401k Plan data: VALTS ROOFING 401K PROFIT SHARING PLAN plan

VALTS ROOFING 401K PROFIT SHARING PLAN 401k Plan overview

Plan Name	VALTS ROOFING 401K PROFIT SHARING PLAN
Plan identification number	003

VALTS ROOFING 401K PROFIT SHARING PLAN Benefits

401k Plan Type

Defined 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

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

Company Name: VALTS ROOFING INC.

Employer identification number (EIN): 232005466

NAIC Classification: 238100

Form 5500 Filing Information

Submission information for form 5500 for 401k plan VALTS ROOFING 401K PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
003 2023-01-01 KATIE DAVIS 2024-09-16
003 2022-01-01 KATIE DAVIS 2023-07-24
003 2021-01-01 KATIE DAVIS 2022-07-19
003 2020-01-01 KATIE DAVIS 2021-04-23
003 2019-01-01 KATIE DAVIS 2020-06-17
003 2018-01-01 KATIE DAVIS 2019-05-01
003 2018-01-01 KATIE DAVIS 2019-05-01
003 2017-01-01 KATIE DAVIS 2018-08-07
003 2016-01-01 KATIE DAVIS 2017-06-13
003 2015-01-01 KATIE DAVIS 2016-08-29
003 2014-01-01 PETERIS VALTS 2015-06-16 PETERIS VALTS 2015-06-16
003 2013-01-01 PETERIS VALTS 2014-07-09 PETERIS VALTS 2014-07-09
003 2012-01-01 PETERIS VALTS 2013-06-25 PETERIS VALTS 2013-06-25
003 2011-01-01 PETERIS VALTS 2012-10-10 PETERIS VALTS 2012-10-10

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
003	2023-01-01	KATIE DAVIS	2024-09-16
003	2022-01-01	KATIE DAVIS	2023-07-24
003	2021-01-01	KATIE DAVIS	2022-07-19
003	2020-01-01	KATIE DAVIS	2021-04-23
003	2019-01-01	KATIE DAVIS	2020-06-17
003	2018-01-01	KATIE DAVIS	2019-05-01
003	2018-01-01	KATIE DAVIS	2019-05-01
003	2017-01-01	KATIE DAVIS	2018-08-07
003	2016-01-01	KATIE DAVIS	2017-06-13
003	2015-01-01	KATIE DAVIS	2016-08-29
003	2014-01-01	PETERIS VALTS	2015-06-16	PETERIS VALTS	2015-06-16
003	2013-01-01	PETERIS VALTS	2014-07-09	PETERIS VALTS	2014-07-09
003	2012-01-01	PETERIS VALTS	2013-06-25	PETERIS VALTS	2013-06-25
003	2011-01-01	PETERIS VALTS	2012-10-10	PETERIS VALTS	2012-10-10

Financial Data on VALTS ROOFING 401K PROFIT SHARING PLAN

Measure	Date	Value
2010 : VALTS ROOFING 401K PROFIT SHARING PLAN 2010 401k financial data
Total income from all sources	2010-12-31	$265,099
Expenses. Total of all expenses incurred	2010-12-31	$41,744
Benefits paid (including direct rollovers)	2010-12-31	$37,819
Total plan assets at end of year	2010-12-31	$2,310,442
Total plan assets at beginning of year	2010-12-31	$2,087,087
Value of fidelity bond covering the plan	2010-12-31	$400,000
Total contributions received or receivable from participants	2010-12-31	$52,460
Other income received	2010-12-31	$205,782
Net income (gross income less expenses)	2010-12-31	$223,355
Net plan assets at end of year (total assets less liabilities)	2010-12-31	$2,310,442
Net plan assets at beginning of year (total assets less liabilities)	2010-12-31	$2,087,087
Assets. Value of participant loans	2010-12-31	$30,773
Assets. Value of assets in partnership/joint-venture interests	2010-12-31	$387,681
Total contributions received or receivable from employer(s)	2010-12-31	$6,857
Expenses. Administrative service providers (salaries,fees and commissions)	2010-12-31	$3,925
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2010-12-31	$0

Insurance Providers Used on plan

VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )

Policy contract number

PH9212

Policy instance

Insurance contract or identification number	PH9212
Number of Individuals Covered	40
Insurance policy start date	2010-01-01
Insurance policy end date	2010-12-31
Total amount of commissions paid to insurance broker	USD $4,363
Total amount of fees paid to insurance company	USD $859
Are there contracts with allocated funds for individual policies?	No
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 plan	No
Contracts With Unallocated Funds Deposit Administration	0
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?	Yes
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
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
Commission paid to Insurance Broker	USD $2,864
Amount paid for insurance broker fees	0
Additional information about fees paid to insurance broker	CASH COMMISSIONS
Insurance broker organization code?	3
Insurance broker name	VALLEY FORGE PENSION MANAGEMENT

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Company Name:	VALTS ROOFING INC.
Employer identification number (EIN):	232005466
NAIC Classification:	238100