Custom Assembly, Inc. 401(K) Retirement Plan — Form 5500 plan (Custom Assembly, 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, Custom Assembly, Inc. 401(K) Retirement Plan is a benefit plan reported by Custom Assembly, Inc. under EIN 34-1466007 and plan number 001. The latest loaded filing year is 2023. The filing reports 469 participants and $5,063,894 in end-of-year plan assets, where available in the loaded dataset.
Form 5500 plan profile · 2023
Key reported metrics
Net assets (EOY)$5.1MPlan net assets, end of year$5,063,894
Participants469Covered participants reported
Assets / participant$10.8KComputed: assets ÷ participants$10,797 (computed)
Provider compensation$104.1K3 Schedule C provider row(s)$104,054
- Plan sponsor
- Custom Assembly, Inc.
- EIN
- 34-1466007
- Plan number
- 001
- Plan type
- 2
- Location
- Haviland, OH
- Latest filing year
- 2023
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 469 | H, C | 20241003055056NAL0016981184001 |
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)$5.1M total assets
Net assets$5.1MLiabilities$0
Full reported line items
Net assets
- Total assets (EOY)
- $5,063,894
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $5,063,894
- Net assets (BOY)
- $3,787,023
Income & contributions
- Employer contributions
- $299,342
- Participant contributions
- $760,697
- Total contributions
- $1,105,356
- Total income / additions
- $1,812,238
Expenses & distributions
- Benefits paid
- $426,344
- Administrative expenses
- $104,054
- Total expenses
- $535,367
- Net increase / (decrease)
- $1,276,871
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.
28%72%
Employer 28%Participant 72%
Total expenses ÷ net assets11%Computed ratio
Benefits paid ÷ total income24%Computed ratio
Provider comp. ÷ net assets2%Computed ratio
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Adp, Inc. | RECORD KEEPER | $74,133 | $0 | 2023 |
| Advisors' Pride Inc. | INVESTMENT/FINANCIAL ADVI | $29,921 | $0 | 2023 |
| Adp Broker-Dealer | RECORD KEEPER | $0 | $0 | 2023 |