2023 Form 5500 filing — Customized Distribution Services, 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 20241013195556NAL0026184385001) for Customized Distribution Services, Inc. 401(K) Plan, reported by Customized Distribution Services, Inc. under EIN 23-2833686 and plan number 001. It reports 1,517 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)$8.5MReported net assets$8,476,401
Participants1.5K1,517
Provider compensation$37.9K3 Schedule C row(s)$37,908
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20241013195556NAL0026184385001
Plan sponsor
Customized Distribution Services, Inc.
EIN
23-2833686
Plan number
001
Location
Wharton, NJ
Received date
not reported in the loaded dataset
How to read this filing
  • This is a single annual Form 5500 filing, identified by its EFAST2 acknowledgement id.
  • Schedule chips (Sch H / I / C) show which schedules this filing includes.
  • Net assets = total assets minus total liabilities (Schedule H/I).
  • Fields a filing did not report are labeled not reported in the loaded dataset — never estimated.
  • For the plan's full history, open the plan profile.
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)$8.5M total assets
Net assets$8.5MLiabilities$0
Money in vs. money out
Total income / additions$2.1M
Total expenses$768.8K
Benefits paid / distributions$698K
Contributions
Employer$204.3K
Participant$705.3K
Full reported line items
Total assets (EOY)
$8,476,401
Total liabilities (EOY)
$0
Net assets (EOY)
$8,476,401
Employer contributions
$204,268
Participant contributions
$705,275
Total income / additions
$2,091,014
Benefits paid
$697,966
Administrative expenses
$37,908
Total expenses
$768,775
Net increase / (decrease)
$1,322,239
Schedule C

Reported service provider compensation

Compensation reported on the 2023 filing, ranked by reported total.

  1. 1
    INVESTMENT ADVISOR · Direct $18.1K
  2. 2
    RECORDKEEPER · Direct $14.4K · Indirect $0
  3. 3
    ADVISOR · Direct $5.5K

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20241013195556NAL0026184385001 cover?
It is the 2023 Form 5500 filing for Customized Distribution Services, Inc. 401(K) Plan, reported by Customized Distribution Services, Inc. (EIN 23-2833686).
Which Form 5500 schedules are attached to this 2023 filing?
Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Related Form 5500 pages