Other
2024 plan-year Other DOL Form 5500

CUSTOM VAULT CORPORATION EMPLOYEE STOCK OWNERSHIP PLAN

ERISA Form 5500 plan record drawn from DOL EBSA — verify with linked source filings below.

CUSTOM VAULT CORPORATION

This Other plan holds $7M in total assets and serves 2 participants as of 2024. It is sponsored by CUSTOM VAULT CORPORATION in Connecticut. The plan reported positive net income of $494K for the year.

Total Assets (2023)
$7M
Participants
2
State
Industry
Construction

What the Filing Says About CUSTOM VAULT CORPORATION EMPLOYEE STOCK OWNERSHIP PLAN

CUSTOM VAULT CORPORATION EMPLOYEE STOCK OWNERSHIP PLAN is a Other retirement plan sponsored by CUSTOM VAULT CORPORATION, headquartered in Connecticut. As of the 2024 Form 5500 filing, the plan reports $7M in total end-of-year assets and covers 2 participants across the Construction industry. The sponsor's EIN on file with the U.S. Department of Labor is 061393463, and the plan has been effective since 2015-07-01. Its filing status is currently FILING RECEIVED.

Year over year, total assets moved from $6M at the beginning of 2024 to $7M at year-end — a gain of 8.2%. Net assets (after liabilities) closed the year at $7M, with reported net income of $494K driven by investment returns, contributions received, and benefit payments during the period. These figures reflect what the plan administrator certified on Schedule H or Schedule I of the Form 5500 annual return and can be compared against 2 prior plan-year filings from the same sponsor shown below.

Asset totals and participant counts reflect a single plan year snapshot and can change materially with market conditions, plan mergers, or workforce changes. Fields such as "net income" include both realized investment performance and contribution/distribution flows — a single-year figure does not by itself indicate plan health or participant outcomes. This page summarizes public DOL disclosures for research and educational purposes only and is not retirement, tax, legal, or financial advice. Before making decisions about your own retirement benefits or evaluating an employer's plan, verify the underlying filing directly via the DOL EFAST2 system and consult a qualified professional.

Financial Summary (2023)

Total Assets (Beginning of Year)$6M
Total Assets (End of Year)$7M
Net Assets (End of Year)$7M
Net Income$494K
Plan TypeOther
Employer EIN061393463
Plan Effective Date2015-07-01
Filing StatusFILING RECEIVED

Sponsor Plan History (CUSTOM VAULT CORPORATION)

Year Plans Participants Total Assets
2022 1 231 $6M
2023 1 1 $6M
2024 1 2 $7M

Nearby Other Plans in Connecticut

Peer Other plans — same state, same plan type — ranked by total assets.

Frequently Asked Questions

How much money is in the CUSTOM VAULT CORPORATION EMPLOYEE STOCK OWNERSHIP PLAN?
As of the 2024 Form 5500 filing, CUSTOM VAULT CORPORATION EMPLOYEE STOCK OWNERSHIP PLAN holds $7M in total assets with 2 participants. It is sponsored by CUSTOM VAULT CORPORATION.
What type of plan is CUSTOM VAULT CORPORATION EMPLOYEE STOCK OWNERSHIP PLAN?
CUSTOM VAULT CORPORATION EMPLOYEE STOCK OWNERSHIP PLAN is a Other plan. It has been effective since 2015-07-01. The plan is filed with the U.S. Department of Labor under EIN 061393463.
Who sponsors the CUSTOM VAULT CORPORATION EMPLOYEE STOCK OWNERSHIP PLAN?
CUSTOM VAULT CORPORATION EMPLOYEE STOCK OWNERSHIP PLAN is sponsored by CUSTOM VAULT CORPORATION, located in Connecticut. The sponsor's EIN is 061393463 and the plan operates in the Construction industry.
How did CUSTOM VAULT CORPORATION EMPLOYEE STOCK OWNERSHIP PLAN perform in 2024?
CUSTOM VAULT CORPORATION EMPLOYEE STOCK OWNERSHIP PLAN grew by 8.2% during 2024, moving from $6M to $7M in total assets. Net income was $494K.
Where can I find official filings for CUSTOM VAULT CORPORATION EMPLOYEE STOCK OWNERSHIP PLAN?
Official Form 5500 filings for CUSTOM VAULT CORPORATION EMPLOYEE STOCK OWNERSHIP PLAN are available through the U.S. Department of Labor's EFAST2 system. Search by EIN 061393463 or plan name at efast.dol.gov.
How does CUSTOM VAULT CORPORATION EMPLOYEE STOCK OWNERSHIP PLAN compare to other plans?
You can compare CUSTOM VAULT CORPORATION EMPLOYEE STOCK OWNERSHIP PLAN against other Other plans on the plan type page, or view plans in Connecticut on the state page. PlainRetire tracks the 5,000 largest retirement plans in the U.S. by total assets.

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Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2024.

Source: DOL EFAST2 filing system (efast.dol.gov) — original filing retrieval by EIN 061393463.

Reference: IRS Publication 560 — Retirement Plans for Small Business, contribution-limit rules.

Reference: IRS Publication 590-B — Distributions from IRAs, RMD rules under SECURE Act 2.0.

Data sourced from official public datasets. See our methodology for details.