Cxm 401(K) Plan - Non-Union — Form 5500 plan (Chicago Extruded Metals Co. (Berkshire Investments))

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, Cxm 401(K) Plan - Non-Union is a benefit plan reported by Chicago Extruded Metals Co. (Berkshire Investments) under EIN 20-0200892 and plan number 001. The latest loaded filing year is 2023. The filing reports 47 participants and $2,162,512 in end-of-year plan assets, where available in the loaded dataset.

Form 5500 plan profile · 2023

Key reported metrics

Net assets (EOY)$2.2MPlan net assets, end of year$2,162,512
Participants47Covered participants reported
Assets / participant$46KComputed: assets ÷ participants$46,011 (computed)
Provider compensationNone reported
Plan sponsor
Chicago Extruded Metals Co. (Berkshire Investments)
EIN
20-0200892
Plan number
001
Plan type
2
Location
Cicero, IL
Latest filing year
2023

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
202347I20240817102937NAL0033266018001
Schedule I · 2023

Reported financial statement

Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.

Reported balance (end of year)$2.2M total assets
Net assets$2.2MLiabilities$0
Money in vs. money out
Total income / additions$529.8K
Total expenses$418.6K
Benefits paid / distributions$410.6K
Contributions
Employer$80.7K
Participant$102.3K
Full reported line items

Net assets

Total assets (EOY)
$2,162,512
Total liabilities (EOY)
$0
Net assets (EOY)
$2,162,512
Net assets (BOY)
$1,791,815

Income & contributions

Employer contributions
$80,669
Participant contributions
$102,318
Total income / additions
$529,827

Expenses & distributions

Benefits paid
$410,599
Administrative expenses
$8,049
Total expenses
$418,648
Net increase / (decrease)
$111,179
Computed from reported fields

Reported ratios

Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.

Contribution share (employer vs. participant)
Employer 44%Participant 56%
Total expenses ÷ net assets19%Computed ratio
Benefits paid ÷ total income77%Computed ratio

Service provider compensation (Schedule C)

No Schedule C service provider compensation is loaded for this plan yet.

Related Form 5500 pages