Plan5500

Cda Dba Maxsent 401(K) Plan — Form 5500 plan (Cda Incorporated)

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, Cda Dba Maxsent 401(K) Plan is a benefit plan reported by Cda Incorporated under EIN 62-1478263 and plan number 001. The latest loaded filing year is 2023. The filing reports 878 participants and $5,024,858 in end-of-year plan assets, where available in the loaded dataset.

Form 5500 plan profile · 2023

Key reported metrics

Net assets (EOY)$5MPlan net assets, end of year$5,024,858
Participants878Covered participants reported
Assets / participant$5.7KComputed: assets ÷ participants$5,723 (computed)
Provider compensation$79.4K3 Schedule C provider row(s)$79,436
Plan sponsor
Cda Incorporated
EIN
62-1478263
Plan number
001
Plan type
2
Location
Annapolis, MD
Latest filing year
2023
EFAST2 filings

Form 5500 filing history

Each loaded annual filing for this plan. Open one for its full reported snapshot.

  1. 2023
    878 participants · 2Sch HSch C
    View filing →
Schedule H · 2023

Reported financial statement

Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.

Reported balance (end of year)$5M total assets
Net assets$5MLiabilities—
Money in vs. money out
Total income / additions$1.5M
Total expenses$1.1M
Benefits paid / distributions$1M
Contributions
Employer$240.8K
Participant$485.8K
Full reported line items

Net assets

Total assets (EOY)
$5,024,858
Net assets (EOY)
$5,024,858
Net assets (BOY)
$4,554,176

Income & contributions

Employer contributions
$240,782
Participant contributions
$485,842
Total contributions
$804,199
Total income / additions
$1,534,857

Expenses & distributions

Benefits paid
$1,012,067
Administrative expenses
$52,108
Total expenses
$1,064,175
Net increase / (decrease)
$470,682
Computed from reported fields

Reported ratios

Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.

Contribution share (employer vs. participant)
Employer 33%Participant 67%
Total expenses ÷ net assets21%Computed ratio
Benefits paid ÷ total income66%Computed ratio
Provider comp. ÷ net assets2%Computed ratio
Schedule C

Service provider compensation

Reported direct + indirect compensation per provider, ranked. Bars show relative scale.

  1. 1
    Principal Life Insurance Company$52.1K
    CONTRACT ADMINISTRATOR · Direct $52.1K · Indirect $0
  2. 2
    Commonwealth Financial Network$13.7K
    INVESTMENT ADVISORY · Direct $0 · Indirect $13.7K
  3. 3
    Global Retirement Partners LLC$13.7K
    INVESTMENT ADVISORY · Direct $0 · Indirect $13.7K

Related Form 5500 pages