2023 Form 5500 filing — Custom-Pak, Inc. Employees 401(K) Retirement 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 20241007134507NAL0008930435001) for Custom-Pak, Inc. Employees 401(K) Retirement Plan, reported by Custom-Pak, Inc. under EIN 42-1022942 and plan number 001. It reports 827 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
Form 5500 2 · 2023
Filing snapshot
Net assets (EOY)$41.6MReported net assets$41,560,717
Participants827
Provider compensation$14.2K1 Schedule C row(s)$14,164
Schedules filedSchedule H, Schedule CLoaded schedules
- EFAST2 acknowledgement
- 20241007134507NAL0008930435001
- Plan sponsor
- Custom-Pak, Inc.
- EIN
- 42-1022942
- Plan number
- 001
- Location
- Clinton, IA
- Received date
- not reported in the loaded dataset
Schedule H · 2023
Reported financial snapshot
Reported figures as filed, in whole dollars. Only fields the filing reports are shown.
Reported balance (end of year)$41.6M total assets
Net assets$41.6MLiabilities$1.7K
Full reported line items
- Total assets (EOY)
- $41,562,464
- Total liabilities (EOY)
- $1,747
- Net assets (EOY)
- $41,560,717
- Employer contributions
- $575,409
- Participant contributions
- $1,200,741
- Total income / additions
- $8,004,406
- Benefits paid
- $1,772,012
- Administrative expenses
- $14,164
- Total expenses
- $1,787,923
- Net increase / (decrease)
- $6,216,483
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Epic Retirement Plan Services | NONE | $14,164 | $0 |