2023 Form 5500 filing — The Custom Companies Retirement Savings 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 20250226092345NAL0000868385001) for The Custom Companies Retirement Savings Plan, reported by The Custom Companies, Inc. under EIN 36-3420142 and plan number 001. It reports 452 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250226092345NAL0000868385001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- The Custom Companies, Inc.
- EIN
- 36-3420142
- Plan number
- 001
- Location
- Northlake, IL
- Participants
- 452
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $14,422,706
- Total liabilities (EOY)
- $69,937
- Net assets (EOY)
- $14,352,769
- Employer contributions
- $215,522
- Participant contributions
- $789,754
- Total income / additions
- $3,057,537
- Benefits paid
- $1,301,908
- Administrative expenses
- $53,397
- Total expenses
- $1,386,361
- Net increase / (decrease)
- $1,671,176
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Lpl Financial, LLC | INVESTMENT ADVISOR | $37,813 | $0 |
| Empower Annuity Insurance Company | RECORDKEEPER | $11,054 | $0 |
| Retirement Solution Group, LLC | CONTRACT ADMIN | $8,345 | $0 |