Elite Comfort Solutions 401(K) Plan — Form 5500 plan (Elite Comfort Solutions, LLC)
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, Elite Comfort Solutions 401(K) Plan is a benefit plan reported by Elite Comfort Solutions, LLC under EIN 81-1226830 and plan number 001. The latest loaded filing year is 2023. The filing reports 1,144 participants and $19,289,817 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Elite Comfort Solutions, LLC
- EIN
- 81-1226830
- Plan number
- 001
- Plan type
- 2
- Location
- Carthage, MO
- Latest filing year
- 2023
- Participants
- 1,144
- End-of-year plan assets
- $19,289,817
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 1,144 | H, C | 20241008141600NAL0008446979001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $19,289,817
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $19,289,817
- Net assets (BOY)
- $15,334,368
Income & contributions
- Employer contributions
- $1,038,122
- Participant contributions
- $1,847,588
- Total contributions
- $3,242,221
- Total income / additions
- $5,812,485
Expenses & distributions
- Benefits paid
- $1,844,916
- Administrative expenses
- $12,120
- Total expenses
- $1,857,036
- Net increase / (decrease)
- $3,955,449
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| T. Rowe Price Rps, Inc. | NONE | $12,120 | $0 | 2023 |
| American Funds | NONE | $0 | $0 | 2023 |
| Columbia Funds | NONE | $0 | $0 | 2023 |
| Eagleasset | NONE | $0 | $0 | 2023 |
| Pimco Funds | NONE | $0 | $0 | 2023 |
| Fidelity | NONE | $0 | $0 | 2023 |
| Prudential Jennison | NONE | $0 | $0 | 2023 |
| Mfs Funds | NONE | $0 | $0 | 2023 |
| Jp Morgan Funds | NONE | $0 | $0 | 2023 |
| American Century Investment Managem | NONE | $0 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Elite Comfort Solutions, LLC
- 2023 Form 5500 filing
- Form 5500 filings in MO
- 401(k) and benefit plan filings in Carthage, MO
- T. Rowe Price Rps, Inc. — Schedule C compensation
- American Funds — Schedule C compensation
- Columbia Funds — Schedule C compensation
- Eagleasset — Schedule C compensation
- Pimco Funds — Schedule C compensation
- Fidelity — Schedule C compensation
- Prudential Jennison — Schedule C compensation
- Mfs Funds — Schedule C compensation
- Jp Morgan Funds — Schedule C compensation
- American Century Investment Managem — Schedule C compensation