Retirement plan

COMFORT ZONE SALES, INC. 401(K) P/S PLAN

Name: COMFORT ZONE SALES, INC. - COMFORT ZONE SALES, INC. 401(K) P/S PLAN (2018) Form 5500
Creator: COMFORT ZONE SALES, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, COMFORT ZONE SALES, INC. 401(K) P/S PLAN, COMFORT ZONE SALES, INC.

COMFORT ZONE SALES, INC.EIN 26-0765898Plan #001PY 2018

91 ALABAMA ST - LONG BEACH, NY 115611509516-442-0388

Prospect flagsNo flags tripped

How to read this page

Total assets (EOY)

$255K

+21.3% from 2017

Total participants

0.0% from 2017

Average account balance

$127,269

+21.3% from 2017

Annual return

-7.15%

-11.73 pp from 2017

Benchmarks

See 18,623 peers

Peer group

Industry44 - Retail Trade

Plan typeDefined contribution

Participants<25

Cohort18,623 peers

Snapshot2018

Free accounts unlock saves, downloads, and 3-year history.

Analytics

Total assets (EOY)

Plan-year ending balance

$732K

Not enough data

1 years with asset history on file

Average account balance

Total assets / participants with a balance (line 6g)

$732K

Not enough data

1 years with per-participant data

Participants with account balance

Stacked by status: active / separated vested / retired or beneficiary. Total = line 6g.

Not enough data

1 years with headcount on file

Eligible Participants and Participation

Bars: eligible actives (line 6a). Line: derived rate = active employees with a balance / 6a.

100.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$52K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$52K

Not enough data

1 years with per-participant contribution data

Asset flow

BOY + contributions + return - distributions = EOY

Year

Annual return

Diverging bars; negative years highlighted

+7.87%

Not enough data

1 years with return on file

Admin fee / account holder

Total admin expenses / participants with a balance (line 6g)

$73828

Not enough data

1 years with admin cost on file

Asset composition

Cash / stocks / bonds / mutual funds / real estate / loans over time

Not enough data

0 years with F_SCH_H allocation on file

Free accounts unlock saves, downloads, and 3-year history.

Service providers

Providers data not reported

Schedule C was not filed on this plan's most recent Form 5500, so no compensated service providers are available to display.

Plan features & details

Pension benefit codes2E2G3D

Plan features

2E
Profit-sharing
Profit-sharing plan.
2G
Total participant-directed account plan
Participants have the opportunity to direct the investment of all of the assets allocated to their individual accounts regardless of whether 29 CFR 2550.404c-1 is intended to be met.
3D
Pre-approved pension plan
A master prototype or volume submitter plan that is the subject of a favorable opinion or advisory letter from the IRS.

Opportunity flags

0 tripped

No flags tripped for this filing year. This plan looks clean.

Audit opinion

Schedule H Part III

No opinion code on file for this filing.

Auditor firm: (not reported)
Auditor EIN: -
Audit fees: (not subdivided)
Opinion code: -

Metric

This plan

Peer set

Industry

Size

Avg account balance

$127,269

$95,979+32.6%

$74,551+70.7%

$135,380-6.0%

Participation rate

100.0%

75.7%+24.3pp

69.1%+30.9pp

82.6%+17.4pp

Annual return

-7.15%

56.97%-64.1pp

32.53%-39.7pp

519.81%-527.0pp

Employer contribution / active EE

$19,940

$2,716+634.1%

$1,961+916.8%

$4,779+317.3%

Participant deferral / active EE

$9,875

$3,844+156.9%

$3,108+217.7%

$5,609+76.1%

Admin fee / account holder

$6,522-100.0%

$5,059-100.0%

$10,828-100.0%

COMFORT ZONE SALES, INC. 401(K) P/S PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Audit opinioni

COMFORT ZONE SALES, INC. 401(K) P/S PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Audit opinioni

Benchmarks

Service providers

Opportunity flags

Audit opinion

Benchmarks

Service providers

Opportunity flags

Audit opinion