Cfs 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, Cfs Management, LLC (EIN 83-4228141) is a plan sponsor located in Bradenton, 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
83-4228141
Location
Bradenton, FL
Loaded plans
2
Latest filing year
2023

Reported financial aggregate (2023)

Reported net position

Total reported assets (EOY)
$34,688,558
Total reported liabilities (EOY)
$0
Total reported net assets (EOY)
$34,688,558

Contributions & income

Employer contributions
$1,763,735
Participant contributions
$3,747,083
Total income / additions
$11,304,346

Expenses & distributions

Benefits paid / distributions
$3,179,213
Total expenses
$3,347,103
Net increase / (decrease)
$7,957,243

Coverage

Total reported participants
2,279
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

Cfs Management, LLC plans by reported end-of-year assets
PlanPlan #ParticipantsReported assets (EOY)Year
Us Eye 401(K) Retirement Savings Plan0021,269$34,688,5582023
Cfs Management, LLC Employee Welfare Benefits Plan5011,010not reported in the loaded dataset2023

Search all 2 loaded plans for this company →

Latest loaded filings

Most recent loaded Form 5500 filings for Cfs Management, LLC
YearPlanParticipantsSchedulesFiling
2023Cfs Management, LLC Employee Welfare Benefits Plan1,01020250211085504NAL0010444355001
2023Us Eye 401(K) Retirement Savings Plan1,269H, C20250428103045NAL0007980051001

Related Form 5500 pages