2023 Form 5500 filing — Team Cmi'S Investments For The Future

Plain-English filing 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, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20240520081916NAL0001984656001) for Team Cmi'S Investments For The Future, reported by Conceptual Mindworks, Inc. under EIN 74-2574471 and plan number 001. It reports 78 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$10.1MReported net assets$10,144,619
Participants78
Provider compensationNone reported
Schedules filedSchedule ILoaded schedules
EFAST2 acknowledgement
20240520081916NAL0001984656001
Plan sponsor
Conceptual Mindworks, Inc.
EIN
74-2574471
Plan number
001
Location
San Antonio, TX
Received date
not reported in the loaded dataset
How to read this filing
  • This is a single annual Form 5500 filing, identified by its EFAST2 acknowledgement id.
  • Schedule chips (Sch H / I / C) show which schedules this filing includes.
  • Net assets = total assets minus total liabilities (Schedule H/I).
  • Fields a filing did not report are labeled not reported in the loaded dataset — never estimated.
  • For the plan's full history, open the plan profile.
Schedule I · 2023

Reported financial snapshot

Reported figures as filed, in whole dollars. Only fields the filing reports are shown.

Reported balance (end of year)$10.1M total assets
Net assets$10.1MLiabilities$0
Money in vs. money out
Total income / additions$2.1M
Total expenses$800.4K
Benefits paid / distributions$800.3K
Contributions
Employer$20K
Participant$361.9K
Full reported line items
Total assets (EOY)
$10,144,619
Total liabilities (EOY)
$0
Net assets (EOY)
$10,144,619
Employer contributions
$20,000
Participant contributions
$361,879
Total income / additions
$2,062,831
Benefits paid
$800,327
Administrative expenses
$75
Total expenses
$800,402
Net increase / (decrease)
$1,262,429

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20240520081916NAL0001984656001 cover?
It is the 2023 Form 5500 filing for Team Cmi'S Investments For The Future, reported by Conceptual Mindworks, Inc. (EIN 74-2574471).
Which Form 5500 schedules are attached to this 2023 filing?
Attached schedules in the loaded dataset include Schedule I (small plan financials).

Related Form 5500 pages