2023 Form 5500 filing — Cma Retirement 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 20240829133700NAL0024472272001) for Cma Retirement Plan, reported by Community Management Associates, Inc. under EIN 58-1920396 and plan number 001. It reports 342 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240829133700NAL0024472272001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Community Management Associates, Inc.
- EIN
- 58-1920396
- Plan number
- 001
- Location
- Atlanta, GA
- Participants
- 342
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $8,342,658
- Total liabilities (EOY)
- $17,836
- Net assets (EOY)
- $8,324,822
- Employer contributions
- $3,835
- Participant contributions
- $776,806
- Total income / additions
- $1,941,298
- Benefits paid
- $615,357
- Administrative expenses
- $6,413
- Total expenses
- $638,082
- Net increase / (decrease)
- $1,303,216
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Trust Advisory Services, Inc. | INVESTMENT ADVISORY | $0 | $21,728 |
| Orenda Retirement LLC | CONTRACT ADMINISTRATOR | $2,215 | $4,522 |
| Principal Life Insurance Company | CONTRACT ADVISORY | $4,197 | $0 |
| Wilshire Associated Incorporated | INVESTMENT ADVISORY | $0 | $0 |