2023 Form 5500 filing — Ccmsi 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 20250320101236NAL0004738195001) for Ccmsi 401(K) Plan, reported by Ccmsi Holdings, Inc. under EIN 37-1057804 and plan number 001. It reports 1,752 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250320101236NAL0004738195001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Ccmsi Holdings, Inc.
- EIN
- 37-1057804
- Plan number
- 001
- Location
- Danville, IL
- Participants
- 1,752
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $75,570,178
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $75,570,178
- Participant contributions
- $5,980,881
- Total income / additions
- $18,366,671
- Benefits paid
- $7,841,662
- Administrative expenses
- $255,662
- Total expenses
- $8,187,957
- Net increase / (decrease)
- $10,178,714
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| John Hancock Retirement Plan Servic | RETAINED BY EMPLOYER | $202,054 | $0 |
| Northwestern Mutual Wealth Mgt Co | RETAINED BY EMPLOYER | $53,607 | not reported in the loaded dataset |