Plan5500

Comfort Window Co., Inc. 401(K) Salary Deferral Plan — Form 5500 plan (Comfort Window Co., Inc.)

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, Comfort Window Co., Inc. 401(K) Salary Deferral Plan is a benefit plan reported by Comfort Window Co., Inc. under EIN 16-1263149 and plan number 001. The latest loaded filing year is 2023. The filing reports 402 participants and $13,811,204 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Comfort Window Co., Inc.
EIN
16-1263149
Plan number
001
Plan type
2
Location
Syracuse, NY
Latest filing year
2023
Participants
402
End-of-year plan assets
$13,811,204

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023402H, C20241002115033NAL0014890464001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$13,811,204
Net assets (EOY)
$13,811,204
Net assets (BOY)
$12,217,300

Income & contributions

Employer contributions
$376,811
Participant contributions
$662,292
Total contributions
$1,062,925
Total income / additions
$3,131,089

Expenses & distributions

Benefits paid
$1,486,070
Administrative expenses
$51,115
Total expenses
$1,537,185
Net increase / (decrease)
$1,593,904

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Pinnacle Investments, LLCINVESTMENT ADVISOR$30,628not reported in the loaded dataset2023
Capital Group Retirement Plan Serv.RECORD KEEPER$20,487not reported in the loaded dataset2023

Related Form 5500 pages