401k Plan data: UMBRELLA ROOFING EMPLOYEE BENEFIT PLAN plan

UMBRELLA ROOFING EMPLOYEE BENEFIT PLAN 401k Plan overview

Plan Name	UMBRELLA ROOFING EMPLOYEE BENEFIT PLAN
Plan identification number	501

UMBRELLA ROOFING EMPLOYEE BENEFIT PLAN Benefits

401k Plan Type	Welfare Benefit
Plan Features/Benefits	Health (other than dental or vision)

401k Sponsoring company profile

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

Company Name: UMBRELLA ROOFING, INC.

Employer identification number (EIN): 562483620

NAIC Classification: 238100

Form 5500 Filing Information

Submission information for form 5500 for 401k plan UMBRELLA ROOFING EMPLOYEE BENEFIT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
501 2022-11-01
501 2021-11-01
501 2017-11-01

Plan Statistics for UMBRELLA ROOFING EMPLOYEE BENEFIT PLAN

401k plan membership statisitcs for UMBRELLA ROOFING EMPLOYEE BENEFIT PLAN

Measure Date Value
2022: UMBRELLA ROOFING EMPLOYEE BENEFIT PLAN 2022 401k membership
Total participants, beginning-of-year 2022-11-01 10
Total number of active participants reported on line 7a of the Form 5500 2022-11-01 7
Number of retired or separated participants receiving benefits 2022-11-01 0
Number of other retired or separated participants entitled to future benefits 2022-11-01 0
Total of all active and inactive participants 2022-11-01 7
2021: UMBRELLA ROOFING EMPLOYEE BENEFIT PLAN 2021 401k membership
Total participants, beginning-of-year 2021-11-01 11
Total number of active participants reported on line 7a of the Form 5500 2021-11-01 10
Number of retired or separated participants receiving benefits 2021-11-01 0
Number of other retired or separated participants entitled to future benefits 2021-11-01 0
Total of all active and inactive participants 2021-11-01 10
2017: UMBRELLA ROOFING EMPLOYEE BENEFIT PLAN 2017 401k membership
Total participants, beginning-of-year 2017-11-01 0
Total number of active participants reported on line 7a of the Form 5500 2017-11-01 30
Total of all active and inactive participants 2017-11-01 30
Total participants 2017-11-01 30

Measure	Date	Value
2022: UMBRELLA ROOFING EMPLOYEE BENEFIT PLAN 2022 401k membership
Total participants, beginning-of-year	2022-11-01	10
Total number of active participants reported on line 7a of the Form 5500	2022-11-01	7
Number of retired or separated participants receiving benefits	2022-11-01	0
Number of other retired or separated participants entitled to future benefits	2022-11-01	0
Total of all active and inactive participants	2022-11-01	7
2021: UMBRELLA ROOFING EMPLOYEE BENEFIT PLAN 2021 401k membership
Total participants, beginning-of-year	2021-11-01	11
Total number of active participants reported on line 7a of the Form 5500	2021-11-01	10
Number of retired or separated participants receiving benefits	2021-11-01	0
Number of other retired or separated participants entitled to future benefits	2021-11-01	0
Total of all active and inactive participants	2021-11-01	10
2017: UMBRELLA ROOFING EMPLOYEE BENEFIT PLAN 2017 401k membership
Total participants, beginning-of-year	2017-11-01	0
Total number of active participants reported on line 7a of the Form 5500	2017-11-01	30
Total of all active and inactive participants	2017-11-01	30
Total participants	2017-11-01	30

Financial Data on UMBRELLA ROOFING EMPLOYEE BENEFIT PLAN

Measure	Date	Value
2023 : UMBRELLA ROOFING EMPLOYEE BENEFIT PLAN 2023 401k financial data
Total income from all sources	2023-10-31	$44,472
Expenses. Total of all expenses incurred	2023-10-31	$18,249
Benefits paid (including direct rollovers)	2023-10-31	$9,513
Total plan assets at end of year	2023-10-31	$29,243
Total plan assets at beginning of year	2023-10-31	$3,020
Total contributions received or receivable from participants	2023-10-31	$38,076
Other income received	2023-10-31	$916
Net income (gross income less expenses)	2023-10-31	$26,223
Net plan assets at end of year (total assets less liabilities)	2023-10-31	$29,243
Net plan assets at beginning of year (total assets less liabilities)	2023-10-31	$3,020
Total contributions received or receivable from employer(s)	2023-10-31	$5,480
Expenses. Administrative service providers (salaries,fees and commissions)	2023-10-31	$8,736
2022 : UMBRELLA ROOFING EMPLOYEE BENEFIT PLAN 2022 401k financial data
Total income from all sources	2022-10-31	$52,135
Expenses. Total of all expenses incurred	2022-10-31	$49,115
Benefits paid (including direct rollovers)	2022-10-31	$39,021
Total plan assets at end of year	2022-10-31	$3,020
Total plan assets at beginning of year	2022-10-31	$0
Total contributions received or receivable from participants	2022-10-31	$45,195
Other income received	2022-10-31	$64
Net income (gross income less expenses)	2022-10-31	$3,020
Net plan assets at end of year (total assets less liabilities)	2022-10-31	$3,020
Net plan assets at beginning of year (total assets less liabilities)	2022-10-31	$0
Total contributions received or receivable from employer(s)	2022-10-31	$6,876
Expenses. Administrative service providers (salaries,fees and commissions)	2022-10-31	$10,094

Form 5500 Responses for UMBRELLA ROOFING EMPLOYEE BENEFIT PLAN

2022: UMBRELLA ROOFING EMPLOYEE BENEFIT PLAN 2022 form 5500 responses
2022-11-01	Type of plan entity	Single employer plan
2022-11-01	Plan funding arrangement – Trust	Yes
2022-11-01	Plan benefit arrangement - Trust	Yes
2021: UMBRELLA ROOFING EMPLOYEE BENEFIT PLAN 2021 form 5500 responses
2021-11-01	Type of plan entity	Single employer plan
2021-11-01	First time form 5500 has been submitted	Yes
2021-11-01	Plan funding arrangement – Trust	Yes
2021-11-01	Plan benefit arrangement - Trust	Yes
2017: UMBRELLA ROOFING EMPLOYEE BENEFIT PLAN 2017 form 5500 responses
2017-11-01	Type of plan entity	Single employer plan
2017-11-01	First time form 5500 has been submitted	Yes
2017-11-01	Plan funding arrangement – Insurance	Yes
2017-11-01	Plan funding arrangement – General assets of the sponsor	Yes
2017-11-01	Plan benefit arrangement – Insurance	Yes

Insurance Providers Used on plan

WESTPOINT INSURANCE CORPORATION (National Association of Insurance Commissioners NAIC id number: 39845 )

Policy contract number

ESL110015600

Policy instance

Insurance contract or identification number	ESL110015600
Number of Individuals Covered	27
Insurance policy start date	2017-11-01
Insurance policy end date	2018-10-31
Total amount of commissions paid to insurance broker	USD $303
Health Insurance Welfare Benefit	Yes
Other welfare benefits provided	TRANSPLANT
Welfare Benefit Premiums Paid to Carrier	USD $3,038
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

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Company Name:	UMBRELLA ROOFING, INC.
Employer identification number (EIN):	562483620
NAIC Classification:	238100