2023 Form 5500 filing — Component Assembly Systems, Inc. 401(K) 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 20241004092627NAL0011246769001) for Component Assembly Systems, Inc. 401(K) Plan, reported by Component Assembly Systems, Inc. under EIN 11-6033867 and plan number 007. It reports 181 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)$32.3MReported net assets$32,313,615
Participants181
Provider compensation$17.3K2 Schedule C row(s)$17,340
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20241004092627NAL0011246769001
Plan sponsor
Component Assembly Systems, Inc.
EIN
11-6033867
Plan number
007
Location
Pelham, NY
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)$32.3M total assets
Net assets$32.3MLiabilities$0
Money in vs. money out
Total income / additions$6.4M
Total expenses$982.4K
Benefits paid / distributions$965K
Contributions
Employer$172.6K
Participant$1.5M
Full reported line items
Total assets (EOY)
$32,313,615
Total liabilities (EOY)
$0
Net assets (EOY)
$32,313,615
Employer contributions
$172,559
Participant contributions
$1,472,438
Total income / additions
$6,389,775
Benefits paid
$965,041
Administrative expenses
$17,340
Total expenses
$982,381
Net increase / (decrease)
$5,407,394

Reported service provider compensation (Schedule C)

Compensation reported on the 2023 filing
ProviderServiceDirect comp.Indirect comp.
Stonehill FiduciaryINVESTMENT ADVISOR$25,000not reported in the loaded dataset
Fidelity Investments InstitutionalRECORDKEEPER-$7,660$0

Related Form 5500 pages