2023 Form 5500 filing — Cm 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 20241014150330NAL0015167443001) for Cm Management, Inc. 401(K) Plan, reported by Cm Management, Inc. under EIN 16-1560888 and plan number 002. It reports 406 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241014150330NAL0015167443001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Cm Management, Inc.
- EIN
- 16-1560888
- Plan number
- 002
- Location
- Bonita Springs, FL
- Participants
- 406
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $10,542,220
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $10,542,220
- Employer contributions
- $0
- Participant contributions
- $1,011,261
- Total income / additions
- $2,726,425
- Benefits paid
- $742,467
- Administrative expenses
- $2,025
- Total expenses
- $760,881
- Net increase / (decrease)
- $1,965,544
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Capital Group Retirement Plan Svcs. | RECORDKEEPER | $2,025 | $0 |