Cfr Retirement Savings Plan — Form 5500 plan (Custom Fabricating & Repair, 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, Cfr Retirement Savings Plan is a benefit plan reported by Custom Fabricating & Repair, Inc. under EIN 39-1557927 and plan number 001. The latest loaded filing year is 2023. The filing reports 520 participants and $38,317,229 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Custom Fabricating & Repair, Inc.
EIN
39-1557927
Plan number
001
Plan type
2
Location
Marshfield, WI
Latest filing year
2023
Participants
520
End-of-year plan assets
$38,317,229

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023520H, C20240927102751NAL0003385984001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$38,317,229
Total liabilities (EOY)
$58,661
Net assets (EOY)
$38,258,568
Net assets (BOY)
$36,502,998

Income & contributions

Employer contributions
$1,558,493
Participant contributions
$2,505,700
Total contributions
$4,154,682
Total income / additions
$10,111,668

Expenses & distributions

Benefits paid
$1,865,838
Administrative expenses
$17,566
Total expenses
$1,942,065
Net increase / (decrease)
$8,169,603

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Oneamerica Retirement Services, LLCNONE$17,566not reported in the loaded dataset2023
Matrix Trust CompanyNONE$0$02023

Related Form 5500 pages