2023 Form 5500 filing — Cambridge Management, Inc. 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 20241014115210NAL0013233491001) for Cambridge Management, Inc. 401(K) Plan, reported by Cambridge Management, Inc. under EIN 91-1378358 and plan number 001. It reports 414 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
Form 5500 2 · 2023
Filing snapshot
Net assets (EOY)$5MReported net assets$4,964,337
Participants414
Provider compensation$68.7K2 Schedule C row(s)$68,675
Schedules filedSchedule H, Schedule CLoaded schedules
- EFAST2 acknowledgement
- 20241014115210NAL0013233491001
- Plan sponsor
- Cambridge Management, Inc.
- EIN
- 91-1378358
- Plan number
- 001
- Location
- Tacoma, WA
- Received date
- not reported in the loaded dataset
Schedule H · 2023
Reported financial snapshot
Reported figures as filed, in whole dollars. Only fields the filing reports are shown.
Reported balance (end of year)$5M total assets
Net assets$5MLiabilities$47.8K
Full reported line items
- Total assets (EOY)
- $5,012,110
- Total liabilities (EOY)
- $47,773
- Net assets (EOY)
- $4,964,337
- Employer contributions
- $409,346
- Participant contributions
- $593,024
- Total income / additions
- $1,748,343
- Benefits paid
- $1,148,508
- Administrative expenses
- $68,676
- Total expenses
- $1,217,184
- Net increase / (decrease)
- $531,159
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Stancorp Financial Group | NONE | $48,361 | not reported in the loaded dataset |
| Lpl Financial Corporation Rpcp | NONE | $20,314 | not reported in the loaded dataset |