2023 Form 5500 filing — Marigold 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 20241015133235NAL0049635936001) for Marigold 401(K) Plan, reported by Cm Acquisitions Holdings, Inc. under EIN 82-2867962 and plan number 001. It reports 923 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015133235NAL0049635936001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Cm Acquisitions Holdings, Inc.
- EIN
- 82-2867962
- Plan number
- 001
- Location
- Nashville, TN
- Participants
- 923
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $70,674,843
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $70,674,843
- Employer contributions
- $1,613,386
- Participant contributions
- $5,280,151
- Total income / additions
- $18,020,123
- Benefits paid
- $7,989,733
- Administrative expenses
- $166,793
- Total expenses
- $8,156,526
- Net increase / (decrease)
- $9,863,597
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| John Hancock Life Insurance | RECORDKEEPER | $77,654 | not reported in the loaded dataset |
| Sheridan Road Advisors | RIA | $75,879 | not reported in the loaded dataset |