Cmc Rescue, Inc. 401(K) Plan — Form 5500 plan (Cmc Rescue, 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, Cmc Rescue, Inc. 401(K) Plan is a benefit plan reported by Cmc Rescue, Inc. under EIN 95-3442381 and plan number 001. The latest loaded filing year is 2023. The filing reports 122 participants and $6,603,598 in end-of-year plan assets, where available in the loaded dataset.

Form 5500 plan profile · 2023

Key reported metrics

Net assets (EOY)$6.6MPlan net assets, end of year$6,603,598
Participants122Covered participants reported
Assets / participant$54.1KComputed: assets ÷ participants$54,128 (computed)
Provider compensation$33.4K3 Schedule C provider row(s)$33,369
Plan sponsor
Cmc Rescue, Inc.
EIN
95-3442381
Plan number
001
Plan type
2
Location
Goleta, CA
Latest filing year
2023

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023122H, C20241010094236NAL0009868099001
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)$6.6M total assets
Net assets$6.6MLiabilities$0
Money in vs. money out
Total income / additions$1.8M
Total expenses$1.9M
Benefits paid / distributions$1.8M
Contributions
Employer$116.8K
Participant$552.4K
Full reported line items

Net assets

Total assets (EOY)
$6,603,598
Total liabilities (EOY)
$0
Net assets (EOY)
$6,603,598
Net assets (BOY)
$6,636,580

Income & contributions

Employer contributions
$116,783
Participant contributions
$552,358
Total contributions
$827,760
Total income / additions
$1,847,321

Expenses & distributions

Benefits paid
$1,846,933
Administrative expenses
$33,370
Total expenses
$1,880,303
Net increase / (decrease)
-$32,982
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 17%Participant 83%
Total expenses ÷ net assets28%Computed ratio
Benefits paid ÷ total income100%Computed ratio
Provider comp. ÷ net assets1%Computed ratio

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Adp, Inc.RECORD KEEPER$17,960$02023
Channel Wealth LLCINVESTMENT/FINANCIAL ADVI$15,409$02023
Adp Broker-DealerRECORD KEEPER$0$02023

Related Form 5500 pages