Retirement plan

EMPLOYEE PROFIT SHARING PLAN OF CONSERVE-A-WATT LIGHTING, INC.

Name: CONSERVE-A-WATT LIGHTING, INC. - EMPLOYEE PROFIT SHARING PLAN OF CONSERVE-A-WATT LIGHTING, INC. (2024) Form 5500
Creator: CONSERVE-A-WATT LIGHTING, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, EMPLOYEE PROFIT SHARING PLAN OF CONSERVE-A-WATT LIGHTING, INC., CONSERVE-A-WATT LIGHTING, INC.

CONSERVE-A-WATT LIGHTING, INC.EIN 84-0809475Plan #001PY 2024

720 VALLEJO ST. - DENVER, CO 80204303-629-0066cawlighting.comLinkedIn1-10 employeeselectrical/electronic manufacturing

Prospect flagsNo flags tripped

How to read this page

Total assets (EOY)

-100.0% from 2023

Total participants

-100.0% from 2023

Average account balance

-100.0% from 2023

Annual return

9.70%

-5.08 pp from 2023

Benchmarks

See 10,322 peers

Peer group

Industry45 - Retail Trade

Plan typeDefined contribution

Participants<25

Cohort10,322 peers

Snapshot2024

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

Analytics

Total assets (EOY)

Plan-year ending balance

Not enough data

1 years with asset history on file

Average account balance

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

Not enough data

0 years with per-participant data

Participants with account balance

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

Not enough data

0 years with headcount on file

Eligible Participants and Participation

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

Not enough data

0 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

Not enough data

0 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

Not enough data

0 years with per-participant contribution data

Asset flow

BOY + contributions + return - distributions = EOY

Year

Annual return

Diverging bars; negative years highlighted

-100.00%

Not enough data

1 years with return on file

Admin fee / account holder

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

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 codes2E2F2G2J3D

Plan features

2E
Profit-sharing
Profit-sharing plan.
2F
ERISA section 404(c) plan
This plan or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1 (shifting investment responsibility to participants).
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.
2J
Code section 401(k) feature
Cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan under which employees may elect to defer part of their compensation or receive these amounts in cash.
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.

Expense breakdown

Schedule H Part II

Admin total

$11.0M

$500508 / participant

Other / not subdivided$11M100.0%

% of EOY assets

367039200.000%

all-in expense ratio

Categories reported

0 / 9

subdivided buckets used

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

$109,967-100.0%

$97,197-100.0%

$145,877-100.0%

Participation rate

0.0%

76.0%-76.0pp

72.7%-72.7pp

80.3%-80.3pp

Annual return

9.70%

244.27%-234.6pp

75.47%-65.8pp

551.28%-541.6pp

Employer contribution / active EE

$3,512

$3,077+14.1%

$2,723+29.0%

$4,663-24.7%

Participant deferral / active EE

$4,811

$4,676+2.9%

$4,263+12.8%

$6,691-28.1%

Admin fee / account holder

$6,199-100.0%

$5,637-100.0%

$13,402-100.0%

EMPLOYEE PROFIT SHARING PLAN OF CONSERVE-A-WATT LIGHTING, INC.

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

EMPLOYEE PROFIT SHARING PLAN OF CONSERVE-A-WATT LIGHTING, INC.

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

Benchmarks

Service providers

Opportunity flags

Expense breakdown

Audit opinion

Benchmarks

Service providers

Opportunity flags

Expense breakdown

Audit opinion