2023 Form 5500 filing — Cmc Group, Inc. Retirement Savings 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 20240926102949NAL0000526065001) for Cmc Group, Inc. Retirement Savings Plan, reported by Cmc Group, Inc. under EIN 34-1898330 and plan number 001. It reports 192 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240926102949NAL0000526065001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Cmc Group, Inc.
- EIN
- 34-1898330
- Plan number
- 001
- Location
- Bowling Green, OH
- Participants
- 192
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $12,945,335
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $12,945,335
- Employer contributions
- $193,780
- Participant contributions
- $724,394
- Total income / additions
- $3,348,381
- Benefits paid
- $1,656,865
- Administrative expenses
- $53,568
- Total expenses
- $1,710,433
- Net increase / (decrease)
- $1,637,948
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Tfo Wealth Partners | ADVISOR | $29,395 | not reported in the loaded dataset |
| Fidelity Investments Institutional | RECORDKEEPER | $24,173 | not reported in the loaded dataset |