Charles Komar & Sons, Inc. 401(K) Plan — Form 5500 plan (Charles Komar & Sons, 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, Charles Komar & Sons, Inc. 401(K) Plan is a benefit plan reported by Charles Komar & Sons, Inc. under EIN 13-5661752 and plan number 001. The latest loaded filing year is 2023. The filing reports 910 participants and $82,573,669 in end-of-year plan assets, where available in the loaded dataset.
Form 5500 plan profile · 2023
Key reported metrics
Net assets (EOY)$82.6MPlan net assets, end of year$82,573,669
Participants910Covered participants reported
Assets / participant$90.7KComputed: assets ÷ participants$90,740 (computed)
Provider compensation$61.9K2 Schedule C provider row(s)$61,896
- Plan sponsor
- Charles Komar & Sons, Inc.
- EIN
- 13-5661752
- Plan number
- 001
- Plan type
- 2
- Location
- Jersey City, NJ
- Latest filing year
- 2023
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 910 | H, C | 20240702125623NAL0007422800001 |
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)$82.6M total assets
Net assets$82.6MLiabilities$0
Full reported line items
Net assets
- Total assets (EOY)
- $82,573,669
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $82,573,669
- Net assets (BOY)
- $72,241,430
Income & contributions
- Employer contributions
- $2,100,162
- Participant contributions
- $4,442,271
- Total contributions
- $6,731,659
- Total income / additions
- $18,296,707
Expenses & distributions
- Benefits paid
- $7,902,572
- Administrative expenses
- $61,896
- Total expenses
- $7,964,468
- Net increase / (decrease)
- $10,332,239
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.
32%68%
Employer 32%Participant 68%
Total expenses ÷ net assets10%Computed ratio
Benefits paid ÷ total income43%Computed ratio
Provider comp. ÷ net assets0%Computed ratio
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Rbc Wealth Management | ADVISOR | $31,449 | not reported in the loaded dataset | 2023 |
| Fidelity Investments Institutional | RECORDKEEPER | $30,447 | $0 | 2023 |