2023 Form 5500 filing — The Comfort Group, Inc. 401(K) Plan
Plain-English filing summary
According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20250401164016NAL0007270241001) for The Comfort Group, Inc. 401(K) Plan, reported by The Comfort Group, Inc under EIN 62-0798316 and plan number 001. It reports 200 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250401164016NAL0007270241001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- The Comfort Group, Inc
- EIN
- 62-0798316
- Plan number
- 001
- Location
- Nashville, TN
- Participants
- 200
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $8,012,456
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $8,012,456
- Employer contributions
- $172,635
- Participant contributions
- $620,607
- Total income / additions
- $2,567,735
- Benefits paid
- $791,279
- Administrative expenses
- $6,785
- Total expenses
- $798,064
- Net increase / (decrease)
- $1,769,671
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Northwestern Mutual Wealth Mgmt Co. | INVESTMENT ADVISOR | $16,885 | not reported in the loaded dataset |
| Coulter & Justus, Pc | OTHER | $11,900 | not reported in the loaded dataset |
| Futureplan By Ascensus | CONTRACT ADMIN | $6,448 | not reported in the loaded dataset |
| Capital Group Retirement Plan Servi | RECORDKEEPER | $1,238 | $0 |