Cdm Investment Group, Inc. 401(K) Savings Plan For Union Employees — Form 5500 plan (Cdm Investment Group, 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, Cdm Investment Group, Inc. 401(K) Savings Plan For Union Employees is a benefit plan reported by Cdm Investment Group, Inc. under EIN 20-0341760 and plan number 004. The latest loaded filing year is 2023. The filing reports 1,278 participants and $10,658,050 in end-of-year plan assets, where available in the loaded dataset.
Form 5500 plan profile · 2023
Key reported metrics
Net assets (EOY)$10.7MPlan net assets, end of year$10,658,050
Participants1.3KCovered participants reported1,278
Assets / participant$8.3KComputed: assets ÷ participants$8,340 (computed)
Provider compensation$67.3K2 Schedule C provider row(s)$67,262
- Plan sponsor
- Cdm Investment Group, Inc.
- EIN
- 20-0341760
- Plan number
- 004
- Plan type
- 2
- Location
- Omaha, NE
- Latest filing year
- 2023
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 1,278 | H, C | 20250306143424NAL0010293553001 |
Schedule H · 2023
Reported financial statement
Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.
Reported balance (end of year)$10.7M total assets
Net assets$10.7MLiabilities$0
Full reported line items
Net assets
- Total assets (EOY)
- $10,658,050
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $10,658,050
- Net assets (BOY)
- $2,318,906
Income & contributions
- Participant contributions
- $494,043
- Total contributions
- $7,269,046
- Total income / additions
- $8,323,427
Expenses & distributions
- Benefits paid
- $572,890
- Administrative expenses
- $67,262
- Total expenses
- $655,171
- Net increase / (decrease)
- $7,668,256
Computed from reported fields
Reported ratios
Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.
Total expenses ÷ net assets6%Computed ratio
Benefits paid ÷ total income7%Computed ratio
Provider comp. ÷ net assets1%Computed ratio
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Creative Planning, Inc. | ADVISOR | $49,590 | not reported in the loaded dataset | 2023 |
| Newport Group, Inc. | RECORDKEEPER | $17,672 | $0 | 2023 |