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ANDERSON ROOFING & SHEET METAL WORKS, INC. — ANDERSON ROOFING & SHEET METAL WORKS, INC. PROFIT SHARING PLAN & TRUST, Form 5500 (2023) | Form 5500 Search
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Original filing (PDF)
20250729092451NAL0001473299001
ANDERSON ROOFING & SHEET METAL WORKS, INC.
Form 5500-SF
FILING_RECEIVED
ANDERSON ROOFING & SHEET METAL WORKS, INC. PROFIT SHARING PLAN & TRUST
Defined-contribution retirement plan
Active participants
18
Accounts w/ balance
24
Plan assets (EOY)
$2.4M
Net assets (EOY)
$2.4M
Plan health score (directional)
89
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
75
Total plan cost
75
Vendor stack
100
Participation health
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for
ANDERSON ROOFING & SHEET METAL WORKS, INC.
.
Find decision makers
Plan sponsor
Name
ANDERSON ROOFING & SHEET METAL WORKS, INC.
EIN
54-0675830
Address
2633 PAPERMILL RD. · WINCHESTER, VA · 22601
Phone
(540) 662-2586
Industry
Construction
see all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2023
Plan year begin
2023-11-01
Tax period
2024-10-31
Filed
2025-07-29
Pension benefit codes
2A · Age/service weighted or new comparability
2E · Profit-sharing
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
Service providers (Schedule C)
Small plans don't disclose service providers
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Helping the score
Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
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