Custom-Pak, Inc. Employees 401(K) Retirement Plan — Form 5500 plan (Custom-Pak, 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-Pak, Inc. Employees 401(K) Retirement Plan is a benefit plan reported by Custom-Pak, Inc. under EIN 42-1022942 and plan number 001. The latest loaded filing year is 2023. The filing reports 827 participants and $41,562,464 in end-of-year plan assets, where available in the loaded dataset.
Form 5500 plan profile · 2023
Key reported metrics
Net assets (EOY)$41.6MPlan net assets, end of year$41,560,717
Participants827Covered participants reported
Assets / participant$50.3KComputed: assets ÷ participants$50,257 (computed)
Provider compensation$14.2K1 Schedule C provider row(s)$14,164
- Plan sponsor
- Custom-Pak, Inc.
- EIN
- 42-1022942
- Plan number
- 001
- Plan type
- 2
- Location
- Clinton, IA
- Latest filing year
- 2023
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 827 | H, C | 20241007134507NAL0008930435001 |
Schedule H · 2023
Reported financial statement
Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.
Reported balance (end of year)$41.6M total assets
Net assets$41.6MLiabilities$1.7K
Full reported line items
Net assets
- Total assets (EOY)
- $41,562,464
- Total liabilities (EOY)
- $1,747
- Net assets (EOY)
- $41,560,717
- Net assets (BOY)
- $35,344,234
Income & contributions
- Employer contributions
- $575,409
- Participant contributions
- $1,200,741
- Total contributions
- $1,802,625
- Total income / additions
- $8,004,406
Expenses & distributions
- Benefits paid
- $1,772,012
- Administrative expenses
- $14,164
- Total expenses
- $1,787,923
- Net increase / (decrease)
- $6,216,483
Computed from reported fields
Reported ratios
Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.
32%68%
Employer 32%Participant 68%
Total expenses ÷ net assets4%Computed ratio
Benefits paid ÷ total income22%Computed ratio
Provider comp. ÷ net assets0%Computed ratio
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Epic Retirement Plan Services | NONE | $14,164 | $0 | 2023 |