The Comfort Group, Inc. 401(K) Plan — Form 5500 plan (The Comfort Group, 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, The Comfort Group, Inc. 401(K) Plan is a benefit plan reported by The Comfort Group, Inc under EIN 62-0798316 and plan number 001. The latest loaded filing year is 2023. The filing reports 200 participants and $8,012,456 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- The Comfort Group, Inc
- EIN
- 62-0798316
- Plan number
- 001
- Plan type
- 2
- Location
- Nashville, TN
- Latest filing year
- 2023
- Participants
- 200
- End-of-year plan assets
- $8,012,456
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 200 | H, C | 20250401164016NAL0007270241001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $8,012,456
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $8,012,456
- Net assets (BOY)
- $6,242,785
Income & contributions
- Employer contributions
- $172,635
- Participant contributions
- $620,607
- Total contributions
- $814,006
- Total income / additions
- $2,567,735
Expenses & distributions
- Benefits paid
- $791,279
- Administrative expenses
- $6,785
- Total expenses
- $798,064
- Net increase / (decrease)
- $1,769,671
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Northwestern Mutual Wealth Mgmt Co. | INVESTMENT ADVISOR | $16,885 | not reported in the loaded dataset | 2023 |
| Coulter & Justus, Pc | OTHER | $11,900 | not reported in the loaded dataset | 2023 |
| Futureplan By Ascensus | CONTRACT ADMIN | $6,448 | not reported in the loaded dataset | 2023 |
| Capital Group Retirement Plan Servi | RECORDKEEPER | $1,238 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for The Comfort Group, Inc
- 2023 Form 5500 filing
- Form 5500 filings in TN
- 401(k) and benefit plan filings in Nashville, TN
- Northwestern Mutual Wealth Mgmt Co. — Schedule C compensation
- Coulter & Justus, Pc — Schedule C compensation
- Futureplan By Ascensus — Schedule C compensation
- Capital Group Retirement Plan Servi — Schedule C compensation