Custom Agri Systems, Inc. 401(K) Plan — Form 5500 plan (Custom Agri Systems, Inc.)

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 Agri Systems, Inc. 401(K) Plan is a benefit plan reported by Custom Agri Systems, Inc. under EIN 34-1387174 and plan number 001. The latest loaded filing year is 2023. The filing reports 599 participants and $10,722,453 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Custom Agri Systems, Inc.
EIN
34-1387174
Plan number
001
Plan type
2
Location
Napoleon, OH
Latest filing year
2023
Participants
599
End-of-year plan assets
$10,722,453

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023599H, C20241014144725NAL0013473715001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$10,722,453
Total liabilities (EOY)
$0
Net assets (EOY)
$10,722,453
Net assets (BOY)
$8,505,456

Income & contributions

Employer contributions
$488,233
Participant contributions
$880,420
Total contributions
$1,390,609
Total income / additions
$2,881,860

Expenses & distributions

Benefits paid
$594,572
Administrative expenses
$70,291
Total expenses
$664,863
Net increase / (decrease)
$2,216,997

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Alerus Financial, N.A.NONE$36,127$02023
Cambridge Investment Research AdvisNONE$34,164not reported in the loaded dataset2023

Related Form 5500 pages