Comfort Flow Heating, Co. 401(K) Profit Sharing Plan — Form 5500 plan (Comfort Flow Heating, Co.)
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 Flow Heating, Co. 401(K) Profit Sharing Plan is a benefit plan reported by Comfort Flow Heating, Co. under EIN 93-0592999 and plan number 002. The latest loaded filing year is 2023. The filing reports 168 participants and $9,747,666 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Comfort Flow Heating, Co.
- EIN
- 93-0592999
- Plan number
- 002
- Plan type
- 2
- Location
- Springfield, OR
- Latest filing year
- 2023
- Participants
- 168
- End-of-year plan assets
- $9,747,666
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 168 | H, C | 20241014120811NAL0027229153001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $9,747,666
- Total liabilities (EOY)
- $6,475
- Net assets (EOY)
- $9,741,191
- Net assets (BOY)
- $7,825,108
Income & contributions
- Employer contributions
- $242,090
- Participant contributions
- $568,320
- Total contributions
- $810,410
- Total income / additions
- $2,223,177
Expenses & distributions
- Benefits paid
- $220,242
- Administrative expenses
- $86,852
- Total expenses
- $307,094
- Net increase / (decrease)
- $1,916,083
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Sapient Private Wealth Management | INVESTMENT ADVISOR | $48,905 | not reported in the loaded dataset | 2023 |
| Prime Pensions Northwest, LLC | TPA | $19,528 | not reported in the loaded dataset | 2023 |
| Capital Group Retirement Plan Servi | RECORDKEEPER | $15,351 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Comfort Flow Heating, Co.
- 2023 Form 5500 filing
- Form 5500 filings in OR
- 401(k) and benefit plan filings in Springfield, OR
- Sapient Private Wealth Management — Schedule C compensation
- Prime Pensions Northwest, LLC — Schedule C compensation
- Capital Group Retirement Plan Servi — Schedule C compensation