Custom Goods, LLC Consolidated 401(K) Plan — Form 5500 plan (Custom Goods, LLC)

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 Goods, LLC Consolidated 401(K) Plan is a benefit plan reported by Custom Goods, LLC under EIN 95-4797546 and plan number 001. The latest loaded filing year is 2023. The filing reports 299 participants and $9,723,728 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Custom Goods, LLC
EIN
95-4797546
Plan number
001
Plan type
2
Location
Carson, CA
Latest filing year
2023
Participants
299
End-of-year plan assets
$9,723,728

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023299H, C20241015185143NAL0029422721001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$9,723,728
Total liabilities (EOY)
$0
Net assets (EOY)
$9,723,728
Net assets (BOY)
$3,795,682

Income & contributions

Employer contributions
$548,476
Participant contributions
$1,012,993
Total contributions
$2,291,276
Total income / additions
$3,603,742

Expenses & distributions

Benefits paid
$975,432
Administrative expenses
$59,960
Total expenses
$1,035,392
Net increase / (decrease)
$2,568,350

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Oppenheimer & Co IncADVISOR$32,426not reported in the loaded dataset2023
Fidelity Investments InstitutionalRECORDKEEPER$27,534$02023

Related Form 5500 pages