Chad Stephens Inc.
Plan context: Comfort Solutions 401 (K) Plan
EIN 87-0657070 • Ogden, UT • 17 filings • 3 plans
Current Snapshot
Latest Year
2022
2022 Participants
21
2022 Assets
$1,436,692
2022 Contributions
$111,002
Historical Graphs
Total Assets Over Time
Aggregate end-of-year assets by filing year, excluding zero-asset years
Participants Over Time
Largest reported end-of-year plan headcount by filing year, used to avoid double-counting participants across overlapping plans
Company Timeline
Year summaries and individual filings are combined here so you can stay in one place while moving across years and plan filings.
| Year / Filing | Filings | Participants | Assets | Contributions | Contrib./Participant |
|---|---|---|---|---|---|
| 2022 | 1 | 0 | $0 | $0 | - |
| Comfort Solutions 401 (K) Plan | - | 0 | $0 | $0 | - |
| 2021 | 1 | 21 | $1,436,692 | $111,002 | $5,286iApproximate average salary by contribution assumption: employee only about $132,145 at 4% or $88,097 at 6%; with 50% employer match about $88,097 at 4% or $58,731 at 6%; with 100% employer match about $66,073 at 4% or $44,048 at 6%. |
| Comfort Solutions 401 (K) Plan | - | 21 | $1,436,692 | $111,002 | $5,286iApproximate average salary by contribution assumption: employee only about $132,145 at 4% or $88,097 at 6%; with 50% employer match about $88,097 at 4% or $58,731 at 6%; with 100% employer match about $66,073 at 4% or $44,048 at 6%. |
| 2020 | 1 | 23 | $1,204,246 | $92,666 | $4,029iApproximate average salary by contribution assumption: employee only about $100,724 at 4% or $67,149 at 6%; with 50% employer match about $67,149 at 4% or $44,766 at 6%; with 100% employer match about $50,362 at 4% or $33,575 at 6%. |
| Comfort Solutions 401 (K) Plan | - | 23 | $1,204,246 | $92,666 | $4,029iApproximate average salary by contribution assumption: employee only about $100,724 at 4% or $67,149 at 6%; with 50% employer match about $67,149 at 4% or $44,766 at 6%; with 100% employer match about $50,362 at 4% or $33,575 at 6%. |
| 2019 | 1 | 24 | $936,056 | $97,217 | $4,051iApproximate average salary by contribution assumption: employee only about $101,268 at 4% or $67,512 at 6%; with 50% employer match about $67,512 at 4% or $45,008 at 6%; with 100% employer match about $50,634 at 4% or $33,756 at 6%. |
| Comfort Solutions 401 (K) Plan | - | 24 | $936,056 | $97,217 | $4,051iApproximate average salary by contribution assumption: employee only about $101,268 at 4% or $67,512 at 6%; with 50% employer match about $67,512 at 4% or $45,008 at 6%; with 100% employer match about $50,634 at 4% or $33,756 at 6%. |
| 2018 | 1 | 24 | $699,548 | $123,985 | $5,166iApproximate average salary by contribution assumption: employee only about $129,151 at 4% or $86,101 at 6%; with 50% employer match about $86,101 at 4% or $57,400 at 6%; with 100% employer match about $64,576 at 4% or $43,050 at 6%. |
| Comfort Solutions 401 (K) Plan | - | 24 | $699,548 | $123,985 | $5,166iApproximate average salary by contribution assumption: employee only about $129,151 at 4% or $86,101 at 6%; with 50% employer match about $86,101 at 4% or $57,400 at 6%; with 100% employer match about $64,576 at 4% or $43,050 at 6%. |
| 2017 | 1 | 24 | $644,231 | $75,471 | $3,145iApproximate average salary by contribution assumption: employee only about $78,616 at 4% or $52,410 at 6%; with 50% employer match about $52,410 at 4% or $34,940 at 6%; with 100% employer match about $39,308 at 4% or $26,205 at 6%. |
| Comfort Solutions 401 (K) Plan | - | 24 | $644,231 | $75,471 | $3,145iApproximate average salary by contribution assumption: employee only about $78,616 at 4% or $52,410 at 6%; with 50% employer match about $52,410 at 4% or $34,940 at 6%; with 100% employer match about $39,308 at 4% or $26,205 at 6%. |
| 2016 | 1 | 24 | $526,392 | $66,456 | $2,769iApproximate average salary by contribution assumption: employee only about $69,225 at 4% or $46,150 at 6%; with 50% employer match about $46,150 at 4% or $30,767 at 6%; with 100% employer match about $34,613 at 4% or $23,075 at 6%. |
| Comfort Solutions 401 (K) Plan | - | 24 | $526,392 | $66,456 | $2,769iApproximate average salary by contribution assumption: employee only about $69,225 at 4% or $46,150 at 6%; with 50% employer match about $46,150 at 4% or $30,767 at 6%; with 100% employer match about $34,613 at 4% or $23,075 at 6%. |
| 2015 | 1 | 21 | $437,557 | $70,471 | $3,356iApproximate average salary by contribution assumption: employee only about $83,894 at 4% or $55,929 at 6%; with 50% employer match about $55,929 at 4% or $37,286 at 6%; with 100% employer match about $41,947 at 4% or $27,965 at 6%. |
| Comfort Solutions 401 (K) Plan | - | 21 | $437,557 | $70,471 | $3,356iApproximate average salary by contribution assumption: employee only about $83,894 at 4% or $55,929 at 6%; with 50% employer match about $55,929 at 4% or $37,286 at 6%; with 100% employer match about $41,947 at 4% or $27,965 at 6%. |
| 2014 | 1 | 20 | $371,628 | $60,606 | $3,030iApproximate average salary by contribution assumption: employee only about $75,758 at 4% or $50,505 at 6%; with 50% employer match about $50,505 at 4% or $33,670 at 6%; with 100% employer match about $37,879 at 4% or $25,253 at 6%. |
| Comfort Solutions 401 (K) Plan | - | 20 | $371,628 | $60,606 | $3,030iApproximate average salary by contribution assumption: employee only about $75,758 at 4% or $50,505 at 6%; with 50% employer match about $50,505 at 4% or $33,670 at 6%; with 100% employer match about $37,879 at 4% or $25,253 at 6%. |
| 2013 | 1 | 19 | $316,032 | $58,154 | $3,061iApproximate average salary by contribution assumption: employee only about $76,518 at 4% or $51,012 at 6%; with 50% employer match about $51,012 at 4% or $34,008 at 6%; with 100% employer match about $38,259 at 4% or $25,506 at 6%. |
| Comfort Solutions 401 (K) Plan | - | 19 | $316,032 | $58,154 | $3,061iApproximate average salary by contribution assumption: employee only about $76,518 at 4% or $51,012 at 6%; with 50% employer match about $51,012 at 4% or $34,008 at 6%; with 100% employer match about $38,259 at 4% or $25,506 at 6%. |
| 2012 | 1 | 36 | $264,535 | $51,963 | $1,443iApproximate average salary by contribution assumption: employee only about $36,085 at 4% or $24,057 at 6%; with 50% employer match about $24,057 at 4% or $16,038 at 6%; with 100% employer match about $18,043 at 4% or $12,028 at 6%. |
| Comfort Solutions 401 (K) Plan | - | 36 | $264,535 | $51,963 | $1,443iApproximate average salary by contribution assumption: employee only about $36,085 at 4% or $24,057 at 6%; with 50% employer match about $24,057 at 4% or $16,038 at 6%; with 100% employer match about $18,043 at 4% or $12,028 at 6%. |
| 2011 | 1 | 24 | $200,712 | $25,280 | $1,053iApproximate average salary by contribution assumption: employee only about $26,333 at 4% or $17,556 at 6%; with 50% employer match about $17,556 at 4% or $11,704 at 6%; with 100% employer match about $13,167 at 4% or $8,778 at 6%. |
| Comfort Solutions 401 (K) Plan | - | 24 | $200,712 | $25,280 | $1,053iApproximate average salary by contribution assumption: employee only about $26,333 at 4% or $17,556 at 6%; with 50% employer match about $17,556 at 4% or $11,704 at 6%; with 100% employer match about $13,167 at 4% or $8,778 at 6%. |
| 2010 | 1 | 24 | $209,625 | $34,586 | $1,441iApproximate average salary by contribution assumption: employee only about $36,027 at 4% or $24,018 at 6%; with 50% employer match about $24,018 at 4% or $16,012 at 6%; with 100% employer match about $18,014 at 4% or $12,009 at 6%. |
| Comfort Solutions 401 (K) Plan | - | 24 | $209,625 | $34,586 | $1,441iApproximate average salary by contribution assumption: employee only about $36,027 at 4% or $24,018 at 6%; with 50% employer match about $24,018 at 4% or $16,012 at 6%; with 100% employer match about $18,014 at 4% or $12,009 at 6%. |
| 2009 | 2 | 46 | $165,212 | $43,038 | $936iApproximate average salary by contribution assumption: employee only about $23,390 at 4% or $15,593 at 6%; with 50% employer match about $15,593 at 4% or $10,396 at 6%; with 100% employer match about $11,695 at 4% or $7,797 at 6%. |
| Comfort Solutions 401 (K) Plan | - | 24 | $165,212 | $43,038 | $1,793iApproximate average salary by contribution assumption: employee only about $44,831 at 4% or $29,888 at 6%; with 50% employer match about $29,888 at 4% or $19,925 at 6%; with 100% employer match about $22,416 at 4% or $14,944 at 6%. |
| Comfort Solutions 401 (K) Plan | - | 46 | - | - | - |
| 2008 | 1 | 39 | $97,391 | $58,785 | $1,507iApproximate average salary by contribution assumption: employee only about $37,683 at 4% or $25,122 at 6%; with 50% employer match about $25,122 at 4% or $16,748 at 6%; with 100% employer match about $18,841 at 4% or $12,561 at 6%. |
| Comfort Solutions 401 (K) Plan | - | 39 | $97,391 | $58,785 | $1,507iApproximate average salary by contribution assumption: employee only about $37,683 at 4% or $25,122 at 6%; with 50% employer match about $25,122 at 4% or $16,748 at 6%; with 100% employer match about $18,841 at 4% or $12,561 at 6%. |
| 2006 | 1 | 21 | $41,944 | $39,390 | $1,876iApproximate average salary by contribution assumption: employee only about $46,893 at 4% or $31,262 at 6%; with 50% employer match about $31,262 at 4% or $20,841 at 6%; with 100% employer match about $23,446 at 4% or $15,631 at 6%. |
| Comfort Solutions 401 (K) Plan | - | 21 | $41,944 | $39,390 | $1,876iApproximate average salary by contribution assumption: employee only about $46,893 at 4% or $31,262 at 6%; with 50% employer match about $31,262 at 4% or $20,841 at 6%; with 100% employer match about $23,446 at 4% or $15,631 at 6%. |