2023 Form 5500 filing — Cmi Limited Company 401(K) 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 20240917080632NAL0002587857001) for Cmi Limited Company 401(K) Retirement Plan, reported by Cmi Limited Co. under EIN 43-2000256 and plan number 001. It reports 161 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240917080632NAL0002587857001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Cmi Limited Co.
- EIN
- 43-2000256
- Plan number
- 001
- Location
- Woodstock, GA
- Participants
- 161
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $6,567,526
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $6,567,526
- Employer contributions
- $228,478
- Participant contributions
- $627,885
- Total income / additions
- $1,909,145
- Benefits paid
- $1,450,699
- Administrative expenses
- $30,034
- Total expenses
- $1,540,960
- Net increase / (decrease)
- $368,185
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Empower Annuity Insurance Company | RECORDKEEPER | $14,098 | $0 |
| Creative Planning Holdco LLC Dba | INVESTMENT ADVISOR | $10,632 | not reported in the loaded dataset |
| Northwestern Mutual Wealth Mgmt Co | INVESTMENT ADVISOR | $5,304 | not reported in the loaded dataset |