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 10,376 peers

Peer group

Industry45 - Retail Trade

Plan typeDefined contribution

Participants<25

Cohort10,376 peers

Snapshot2024

See peer percentile detail. $4.99 for your first month.

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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

See the 10-year trajectory. $4.99 for your first month.

Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.

Start for $4.99 See plans

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: -

Look up a plan sponsor by EIN. Free Form 5500 search. No signup.

Metric

This plan

Peer set

Industry

Size

Avg account balance

$109,982-100.0%

$97,226-100.0%

$145,922-100.0%

Participation rate

0.0%

75.9%-75.9pp

72.7%-72.7pp

80.3%-80.3pp

Annual return

9.70%

242.90%-233.2pp

75.13%-65.4pp

561.29%-551.6pp

Employer contribution / active EE

$3,512

$3,084+13.9%

$2,729+28.7%

$4,660-24.6%

Participant deferral / active EE

$4,811

$4,676+2.9%

$4,264+12.8%

$6,688-28.1%

Admin fee / account holder

$6,221-100.0%

$5,654-100.0%

$13,397-100.0%

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