Plan5500

Cambridge 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, Cambridge Management, Inc. (EIN 91-1378358) is a plan sponsor located in Tacoma, WA 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
91-1378358
Location
Tacoma, WA
Loaded plans
2
Latest filing year
2023
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$5MSummed across loaded plans$4,964,337
Total reported assets$5M$5,012,110
Total reported participants750
Total reported liabilities$47.8K$47,773

Reported net position

Reported assets = net assets + liabilities (summed)$5M total assets
Net assets$5MLiabilities$47.8K
Contributions & income
Employer contributions$409.3K
Participant contributions$593K
Total income / additions$1.7M
Expenses & distributions
Benefits paid / distributions$1.1M
Total expenses$1.2M
Net increase / (decrease)$531.2K

Data coverage

Plans with financial statements1 / 2 (50%)
Plans with provider compensation1 / 2 (50%)

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%Cambridge Management, Inc. 401(K) Plan
Participants per plan375Average across loaded plans
Loaded plans2
Ranked by reported assets

Largest loaded plans

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

  1. 1
    Cambridge Management, Inc. 401(K) Plan$5M
    Plan #001 · 414 participants · 2023
  2. 2
    Cambridge Property Management Welfare Benefitsnot reported in the loaded dataset
    Plan #502 · 336 participants · 2023

Search all 2 loaded plans for this company →

Latest loaded filings

Most recent loaded Form 5500 filings for Cambridge Management, Inc.
YearPlanParticipantsSchedulesFiling
2023Cambridge Property Management Welfare Benefits336—20241008145931NAL0008489827001
2023Cambridge Management, Inc. 401(K) Plan414H, C20241014115210NAL0013233491001

Related Form 5500 pages