Cannon Management Company — 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, Cannon Management Company (EIN 33-0943407) is a plan sponsor located in Riverside, CA with 1 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
33-0943407
Location
Riverside, CA
Loaded plans
3
Latest filing year
2023

This is a company / sponsor profile — aggregate totals across all of this employer's loaded plans. Open an individual plan below for its own full financial statement.

What stands out for Cannon Management Company

  • 3 loaded plans hold $5.2M in reported assets.
  • The largest, Dft Inc. 401(K) Plan, holds 100% of this company's reported plan assets.
  • Plans cover 1,222 reported participants.
  • 1 of 3 plans report full financial statements.
  • 1 report Schedule C provider compensation.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$5.2MSummed across loaded plans$5,163,856
Total reported assets$5.2M$5,163,856
Total reported participants1.2K1,222
Total reported liabilities$0

Reported net position

Reported assets = net assets + liabilities (summed)$5.2M total assets
Net assets$5.2MLiabilities$0
Contributions & income
Employer contributions$303.2K
Participant contributions$494.3K
Total income / additions$1.9M
Expenses & distributions
Benefits paid / distributions$376.4K
Total expenses$393.2K
Net increase / (decrease)$1.5M

Data coverage

Plans with financial statements1 / 3 (33%)
Plans with provider compensation1 / 3 (33%)

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.

Computed from loaded plans

Portfolio comparison

Largest plan share of assets100%Dft Inc. 401(K) Plan
Participants per plan407Average across loaded plans
Loaded plans3
Ranked by reported assets

Largest loaded plans

Bars show each plan's reported end-of-year assets relative to the largest.

  1. 1
    Plan #001 · 454 participants · 2023
  2. 2
    Plan #501 · 398 participants · 2023
  3. 3
    Cannon Management Companynot reported in the loaded dataset
    Plan #502 · 370 participants · 2023
EFAST2 filings

Latest loaded filings

Most recent loaded Form 5500 filings for Cannon Management Company. Open one for its full reported snapshot.

  1. 2023
    Dft Inc., Dba Cannon Management Medical Insurance Plan398 participants · 2Sch H
    View filing →
  2. 2023
    Cannon Management Company370 participants · 2Sch H
    View filing →
  3. 2023
    Dft Inc. 401(K) Plan454 participants · 2Sch HSch C
    View filing →

What to inspect next

Frequently asked questions

How many benefit plans does Cannon Management Company report on Form 5500?
Cannon Management Company (EIN 33-0943407) reports 1 benefit plan(s) in the loaded Form 5500 dataset.
What is the EIN for Cannon Management Company?
The Employer Identification Number (EIN) reported for Cannon Management Company is 33-0943407.
What is the latest Form 5500 filing year for Cannon Management Company?
The latest loaded Form 5500 filing year for Cannon Management Company is 2023.

Related Form 5500 pages