2023 Form 5500 filing — Cuningham Group Architecture, Inc. Retirement Savings 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 20241007173954NAL0015579585001) for Cuningham Group Architecture, Inc. Retirement Savings Plan, reported by Cuningham Group Architecture, Inc. under EIN 41-1456525 and plan number 001. It reports 412 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241007173954NAL0015579585001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Cuningham Group Architecture, Inc.
- EIN
- 41-1456525
- Plan number
- 001
- Location
- Minneapolis, MN
- Participants
- 412
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $44,599,912
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $44,599,912
- Employer contributions
- $813,546
- Participant contributions
- $3,003,399
- Total income / additions
- $11,308,542
- Benefits paid
- $4,030,280
- Administrative expenses
- $105,835
- Total expenses
- $4,171,394
- Net increase / (decrease)
- $7,137,148
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Kdv Wealth Management, LLC | INVESTMENT ADVISOR | $54,226 | not reported in the loaded dataset |
| Empower Annuity Insurance Company O | RECORDKEEPER | $35,359 | $0 |
| Creative Planning Holdco LLC Dba Cr | INVESTMENT ADVISOR | $16,250 | not reported in the loaded dataset |