Department of Labor filing

COLLEEN & HERB ENTERPRISES, INC. DBA C & H ENTERPRISES

C & H ENTERPRISES 401(K) PROFIT SHARING PLAN AND TRUST · For the plan year ended Dec 31, 2022

Public filing 2022 · received Sep 12, 2023Verified current terms Not available

Plan at a glance

How good does the filing look?

24filing comparison
out of 100

The filing trails many comparable plans on reported employer support and/or plan-paid administrative costs. This is a filing comparison, not a complete benefits score.

$Employer support

$1,027

Reported employer contributions per active participant.

Higher than about 34% of comparable plans

#People in the filing

114

Active participants reported for 2022.

The filing does not say how many employees are currently contributing.

¢Visible plan-paid fees

$493 / participant

Reported administrative expense—not every fee an employee may pay.

Lower cost than about 2% of comparable plans

↗Investment performance

Not available

Plan assets changed -16.9%, but that includes contributions, withdrawals, and market movement.

Asset change is not investment performance.

What we still need to judge the benefit

Current match formula, vesting, eligibility, investment choices, fund expense ratios, and employee-level fees.

See missing terms ↓

Filing comparison · 202224out of 100 among similar-size plans in the same industry when enough peers exist

How this filing compares

Reported employer contributions34th percentileTypical peer $1,399 · based on 1,334 comparable plans

Lower reported administrative expense2nd percentileTypical peer $140 · based on 1,377 comparable plans

This comparison uses historical filing figures. It does not compare current match formulas, vesting, investments, or employee fees.

The short version

What the latest filing tells us

For the plan year ended Dec 31, 2022, COLLEEN & HERB ENTERPRISES, INC. DBA C & H ENTERPRISES reported $117,092 in employer contributions across the plan and 114 active participants. That works out to $1,027 per active participant. It is useful context, but it is not the current match formula and it does not show what any one employee received.

Participation proxy86%

Active participants divided by all end-of-year plan participants. This is not the company participation rate because the filing does not report every eligible employee.

Employer money trendUp 0.0%

Change in reported employer contribution per active participant across the filing history shown.

Expense trendUp 0.0%

Change in reported administrative expense per participant. Investment expenses may not be included.

Peer context24/100

A filing comparison among similar-size plans in the same industry when enough peers exist.

Where the public filing stops

Current match, vesting, eligibility, employee fees, and investment choices require a dated plan document. Until we have one, those details stay blank.

Latest financial record

Contributions, assets, and expenses

These figures are reported totals for the plan—not individual account balances or promises to any employee.

Employer contributions: $117,092
Participant contributions: $468,368
Other contributions: $149,661
Employer share of reported contributions: 20.0%
Beginning assets: $7,244,812
Ending assets: $6,023,338
Ending net assets: $6,013,938
Ending liabilities: $9,400
Total income: -$548,073
Total expenses: $682,801
Administrative expenses: $61,180
Participant loans: $128,781

Three-year filing history

How the reported figures changed

Each chart uses its own scale and starts at zero. When the filing has no value, the chart says so rather than turning it into a zero.

Employer contributions reported per active participant

2022

$1,027

Plan-paid administrative expenses per participant

2022

$493

Active participants

2022

114

Detailed filing history
Plan year	Per active participant	Active participants	Plan assets	Filing ID
2022	$1,027	114	6M	20230912145303NAL0026615968001

Changes in plan assets are not the same as investment performance. Each row uses the selected public filing for that year.

Plan operations

Details worth knowing

Participant loans as a share of plan assets: 2.1%
Independent accountant’s opinion: Unqualified opinion Code 1
Late participant contributions reported: Yes
Public plan identifier: 943150213-001

Reported plan details

Identity and filing status

Plan type: Retirement plan
Employer arrangement: Single-employer plan
Plan effective date: Jan 1, 1994
Industry: Industry group 332
Amended filing: No
Final filing for this plan: No
Short plan year: No
401(k) feature reported: Yes
Show DOL characteristic codes
2E2G2J2K2T3D

Reported service providers

Organizations named in the latest filing

The public dataset does not always identify a provider’s exact role. Compensation stays blank when it was not separately reported.

Provider	Plan year	Direct compensation	Indirect compensation
JOHN HANCOCK USA	2022	Not reported	unknown

Current plan terms

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Filing ACK_ID20230912145303NAL0026615968001

Data sourceDOL Form 5500 bulk data ↗

Filing searchEFAST2 ↗