Custom Alloy Corporation 401(K) Plan — Form 5500 plan (Custom Alloy Corporation)
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 Alloy Corporation 401(K) Plan is a benefit plan reported by Custom Alloy Corporation under EIN 22-2367537 and plan number 001. The latest loaded filing year is 2023. The filing reports 295 participants and $7,140,508 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Custom Alloy Corporation
- EIN
- 22-2367537
- Plan number
- 001
- Plan type
- 2
- Location
- High Bridge, NJ
- Latest filing year
- 2023
- Participants
- 295
- End-of-year plan assets
- $7,140,508
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 295 | H, C | 20241014181302NAL0028063137002 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $7,140,508
- Total liabilities (EOY)
- $490
- Net assets (EOY)
- $7,140,018
- Net assets (BOY)
- $9,285,572
Income & contributions
- Employer contributions
- $30,648
- Participant contributions
- $382,929
- Total contributions
- $579,364
- Total income / additions
- $2,009,746
Expenses & distributions
- Benefits paid
- $4,088,609
- Administrative expenses
- $66,691
- Total expenses
- $4,155,300
- Net increase / (decrease)
- -$2,145,554
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Transamerica Retirement Solutions | RECORDKEEPER | $31,345 | $0 | 2023 |
| Northwestern Mutual Wealth Manageme | INVESTMENT ADVISORY | $21,902 | $0 | 2023 |
| Planned Retirement Consultants & Ad | RECORDKEEPER | $12,038 | $216 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Custom Alloy Corporation
- 2023 Form 5500 filing
- Form 5500 filings in NJ
- 401(k) and benefit plan filings in High Bridge, NJ
- Transamerica Retirement Solutions — Schedule C compensation
- Northwestern Mutual Wealth Manageme — Schedule C compensation
- Planned Retirement Consultants & Ad — Schedule C compensation