2023 Form 5500 filing — Cmi Group 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 20241015102400NAL0014395651001) for Cmi Group 401(K) Plan, reported by Cassavant Machining, Inc. under EIN 86-0905169 and plan number 002. It reports 673 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)$18.9MReported net assets$18,874,825
Participants673
Provider compensation$99K4 Schedule C row(s)$98,975
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20241015102400NAL0014395651001
Plan sponsor
Cassavant Machining, Inc.
EIN
86-0905169
Plan number
002
Location
Phoenix, AZ
Received date
not reported in the loaded dataset
How to read this filing
  • This is a single annual Form 5500 filing, identified by its EFAST2 acknowledgement id.
  • Schedule chips (Sch H / I / C) show which schedules this filing includes.
  • Net assets = total assets minus total liabilities (Schedule H/I).
  • Fields a filing did not report are labeled not reported in the loaded dataset — never estimated.
  • For the plan's full history, open the plan profile.
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)$18.9M total assets
Net assets$18.9MLiabilities$0
Money in vs. money out
Total income / additions$5.8M
Total expenses$2M
Benefits paid / distributions$2M
Contributions
Employer$1.1M
Participant$2.2M
Full reported line items
Total assets (EOY)
$18,874,825
Total liabilities (EOY)
$0
Net assets (EOY)
$18,874,825
Employer contributions
$1,137,675
Participant contributions
$2,211,338
Total income / additions
$5,777,187
Benefits paid
$1,952,063
Administrative expenses
$78,903
Total expenses
$2,030,966
Net increase / (decrease)
$3,746,221
Schedule C

Reported service provider compensation

Compensation reported on the 2023 filing, ranked by reported total.

  1. 1
    CONTRACT ADMINISTRATOR · Direct $60.7K · Indirect $0
  2. 2
    INVESTMENT ADVISORY · Direct $0 · Indirect $22.6K
  3. 3
    Ascensus$15.7K
    THIRD PARTY ADMINISTRATO · Direct $8.3K · Indirect $7.4K
  4. 4
    INV ADVISORY-PARTICIPANT · Direct $0 · Indirect $0

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20241015102400NAL0014395651001 cover?
It is the 2023 Form 5500 filing for Cmi Group 401(K) Plan, reported by Cassavant Machining, Inc. (EIN 86-0905169).
Which Form 5500 schedules are attached to this 2023 filing?
Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Related Form 5500 pages