Corporate Management, Inc. 401(K) Plan — Form 5500 plan (Corporate 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, Corporate Management, Inc. 401(K) Plan is a benefit plan reported by Corporate Management, Inc under EIN 20-0463966 and plan number 001. The latest loaded filing year is 2023. The filing reports 276 participants and $3,637,008 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Corporate Management, Inc
EIN
20-0463966
Plan number
001
Plan type
2
Location
Gulfport, MS
Latest filing year
2023
Participants
276
End-of-year plan assets
$3,637,008

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023276H, C20241031100718NAL0002555360001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$3,637,008
Total liabilities (EOY)
$19,010
Net assets (EOY)
$3,617,998
Net assets (BOY)
$3,038,669

Income & contributions

Employer contributions
$15,458
Participant contributions
$215,311
Total contributions
$230,769
Total income / additions
$690,856

Expenses & distributions

Benefits paid
$88,095
Administrative expenses
$23,432
Total expenses
$111,527
Net increase / (decrease)
$579,329

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Kestra Investment Services, LLCNONE$20,111$02023
Minnesota Life Insurance CompanyNONE$3,321$02023

Related Form 5500 pages