Cmi Limited Company 401(K) Retirement Plan — Form 5500 plan (Cmi Limited Co.)
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, Cmi Limited Company 401(K) Retirement Plan is a benefit plan reported by Cmi Limited Co. under EIN 43-2000256 and plan number 001. The latest loaded filing year is 2023. The filing reports 161 participants and $6,567,526 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Cmi Limited Co.
- EIN
- 43-2000256
- Plan number
- 001
- Plan type
- 2
- Location
- Woodstock, GA
- Latest filing year
- 2023
- Participants
- 161
- End-of-year plan assets
- $6,567,526
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 161 | H, C | 20240917080632NAL0002587857001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $6,567,526
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $6,567,526
- Net assets (BOY)
- $6,199,341
Income & contributions
- Employer contributions
- $228,478
- Participant contributions
- $627,885
- Total contributions
- $912,919
- Total income / additions
- $1,909,145
Expenses & distributions
- Benefits paid
- $1,450,699
- Administrative expenses
- $30,034
- Total expenses
- $1,540,960
- Net increase / (decrease)
- $368,185
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Empower Annuity Insurance Company | RECORDKEEPER | $14,098 | $0 | 2023 |
| Creative Planning Holdco LLC Dba | INVESTMENT ADVISOR | $10,632 | not reported in the loaded dataset | 2023 |
| Northwestern Mutual Wealth Mgmt Co | INVESTMENT ADVISOR | $5,304 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Cmi Limited Co.
- 2023 Form 5500 filing
- Form 5500 filings in GA
- 401(k) and benefit plan filings in Woodstock, GA
- Empower Annuity Insurance Company — Schedule C compensation
- Creative Planning Holdco LLC Dba — Schedule C compensation
- Northwestern Mutual Wealth Mgmt Co — Schedule C compensation