2023 Form 5500 filing — Ccmsi Holdings, Inc. Employee Stock Ownership 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 20250403164733NAL0006597955001) for Ccmsi Holdings, Inc. Employee Stock Ownership Plan, reported by Ccmsi Holdings, Inc. under EIN 16-1715499 and plan number 002. It reports 1,657 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250403164733NAL0006597955001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Ccmsi Holdings, Inc.
- EIN
- 16-1715499
- Plan number
- 002
- Location
- Danville, IL
- Participants
- 1,657
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $104,362,683
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $104,362,683
- Employer contributions
- $5,900,000
- Total income / additions
- $16,515,422
- Benefits paid
- $5,274,514
- Administrative expenses
- $136,680
- Total expenses
- $5,411,194
- Net increase / (decrease)
- $11,104,228
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Principal Financial Group | PLAN ADMINISTRATOR | $79,873 | not reported in the loaded dataset |
| Comstock | VALUATION SERVICES | $22,510 | not reported in the loaded dataset |
| Clifton Larson Allen | ACCOUNTANT | $22,365 | not reported in the loaded dataset |
| Merrill Lynch | INVESTMENT MANAGEMENT | $10,706 | not reported in the loaded dataset |