2023 Form 5500 filing — Cdi Management Corp. 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 20240926182618NAL0001880000001) for Cdi Management Corp. 401(K) Profit Sharing Plan, reported by Cdi Management Corp under EIN 41-1494850 and plan number 003. It reports 4,038 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240926182618NAL0001880000001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Cdi Management Corp
- EIN
- 41-1494850
- Plan number
- 003
- Location
- St. Louis Park, MN
- Participants
- 4,038
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $287,923,392
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $287,923,392
- Employer contributions
- $6,235,732
- Participant contributions
- $16,614,524
- Total income / additions
- $66,992,016
- Benefits paid
- $25,885,493
- Administrative expenses
- $8,492
- Total expenses
- $25,902,143
- Net increase / (decrease)
- $41,089,873
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Merrill Lynch | CONSULTANT | $56,250 | not reported in the loaded dataset |
| Abdo, Llp | ACCOUNTANT/AUDITOR | $16,000 | not reported in the loaded dataset |
| Strategic Advisors, Inc. | ADVISOR | $9,649 | not reported in the loaded dataset |
| Fidelity Investments Institutional | RECORDKEEPER | -$84,108 | $0 |