2023 Form 5500 filing — Custom Agri Systems, Inc. 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 20241014144725NAL0013473715001) for Custom Agri Systems, Inc. 401(K) Plan, reported by Custom Agri Systems, Inc. under EIN 34-1387174 and plan number 001. It reports 599 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241014144725NAL0013473715001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Custom Agri Systems, Inc.
- EIN
- 34-1387174
- Plan number
- 001
- Location
- Napoleon, OH
- Participants
- 599
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $10,722,453
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $10,722,453
- Employer contributions
- $488,233
- Participant contributions
- $880,420
- Total income / additions
- $2,881,860
- Benefits paid
- $594,572
- Administrative expenses
- $70,291
- Total expenses
- $664,863
- Net increase / (decrease)
- $2,216,997
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Alerus Financial, N.A. | NONE | $36,127 | $0 |
| Cambridge Investment Research Advis | NONE | $34,164 | not reported in the loaded dataset |