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ALAN D. KUNSMAN ROOFING & SIDING, INC. , EMPLOYEE STOCK OWNERSHIP PLAN 401k Plan overview

Plan NameALAN D. KUNSMAN ROOFING & SIDING, INC. , EMPLOYEE STOCK OWNERSHIP PLAN
Plan identification number 003

ALAN D. KUNSMAN ROOFING & SIDING, INC. , EMPLOYEE STOCK OWNERSHIP PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • Partial participant-directed account plan - Participants have the opportunity to direct the investment of a portion of 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.
  • ESOP other than a leveraged ESOP - A completed Schedule E must be attached to a Form 5500 filed for an Employee Stock Ownership Plan (ESOP).
  • Leveraged ESOP - An ESOP that acquires employer securities with borrowed money or other debt-financing techniques. A completed Schedule E must be attached to a Form 5500 filed for an ESOP.
  • Participant-directed brokerage accounts provided as an investment option under the plan.

401k Sponsoring company profile

ALAN D. KUNSMAN ROOFING & SIDING, INC. has sponsored the creation of one or more 401k plans.

Company Name:ALAN D. KUNSMAN ROOFING & SIDING, INC.
Employer identification number (EIN):232041093
NAIC Classification:238100

Form 5500 Filing Information

Submission information for form 5500 for 401k plan ALAN D. KUNSMAN ROOFING & SIDING, INC. , EMPLOYEE STOCK OWNERSHIP PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0032022-07-01
0032021-07-01
0032020-07-01
0032019-07-01
0032019-07-01
0032018-07-01
0032017-07-01RYAN HEFFELFINGER RYAN HEFFELFINGER2018-12-28
0032016-07-01DAVID HEFFELFINGER DAVID HEFFELFINGER2017-11-27
0032015-07-01DAVID HEFFELFINGER DAVID HEFFELFINGER2016-11-17
0032014-07-01DAVID HEFFELFINGER DAVID HEFFELFINGER2016-04-15

Plan Statistics for ALAN D. KUNSMAN ROOFING & SIDING, INC. , EMPLOYEE STOCK OWNERSHIP PLAN

401k plan membership statisitcs for ALAN D. KUNSMAN ROOFING & SIDING, INC. , EMPLOYEE STOCK OWNERSHIP PLAN

Measure Date Value
2022: ALAN D. KUNSMAN ROOFING & SIDING, INC. , EMPLOYEE STOCK OWNERSHIP PLAN 2022 401k membership
Total participants, beginning-of-year2022-07-01104
Total number of active participants reported on line 7a of the Form 55002022-07-0176
Number of retired or separated participants receiving benefits2022-07-019
Number of other retired or separated participants entitled to future benefits2022-07-0137
Total of all active and inactive participants2022-07-01122
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-07-010
Total participants2022-07-01122
Number of participants with account balances2022-07-01110
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-07-013
2021: ALAN D. KUNSMAN ROOFING & SIDING, INC. , EMPLOYEE STOCK OWNERSHIP PLAN 2021 401k membership
Total participants, beginning-of-year2021-07-01111
Total number of active participants reported on line 7a of the Form 55002021-07-0174
Number of retired or separated participants receiving benefits2021-07-0114
Number of other retired or separated participants entitled to future benefits2021-07-0137
Total of all active and inactive participants2021-07-01125
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-07-010
Total participants2021-07-01125
Number of participants with account balances2021-07-01113
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-07-015
2020: ALAN D. KUNSMAN ROOFING & SIDING, INC. , EMPLOYEE STOCK OWNERSHIP PLAN 2020 401k membership
Total participants, beginning-of-year2020-07-01108
Total number of active participants reported on line 7a of the Form 55002020-07-0183
Number of retired or separated participants receiving benefits2020-07-0111
Number of other retired or separated participants entitled to future benefits2020-07-0136
Total of all active and inactive participants2020-07-01130
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-07-010
Total participants2020-07-01130
Number of participants with account balances2020-07-01117
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-07-014
2019: ALAN D. KUNSMAN ROOFING & SIDING, INC. , EMPLOYEE STOCK OWNERSHIP PLAN 2019 401k membership
Total participants, beginning-of-year2019-07-0194
Total number of active participants reported on line 7a of the Form 55002019-07-0184
Number of retired or separated participants receiving benefits2019-07-018
Number of other retired or separated participants entitled to future benefits2019-07-0129
Total of all active and inactive participants2019-07-01121
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-07-010
Total participants2019-07-01121
Number of participants with account balances2019-07-01110
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-07-012
2018: ALAN D. KUNSMAN ROOFING & SIDING, INC. , EMPLOYEE STOCK OWNERSHIP PLAN 2018 401k membership
Total participants, beginning-of-year2018-07-0188
Total number of active participants reported on line 7a of the Form 55002018-07-0178
Number of retired or separated participants receiving benefits2018-07-012
Number of other retired or separated participants entitled to future benefits2018-07-0124
Total of all active and inactive participants2018-07-01104
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-07-010
Total participants2018-07-01104
Number of participants with account balances2018-07-01100
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-07-015
2017: ALAN D. KUNSMAN ROOFING & SIDING, INC. , EMPLOYEE STOCK OWNERSHIP PLAN 2017 401k membership
Total participants, beginning-of-year2017-07-0187
Total number of active participants reported on line 7a of the Form 55002017-07-0179
Number of retired or separated participants receiving benefits2017-07-010
Number of other retired or separated participants entitled to future benefits2017-07-0118
Total of all active and inactive participants2017-07-0197
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-07-010
Total participants2017-07-0197
Number of participants with account balances2017-07-0193
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-07-015
2016: ALAN D. KUNSMAN ROOFING & SIDING, INC. , EMPLOYEE STOCK OWNERSHIP PLAN 2016 401k membership
Total participants, beginning-of-year2016-07-0185
Total number of active participants reported on line 7a of the Form 55002016-07-0171
Number of retired or separated participants receiving benefits2016-07-010
Number of other retired or separated participants entitled to future benefits2016-07-0115
Total of all active and inactive participants2016-07-0186
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-07-010
Total participants2016-07-0186
Number of participants with account balances2016-07-0184
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-07-013
2015: ALAN D. KUNSMAN ROOFING & SIDING, INC. , EMPLOYEE STOCK OWNERSHIP PLAN 2015 401k membership
Total participants, beginning-of-year2015-07-0178
Total number of active participants reported on line 7a of the Form 55002015-07-0173
Number of retired or separated participants receiving benefits2015-07-010
Number of other retired or separated participants entitled to future benefits2015-07-0111
Total of all active and inactive participants2015-07-0184
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-07-010
Total participants2015-07-0184
Number of participants with account balances2015-07-0182
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-07-012
2014: ALAN D. KUNSMAN ROOFING & SIDING, INC. , EMPLOYEE STOCK OWNERSHIP PLAN 2014 401k membership
Total participants, beginning-of-year2014-07-0183
Total number of active participants reported on line 7a of the Form 55002014-07-0174
Number of retired or separated participants receiving benefits2014-07-010
Number of other retired or separated participants entitled to future benefits2014-07-010
Total of all active and inactive participants2014-07-0174
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-07-010
Total participants2014-07-0174
Number of participants with account balances2014-07-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-07-010

Financial Data on ALAN D. KUNSMAN ROOFING & SIDING, INC. , EMPLOYEE STOCK OWNERSHIP PLAN

Measure Date Value
2023 : ALAN D. KUNSMAN ROOFING & SIDING, INC. , EMPLOYEE STOCK OWNERSHIP PLAN 2023 401k financial data
Total plan liabilities at end of year2023-06-30$1,100
Total plan liabilities at beginning of year2023-06-30$97,478
Total income from all sources2023-06-30$2,367,911
Expenses. Total of all expenses incurred2023-06-30$2,139,878
Benefits paid (including direct rollovers)2023-06-30$2,083,699
Total plan assets at end of year2023-06-30$14,184,049
Total plan assets at beginning of year2023-06-30$14,052,394
Value of fidelity bond covering the plan2023-06-30$500,000
Total contributions received or receivable from participants2023-06-30$157,970
Expenses. Other expenses not covered elsewhere2023-06-30$11,694
Other income received2023-06-30$1,425,046
Net income (gross income less expenses)2023-06-30$228,033
Net plan assets at end of year (total assets less liabilities)2023-06-30$14,182,949
Net plan assets at beginning of year (total assets less liabilities)2023-06-30$13,954,916
Assets. Value of employer securities2023-06-30$1,900,556
Total contributions received or receivable from employer(s)2023-06-30$784,895
Expenses. Administrative service providers (salaries,fees and commissions)2023-06-30$44,485
2022 : ALAN D. KUNSMAN ROOFING & SIDING, INC. , EMPLOYEE STOCK OWNERSHIP PLAN 2022 401k financial data
Total plan liabilities at end of year2022-06-30$97,478
Total plan liabilities at beginning of year2022-06-30$189,756
Total income from all sources2022-06-30$-270,387
Expenses. Total of all expenses incurred2022-06-30$3,889,562
Benefits paid (including direct rollovers)2022-06-30$3,838,563
Total plan assets at end of year2022-06-30$14,052,394
Total plan assets at beginning of year2022-06-30$18,304,621
Value of fidelity bond covering the plan2022-06-30$500,000
Total contributions received or receivable from participants2022-06-30$157,059
Expenses. Other expenses not covered elsewhere2022-06-30$6,564
Other income received2022-06-30$-1,157,711
Net income (gross income less expenses)2022-06-30$-4,159,949
Net plan assets at end of year (total assets less liabilities)2022-06-30$13,954,916
Net plan assets at beginning of year (total assets less liabilities)2022-06-30$18,114,865
Assets. Value of employer securities2022-06-30$1,845,555
Total contributions received or receivable from employer(s)2022-06-30$730,265
Expenses. Administrative service providers (salaries,fees and commissions)2022-06-30$44,435
2021 : ALAN D. KUNSMAN ROOFING & SIDING, INC. , EMPLOYEE STOCK OWNERSHIP PLAN 2021 401k financial data
Total plan liabilities at end of year2021-06-30$189,756
Total plan liabilities at beginning of year2021-06-30$278,113
Total income from all sources2021-06-30$4,485,209
Expenses. Total of all expenses incurred2021-06-30$2,214,087
Benefits paid (including direct rollovers)2021-06-30$2,190,983
Total plan assets at end of year2021-06-30$18,304,621
Total plan assets at beginning of year2021-06-30$16,121,856
Value of fidelity bond covering the plan2021-06-30$500,000
Total contributions received or receivable from participants2021-06-30$132,597
Other income received2021-06-30$3,636,799
Net income (gross income less expenses)2021-06-30$2,271,122
Net plan assets at end of year (total assets less liabilities)2021-06-30$18,114,865
Net plan assets at beginning of year (total assets less liabilities)2021-06-30$15,843,743
Assets. Value of employer securities2021-06-30$1,529,351
Total contributions received or receivable from employer(s)2021-06-30$715,813
Expenses. Administrative service providers (salaries,fees and commissions)2021-06-30$23,104
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-06-30$0
2020 : ALAN D. KUNSMAN ROOFING & SIDING, INC. , EMPLOYEE STOCK OWNERSHIP PLAN 2020 401k financial data
Total plan liabilities at end of year2020-06-30$278,113
Total plan liabilities at beginning of year2020-06-30$369,480
Total income from all sources2020-06-30$1,870,093
Expenses. Total of all expenses incurred2020-06-30$886,184
Benefits paid (including direct rollovers)2020-06-30$855,246
Total plan assets at end of year2020-06-30$16,121,856
Total plan assets at beginning of year2020-06-30$15,229,314
Value of fidelity bond covering the plan2020-06-30$500,000
Total contributions received or receivable from participants2020-06-30$152,864
Other income received2020-06-30$989,696
Net income (gross income less expenses)2020-06-30$983,909
Net plan assets at end of year (total assets less liabilities)2020-06-30$15,843,743
Net plan assets at beginning of year (total assets less liabilities)2020-06-30$14,859,834
Assets. Value of employer securities2020-06-30$1,029,584
Total contributions received or receivable from employer(s)2020-06-30$727,533
Expenses. Administrative service providers (salaries,fees and commissions)2020-06-30$30,938
2019 : ALAN D. KUNSMAN ROOFING & SIDING, INC. , EMPLOYEE STOCK OWNERSHIP PLAN 2019 401k financial data
Total plan liabilities at end of year2019-06-30$369,480
Total plan liabilities at beginning of year2019-06-30$459,433
Total income from all sources2019-06-30$1,390,370
Expenses. Total of all expenses incurred2019-06-30$1,074,025
Benefits paid (including direct rollovers)2019-06-30$1,046,264
Total plan assets at end of year2019-06-30$15,229,314
Total plan assets at beginning of year2019-06-30$15,002,922
Value of fidelity bond covering the plan2019-06-30$500,000
Total contributions received or receivable from participants2019-06-30$142,172
Other income received2019-06-30$609,805
Net income (gross income less expenses)2019-06-30$316,345
Net plan assets at end of year (total assets less liabilities)2019-06-30$14,859,834
Net plan assets at beginning of year (total assets less liabilities)2019-06-30$14,543,489
Assets. Value of employer securities2019-06-30$597,793
Total contributions received or receivable from employer(s)2019-06-30$638,393
Expenses. Administrative service providers (salaries,fees and commissions)2019-06-30$27,761
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-06-30$0
2018 : ALAN D. KUNSMAN ROOFING & SIDING, INC. , EMPLOYEE STOCK OWNERSHIP PLAN 2018 401k financial data
Transfers to/from the plan2018-06-30$914,661
Total plan liabilities at end of year2018-06-30$459,433
Total plan liabilities at beginning of year2018-06-30$0
Total income from all sources2018-06-30$1,797,290
Expenses. Total of all expenses incurred2018-06-30$892,427
Benefits paid (including direct rollovers)2018-06-30$871,011
Total plan assets at end of year2018-06-30$15,002,922
Total plan assets at beginning of year2018-06-30$12,723,965
Value of fidelity bond covering the plan2018-06-30$500,000
Total contributions received or receivable from participants2018-06-30$199,019
Other income received2018-06-30$935,494
Net income (gross income less expenses)2018-06-30$904,863
Net plan assets at end of year (total assets less liabilities)2018-06-30$14,543,489
Net plan assets at beginning of year (total assets less liabilities)2018-06-30$12,723,965
Assets. Value of employer securities2018-06-30$477,819
Total contributions received or receivable from employer(s)2018-06-30$662,777
Expenses. Administrative service providers (salaries,fees and commissions)2018-06-30$21,416
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-06-30$0
2017 : ALAN D. KUNSMAN ROOFING & SIDING, INC. , EMPLOYEE STOCK OWNERSHIP PLAN 2017 401k financial data
Total plan liabilities at end of year2017-06-30$0
Total plan liabilities at beginning of year2017-06-30$0
Total income from all sources2017-06-30$2,107,454
Expenses. Total of all expenses incurred2017-06-30$179,958
Benefits paid (including direct rollovers)2017-06-30$153,398
Total plan assets at end of year2017-06-30$12,723,965
Total plan assets at beginning of year2017-06-30$10,796,469
Value of fidelity bond covering the plan2017-06-30$500,000
Total contributions received or receivable from participants2017-06-30$149,853
Other income received2017-06-30$1,216,037
Net income (gross income less expenses)2017-06-30$1,927,496
Net plan assets at end of year (total assets less liabilities)2017-06-30$12,723,965
Net plan assets at beginning of year (total assets less liabilities)2017-06-30$10,796,469
Assets. Value of employer securities2017-06-30$774,969
Total contributions received or receivable from employer(s)2017-06-30$741,564
Expenses. Administrative service providers (salaries,fees and commissions)2017-06-30$26,560
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-06-30$0
2016 : ALAN D. KUNSMAN ROOFING & SIDING, INC. , EMPLOYEE STOCK OWNERSHIP PLAN 2016 401k financial data
Transfers to/from the plan2016-06-30$10,023,890
Total plan liabilities at end of year2016-06-30$0
Total plan liabilities at beginning of year2016-06-30$650,000
Total income from all sources2016-06-30$800,057
Expenses. Total of all expenses incurred2016-06-30$27,478
Total plan assets at end of year2016-06-30$10,796,469
Total plan assets at beginning of year2016-06-30$650,000
Value of fidelity bond covering the plan2016-06-30$500,000
Other income received2016-06-30$33,869
Net income (gross income less expenses)2016-06-30$772,579
Net plan assets at end of year (total assets less liabilities)2016-06-30$10,796,469
Net plan assets at beginning of year (total assets less liabilities)2016-06-30$0
Assets. Value of employer securities2016-06-30$670,911
Total contributions received or receivable from employer(s)2016-06-30$766,188
Expenses. Administrative service providers (salaries,fees and commissions)2016-06-30$27,478
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-06-30$0
2015 : ALAN D. KUNSMAN ROOFING & SIDING, INC. , EMPLOYEE STOCK OWNERSHIP PLAN 2015 401k financial data
Total plan liabilities at end of year2015-06-30$0
Total plan liabilities at beginning of year2015-06-30$0
Total income from all sources2015-06-30$650,000
Expenses. Total of all expenses incurred2015-06-30$0
Total plan assets at end of year2015-06-30$650,000
Total plan assets at beginning of year2015-06-30$0
Value of fidelity bond covering the plan2015-06-30$500,000
Other income received2015-06-30$650,000
Net income (gross income less expenses)2015-06-30$650,000
Net plan assets at end of year (total assets less liabilities)2015-06-30$650,000
Net plan assets at beginning of year (total assets less liabilities)2015-06-30$0
Assets. Value of employer securities2015-06-30$650,000

Form 5500 Responses for ALAN D. KUNSMAN ROOFING & SIDING, INC. , EMPLOYEE STOCK OWNERSHIP PLAN

2022: ALAN D. KUNSMAN ROOFING & SIDING, INC. , EMPLOYEE STOCK OWNERSHIP PLAN 2022 form 5500 responses
2022-07-01Type of plan entitySingle employer plan
2022-07-01Submission has been amendedNo
2022-07-01This submission is the final filingNo
2022-07-01This return/report is a short plan year return/report (less than 12 months)No
2022-07-01Plan is a collectively bargained planNo
2022-07-01Plan funding arrangement – TrustYes
2022-07-01Plan benefit arrangement - TrustYes
2021: ALAN D. KUNSMAN ROOFING & SIDING, INC. , EMPLOYEE STOCK OWNERSHIP PLAN 2021 form 5500 responses
2021-07-01Type of plan entitySingle employer plan
2021-07-01Submission has been amendedNo
2021-07-01This submission is the final filingNo
2021-07-01This return/report is a short plan year return/report (less than 12 months)No
2021-07-01Plan is a collectively bargained planNo
2021-07-01Plan funding arrangement – TrustYes
2021-07-01Plan benefit arrangement - TrustYes
2020: ALAN D. KUNSMAN ROOFING & SIDING, INC. , EMPLOYEE STOCK OWNERSHIP PLAN 2020 form 5500 responses
2020-07-01Type of plan entitySingle employer plan
2020-07-01Submission has been amendedNo
2020-07-01This submission is the final filingNo
2020-07-01This return/report is a short plan year return/report (less than 12 months)No
2020-07-01Plan is a collectively bargained planNo
2020-07-01Plan funding arrangement – TrustYes
2020-07-01Plan benefit arrangement - TrustYes
2019: ALAN D. KUNSMAN ROOFING & SIDING, INC. , EMPLOYEE STOCK OWNERSHIP PLAN 2019 form 5500 responses
2019-07-01Type of plan entitySingle employer plan
2019-07-01Submission has been amendedNo
2019-07-01This submission is the final filingNo
2019-07-01This return/report is a short plan year return/report (less than 12 months)No
2019-07-01Plan is a collectively bargained planNo
2019-07-01Plan funding arrangement – TrustYes
2019-07-01Plan benefit arrangement - TrustYes
2018: ALAN D. KUNSMAN ROOFING & SIDING, INC. , EMPLOYEE STOCK OWNERSHIP PLAN 2018 form 5500 responses
2018-07-01Type of plan entitySingle employer plan
2018-07-01Submission has been amendedNo
2018-07-01This submission is the final filingNo
2018-07-01This return/report is a short plan year return/report (less than 12 months)No
2018-07-01Plan is a collectively bargained planNo
2018-07-01Plan funding arrangement – TrustYes
2018-07-01Plan benefit arrangement - TrustYes
2017: ALAN D. KUNSMAN ROOFING & SIDING, INC. , EMPLOYEE STOCK OWNERSHIP PLAN 2017 form 5500 responses
2017-07-01Type of plan entitySingle employer plan
2017-07-01Submission has been amendedNo
2017-07-01This submission is the final filingNo
2017-07-01This return/report is a short plan year return/report (less than 12 months)No
2017-07-01Plan is a collectively bargained planNo
2017-07-01Plan funding arrangement – TrustYes
2017-07-01Plan benefit arrangement - TrustYes
2016: ALAN D. KUNSMAN ROOFING & SIDING, INC. , EMPLOYEE STOCK OWNERSHIP PLAN 2016 form 5500 responses
2016-07-01Type of plan entitySingle employer plan
2016-07-01Submission has been amendedNo
2016-07-01This submission is the final filingNo
2016-07-01This return/report is a short plan year return/report (less than 12 months)No
2016-07-01Plan is a collectively bargained planNo
2016-07-01Plan funding arrangement – TrustYes
2016-07-01Plan benefit arrangement - TrustYes
2015: ALAN D. KUNSMAN ROOFING & SIDING, INC. , EMPLOYEE STOCK OWNERSHIP PLAN 2015 form 5500 responses
2015-07-01Type of plan entitySingle employer plan
2015-07-01Submission has been amendedNo
2015-07-01This submission is the final filingNo
2015-07-01This return/report is a short plan year return/report (less than 12 months)No
2015-07-01Plan is a collectively bargained planNo
2015-07-01Plan funding arrangement – TrustYes
2015-07-01Plan benefit arrangement - TrustYes
2014: ALAN D. KUNSMAN ROOFING & SIDING, INC. , EMPLOYEE STOCK OWNERSHIP PLAN 2014 form 5500 responses
2014-07-01Type of plan entitySingle employer plan
2014-07-01First time form 5500 has been submittedYes
2014-07-01Submission has been amendedNo
2014-07-01This submission is the final filingNo
2014-07-01This return/report is a short plan year return/report (less than 12 months)No
2014-07-01Plan is a collectively bargained planNo
2014-07-01Plan funding arrangement – TrustYes
2014-07-01Plan benefit arrangement - TrustYes

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