Component Assembly Systems, Inc. 401(K) Plan — Form 5500 plan (Component Assembly Systems, Inc.)

Plain-English plan 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, Component Assembly Systems, Inc. 401(K) Plan is a benefit plan reported by Component Assembly Systems, Inc. under EIN 11-6033867 and plan number 007. The latest loaded filing year is 2023. The filing reports 181 participants and $32,313,615 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Component Assembly Systems, Inc.
EIN
11-6033867
Plan number
007
Plan type
2
Location
Pelham, NY
Latest filing year
2023
Participants
181
End-of-year plan assets
$32,313,615

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023181H, C20241004092627NAL0011246769001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$32,313,615
Total liabilities (EOY)
$0
Net assets (EOY)
$32,313,615
Net assets (BOY)
$26,906,221

Income & contributions

Employer contributions
$172,559
Participant contributions
$1,472,438
Total contributions
$1,644,997
Total income / additions
$6,389,775

Expenses & distributions

Benefits paid
$965,041
Administrative expenses
$17,340
Total expenses
$982,381
Net increase / (decrease)
$5,407,394

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Stonehill FiduciaryINVESTMENT ADVISOR$25,000not reported in the loaded dataset2023
Fidelity Investments InstitutionalRECORDKEEPER-$7,660$02023

Related Form 5500 pages