Cumming Management Group, Inc. 401(K) Plan-Ii — Form 5500 plan (Cumming Management 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, Cumming Management Group, Inc. 401(K) Plan-Ii is a benefit plan reported by Cumming Management Group, Inc. under EIN 20-8782096 and plan number 002. The latest loaded filing year is 2023. The filing reports 1,479 participants and $108,227,609 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Cumming Management Group, Inc.
EIN
20-8782096
Plan number
002
Plan type
2
Location
Murrieta, CA
Latest filing year
2023
Participants
1,479
End-of-year plan assets
$108,227,609

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20231,479H, C20241010162757NAL0041546594001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$108,227,609
Total liabilities (EOY)
$0
Net assets (EOY)
$108,227,609
Net assets (BOY)
$79,526,309

Income & contributions

Employer contributions
$3,940,803
Participant contributions
$12,529,772
Total contributions
$20,239,826
Total income / additions
$36,966,911

Expenses & distributions

Benefits paid
$8,187,655
Administrative expenses
$72,988
Total expenses
$8,265,611
Net increase / (decrease)
$28,701,300

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Strategic Advisors, Inc.ADVISOR$48,930not reported in the loaded dataset2023
Fidelity Investments InstitutionalRECORDKEEPER$24,058$02023

Related Form 5500 pages