Combe Products Employees Savings Plan — Form 5500 plan (Combe Products 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, Combe Products Employees Savings Plan is a benefit plan reported by Combe Products Inc under EIN 66-0573843 and plan number 001. The latest loaded filing year is 2023. The filing reports 121 participants and $12,629,693 in end-of-year plan assets, where available in the loaded dataset.

Form 5500 plan profile · 2023

Key reported metrics

Net assets (EOY)$12.6MPlan net assets, end of year$12,629,693
Participants121Covered participants reported
Assets / participant$104.4KComputed: assets ÷ participants$104,378 (computed)
Provider compensation$22.9K2 Schedule C provider row(s)$22,913
Plan sponsor
Combe Products Inc
EIN
66-0573843
Plan number
001
Plan type
2
Location
Naguabo, PR
Latest filing year
2023

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023121H, C20241014090943NAL0013040819001
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)$12.6M total assets
Net assets$12.6MLiabilities$0
Money in vs. money out
Total income / additions$2.7M
Total expenses$1M
Benefits paid / distributions$940.8K
Contributions
Employer$640.5K
Participant$451.1K
Full reported line items

Net assets

Total assets (EOY)
$12,629,693
Total liabilities (EOY)
$0
Net assets (EOY)
$12,629,693
Net assets (BOY)
$10,943,873

Income & contributions

Employer contributions
$640,470
Participant contributions
$451,076
Total contributions
$1,091,546
Total income / additions
$2,690,255

Expenses & distributions

Benefits paid
$940,846
Administrative expenses
$22,914
Total expenses
$1,004,435
Net increase / (decrease)
$1,685,820
Computed from reported fields

Reported ratios

Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.

Contribution share (employer vs. participant)
Employer 59%Participant 41%
Total expenses ÷ net assets8%Computed ratio
Benefits paid ÷ total income35%Computed ratio
Provider comp. ÷ net assets0%Computed ratio

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Spectrum Investment AdvisorsINVESTMENT/FINANCIAL ADVI$12,458$02023
Adp, Inc.RECORD KEEPER$10,455$02023

Related Form 5500 pages