2023 Form 5500 filing — Custom Wood Products, Inc. Profit Sharing/401(K) Plan
Plain-English filing 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, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20241002122345NAL0017178002001) for Custom Wood Products, Inc. Profit Sharing/401(K) Plan, reported by Custom Wood Products, Inc. under EIN 48-0917576 and plan number 001. It reports 387 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241002122345NAL0017178002001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Custom Wood Products, Inc.
- EIN
- 48-0917576
- Plan number
- 001
- Location
- St. Marys, KS
- Participants
- 387
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $15,519,253
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $15,519,253
- Employer contributions
- $400,800
- Participant contributions
- $1,085,783
- Total income / additions
- $5,025,232
- Benefits paid
- $906,412
- Administrative expenses
- $66,371
- Total expenses
- $972,783
- Net increase / (decrease)
- $4,052,449
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Keating Financial Advisory Services | NONE | $39,791 | not reported in the loaded dataset |
| Keating & Associates, Inc. | NONE | $22,549 | $0 |