Custer Office Environments, Inc. Profit Sharing And Employees' 401(K) Plan — Form 5500 plan (Custer Office Environmental, 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, Custer Office Environments, Inc. Profit Sharing And Employees' 401(K) Plan is a benefit plan reported by Custer Office Environmental, Inc. under EIN 38-2351526 and plan number 003. The latest loaded filing year is 2023. The filing reports 311 participants and $11,568,850 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Custer Office Environmental, Inc.
EIN
38-2351526
Plan number
003
Plan type
2
Location
Grand Rapids, MI
Latest filing year
2023
Participants
311
End-of-year plan assets
$11,568,850

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023311H, C20240913095756NAL0005012403001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$11,568,850
Total liabilities (EOY)
$0
Net assets (EOY)
$11,568,850
Net assets (BOY)
$9,440,461

Income & contributions

Employer contributions
$333,048
Participant contributions
$1,141,001
Total contributions
$1,606,808
Total income / additions
$3,381,859

Expenses & distributions

Benefits paid
$1,187,654
Administrative expenses
$64,703
Total expenses
$1,253,470
Net increase / (decrease)
$2,128,389

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Greenleaf TrustTRUSTEE$77,920not reported in the loaded dataset2023

Related Form 5500 pages