Plan5500

Customized Distribution Services, Inc. 401(K) Plan — Form 5500 plan (Customized Distribution Services, 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, Customized Distribution Services, Inc. 401(K) Plan is a benefit plan reported by Customized Distribution Services, Inc. under EIN 23-2833686 and plan number 001. The latest loaded filing year is 2023. The filing reports 1,517 participants and $8,476,401 in end-of-year plan assets, where available in the loaded dataset.

Form 5500 plan profile · 2023

Key reported metrics

Net assets (EOY)$8.5MPlan net assets, end of year$8,476,401
Participants1.5KCovered participants reported1,517
Assets / participant$5.6KComputed: assets ÷ participants$5,588 (computed)
Provider compensation$37.9K3 Schedule C provider row(s)$37,908
Plan sponsor
Customized Distribution Services, Inc.
EIN
23-2833686
Plan number
001
Plan type
2
Location
Wharton, NJ
Latest filing year
2023
How to read this plan profile
  • Net assets = total assets minus total liabilities, end of year (Schedule H/I).
  • Assets / participant is computed (assets ÷ reported participants) — a ratio, not a filed figure.
  • Schedule chips (Sch H / I / C) show which schedules each filing includes.
  • Fields a filing did not report are labeled not reported in the loaded dataset — never estimated.
  • Figures are reported as filed, in whole dollars; verify against the official DOL/EBSA record before relying on them.
EFAST2 filings

Form 5500 filing history

Each loaded annual filing for this plan. Open one for its full reported snapshot.

  1. 2023
    1,517 participants · 2Sch HSch C
    View filing →
Schedule H · 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)$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

Net assets

Total assets (EOY)
$8,476,401
Total liabilities (EOY)
$0
Net assets (EOY)
$8,476,401
Net assets (BOY)
$7,154,162

Income & contributions

Employer contributions
$204,268
Participant contributions
$705,275
Total contributions
$909,543
Total income / additions
$2,091,014

Expenses & distributions

Benefits paid
$697,966
Administrative expenses
$37,908
Total expenses
$768,775
Net increase / (decrease)
$1,322,239
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 22%Participant 78%
Total expenses ÷ net assets9%Computed ratio
Benefits paid ÷ total income33%Computed ratio
Provider comp. ÷ net assets0%Computed ratio
Schedule C

Service provider compensation

Reported direct + indirect compensation per provider, ranked. Bars show relative scale.

  1. 1
    Morgan Stanley Smith Barney LLC$18.1K
    INVESTMENT ADVISOR · Direct $18.1K
  2. 2
    Fidelity Investments Institutional$14.4K
    RECORDKEEPER · Direct $14.4K · Indirect $0
  3. 3
    Strategic Advisors, Inc.$5.5K
    ADVISOR · Direct $5.5K

What to inspect next

Frequently asked questions

Who sponsors the Customized Distribution Services, Inc. 401(K) Plan?
Customized Distribution Services, Inc. 401(K) Plan is reported as sponsored by Customized Distribution Services, Inc. (EIN 23-2833686, plan number 001) in public Form 5500 filings.
What is the most recent Form 5500 filing year for Customized Distribution Services, Inc. 401(K) Plan?
The latest Form 5500 filing year loaded for Customized Distribution Services, Inc. 401(K) Plan is 2023.
How many participants does Customized Distribution Services, Inc. 401(K) Plan report?
Customized Distribution Services, Inc. 401(K) Plan reports 1,517 participants in its latest loaded Form 5500 filing.
What are the reported plan assets for Customized Distribution Services, Inc. 401(K) Plan?
Customized Distribution Services, Inc. 401(K) Plan reports $8,476,401 in end-of-year plan assets in its latest loaded Form 5500 filing.
Form 5500 terms, in plain English
Form 5500
The annual report most U.S. employee benefit plans file with the Department of Labor through the EFAST2 system. It documents the plan sponsor, participants, finances, and service-provider compensation.
Schedule H
The financial statement for larger plans (generally 100+ participants): assets, liabilities, net assets, income, expenses, and the net change.
Schedule I
The condensed financial statement for smaller plans, covering the same kinds of figures in less detail.
Schedule C
Reports compensation paid to the plan’s service providers — both direct and indirect.
Net assets
Total assets minus total liabilities at the end of the year — what the plan holds for participants.
Employer / participant contributions
Money contributed to the plan by the employer and by participants during the year.

Figures are reported as filed and may contain errors or omissions. Verify against the official DOL/EBSA record before relying on any value.

Related Form 5500 pages