CUSTOM DIRECT
Plan context: Custom Direct LLC 401K Profit Sharing Plan and Trust
EIN 84-1359196 • Golden, CO • 16 filings • 2 plans
Current Snapshot
Latest Year
2018
2018 Participants
18
2018 Assets
$1,170,920
2018 Contributions
$171,401
Historical Graphs
Total Assets Over Time
Aggregate end-of-year assets by filing year, excluding zero-asset years
Participants Over Time
Largest reported end-of-year plan headcount by filing year, used to avoid double-counting participants across overlapping plans
Company Timeline
Year summaries and individual filings are combined here so you can stay in one place while moving across years and plan filings.
| Year / Filing | Filings | Participants | Assets | Contributions | Contrib./Participant |
|---|---|---|---|---|---|
| 2018 | 2 | 18 | $1,170,920 | $171,401 | $9,522iApproximate average salary by contribution assumption: employee only about $238,057 at 4% or $158,705 at 6%; with 50% employer match about $158,705 at 4% or $105,803 at 6%; with 100% employer match about $119,028 at 4% or $79,352 at 6%. |
| Custom Direct LLC 401K Profit Sharing Plan and Trust | - | 18 | $1,170,920 | $158,103 | $8,784iApproximate average salary by contribution assumption: employee only about $219,588 at 4% or $146,392 at 6%; with 50% employer match about $146,392 at 4% or $97,594 at 6%; with 100% employer match about $109,794 at 4% or $73,196 at 6%. |
| Custom Direct LLC 401K Profit Sharing Plan and Trust | - | 0 | $0 | $13,298 | - |
| 2017 | 1 | 19 | $1,717,916 | $88,283 | $4,646iApproximate average salary by contribution assumption: employee only about $116,162 at 4% or $77,441 at 6%; with 50% employer match about $77,441 at 4% or $51,627 at 6%; with 100% employer match about $58,081 at 4% or $38,721 at 6%. |
| Custom Direct LLC 401K Profit Sharing Plan and Trust | - | 19 | $1,717,916 | $88,283 | $4,646iApproximate average salary by contribution assumption: employee only about $116,162 at 4% or $77,441 at 6%; with 50% employer match about $77,441 at 4% or $51,627 at 6%; with 100% employer match about $58,081 at 4% or $38,721 at 6%. |
| 2016 | 1 | 18 | $1,391,711 | $103,326 | $5,740iApproximate average salary by contribution assumption: employee only about $143,508 at 4% or $95,672 at 6%; with 50% employer match about $95,672 at 4% or $63,781 at 6%; with 100% employer match about $71,754 at 4% or $47,836 at 6%. |
| Custom Direct LLC 401K Profit Sharing Plan and Trust | - | 18 | $1,391,711 | $103,326 | $5,740iApproximate average salary by contribution assumption: employee only about $143,508 at 4% or $95,672 at 6%; with 50% employer match about $95,672 at 4% or $63,781 at 6%; with 100% employer match about $71,754 at 4% or $47,836 at 6%. |
| 2015 | 1 | 19 | $1,221,788 | $93,971 | $4,946iApproximate average salary by contribution assumption: employee only about $123,646 at 4% or $82,431 at 6%; with 50% employer match about $82,431 at 4% or $54,954 at 6%; with 100% employer match about $61,823 at 4% or $41,215 at 6%. |
| Custom Direct LLC 401K Profit Sharing Plan and Trust | - | 19 | $1,221,788 | $93,971 | $4,946iApproximate average salary by contribution assumption: employee only about $123,646 at 4% or $82,431 at 6%; with 50% employer match about $82,431 at 4% or $54,954 at 6%; with 100% employer match about $61,823 at 4% or $41,215 at 6%. |
| 2014 | 1 | 19 | $1,147,150 | $87,155 | $4,587iApproximate average salary by contribution assumption: employee only about $114,678 at 4% or $76,452 at 6%; with 50% employer match about $76,452 at 4% or $50,968 at 6%; with 100% employer match about $57,339 at 4% or $38,226 at 6%. |
| Custom Direct LLC 401K Profit Sharing Plan and Trust | - | 19 | $1,147,150 | $87,155 | $4,587iApproximate average salary by contribution assumption: employee only about $114,678 at 4% or $76,452 at 6%; with 50% employer match about $76,452 at 4% or $50,968 at 6%; with 100% employer match about $57,339 at 4% or $38,226 at 6%. |
| 2013 | 1 | 20 | $1,004,621 | $70,210 | $3,511iApproximate average salary by contribution assumption: employee only about $87,763 at 4% or $58,508 at 6%; with 50% employer match about $58,508 at 4% or $39,006 at 6%; with 100% employer match about $43,881 at 4% or $29,254 at 6%. |
| Custom Direct LLC 401K Profit Sharing Plan and Trust | - | 20 | $1,004,621 | $70,210 | $3,511iApproximate average salary by contribution assumption: employee only about $87,763 at 4% or $58,508 at 6%; with 50% employer match about $58,508 at 4% or $39,006 at 6%; with 100% employer match about $43,881 at 4% or $29,254 at 6%. |
| 2012 | 1 | 19 | $773,398 | $67,323 | $3,543iApproximate average salary by contribution assumption: employee only about $88,583 at 4% or $59,055 at 6%; with 50% employer match about $59,055 at 4% or $39,370 at 6%; with 100% employer match about $44,291 at 4% or $29,528 at 6%. |
| Custom Direct LLC 401K Profit Sharing Plan and Trust | - | 19 | $773,398 | $67,323 | $3,543iApproximate average salary by contribution assumption: employee only about $88,583 at 4% or $59,055 at 6%; with 50% employer match about $59,055 at 4% or $39,370 at 6%; with 100% employer match about $44,291 at 4% or $29,528 at 6%. |
| 2011 | 1 | 19 | $761,196 | $72,634 | $3,823iApproximate average salary by contribution assumption: employee only about $95,571 at 4% or $63,714 at 6%; with 50% employer match about $63,714 at 4% or $42,476 at 6%; with 100% employer match about $47,786 at 4% or $31,857 at 6%. |
| Custom Direct LLC 401K Profit Sharing Plan and Trust | - | 19 | $761,196 | $72,634 | $3,823iApproximate average salary by contribution assumption: employee only about $95,571 at 4% or $63,714 at 6%; with 50% employer match about $63,714 at 4% or $42,476 at 6%; with 100% employer match about $47,786 at 4% or $31,857 at 6%. |
| 2010 | 1 | 19 | $753,936 | $82,869 | $4,362iApproximate average salary by contribution assumption: employee only about $109,038 at 4% or $72,692 at 6%; with 50% employer match about $72,692 at 4% or $48,461 at 6%; with 100% employer match about $54,519 at 4% or $36,346 at 6%. |
| Custom Direct LLC 401K Profit Sharing Plan and Trust | - | 19 | $753,936 | $82,869 | $4,362iApproximate average salary by contribution assumption: employee only about $109,038 at 4% or $72,692 at 6%; with 50% employer match about $72,692 at 4% or $48,461 at 6%; with 100% employer match about $54,519 at 4% or $36,346 at 6%. |
| 2009 | 1 | 14 | $593,853 | $73,367 | $5,241iApproximate average salary by contribution assumption: employee only about $131,013 at 4% or $87,342 at 6%; with 50% employer match about $87,342 at 4% or $58,228 at 6%; with 100% employer match about $65,506 at 4% or $43,671 at 6%. |
| Custom Direct LLC 401K Profit Sharing Plan and Trust | - | 14 | $593,853 | $73,367 | $5,241iApproximate average salary by contribution assumption: employee only about $131,013 at 4% or $87,342 at 6%; with 50% employer match about $87,342 at 4% or $58,228 at 6%; with 100% employer match about $65,506 at 4% or $43,671 at 6%. |
| 2008 | 1 | 12 | $379,231 | $77,771 | $6,481iApproximate average salary by contribution assumption: employee only about $162,023 at 4% or $108,015 at 6%; with 50% employer match about $108,015 at 4% or $72,010 at 6%; with 100% employer match about $81,011 at 4% or $54,008 at 6%. |
| Custom Direct LLC 401K Profit Sharing Plan and Trust | - | 12 | $379,231 | $77,771 | $6,481iApproximate average salary by contribution assumption: employee only about $162,023 at 4% or $108,015 at 6%; with 50% employer match about $108,015 at 4% or $72,010 at 6%; with 100% employer match about $81,011 at 4% or $54,008 at 6%. |
| 2007 | 1 | 10 | $498,066 | $70,803 | $7,080iApproximate average salary by contribution assumption: employee only about $177,008 at 4% or $118,005 at 6%; with 50% employer match about $118,005 at 4% or $78,670 at 6%; with 100% employer match about $88,504 at 4% or $59,003 at 6%. |
| Custom Direct LLC 401K Profit Sharing Plan and Trust | - | 10 | $498,066 | $70,803 | $7,080iApproximate average salary by contribution assumption: employee only about $177,008 at 4% or $118,005 at 6%; with 50% employer match about $118,005 at 4% or $78,670 at 6%; with 100% employer match about $88,504 at 4% or $59,003 at 6%. |
| 2006 | 1 | 11 | $387,377 | $107,645 | $9,786iApproximate average salary by contribution assumption: employee only about $244,648 at 4% or $163,098 at 6%; with 50% employer match about $163,098 at 4% or $108,732 at 6%; with 100% employer match about $122,324 at 4% or $81,549 at 6%. |
| Custom Direct LLC 401K Profit Sharing Plan and Trust | - | 11 | $387,377 | $107,645 | $9,786iApproximate average salary by contribution assumption: employee only about $244,648 at 4% or $163,098 at 6%; with 50% employer match about $163,098 at 4% or $108,732 at 6%; with 100% employer match about $122,324 at 4% or $81,549 at 6%. |
| 2005 | 1 | 10 | $236,281 | $73,543 | $7,354iApproximate average salary by contribution assumption: employee only about $183,858 at 4% or $122,572 at 6%; with 50% employer match about $122,572 at 4% or $81,714 at 6%; with 100% employer match about $91,929 at 4% or $61,286 at 6%. |
| Custom Direct LLC 401K Profit Sharing Plan and Trust | - | 10 | $236,281 | $73,543 | $7,354iApproximate average salary by contribution assumption: employee only about $183,858 at 4% or $122,572 at 6%; with 50% employer match about $122,572 at 4% or $81,714 at 6%; with 100% employer match about $91,929 at 4% or $61,286 at 6%. |
| 2004 | 1 | 10 | $144,189 | $67,444 | $6,744iApproximate average salary by contribution assumption: employee only about $168,610 at 4% or $112,407 at 6%; with 50% employer match about $112,407 at 4% or $74,938 at 6%; with 100% employer match about $84,305 at 4% or $56,203 at 6%. |
| Custom Direct LLC 401K Profit Sharing Plan and Trust | - | 10 | $144,189 | $67,444 | $6,744iApproximate average salary by contribution assumption: employee only about $168,610 at 4% or $112,407 at 6%; with 50% employer match about $112,407 at 4% or $74,938 at 6%; with 100% employer match about $84,305 at 4% or $56,203 at 6%. |