Plan5500

Cma Retirement Plan — Form 5500 plan (Community Management Associates, 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, Cma Retirement Plan is a benefit plan reported by Community Management Associates, Inc. under EIN 58-1920396 and plan number 001. The latest loaded filing year is 2023. The filing reports 342 participants and $8,342,658 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Community Management Associates, Inc.
EIN
58-1920396
Plan number
001
Plan type
2
Location
Atlanta, GA
Latest filing year
2023
Participants
342
End-of-year plan assets
$8,342,658

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023342H, C20240829133700NAL0024472272001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$8,342,658
Total liabilities (EOY)
$17,836
Net assets (EOY)
$8,324,822
Net assets (BOY)
$7,021,606

Income & contributions

Employer contributions
$3,835
Participant contributions
$776,806
Total contributions
$780,641
Total income / additions
$1,941,298

Expenses & distributions

Benefits paid
$615,357
Administrative expenses
$6,413
Total expenses
$638,082
Net increase / (decrease)
$1,303,216

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Trust Advisory Services, Inc.INVESTMENT ADVISORY$0$21,7282023
Orenda Retirement LLCCONTRACT ADMINISTRATOR$2,215$4,5222023
Principal Life Insurance CompanyCONTRACT ADVISORY$4,197$02023
Wilshire Associated IncorporatedINVESTMENT ADVISORY$0$02023

Related Form 5500 pages