Comfort Systems Usa, Inc. 401(K) Plan — Form 5500 plan (Comfort Systems Usa, 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 Systems Usa, Inc. 401(K) Plan is a benefit plan reported by Comfort Systems Usa, Inc. under EIN 76-0526487 and plan number 001. The latest loaded filing year is 2023. The filing reports 17,620 participants and $941,247,305 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Comfort Systems Usa, Inc.
- EIN
- 76-0526487
- Plan number
- 001
- Plan type
- 2
- Location
- Houston, TX
- Latest filing year
- 2023
- Participants
- 17,620
- End-of-year plan assets
- $941,247,305
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 17,620 | H, C | 20241203163822NAL0003124897001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $941,247,305
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $941,247,305
- Net assets (BOY)
- $794,257,814
Income & contributions
- Employer contributions
- $23,236,585
- Participant contributions
- $60,576,843
- Total contributions
- $87,836,367
- Total income / additions
- $217,845,241
Expenses & distributions
- Benefits paid
- $77,123,901
- Administrative expenses
- $1,123,806
- Total expenses
- $78,667,772
- Net increase / (decrease)
- $139,177,469
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Empower Annuity Insurance Company | RECORDKEEPER | $1,055,182 | $0 | 2023 |
| Melton & Melton Llp | AUDITOR | $32,757 | not reported in the loaded dataset | 2023 |
| Lpl Financial, LLC | NONE | $13,500 | not reported in the loaded dataset | 2023 |
| Pnc Bank Lnstltutlonal Asset Manage | NONE | $9,855 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Comfort Systems Usa, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in TX
- 401(k) and benefit plan filings in Houston, TX
- Empower Annuity Insurance Company — Schedule C compensation
- Melton & Melton Llp — Schedule C compensation
- Lpl Financial, LLC — Schedule C compensation
- Pnc Bank Lnstltutlonal Asset Manage — Schedule C compensation