2023 Form 5500 filing — Cma Retirement 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 20240829133700NAL0024472272001) for Cma Retirement Plan, reported by Community Management Associates, Inc. under EIN 58-1920396 and plan number 001. It reports 342 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)$8.3MReported net assets$8,324,822

Participants342

Provider compensation$32.7K4 Schedule C row(s)$32,662

Schedules filedSchedule H, Schedule CLoaded schedules

EFAST2 acknowledgement: 20240829133700NAL0024472272001
Plan sponsor: Community Management Associates, Inc.
EIN: 58-1920396
Plan number: 001
Location: Atlanta, GA
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)$8.3M total assets

Net assets$8.3MLiabilities$17.8K

Money in vs. money out

Total income / additions$1.9M

Total expenses$638.1K

Benefits paid / distributions$615.4K

Contributions

Employer$3.8K

Participant$776.8K

Full reported line items

Total assets (EOY): $8,342,658
Total liabilities (EOY): $17,836
Net assets (EOY): $8,324,822
Employer contributions: $3,835
Participant contributions: $776,806
Total income / additions: $1,941,298
Benefits paid: $615,357
Administrative expenses: $6,413
Total expenses: $638,082
Net increase / (decrease): $1,303,216

Schedule C

Reported service provider compensation

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

1
Trust Advisory Services, Inc.$21.7K
INVESTMENT ADVISORY · Direct $0 · Indirect $21.7K
2
Orenda Retirement LLC$6.7K
CONTRACT ADMINISTRATOR · Direct $2.2K · Indirect $4.5K
3
Principal Life Insurance Company$4.2K
CONTRACT ADVISORY · Direct $4.2K · Indirect $0
4
Wilshire Associated Incorporated$0
INVESTMENT ADVISORY · Direct $0 · Indirect $0

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20240829133700NAL0024472272001 cover?: It is the 2023 Form 5500 filing for Cma Retirement Plan, reported by Community Management Associates, Inc. (EIN 58-1920396).
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).