Cm Management, Inc. — Form 5500 filings & benefit plans

Form 5500 plan sponsor 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, Cm Management, Inc. (EIN 16-1560888) is a plan sponsor located in Bonita Springs, FL with 2 reported benefit plan(s) in the loaded dataset. The latest loaded Form 5500 filing year is 2023.

Company overview (based on loaded 2023 public filings)

EIN
16-1560888
Location
Bonita Springs, FL
Loaded plans
2
Latest filing year
2023

Reported financial aggregate (2023)

Reported net position

Total reported assets (EOY)
$10,542,220
Total reported liabilities (EOY)
$0
Total reported net assets (EOY)
$10,542,220

Contributions & income

Employer contributions
$0
Participant contributions
$1,011,261
Total income / additions
$2,726,425

Expenses & distributions

Benefits paid / distributions
$742,467
Total expenses
$760,881
Net increase / (decrease)
$1,965,544

Coverage

Total reported participants
749
Plans with financial statements
1
Plans with provider compensation
1

Totals sum the latest loaded 2023 public Form 5500 filing per plan for this company's plans — one filing per plan, so multiple years are never double-counted. Figures are reported values from loaded Schedule H / I (and Schedule C for provider compensation); fields a plan did not report are treated as missing, not zero. These are not audited or official totals.

Largest loaded plans by reported assets

Cm Management, Inc. plans by reported end-of-year assets
PlanPlan #ParticipantsReported assets (EOY)Year
Cm Management, Inc. 401(K) Plan002406$10,542,2202023
Cm Management, Inc. Health & Welfare Plan501343not reported in the loaded dataset2023

Search all 2 loaded plans for this company →

Latest loaded filings

Most recent loaded Form 5500 filings for Cm Management, Inc.
YearPlanParticipantsSchedulesFiling
2023Cm Management, Inc. 401(K) Plan406H, C20241014150330NAL0015167443001
2023Cm Management, Inc. Health & Welfare Plan34320241210141703NAL0011927537001

Related Form 5500 pages