETA	2012-05-31	JOE CALHETA	2012-05-31
002	2010-01-01	JOE CALHETA	2011-07-01	JOE CALHETA	2011-07-01

Plan Statistics for CAPEWAY ROOFING SYSTEMS, INC. PROFIT SHARING PLAN

401k plan membership statisitcs for CAPEWAY ROOFING SYSTEMS, INC. PROFIT SHARING PLAN

Measure Date Value
2022: CAPEWAY ROOFING SYSTEMS, INC. PROFIT SHARING PLAN 2022 401k membership
Total participants, beginning-of-year 2022-01-01 152
Total number of active participants reported on line 7a of the Form 5500 2022-01-01 89
Number of retired or separated participants receiving benefits 2022-01-01 0
Number of other retired or separated participants entitled to future benefits 2022-01-01 59
Total of all active and inactive participants 2022-01-01 148
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2022-01-01 0
Total participants 2022-01-01 148
Number of participants with account balances 2022-01-01 146
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2022-01-01 0
2021: CAPEWAY ROOFING SYSTEMS, INC. PROFIT SHARING PLAN 2021 401k membership
Total participants, beginning-of-year 2021-01-01 150
Total number of active participants reported on line 7a of the Form 5500 2021-01-01 87
Number of retired or separated participants receiving benefits 2021-01-01 0
Number of other retired or separated participants entitled to future benefits 2021-01-01 61
Total of all active and inactive participants 2021-01-01 148
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-01-01 0
Total participants 2021-01-01 148
Number of participants with account balances 2021-01-01 148
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-01-01 1
2020: CAPEWAY ROOFING SYSTEMS, INC. PROFIT SHARING PLAN 2020 401k membership
Total participants, beginning-of-year 2020-01-01 151
Total number of active participants reported on line 7a of the Form 5500 2020-01-01 98
Number of retired or separated participants receiving benefits 2020-01-01 0
Number of other retired or separated participants entitled to future benefits 2020-01-01 51
Total of all active and inactive participants 2020-01-01 149
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-01-01 0
Total participants 2020-01-01 149
Number of participants with account balances 2020-01-01 149
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-01-01 0
2019: CAPEWAY ROOFING SYSTEMS, INC. PROFIT SHARING PLAN 2019 401k membership
Total participants, beginning-of-year 2019-01-01 140
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 99
Number of retired or separated participants receiving benefits 2019-01-01 0
Number of other retired or separated participants entitled to future benefits 2019-01-01 52
Total of all active and inactive participants 2019-01-01 151
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-01-01 0
Total participants 2019-01-01 151
Number of participants with account balances 2019-01-01 151
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-01-01 0
2018: CAPEWAY ROOFING SYSTEMS, INC. PROFIT SHARING PLAN 2018 401k membership
Total participants, beginning-of-year 2018-01-01 152
Total number of active participants reported on line 7a of the Form 5500 2018-01-01 81
Number of retired or separated participants receiving benefits 2018-01-01 0
Number of other retired or separated participants entitled to future benefits 2018-01-01 57
Total of all active and inactive participants 2018-01-01 138
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-01-01 0
Total participants 2018-01-01 138
Number of participants with account balances 2018-01-01 137
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-01-01 0
2017: CAPEWAY ROOFING SYSTEMS, INC. PROFIT SHARING PLAN 2017 401k membership
Total participants, beginning-of-year 2017-01-01 156
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 103
Number of retired or separated participants receiving benefits 2017-01-01 0
Number of other retired or separated participants entitled to future benefits 2017-01-01 49
Total of all active and inactive participants 2017-01-01 152
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-01-01 0
Total participants 2017-01-01 152
Number of participants with account balances 2017-01-01 151
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-01-01 0
2016: CAPEWAY ROOFING SYSTEMS, INC. PROFIT SHARING PLAN 2016 401k membership
Total participants, beginning-of-year 2016-01-01 148
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 113
Number of other retired or separated participants entitled to future benefits 2016-01-01 43
Total of all active and inactive participants 2016-01-01 156
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-01-01 0
Total participants 2016-01-01 156
Number of participants with account balances 2016-01-01 155
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-01-01 0

Measure	Date	Value
2022: CAPEWAY ROOFING SYSTEMS, INC. PROFIT SHARING PLAN 2022 401k membership
Total participants, beginning-of-year	2022-01-01	152
Total number of active participants reported on line 7a of the Form 5500	2022-01-01	89
Number of retired or separated participants receiving benefits	2022-01-01	0
Number of other retired or separated participants entitled to future benefits	2022-01-01	59
Total of all active and inactive participants	2022-01-01	148
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2022-01-01	0
Total participants	2022-01-01	148
Number of participants with account balances	2022-01-01	146
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2022-01-01	0
2021: CAPEWAY ROOFING SYSTEMS, INC. PROFIT SHARING PLAN 2021 401k membership
Total participants, beginning-of-year	2021-01-01	150
Total number of active participants reported on line 7a of the Form 5500	2021-01-01	87
Number of retired or separated participants receiving benefits	2021-01-01	0
Number of other retired or separated participants entitled to future benefits	2021-01-01	61
Total of all active and inactive participants	2021-01-01	148
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-01-01	0
Total participants	2021-01-01	148
Number of participants with account balances	2021-01-01	148
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-01-01	1
2020: CAPEWAY ROOFING SYSTEMS, INC. PROFIT SHARING PLAN 2020 401k membership
Total participants, beginning-of-year	2020-01-01	151
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	98
Number of retired or separated participants receiving benefits	2020-01-01	0
Number of other retired or separated participants entitled to future benefits	2020-01-01	51
Total of all active and inactive participants	2020-01-01	149
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-01-01	0
Total participants	2020-01-01	149
Number of participants with account balances	2020-01-01	149
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-01-01	0
2019: CAPEWAY ROOFING SYSTEMS, INC. PROFIT SHARING PLAN 2019 401k membership
Total participants, beginning-of-year	2019-01-01	140
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	99
Number of retired or separated participants receiving benefits	2019-01-01	0
Number of other retired or separated participants entitled to future benefits	2019-01-01	52
Total of all active and inactive participants	2019-01-01	151
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-01-01	0
Total participants	2019-01-01	151
Number of participants with account balances	2019-01-01	151
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-01-01	0
2018: CAPEWAY ROOFING SYSTEMS, INC. PROFIT SHARING PLAN 2018 401k membership
Total participants, beginning-of-year	2018-01-01	152
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	81
Number of retired or separated participants receiving benefits	2018-01-01	0
Number of other retired or separated participants entitled to future benefits	2018-01-01	57
Total of all active and inactive participants	2018-01-01	138
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-01-01	0
Total participants	2018-01-01	138
Number of participants with account balances	2018-01-01	137
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-01-01	0
2017: CAPEWAY ROOFING SYSTEMS, INC. PROFIT SHARING PLAN 2017 401k membership
Total participants, beginning-of-year	2017-01-01	156
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	103
Number of retired or separated participants receiving benefits	2017-01-01	0
Number of other retired or separated participants entitled to future benefits	2017-01-01	49
Total of all active and inactive participants	2017-01-01	152
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-01-01	0
Total participants	2017-01-01	152
Number of participants with account balances	2017-01-01	151
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-01-01	0
2016: CAPEWAY ROOFING SYSTEMS, INC. PROFIT SHARING PLAN 2016 401k membership
Total participants, beginning-of-year	2016-01-01	148
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	113
Number of other retired or separated participants entitled to future benefits	2016-01-01	43
Total of all active and inactive participants	2016-01-01	156
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-01-01	0
Total participants	2016-01-01	156
Number of participants with account balances	2016-01-01	155
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-01-01	0

Financial Data on CAPEWAY ROOFING SYSTEMS, INC. PROFIT SHARING PLAN

Measure	Date	Value
2022 : CAPEWAY ROOFING SYSTEMS, INC. PROFIT SHARING PLAN 2022 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2022-12-31	$20,700
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2022-12-31	$18,000
Total income from all sources (including contributions)	2022-12-31	$-193,675
Total of all expenses incurred	2022-12-31	$1,007,173
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2022-12-31	$948,607
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2022-12-31	$605,804
Value of total assets at end of year	2022-12-31	$6,161,934
Value of total assets at beginning of year	2022-12-31	$7,360,082
Total of administrative expenses incurred including professional, contract, advisory and management fees	2022-12-31	$58,566
Total interest from all sources	2022-12-31	$-799,479
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2022-12-31	No
Administrative expenses professional fees incurred	2022-12-31	$58,566
Was this plan covered by a fidelity bond	2022-12-31	Yes
Value of fidelity bond cover	2022-12-31	$1,000,000
If this is an individual account plan, was there a blackout period	2022-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2022-12-31	No
Contributions received from participants	2022-12-31	$132,632
Participant contributions at end of year	2022-12-31	$2,976
Participant contributions at beginning of year	2022-12-31	$6,038
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2022-12-31	$20,700
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2022-12-31	$18,000
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2022-12-31	No
Value of net income/loss	2022-12-31	$-1,200,848
Value of net assets at end of year (total assets less liabilities)	2022-12-31	$6,141,234
Value of net assets at beginning of year (total assets less liabilities)	2022-12-31	$7,342,082
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2022-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2022-12-31	No
Were any leases to which the plan was party in default or uncollectible	2022-12-31	No
Value of interest in pooled separate accounts at beginning of year	2022-12-31	$5,115,982
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2022-12-31	$-799,479
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2022-12-31	$6,138,587
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2022-12-31	$2,151,744
Net investment gain or loss from common/collective trusts	2022-12-31	$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2022-12-31	No
Was there a failure to transmit to the plan any participant contributions	2022-12-31	No
Has the plan failed to provide any benefit when due under the plan	2022-12-31	No
Contributions received in cash from employer	2022-12-31	$473,172
Employer contributions (assets) at end of year	2022-12-31	$20,371
Employer contributions (assets) at beginning of year	2022-12-31	$86,318
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2022-12-31	$948,607
Did the plan have assets held for investment	2022-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2022-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2022-12-31	No
Opinion of an independent qualified public accountant for this plan	2022-12-31	Unqualified
Accountancy firm name	2022-12-31	MARCUM LLP
Accountancy firm EIN	2022-12-31	111986323
2021 : CAPEWAY ROOFING SYSTEMS, INC. PROFIT SHARING PLAN 2021 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2021-12-31	$18,000
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2021-12-31	$18,000
Total income from all sources (including contributions)	2021-12-31	$1,355,229
Total of all expenses incurred	2021-12-31	$474,763
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2021-12-31	$418,566
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2021-12-31	$779,455
Value of total assets at end of year	2021-12-31	$7,360,082
Value of total assets at beginning of year	2021-12-31	$6,479,616
Total of administrative expenses incurred including professional, contract, advisory and management fees	2021-12-31	$56,197
Total interest from all sources	2021-12-31	$18,539
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2021-12-31	No
Administrative expenses professional fees incurred	2021-12-31	$18,540
Was this plan covered by a fidelity bond	2021-12-31	Yes
Value of fidelity bond cover	2021-12-31	$1,000,000
If this is an individual account plan, was there a blackout period	2021-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2021-12-31	No
Contributions received from participants	2021-12-31	$142,452
Participant contributions at end of year	2021-12-31	$6,038
Participant contributions at beginning of year	2021-12-31	$4,254
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2021-12-31	$18,000
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2021-12-31	$18,000
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2021-12-31	No
Value of net income/loss	2021-12-31	$880,466
Value of net assets at end of year (total assets less liabilities)	2021-12-31	$7,342,082
Value of net assets at beginning of year (total assets less liabilities)	2021-12-31	$6,461,616
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2021-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2021-12-31	No
Were any leases to which the plan was party in default or uncollectible	2021-12-31	No
Investment advisory and management fees	2021-12-31	$37,657
Value of interest in pooled separate accounts at end of year	2021-12-31	$5,115,982
Value of interest in pooled separate accounts at beginning of year	2021-12-31	$4,459,204
Interest earned on other investments	2021-12-31	$18,539
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2021-12-31	$2,151,744
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2021-12-31	$1,979,588
Net investment gain/loss from pooled separate accounts	2021-12-31	$557,235
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2021-12-31	No
Was there a failure to transmit to the plan any participant contributions	2021-12-31	Yes
Has the plan failed to provide any benefit when due under the plan	2021-12-31	No
Assets. Invements in employer securities at beginning of year	2021-12-31	$0
Contributions received in cash from employer	2021-12-31	$637,003
Employer contributions (assets) at end of year	2021-12-31	$86,318
Employer contributions (assets) at beginning of year	2021-12-31	$36,570
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2021-12-31	$418,566
Did the plan have assets held for investment	2021-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2021-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2021-12-31	No
Opinion of an independent qualified public accountant for this plan	2021-12-31	Unqualified
Accountancy firm name	2021-12-31	MARCUM LLP
Accountancy firm EIN	2021-12-31	111986323
2020 : CAPEWAY ROOFING SYSTEMS, INC. PROFIT SHARING PLAN 2020 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2020-12-31	$18,000
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2020-12-31	$18,000
Total income from all sources (including contributions)	2020-12-31	$1,168,669
Total of all expenses incurred	2020-12-31	$301,054
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2020-12-31	$252,809
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2020-12-31	$621,104
Value of total assets at end of year	2020-12-31	$6,479,616
Value of total assets at beginning of year	2020-12-31	$5,612,001
Total of administrative expenses incurred including professional, contract, advisory and management fees	2020-12-31	$48,245
Total interest from all sources	2020-12-31	$18,501
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2020-12-31	No
Administrative expenses professional fees incurred	2020-12-31	$18,500
Was this plan covered by a fidelity bond	2020-12-31	Yes
Value of fidelity bond cover	2020-12-31	$1,000,000
If this is an individual account plan, was there a blackout period	2020-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2020-12-31	No
Contributions received from participants	2020-12-31	$120,570
Participant contributions at end of year	2020-12-31	$4,254
Participant contributions at beginning of year	2020-12-31	$1,655
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2020-12-31	$18,000
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2020-12-31	$18,000
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2020-12-31	No
Value of net income/loss	2020-12-31	$867,615
Value of net assets at end of year (total assets less liabilities)	2020-12-31	$6,461,616
Value of net assets at beginning of year (total assets less liabilities)	2020-12-31	$5,594,001
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2020-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2020-12-31	No
Were any leases to which the plan was party in default or uncollectible	2020-12-31	No
Investment advisory and management fees	2020-12-31	$29,745
Value of interest in pooled separate accounts at end of year	2020-12-31	$4,459,204
Value of interest in pooled separate accounts at beginning of year	2020-12-31	$3,814,049
Interest earned on other investments	2020-12-31	$18,501
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2020-12-31	$1,979,588
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2020-12-31	$1,690,626
Net investment gain/loss from pooled separate accounts	2020-12-31	$529,064
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2020-12-31	No
Was there a failure to transmit to the plan any participant contributions	2020-12-31	No
Has the plan failed to provide any benefit when due under the plan	2020-12-31	No
Contributions received in cash from employer	2020-12-31	$500,534
Employer contributions (assets) at end of year	2020-12-31	$36,570
Employer contributions (assets) at beginning of year	2020-12-31	$105,671
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2020-12-31	$252,809
Did the plan have assets held for investment	2020-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2020-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2020-12-31	No
Opinion of an independent qualified public accountant for this plan	2020-12-31	Unqualified
Accountancy firm name	2020-12-31	MARCUM LLP
Accountancy firm EIN	2020-12-31	111986323
2019 : CAPEWAY ROOFING SYSTEMS, INC. PROFIT SHARING PLAN 2019 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-12-31	$18,000
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-12-31	$18,000
Total income from all sources (including contributions)	2019-12-31	$1,337,669
Total of all expenses incurred	2019-12-31	$655,973
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2019-12-31	$600,722
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2019-12-31	$657,010
Value of total assets at end of year	2019-12-31	$5,612,001
Value of total assets at beginning of year	2019-12-31	$4,930,305
Total of administrative expenses incurred including professional, contract, advisory and management fees	2019-12-31	$55,251
Total interest from all sources	2019-12-31	$20,573
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2019-12-31	No
Administrative expenses professional fees incurred	2019-12-31	$20,575
Was this plan covered by a fidelity bond	2019-12-31	Yes
Value of fidelity bond cover	2019-12-31	$1,000,000
If this is an individual account plan, was there a blackout period	2019-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2019-12-31	No
Contributions received from participants	2019-12-31	$111,681
Participant contributions at end of year	2019-12-31	$1,655
Income. Received or receivable in cash from other sources (including rollovers)	2019-12-31	$11,785
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2019-12-31	$18,000
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2019-12-31	$18,000
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-12-31	No
Value of net income/loss	2019-12-31	$681,696
Value of net assets at end of year (total assets less liabilities)	2019-12-31	$5,594,001
Value of net assets at beginning of year (total assets less liabilities)	2019-12-31	$4,912,305
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2019-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2019-12-31	No
Were any leases to which the plan was party in default or uncollectible	2019-12-31	No
Investment advisory and management fees	2019-12-31	$34,676
Value of interest in pooled separate accounts at end of year	2019-12-31	$3,814,049
Value of interest in pooled separate accounts at beginning of year	2019-12-31	$3,209,633
Interest earned on other investments	2019-12-31	$20,573
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2019-12-31	$1,690,626
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2019-12-31	$1,689,011
Net investment gain/loss from pooled separate accounts	2019-12-31	$660,086
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2019-12-31	No
Was there a failure to transmit to the plan any participant contributions	2019-12-31	No
Has the plan failed to provide any benefit when due under the plan	2019-12-31	No
Contributions received in cash from employer	2019-12-31	$533,544
Employer contributions (assets) at end of year	2019-12-31	$105,671
Employer contributions (assets) at beginning of year	2019-12-31	$31,661
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2019-12-31	$600,722
Did the plan have assets held for investment	2019-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2019-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2019-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2019-12-31	Disclaimer
Accountancy firm name	2019-12-31	MARCUM LLP
Accountancy firm EIN	2019-12-31	111986323
2018 : CAPEWAY ROOFING SYSTEMS, INC. PROFIT SHARING PLAN 2018 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2018-12-31	$18,000
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2018-12-31	$18,000
Total income from all sources (including contributions)	2018-12-31	$271,009
Total of all expenses incurred	2018-12-31	$756,253
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2018-12-31	$692,593
Value of total corrective distributions	2018-12-31	$725
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2018-12-31	$441,769
Value of total assets at end of year	2018-12-31	$4,930,305
Value of total assets at beginning of year	2018-12-31	$5,415,549
Total of administrative expenses incurred including professional, contract, advisory and management fees	2018-12-31	$62,935
Total interest from all sources	2018-12-31	$19,549
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2018-12-31	No
Administrative expenses professional fees incurred	2018-12-31	$19,550
Was this plan covered by a fidelity bond	2018-12-31	Yes
Value of fidelity bond cover	2018-12-31	$1,000,000
If this is an individual account plan, was there a blackout period	2018-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2018-12-31	No
Contributions received from participants	2018-12-31	$94,973
Participant contributions at beginning of year	2018-12-31	$1,377
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2018-12-31	$18,000
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2018-12-31	$18,000
Total non interest bearing cash at beginning of year	2018-12-31	$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2018-12-31	No
Value of net income/loss	2018-12-31	$-485,244
Value of net assets at end of year (total assets less liabilities)	2018-12-31	$4,912,305
Value of net assets at beginning of year (total assets less liabilities)	2018-12-31	$5,397,549
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2018-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2018-12-31	No
Were any leases to which the plan was party in default or uncollectible	2018-12-31	No
Investment advisory and management fees	2018-12-31	$43,385
Value of interest in pooled separate accounts at end of year	2018-12-31	$3,209,633
Value of interest in pooled separate accounts at beginning of year	2018-12-31	$3,813,141
Interest earned on other investments	2018-12-31	$19,549
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2018-12-31	$1,689,011
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2018-12-31	$1,577,982
Net investment gain/loss from pooled separate accounts	2018-12-31	$-190,309
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2018-12-31	No
Was there a failure to transmit to the plan any participant contributions	2018-12-31	No
Has the plan failed to provide any benefit when due under the plan	2018-12-31	No
Contributions received in cash from employer	2018-12-31	$346,796
Employer contributions (assets) at end of year	2018-12-31	$31,661
Employer contributions (assets) at beginning of year	2018-12-31	$23,049
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2018-12-31	$692,593
Did the plan have assets held for investment	2018-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2018-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2018-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2018-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2018-12-31	Disclaimer
Accountancy firm name	2018-12-31	MARCUM LLP
Accountancy firm EIN	2018-12-31	111986323
2017 : CAPEWAY ROOFING SYSTEMS, INC. PROFIT SHARING PLAN 2017 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2017-12-31	$18,000
Total income from all sources (including contributions)	2017-12-31	$1,170,935
Total of all expenses incurred	2017-12-31	$1,096,915
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2017-12-31	$1,004,932
Value of total corrective distributions	2017-12-31	$6,618
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2017-12-31	$601,657
Value of total assets at end of year	2017-12-31	$5,415,549
Value of total assets at beginning of year	2017-12-31	$5,323,529
Total of administrative expenses incurred including professional, contract, advisory and management fees	2017-12-31	$85,365
Total interest from all sources	2017-12-31	$27,060
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2017-12-31	No
Administrative expenses professional fees incurred	2017-12-31	$47,207
Was this plan covered by a fidelity bond	2017-12-31	Yes
Value of fidelity bond cover	2017-12-31	$1,000,000
If this is an individual account plan, was there a blackout period	2017-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2017-12-31	No
Contributions received from participants	2017-12-31	$106,394
Participant contributions at end of year	2017-12-31	$1,377
Participant contributions at beginning of year	2017-12-31	$1,915
Income. Received or receivable in cash from other sources (including rollovers)	2017-12-31	$15,373
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2017-12-31	$2,060
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2017-12-31	$18,000
Total non interest bearing cash at end of year	2017-12-31	$0
Total non interest bearing cash at beginning of year	2017-12-31	$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2017-12-31	No
Value of net income/loss	2017-12-31	$74,020
Value of net assets at end of year (total assets less liabilities)	2017-12-31	$5,397,549
Value of net assets at beginning of year (total assets less liabilities)	2017-12-31	$5,323,529
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2017-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2017-12-31	No
Were any leases to which the plan was party in default or uncollectible	2017-12-31	No
Investment advisory and management fees	2017-12-31	$38,158
Value of interest in pooled separate accounts at end of year	2017-12-31	$3,813,141
Value of interest in pooled separate accounts at beginning of year	2017-12-31	$3,779,292
Interest earned on other investments	2017-12-31	$27,060
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2017-12-31	$1,577,982
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2017-12-31	$1,519,896
Net investment gain/loss from pooled separate accounts	2017-12-31	$542,218
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2017-12-31	No
Was there a failure to transmit to the plan any participant contributions	2017-12-31	No
Has the plan failed to provide any benefit when due under the plan	2017-12-31	No
Contributions received in cash from employer	2017-12-31	$479,890
Employer contributions (assets) at end of year	2017-12-31	$23,049
Employer contributions (assets) at beginning of year	2017-12-31	$20,366
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2017-12-31	$1,004,932
Did the plan have assets held for investment	2017-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2017-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2017-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2017-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2017-12-31	Disclaimer
Accountancy firm name	2017-12-31	YKSM, LTD
Accountancy firm EIN	2017-12-31	050514919
2016 : CAPEWAY ROOFING SYSTEMS, INC. PROFIT SHARING PLAN 2016 401k financial data
Total income from all sources (including contributions)	2016-12-31	$965,078
Total of all expenses incurred	2016-12-31	$618,121
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2016-12-31	$557,234
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2016-12-31	$649,951
Value of total assets at end of year	2016-12-31	$5,323,529
Value of total assets at beginning of year	2016-12-31	$4,976,572
Total of administrative expenses incurred including professional, contract, advisory and management fees	2016-12-31	$60,887
Total interest from all sources	2016-12-31	$26,908
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2016-12-31	No
Administrative expenses professional fees incurred	2016-12-31	$18,012
Was this plan covered by a fidelity bond	2016-12-31	Yes
Value of fidelity bond cover	2016-12-31	$1,000,000
If this is an individual account plan, was there a blackout period	2016-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2016-12-31	No
Contributions received from participants	2016-12-31	$119,692
Participant contributions at end of year	2016-12-31	$1,915
Participant contributions at beginning of year	2016-12-31	$1,831
Income. Received or receivable in cash from other sources (including rollovers)	2016-12-31	$2,060
Value of other receiveables (less allowance for doubtful accounts) at end of year	2016-12-31	$2,060
Administrative expenses (other) incurred	2016-12-31	$2,100
Total non interest bearing cash at end of year	2016-12-31	$0
Total non interest bearing cash at beginning of year	2016-12-31	$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2016-12-31	No
Value of net income/loss	2016-12-31	$346,957
Value of net assets at end of year (total assets less liabilities)	2016-12-31	$5,323,529
Value of net assets at beginning of year (total assets less liabilities)	2016-12-31	$4,976,572
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2016-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2016-12-31	No
Were any leases to which the plan was party in default or uncollectible	2016-12-31	No
Value of interest in pooled separate accounts at end of year	2016-12-31	$3,779,292
Value of interest in pooled separate accounts at beginning of year	2016-12-31	$3,727,364
Interest earned on other investments	2016-12-31	$26,908
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2016-12-31	$1,519,896
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2016-12-31	$1,208,727
Net investment gain/loss from pooled separate accounts	2016-12-31	$288,219
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2016-12-31	No
Was there a failure to transmit to the plan any participant contributions	2016-12-31	Yes
Has the plan failed to provide any benefit when due under the plan	2016-12-31	No
Contributions received in cash from employer	2016-12-31	$528,199
Employer contributions (assets) at end of year	2016-12-31	$20,366
Employer contributions (assets) at beginning of year	2016-12-31	$38,650
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2016-12-31	$557,234
Contract administrator fees	2016-12-31	$40,775
Did the plan have assets held for investment	2016-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2016-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2016-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2016-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2016-12-31	Disclaimer
Accountancy firm name	2016-12-31	YKSM, LTD
Accountancy firm EIN	2016-12-31	050514919

Form 5500 Responses for CAPEWAY ROOFING SYSTEMS, INC. PROFIT SHARING PLAN

2022: CAPEWAY ROOFING SYSTEMS, INC. PROFIT SHARING PLAN 2022 form 5500 responses
2022-01-01	Type of plan entity	Single employer plan
2022-01-01	Submission has been amended	No
2022-01-01	This submission is the final filing	No
2022-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2022-01-01	Plan is a collectively bargained plan	No
2022-01-01	Plan funding arrangement – Insurance	Yes
2022-01-01	Plan funding arrangement – Trust	Yes
2022-01-01	Plan benefit arrangement – Insurance	Yes
2022-01-01	Plan benefit arrangement - Trust	Yes
2021: CAPEWAY ROOFING SYSTEMS, INC. PROFIT SHARING PLAN 2021 form 5500 responses
2021-01-01	Type of plan entity	Single employer plan
2021-01-01	Submission has been amended	No
2021-01-01	This submission is the final filing	No
2021-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2021-01-01	Plan is a collectively bargained plan	No
2021-01-01	Plan funding arrangement – Insurance	Yes
2021-01-01	Plan funding arrangement – Trust	Yes
2021-01-01	Plan benefit arrangement – Insurance	Yes
2021-01-01	Plan benefit arrangement - Trust	Yes
2020: CAPEWAY ROOFING SYSTEMS, INC. PROFIT SHARING PLAN 2020 form 5500 responses
2020-01-01	Type of plan entity	Single employer plan
2020-01-01	Submission has been amended	No
2020-01-01	This submission is the final filing	No
2020-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2020-01-01	Plan is a collectively bargained plan	No
2020-01-01	Plan funding arrangement – Insurance	Yes
2020-01-01	Plan funding arrangement – Trust	Yes
2020-01-01	Plan benefit arrangement – Insurance	Yes
2020-01-01	Plan benefit arrangement - Trust	Yes
2019: CAPEWAY ROOFING SYSTEMS, INC. PROFIT SHARING PLAN 2019 form 5500 responses
2019-01-01	Type of plan entity	Single employer plan
2019-01-01	Submission has been amended	No
2019-01-01	This submission is the final filing	No
2019-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2019-01-01	Plan is a collectively bargained plan	No
2019-01-01	Plan funding arrangement – Insurance	Yes
2019-01-01	Plan funding arrangement – Trust	Yes
2019-01-01	Plan benefit arrangement – Insurance	Yes
2019-01-01	Plan benefit arrangement - Trust	Yes
2018: CAPEWAY ROOFING SYSTEMS, INC. PROFIT SHARING PLAN 2018 form 5500 responses
2018-01-01	Type of plan entity	Single employer plan
2018-01-01	Submission has been amended	No
2018-01-01	This submission is the final filing	No
2018-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2018-01-01	Plan is a collectively bargained plan	No
2018-01-01	Plan funding arrangement – Insurance	Yes
2018-01-01	Plan funding arrangement – Trust	Yes
2018-01-01	Plan benefit arrangement – Insurance	Yes
2018-01-01	Plan benefit arrangement - Trust	Yes
2017: CAPEWAY ROOFING SYSTEMS, INC. PROFIT SHARING PLAN 2017 form 5500 responses
2017-01-01	Type of plan entity	Single employer plan
2017-01-01	Submission has been amended	No
2017-01-01	This submission is the final filing	No
2017-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2017-01-01	Plan is a collectively bargained plan	No
2017-01-01	Plan funding arrangement – Insurance	Yes
2017-01-01	Plan funding arrangement – Trust	Yes
2017-01-01	Plan benefit arrangement – Insurance	Yes
2017-01-01	Plan benefit arrangement - Trust	Yes
2016: CAPEWAY ROOFING SYSTEMS, INC. PROFIT SHARING PLAN 2016 form 5500 responses
2016-01-01	Type of plan entity	Single employer plan
2016-01-01	Submission has been amended	No
2016-01-01	This submission is the final filing	No
2016-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2016-01-01	Plan is a collectively bargained plan	No
2016-01-01	Plan funding arrangement – Insurance	Yes
2016-01-01	Plan funding arrangement – Trust	Yes
2016-01-01	Plan benefit arrangement – Insurance	Yes
2016-01-01	Plan benefit arrangement - Trust	Yes

Insurance Providers Used on plan

NATIONWIDE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66869 )

Policy contract number

GAP-CP-GW3G

Policy instance

Insurance contract or identification number	GAP-CP-GW3G
Number of Individuals Covered	146
Insurance policy start date	2022-01-01
Insurance policy end date	2022-12-31
Total amount of commissions paid to insurance broker	USD $5,796
Total amount of fees paid to insurance company	USD $0
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $5,796
Insurance broker organization code?	7

NATIONWIDE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66869 )

Policy contract number

GAP-CP-GW3G

Policy instance

Insurance contract or identification number	GAP-CP-GW3G
Number of Individuals Covered	148
Insurance policy start date	2021-01-01
Insurance policy end date	2021-12-31
Total amount of commissions paid to insurance broker	USD $6,374
Total amount of fees paid to insurance company	USD $0
Are there contracts with unallocated funds for contracts of type guaranteed investment?	Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $6,374
Insurance broker organization code?	7

NATIONWIDE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66869 )

Policy contract number

GAP-CP-GW3G

Policy instance

Insurance contract or identification number	GAP-CP-GW3G
Number of Individuals Covered	149
Insurance policy start date	2020-01-01
Insurance policy end date	2020-12-31
Total amount of commissions paid to insurance broker	USD $5,474
Total amount of fees paid to insurance company	USD $0
Are there contracts with unallocated funds for contracts of type guaranteed investment?	Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $5,474
Insurance broker organization code?	7

NATIONWIDE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66869 )

Policy contract number

GAP-CP-GW3G

Policy instance

Insurance contract or identification number	GAP-CP-GW3G
Number of Individuals Covered	151
Insurance policy start date	2019-01-01
Insurance policy end date	2019-12-31
Total amount of commissions paid to insurance broker	USD $4,813
Total amount of fees paid to insurance company	USD $0
Are there contracts with unallocated funds for contracts of type guaranteed investment?	Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $4,813
Amount paid for insurance broker fees	0
Insurance broker organization code?	7

NATIONWIDE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66869 )

Policy contract number

GAP-CP-GW3G

Policy instance

Insurance contract or identification number	GAP-CP-GW3G
Number of Individuals Covered	152
Insurance policy start date	2018-01-01
Insurance policy end date	2018-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Are there contracts with unallocated funds for contracts of type guaranteed investment?	Yes
Insurance broker organization code?	7

NATIONWIDE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66869 )

Policy contract number

GAP-CP-GW3G

Policy instance

Insurance contract or identification number	GAP-CP-GW3G
Number of Individuals Covered	155
Insurance policy start date	2017-01-01
Insurance policy end date	2017-12-31
Total amount of commissions paid to insurance broker	USD $4,319
Total amount of fees paid to insurance company	USD $0
Are there contracts with unallocated funds for contracts of type guaranteed investment?	Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $4,319
Amount paid for insurance broker fees	0
Additional information about fees paid to insurance broker	FEES PAID ON THE BASIS OF AGGERATED VALUE OF CONTRACT PLACED & RETAINED
Insurance broker organization code?	7
Insurance broker name	KESTRA INVESTMENT SERVICES, LLC

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Company Name:	CAPEWAY ROOFING SYSTEMS, INC.
Employer identification number (EIN):	042899319
NAIC Classification:	238100