2023 Form 5500 filing — Cdm Investment Group, Inc. 401(K) Savings 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 20250306143223NAL0010293249001) for Cdm Investment Group, Inc. 401(K) Savings Plan, reported by Cdm Investment Group, Inc. under EIN 20-0341760 and plan number 002. It reports 359 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250306143223NAL0010293249001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Cdm Investment Group, Inc.
- EIN
- 20-0341760
- Plan number
- 002
- Location
- Omaha, NE
- Participants
- 359
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $30,943,470
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $30,943,470
- Employer contributions
- $947,761
- Participant contributions
- $2,066,267
- Total income / additions
- $17,259,346
- Benefits paid
- $1,292,012
- Administrative expenses
- $205,333
- Total expenses
- $1,498,600
- Net increase / (decrease)
- $15,760,746
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Creative Planning | ADVISOR | $153,367 | not reported in the loaded dataset |
| Newport Group, Inc. | CONTRACT ADMIN | $51,967 | $0 |