2023 Form 5500 filing — Comfort Window Co., Inc. 401(K) Salary Deferral Plan
Plain-English filing 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, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20241002115033NAL0014890464001) for Comfort Window Co., Inc. 401(K) Salary Deferral Plan, reported by Comfort Window Co., Inc. under EIN 16-1263149 and plan number 001. It reports 402 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241002115033NAL0014890464001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Comfort Window Co., Inc.
- EIN
- 16-1263149
- Plan number
- 001
- Location
- Syracuse, NY
- Participants
- 402
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $13,811,204
- Net assets (EOY)
- $13,811,204
- Employer contributions
- $376,811
- Participant contributions
- $662,292
- Total income / additions
- $3,131,089
- Benefits paid
- $1,486,070
- Administrative expenses
- $51,115
- Total expenses
- $1,537,185
- Net increase / (decrease)
- $1,593,904
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Pinnacle Investments, LLC | INVESTMENT ADVISOR | $30,628 | not reported in the loaded dataset |
| Capital Group Retirement Plan Serv. | RECORD KEEPER | $20,487 | not reported in the loaded dataset |