Combe Incorporated Employees Savings Plan — Form 5500 plan (Combe Incorporated)

Plain-English plan 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, Combe Incorporated Employees Savings Plan is a benefit plan reported by Combe Incorporated under EIN 13-1913732 and plan number 002. The latest loaded filing year is 2023. The filing reports 345 participants and $110,585,659 in end-of-year plan assets, where available in the loaded dataset.

Form 5500 plan profile · 2023

Key reported metrics

Net assets (EOY)$110.6MPlan net assets, end of year$110,585,659
Participants345Covered participants reported
Assets / participant$320.5KComputed: assets ÷ participants$320,538 (computed)
Provider compensation$62.5K2 Schedule C provider row(s)$62,476
Plan sponsor
Combe Incorporated
EIN
13-1913732
Plan number
002
Plan type
2
Location
White Plains, NY
Latest filing year
2023

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023345H, C20241013090514NAL0013959891001
Schedule H · 2023

Reported financial statement

Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.

Reported balance (end of year)$110.6M total assets
Net assets$110.6MLiabilities$0
Money in vs. money out
Total income / additions$22.1M
Total expenses$11.8M
Benefits paid / distributions$11.7M
Contributions
Employer$3.5M
Participant$2.6M
Full reported line items

Net assets

Total assets (EOY)
$110,585,659
Total liabilities (EOY)
$0
Net assets (EOY)
$110,585,659
Net assets (BOY)
$100,260,295

Income & contributions

Employer contributions
$3,457,292
Participant contributions
$2,556,920
Total contributions
$6,059,601
Total income / additions
$22,137,419

Expenses & distributions

Benefits paid
$11,744,807
Administrative expenses
$62,480
Total expenses
$11,812,055
Net increase / (decrease)
$10,325,364

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Spectrum Investment AdvisorsINVESTMENT/FINANCIAL ADVI$34,016$02023
Adp, Inc.RECORD KEEPER$28,460$02023

Related Form 5500 pages