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WOLFRUM ROOFING & EXTERIORS, LLC 401(K) PLAN 401k Plan overview

Plan NameWOLFRUM ROOFING & EXTERIORS, LLC 401(K) PLAN
Plan identification number 002

WOLFRUM ROOFING & EXTERIORS, LLC 401(K) PLAN 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

WOLFRUM ROOFING & EXTERIORS LLC has sponsored the creation of one or more 401k plans.

Company Name:WOLFRUM ROOFING & EXTERIORS LLC
Employer identification number (EIN):273550374
NAIC Classification:238900

Form 5500 Filing Information

Submission information for form 5500 for 401k plan WOLFRUM ROOFING & EXTERIORS, LLC 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022022-01-01JOSEPH WOLFRUM2023-10-09
0022021-01-01JOSEPH WOLFRUM2022-10-14
0022020-01-01
0022020-01-01
0022019-01-01JOSEPH WOLFRUM2020-10-14
0022018-01-01MR. JOSEPH WOLFRUM2019-07-05
0022017-01-01MR. JOSEPH WOLFRUM2018-06-19
0022016-01-01MR. JOSEPH WOLFRUM2017-10-04

Plan Statistics for WOLFRUM ROOFING & EXTERIORS, LLC 401(K) PLAN

401k plan membership statisitcs for WOLFRUM ROOFING & EXTERIORS, LLC 401(K) PLAN

Measure Date Value
2020: WOLFRUM ROOFING & EXTERIORS, LLC 401(K) PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-01156
Total number of active participants reported on line 7a of the Form 55002020-01-0157
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-0121
Total of all active and inactive participants2020-01-0178
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-0178
Number of participants with account balances2020-01-0163
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-010

Financial Data on WOLFRUM ROOFING & EXTERIORS, LLC 401(K) PLAN

Measure Date Value
2020 : WOLFRUM ROOFING & EXTERIORS, LLC 401(K) PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total income from all sources (including contributions)2020-12-31$781,469
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$596,218
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$575,430
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$643,118
Value of total assets at end of year2020-12-31$805,515
Value of total assets at beginning of year2020-12-31$620,264
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$20,788
Total interest from all sources2020-12-31$249
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Administrative expenses professional fees incurred2020-12-31$225
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$90,000
If this is an individual account plan, was there a blackout period2020-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$120,847
Participant contributions at end of year2020-12-31$5,765
Participant contributions at beginning of year2020-12-31$0
Participant contributions at end of year2020-12-31$879
Participant contributions at beginning of year2020-12-31$0
Assets. Other investments not covered elsewhere at end of year2020-12-31$138,829
Assets. Other investments not covered elsewhere at beginning of year2020-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$80,341
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2020-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2020-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$185,251
Value of net assets at end of year (total assets less liabilities)2020-12-31$805,515
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$620,264
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Investment advisory and management fees2020-12-31$4,022
Value of interest in pooled separate accounts at end of year2020-12-31$658,303
Value of interest in pooled separate accounts at beginning of year2020-12-31$620,264
Interest on participant loans2020-12-31$249
Net investment gain/loss from pooled separate accounts2020-12-31$138,102
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31No
Was there a failure to transmit to the plan any participant contributions2020-12-31No
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$441,930
Employer contributions (assets) at end of year2020-12-31$1,739
Employer contributions (assets) at beginning of year2020-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$575,430
Contract administrator fees2020-12-31$16,541
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Opinion of an independent qualified public accountant for this plan2020-12-31Disclaimer
Accountancy firm name2020-12-31GBQ PARTNERS
Accountancy firm EIN2020-12-31202122306

Form 5500 Responses for WOLFRUM ROOFING & EXTERIORS, LLC 401(K) PLAN

2020: WOLFRUM ROOFING & EXTERIORS, LLC 401(K) PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Submission has been amendedYes
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planNo
2020-01-01Plan funding arrangement – InsuranceYes
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement – InsuranceYes
2020-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number125712
Policy instance 1
Insurance contract or identification number125712
Number of Individuals Covered71
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $623
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Amount paid for insurance broker fees623
Additional information about fees paid to insurance brokerTPA COMPENSATION
Insurance broker organization code?5

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