Cm&P Holdings Ira Inc. Retirement Plan — Form 5500 plan (Cm&P Holdings Ira 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, Cm&P Holdings Ira Inc. Retirement Plan is a benefit plan reported by Cm&P Holdings Ira Inc. under EIN 85-3669737 and plan number 001. The latest loaded filing year is 2023. The filing reports 3 participants and $1,413,805 in end-of-year plan assets, where available in the loaded dataset.

Form 5500 plan profile · 2023

Key reported metrics

Net assets (EOY)$1.4MPlan net assets, end of year$1,413,805
Participants3Covered participants reported
Assets / participant$471.3KComputed: assets ÷ participants$471,268 (computed)
Provider compensationNone reported
Plan sponsor
Cm&P Holdings Ira Inc.
EIN
85-3669737
Plan number
001
Plan type
2
Location
Oak Brook Terrace, IL
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
    3 participants · 2Sch I
    View filing →
Schedule I · 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)$1.4M total assets
Net assets$1.4MLiabilities
Money in vs. money out
Total income / additions-$538.1K
Total expenses$0
Benefits paid / distributionsNot reported
Contributions
EmployerNot reported
Participant$12.3K
Full reported line items

Net assets

Total assets (EOY)
$1,413,805
Net assets (EOY)
$1,413,805
Net assets (BOY)
$1,951,952

Income & contributions

Participant contributions
$12,325
Total income / additions
-$538,147

Expenses & distributions

Total expenses
$0
Net increase / (decrease)
-$538,147
Schedule C

Service provider compensation

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

No Schedule C service provider compensation is loaded for this plan yet.

Related Form 5500 pages