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 Energy Solutions, Ltd 401(K) Plan is a benefit plan reported by Customized Energy Solutions, Ltd. under EIN 25-1811123 and plan number 002. The latest loaded filing year is 2023. The filing reports 213 participants and $35,022,902 in end-of-year plan assets, where available in the loaded dataset.
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $35,022,902
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $35,022,902
- Net assets (BOY)
- $29,519,531
Income & contributions
- Employer contributions
- $1,233,401
- Participant contributions
- $1,815,840
- Total contributions
- $3,053,915
- Total income / additions
- $8,579,052
Expenses & distributions
- Benefits paid
- $2,993,335
- Administrative expenses
- $82,346
- Total expenses
- $3,075,681
- Net increase / (decrease)
- $5,503,371