The Custom Companies Retirement Savings Plan — Form 5500 plan (The Custom Companies, 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, The Custom Companies Retirement Savings Plan is a benefit plan reported by The Custom Companies, Inc. under EIN 36-3420142 and plan number 001. The latest loaded filing year is 2023. The filing reports 452 participants and $14,422,706 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- The Custom Companies, Inc.
- EIN
- 36-3420142
- Plan number
- 001
- Plan type
- 2
- Location
- Northlake, IL
- Latest filing year
- 2023
- Participants
- 452
- End-of-year plan assets
- $14,422,706
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 452 | H, C | 20250226092345NAL0000868385001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $14,422,706
- Total liabilities (EOY)
- $69,937
- Net assets (EOY)
- $14,352,769
- Net assets (BOY)
- $12,681,593
Income & contributions
- Employer contributions
- $215,522
- Participant contributions
- $789,754
- Total contributions
- $1,005,276
- Total income / additions
- $3,057,537
Expenses & distributions
- Benefits paid
- $1,301,908
- Administrative expenses
- $53,397
- Total expenses
- $1,386,361
- Net increase / (decrease)
- $1,671,176
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Lpl Financial, LLC | INVESTMENT ADVISOR | $37,813 | $0 | 2023 |
| Empower Annuity Insurance Company | RECORDKEEPER | $11,054 | $0 | 2023 |
| Retirement Solution Group, LLC | CONTRACT ADMIN | $8,345 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for The Custom Companies, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in IL
- 401(k) and benefit plan filings in Northlake, IL
- Lpl Financial, LLC — Schedule C compensation
- Empower Annuity Insurance Company — Schedule C compensation
- Retirement Solution Group, LLC — Schedule C compensation