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CVSTOM 401(K) PLAN 401k Plan overview

Plan NameCVSTOM 401(K) PLAN
Plan identification number 001

CVSTOM 401(K) PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
  • Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
  • Plan provides for automatic enrollment in plan that has employee contributions deducted from payroll.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.
  • Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

CVSTOM CO has sponsored the creation of one or more 401k plans.

Company Name:CVSTOM CO
Employer identification number (EIN):811540779
NAIC Classification:621210
NAIC Description:Offices of Dentists

Form 5500 Filing Information

Submission information for form 5500 for 401k plan CVSTOM 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01KJELD AAMODT
0012022-01-01
0012022-01-01QIAN LIU
0012021-01-01CHRISTINE RIMER2022-06-03
0012021-01-01CHRISTINE RIMER2023-12-12
0012020-01-01CAROL HO2021-07-15
0012019-01-01CAROL HO2020-07-02
0012018-03-25CAROL HO2019-07-24
0012018-03-25CAROL HO2020-05-18

Plan Statistics for CVSTOM 401(K) PLAN

401k plan membership statisitcs for CVSTOM 401(K) PLAN

Measure Date Value
2025: CVSTOM 401(K) PLAN 2025 401k membership
Total number of particpants at beginning of year2025-05-2755
Total number of particpants at end of year2025-05-2732
Number of Participants With Account Balances2025-05-2730
2023: CVSTOM 401(K) PLAN 2023 401k membership
Total number of particpants at beginning of year2023-12-12103
Total number of particpants at end of year2023-12-12158
Number of Participants With Account Balances2023-12-12149
2022: CVSTOM 401(K) PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-01155
Total number of active participants reported on line 7a of the Form 55002022-01-0170
Number of retired or separated participants receiving benefits2022-01-010
Number of other retired or separated participants entitled to future benefits2022-01-0199
Total of all active and inactive participants2022-01-01169
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-01169
Number of participants with account balances2022-01-01162
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-010

Financial Data on CVSTOM 401(K) PLAN

Measure Date Value
2025 : CVSTOM 401(K) PLAN 2025 401k financial data
Total transfers to/from plan in this plan year2025-05-270
Total liabilities as of the end of the plan year2025-05-270
Total liabilities as of the beginning of the plan year2025-05-270
Total expenses incurred by plan in this plan year2025-05-27669413
Net assets as of the end of the plan year2025-05-27568229
Total assets as of the beginning of the plan year2025-05-271080313
Value of plan covered by a fidelity bond2025-05-2731500000
Participant contributions to plan in this plan year2025-05-2726632
Other expenses paid from plan in this plan year2025-05-270
Other contributions to plan in this plan year2025-05-2719984
Other income to plan in this plan year2025-05-27110713
Plan net income in this plan year2025-05-27-512084
Net assets as of the end of the plan year2025-05-27568229
Net assets as of the beginning of the plan year2025-05-271080313
Value of contributions failed to transmitted timely2025-05-27258
Employer contributions to plan in this plan year2025-05-270
Fees paid to broker by Benefit Provider2025-05-270
Expensese paid to adminstrative service provicers from plan in this plan year2025-05-271430
2023 : CVSTOM 401(K) PLAN 2023 401k financial data
Total transfers to/from plan in this plan year2023-12-120
Total liabilities as of the end of the plan year2023-12-120
Total liabilities as of the beginning of the plan year2023-12-120
Total expenses incurred by plan in this plan year2023-12-12122789
Net assets as of the end of the plan year2023-12-121323497
Total assets as of the beginning of the plan year2023-12-12616729
Value of plan covered by a fidelity bond2023-12-12336000000
Participant contributions to plan in this plan year2023-12-12451040
Value of participant loans at end of plan year2023-12-121097
Other expenses paid from plan in this plan year2023-12-120
Other contributions to plan in this plan year2023-12-12238832
Other income to plan in this plan year2023-12-12139674
Plan net income in this plan year2023-12-12706768
Net assets as of the end of the plan year2023-12-121323497
Net assets as of the beginning of the plan year2023-12-12616729
Value of contributions failed to transmitted timely2023-12-1217935
Employer contributions to plan in this plan year2023-12-1211
Fees paid to broker by Benefit Provider2023-12-120
Expensese paid to adminstrative service provicers from plan in this plan year2023-12-121820
Total unrealized appreciation/depreciation of assets2023-01-01$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-01-01$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-01-01$0
Total income from all sources (including contributions)2023-01-01$429,984
Total loss/gain on sale of assets2023-01-01$0
Total of all expenses incurred2023-01-01$650,820
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2023-01-01$621,915
Expenses. Certain deemed distributions of participant loans2023-01-01$0
Value of total corrective distributions2023-01-01$24,506
Total contributions o plan (from employers,participants, others, non cash contrinutions)2023-01-01$236,519
Value of total assets at end of year2023-01-01$1,080,313
Value of total assets at beginning of year2023-01-01$1,301,149
Total of administrative expenses incurred including professional, contract, advisory and management fees2023-01-01$4,399
Total interest from all sources2023-01-01$5
Total dividends received (eg from common stock, registered investment company shares)2023-01-01$29,619
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2023-01-01No
Total dividends received from registered investment company shares (eg mutual funds)2023-01-01$29,619
Was this plan covered by a fidelity bond2023-01-01Yes
Value of fidelity bond cover2023-01-01$45,000,000
If this is an individual account plan, was there a blackout period2023-01-01No
Were there any nonexempt tranactions with any party-in-interest2023-01-01No
Contributions received from participants2023-01-01$166,713
Participant contributions at beginning of year2023-01-01$588
Income. Received or receivable in cash from other sources (including rollovers)2023-01-01$69,806
Other income not declared elsewhere2023-01-01$471
Administrative expenses (other) incurred2023-01-01$0
Total non interest bearing cash at end of year2023-01-01$4,191
Total non interest bearing cash at beginning of year2023-01-01$7,527
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2023-01-01No
Value of net income/loss2023-01-01$-220,836
Value of net assets at end of year (total assets less liabilities)2023-01-01$1,080,313
Value of net assets at beginning of year (total assets less liabilities)2023-01-01$1,301,149
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2023-01-01No
Were any loans by the plan or fixed income obligations due to the plan in default2023-01-01No
Were any leases to which the plan was party in default or uncollectible2023-01-01No
Investment advisory and management fees2023-01-01$947
Value of interest in registered invesment companies (eg mutual funds) at end of year2023-01-01$1,076,122
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2023-01-01$1,293,032
Interest on participant loans2023-01-01$5
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2023-01-01$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2023-01-01$163,370
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2023-01-01No
Was there a failure to transmit to the plan any participant contributions2023-01-01Yes
Has the plan failed to provide any benefit when due under the plan2023-01-01No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2023-01-01$621,915
Did the plan have assets held for investment2023-01-01Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2023-01-01No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2023-01-01No
Opinion of an independent qualified public accountant for this plan2023-01-011
Accountancy firm name2023-01-01HOLTHOUS CARLIN & VAN TRIGT LLP
Accountancy firm EIN2023-01-01954345526
2022 : CVSTOM 401(K) PLAN 2022 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total income from all sources (including contributions)2022-12-31$273,540
Total of all expenses incurred2022-12-31$295,888
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$289,376
Expenses. Certain deemed distributions of participant loans2022-12-31$0
Value of total corrective distributions2022-12-31$3,592
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$487,914
Value of total assets at end of year2022-12-31$1,301,149
Value of total assets at beginning of year2022-12-31$1,323,497
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$2,920
Total interest from all sources2022-12-31$59
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$32,236
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2022-12-31$32,236
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$31,500,000
If this is an individual account plan, was there a blackout period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Amount of non-exempt transactions with any party-in-interest2022-12-31$0
Contributions received from participants2022-12-31$440,876
Participant contributions at end of year2022-12-31$588
Participant contributions at beginning of year2022-12-31$1,097
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$47,038
Other income not declared elsewhere2022-12-31$1,190
Administrative expenses (other) incurred2022-12-31$0
Total non interest bearing cash at end of year2022-12-31$7,527
Total non interest bearing cash at beginning of year2022-12-31$6,653
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-22,348
Value of net assets at end of year (total assets less liabilities)2022-12-31$1,301,149
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$1,323,497
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Investment advisory and management fees2022-12-31$2,916
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$1,293,032
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$1,315,746
Interest on participant loans2022-12-31$59
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2022-12-31$2
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2022-12-31$1
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2022-12-31$1
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-247,859
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31No
Was there a failure to transmit to the plan any participant contributions2022-12-31Yes
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Contributions received in cash from employer2022-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$289,376
Contract administrator fees2022-12-31$4
Did the plan have assets held for investment2022-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31HOLTHOUSE CARLIN & VAN TRIGT LLP
Accountancy firm EIN2022-12-31954245526
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-01-01$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-01-01$0
Total income from all sources (including contributions)2022-01-01$273,540
Total of all expenses incurred2022-01-01$295,888
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-01-01$289,376
Expenses. Certain deemed distributions of participant loans2022-01-01$0
Value of total corrective distributions2022-01-01$3,592
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-01-01$487,914
Value of total assets at end of year2022-01-01$1,301,149
Value of total assets at beginning of year2022-01-01$1,323,497
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-01-01$2,920
Total interest from all sources2022-01-01$59
Total dividends received (eg from common stock, registered investment company shares)2022-01-01$32,236
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-01-01No
Total dividends received from registered investment company shares (eg mutual funds)2022-01-01$32,236
Was this plan covered by a fidelity bond2022-01-01Yes
Value of fidelity bond cover2022-01-01$31,500,000
If this is an individual account plan, was there a blackout period2022-01-01No
Were there any nonexempt tranactions with any party-in-interest2022-01-01No
Amount of non-exempt transactions with any party-in-interest2022-01-01$0
Contributions received from participants2022-01-01$440,876
Participant contributions at end of year2022-01-01$588
Participant contributions at beginning of year2022-01-01$1,097
Income. Received or receivable in cash from other sources (including rollovers)2022-01-01$47,038
Other income not declared elsewhere2022-01-01$1,190
Administrative expenses (other) incurred2022-01-01$0
Total non interest bearing cash at end of year2022-01-01$7,527
Total non interest bearing cash at beginning of year2022-01-01$6,653
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-01-01No
Value of net income/loss2022-01-01$-22,348
Value of net assets at end of year (total assets less liabilities)2022-01-01$1,301,149
Value of net assets at beginning of year (total assets less liabilities)2022-01-01$1,323,497
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-01-01No
Were any loans by the plan or fixed income obligations due to the plan in default2022-01-01No
Were any leases to which the plan was party in default or uncollectible2022-01-01No
Investment advisory and management fees2022-01-01$2,916
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-01-01$1,293,032
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-01-01$1,315,746
Interest on participant loans2022-01-01$59
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2022-01-01$2
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-01-01$-247,859
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-01-01No
Was there a failure to transmit to the plan any participant contributions2022-01-01Yes
Has the plan failed to provide any benefit when due under the plan2022-01-01No
Contributions received in cash from employer2022-01-01$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-01-01$289,376
Contract administrator fees2022-01-01$4
Did the plan have assets held for investment2022-01-01Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-01-01No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-01-01No
Opinion of an independent qualified public accountant for this plan2022-01-011
Accountancy firm name2022-01-01HOLTHOUSE CARLIN & VAN TRIGT LLP
Accountancy firm EIN2022-01-01954245526

Form 5500 Responses for CVSTOM 401(K) PLAN

2022: CVSTOM 401(K) PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Submission has been amendedNo
2022-01-01This submission is the final filingNo
2022-01-01This return/report is a short plan year return/report (less than 12 months)No
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement - TrustYes

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