2023 Form 5500 filing — Cummings Properties, LLC 401(K) Plan

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 20240725091301NAL0022094384001) for Cummings Properties, LLC 401(K) Plan, reported by Cummings Properties, LLC under EIN 04-2916271 and plan number 002. It reports 572 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$80.7MReported net assets$80,658,260

Participants572

Provider compensation$50.8K2 Schedule C row(s)$50,832

Schedules filedSchedule H, Schedule CLoaded schedules

EFAST2 acknowledgement: 20240725091301NAL0022094384001
Plan sponsor: Cummings Properties, LLC
EIN: 04-2916271
Plan number: 002
Location: Woburn, MA
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 H · 2023

Reported financial snapshot

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

Reported balance (end of year)$80.7M total assets

Net assets$80.7MLiabilities$0

Money in vs. money out

Total income / additions$18M

Total expenses$7.3M

Benefits paid / distributions$7.3M

Contributions

Employer$1.3M

Participant$3.8M

Full reported line items

Total assets (EOY): $80,658,260
Total liabilities (EOY): $0
Net assets (EOY): $80,658,260
Employer contributions: $1,265,119
Participant contributions: $3,763,596
Total income / additions: $18,018,864
Benefits paid: $7,285,330
Administrative expenses: $50,832
Total expenses: $7,341,245
Net increase / (decrease): $10,677,619

Schedule C

Reported service provider compensation

Compensation reported on the 2023 filing, ranked by reported total.

1
Fidelity Investments Institutional$40.8K
RECORDKEEPER · Direct $40.8K
2
Litmangerson Associates, Llp$10K
ACCOUNTANT/AUDITOR · Direct $10K

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20240725091301NAL0022094384001 cover?: It is the 2023 Form 5500 filing for Cummings Properties, LLC 401(K) Plan, reported by Cummings Properties, LLC (EIN 04-2916271).
Which Form 5500 schedules are attached to this 2023 filing?: Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).