Original filing (PDF)20240418070434NAL0007423586001

CUSTOMWELD INDUSTRIES INC

Name: CUSTOMWELD INDUSTRIES INC — CUSTOMWELD INDUSTRIES INC 401K PLAN, Form 5500 (2023)
Creator: CUSTOMWELD INDUSTRIES INC

Form 5500-SF

FILING_RECEIVED

CUSTOMWELD INDUSTRIES INC 401K PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$74K

Net assets (EOY)

$74K

Plan health score (directional)

/ 100

Grade B

Above-average plan

Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.

Compliance & disclosures

100

Concentration risk

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for CUSTOMWELD INDUSTRIES INC.

Plan sponsor

Name

CUSTOMWELD INDUSTRIES INC

EIN

11-2913896

Address

214 W MAIN ST · PATCHOGUE, NY · 11772

Phone

(631) 654-3554

Industry

Constructionsee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2023

Plan year begin

2023-01-01

Tax period

2023-12-31

Filed

2024-04-18

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2T · Default investment account (QDIA)

3D · Pre-approved plan (master / prototype / VS)

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

Service providers (Schedule C)

Small plans don't disclose service providers

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