Plan5500

Cm Management, Inc. 401(K) Plan — Form 5500 plan (Cm Management, Inc.)

Plain-English plan 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, Cm Management, Inc. 401(K) Plan is a benefit plan reported by Cm Management, Inc. under EIN 16-1560888 and plan number 002. The latest loaded filing year is 2023. The filing reports 406 participants and $10,542,220 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Cm Management, Inc.
EIN
16-1560888
Plan number
002
Plan type
2
Location
Bonita Springs, FL
Latest filing year
2023
Participants
406
End-of-year plan assets
$10,542,220

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023406H, C20241014150330NAL0015167443001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$10,542,220
Total liabilities (EOY)
$0
Net assets (EOY)
$10,542,220
Net assets (BOY)
$8,576,676

Income & contributions

Employer contributions
$0
Participant contributions
$1,011,261
Total contributions
$1,143,889
Total income / additions
$2,726,425

Expenses & distributions

Benefits paid
$742,467
Administrative expenses
$2,025
Total expenses
$760,881
Net increase / (decrease)
$1,965,544

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Capital Group Retirement Plan Svcs.RECORDKEEPER$2,025$02023

Related Form 5500 pages