Contemporary Management Concepts, Lllp 401(K) Plan — Form 5500 plan (Contemporary Management Concepts, Lllp)

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, Contemporary Management Concepts, Lllp 401(K) Plan is a benefit plan reported by Contemporary Management Concepts, Lllp under EIN 59-2446722 and plan number 002. The latest loaded filing year is 2023. The filing reports 137 participants and $3,309,280 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Contemporary Management Concepts, Lllp
EIN
59-2446722
Plan number
002
Plan type
2
Location
Alachua, FL
Latest filing year
2023
Participants
137
End-of-year plan assets
$3,309,280

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023137H, C20241011152119NAL0011112691004

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$3,309,280
Net assets (EOY)
$3,309,280
Net assets (BOY)
$2,815,810

Income & contributions

Employer contributions
$111,700
Participant contributions
$275,471
Total contributions
$410,407
Total income / additions
$886,953

Expenses & distributions

Benefits paid
$343,770
Administrative expenses
$45,096
Total expenses
$393,483
Net increase / (decrease)
$493,470

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Coulter & Justus, P.C.AUDITOR$19,796$02023
Koss Olinger & Company LLCINVESTMENT ADVISOR$17,438$02023

Related Form 5500 pages