2023 Form 5500 filing — Contemporary Management Concepts, Lllp 401(K) 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 20241011152119NAL0011112691004) for Contemporary Management Concepts, Lllp 401(K) Plan, reported by Contemporary Management Concepts, Lllp under EIN 59-2446722 and plan number 002. It reports 137 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241011152119NAL0011112691004
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Contemporary Management Concepts, Lllp
- EIN
- 59-2446722
- Plan number
- 002
- Location
- Alachua, FL
- Participants
- 137
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $3,309,280
- Net assets (EOY)
- $3,309,280
- Employer contributions
- $111,700
- Participant contributions
- $275,471
- Total income / additions
- $886,953
- Benefits paid
- $343,770
- Administrative expenses
- $45,096
- Total expenses
- $393,483
- Net increase / (decrease)
- $493,470
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Coulter & Justus, P.C. | AUDITOR | $19,796 | $0 |
| Koss Olinger & Company LLC | INVESTMENT ADVISOR | $17,438 | $0 |