2023 Form 5500 filing — Custom Assembly, Inc. 401(K) Retirement Plan
Plain-English filing summary
According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20241003055056NAL0016981184001) for Custom Assembly, Inc. 401(K) Retirement Plan, reported by Custom Assembly, Inc. under EIN 34-1466007 and plan number 001. It reports 469 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
Form 5500 2 · 2023
Filing snapshot
Net assets (EOY)$5.1MReported net assets$5,063,894
Participants469
Provider compensation$104.1K3 Schedule C row(s)$104,054
Schedules filedSchedule H, Schedule CLoaded schedules
- EFAST2 acknowledgement
- 20241003055056NAL0016981184001
- Plan sponsor
- Custom Assembly, Inc.
- EIN
- 34-1466007
- Plan number
- 001
- Location
- Haviland, OH
- Received date
- not reported in the loaded dataset
Schedule H · 2023
Reported financial snapshot
Reported figures as filed, in whole dollars. Only fields the filing reports are shown.
Reported balance (end of year)$5.1M total assets
Net assets$5.1MLiabilities$0
Full reported line items
- Total assets (EOY)
- $5,063,894
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $5,063,894
- Employer contributions
- $299,342
- Participant contributions
- $760,697
- Total income / additions
- $1,812,238
- Benefits paid
- $426,344
- Administrative expenses
- $104,054
- Total expenses
- $535,367
- Net increase / (decrease)
- $1,276,871
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Adp, Inc. | RECORD KEEPER | $74,133 | $0 |
| Advisors' Pride Inc. | INVESTMENT/FINANCIAL ADVI | $29,921 | $0 |
| Adp Broker-Dealer | RECORD KEEPER | $0 | $0 |