Cxm 401(K) Plan — Form 5500 plan (Chicago Extruded Metals, Co. (Berkshire Investments, LLC))

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 is a benefit plan reported by Chicago Extruded Metals, Co. (Berkshire Investments, LLC) under EIN 20-0200892 and plan number 002. The latest loaded filing year is 2023. The filing reports 71 participants and $2,261,816 in end-of-year plan assets, where available in the loaded dataset.

Form 5500 plan profile · 2023

Key reported metrics

Net assets (EOY)$2.3MPlan net assets, end of year$2,261,816
Participants71Covered participants reported
Assets / participant$31.9KComputed: assets ÷ participants$31,857 (computed)
Provider compensationNone reported
Plan sponsor
Chicago Extruded Metals, Co. (Berkshire Investments, LLC)
EIN
20-0200892
Plan number
002
Plan type
2
Location
Cicero, IL
Latest filing year
2023

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
202371I20240827124913NAL0019763696001
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)$2.3M total assets
Net assets$2.3MLiabilities$0
Money in vs. money out
Total income / additions$572.6K
Total expenses$160.9K
Benefits paid / distributions$144.9K
Contributions
Employer$102.6K
Participant$151.3K
Full reported line items

Net assets

Total assets (EOY)
$2,261,816
Total liabilities (EOY)
$0
Net assets (EOY)
$2,261,816
Net assets (BOY)
$2,104,953

Income & contributions

Employer contributions
$102,629
Participant contributions
$151,261
Total income / additions
$572,604

Expenses & distributions

Benefits paid
$144,920
Administrative expenses
$9,690
Total expenses
$160,894
Net increase / (decrease)
$411,710
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 40%Participant 60%
Total expenses ÷ net assets7%Computed ratio
Benefits paid ÷ total income25%Computed ratio

Service provider compensation (Schedule C)

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

Related Form 5500 pages