Crm Management, LLC — Form 5500 filings & benefit plans

Form 5500 plan sponsor 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, Crm Management, LLC (EIN 75-2998533) is a plan sponsor located in Hollywood, FL with 1 reported benefit plan(s) in the loaded dataset. The latest loaded Form 5500 filing year is 2023.

Company overview (based on loaded 2023 public filings)

EIN
75-2998533
Location
Hollywood, FL
Loaded plans
1
Latest filing year
2023

Reported financial aggregate (2023)

Reported net position

Total reported assets (EOY)
$10,034,573
Total reported liabilities (EOY)
$0
Total reported net assets (EOY)
$10,034,573

Contributions & income

Employer contributions
$132,403
Participant contributions
$532,668
Total income / additions
$2,130,230

Expenses & distributions

Benefits paid / distributions
$1,196,357
Total expenses
$1,313,799
Net increase / (decrease)
$816,431

Coverage

Total reported participants
264
Plans with financial statements
1
Plans with provider compensation
1

Totals sum the latest loaded 2023 public Form 5500 filing per plan for this company's plans — one filing per plan, so multiple years are never double-counted. Figures are reported values from loaded Schedule H / I (and Schedule C for provider compensation); fields a plan did not report are treated as missing, not zero. These are not audited or official totals.

Largest loaded plans by reported assets

Crm Management, LLC plans by reported end-of-year assets
PlanPlan #ParticipantsReported assets (EOY)Year
Crm Management, LLC 401(K) Profit Sharing Plan001264$10,034,5732023

Search all 1 loaded plans for this company →

Latest loaded filings

Most recent loaded Form 5500 filings for Crm Management, LLC
YearPlanParticipantsSchedulesFiling
2023Crm Management, LLC 401(K) Profit Sharing Plan264H, C20240913140607NAL0011762257001

Related Form 5500 pages