2023 Form 5500 filing — Custom Engineered Wheels, Inc. 401(K) Profit Sharing 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 20241015110646NAL0048968240001) for Custom Engineered Wheels, Inc. 401(K) Profit Sharing Plan, reported by Custom Engineered Wheels, Inc. under EIN 27-1018575 and plan number 001. It reports 130 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

EFAST2 acknowledgement
20241015110646NAL0048968240001
Filing year
2023
Form type
2
Plan sponsor
Custom Engineered Wheels, Inc.
EIN
27-1018575
Plan number
001
Location
Baldwyn, MS
Participants
130
Schedules available
Schedule H, Schedule C
Received date
not reported in the loaded dataset

Reported financial snapshot (2023)

Total assets (EOY)
$2,557,970
Total liabilities (EOY)
$0
Net assets (EOY)
$2,557,970
Employer contributions
$56,196
Participant contributions
$135,442
Total income / additions
$675,631
Benefits paid
$605,358
Administrative expenses
$14,097
Total expenses
$619,455
Net increase / (decrease)
$56,176
Schedule source
Schedule H

Reported service provider compensation (Schedule C)

Compensation reported on the 2023 filing
ProviderServiceDirect comp.Indirect comp.
Futureplan (Ascensus)RECORDKEEPER$13,662not reported in the loaded dataset
Lake City BankTRUSTEE$5,810not reported in the loaded dataset

Related Form 5500 pages