2023 Form 5500 filing — Cmi Vantage Partners 401(K) Profit Sharing Plan
Plain-English filing 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, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20240516104754NAL0060304288001) for Cmi Vantage Partners 401(K) Profit Sharing Plan, reported by Cmi - Vantage Partners LLC under EIN 04-3390284 and plan number 001. It reports 113 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials).
- EFAST2 acknowledgement
- 20240516104754NAL0060304288001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Cmi - Vantage Partners LLC
- EIN
- 04-3390284
- Plan number
- 001
- Location
- Brighton, MA
- Participants
- 113
- Schedules available
- Schedule I
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $27,904,497
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $27,904,497
- Employer contributions
- $236,028
- Participant contributions
- $912,934
- Total income / additions
- $7,018,094
- Benefits paid
- $5,951,181
- Administrative expenses
- $13,279
- Total expenses
- $5,964,460
- Net increase / (decrease)
- $1,053,634
- Schedule source
- Schedule I