Custom Wood Products, Inc. Profit Sharing/401(K) Plan — Form 5500 plan (Custom Wood Products, 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 Wood Products, Inc. Profit Sharing/401(K) Plan is a benefit plan reported by Custom Wood Products, Inc. under EIN 48-0917576 and plan number 001. The latest loaded filing year is 2023. The filing reports 387 participants and $15,519,253 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Custom Wood Products, Inc.
EIN
48-0917576
Plan number
001
Plan type
2
Location
St. Marys, KS
Latest filing year
2023
Participants
387
End-of-year plan assets
$15,519,253

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023387H, C20241002122345NAL0017178002001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$15,519,253
Total liabilities (EOY)
$0
Net assets (EOY)
$15,519,253
Net assets (BOY)
$11,466,804

Income & contributions

Employer contributions
$400,800
Participant contributions
$1,085,783
Total contributions
$2,922,987
Total income / additions
$5,025,232

Expenses & distributions

Benefits paid
$906,412
Administrative expenses
$66,371
Total expenses
$972,783
Net increase / (decrease)
$4,052,449

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Keating Financial Advisory ServicesNONE$39,791not reported in the loaded dataset2023
Keating & Associates, Inc.NONE$22,549$02023

Related Form 5500 pages