2023 Form 5500 filing — Cumming Management Group, Inc. 401(K) Plan-Ii
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 20241010162757NAL0041546594001) for Cumming Management Group, Inc. 401(K) Plan-Ii, reported by Cumming Management Group, Inc. under EIN 20-8782096 and plan number 002. It reports 1,479 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241010162757NAL0041546594001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Cumming Management Group, Inc.
- EIN
- 20-8782096
- Plan number
- 002
- Location
- Murrieta, CA
- Participants
- 1,479
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $108,227,609
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $108,227,609
- Employer contributions
- $3,940,803
- Participant contributions
- $12,529,772
- Total income / additions
- $36,966,911
- Benefits paid
- $8,187,655
- Administrative expenses
- $72,988
- Total expenses
- $8,265,611
- Net increase / (decrease)
- $28,701,300
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Strategic Advisors, Inc. | ADVISOR | $48,930 | not reported in the loaded dataset |
| Fidelity Investments Institutional | RECORDKEEPER | $24,058 | $0 |