2023 Form 5500 filing — Cumming Management Group, Inc. 401(K) Plan-Ii
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 20241010162757NAL0041546594001) for Cumming Management Group, Inc. 401(K) Plan-Ii, reported by Cumming Management Group, Inc. under EIN 20-8782096 and plan number 002. It reports 1,479 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)$108.2MReported net assets$108,227,609
Participants1.5K1,479
Provider compensation$73K2 Schedule C row(s)$72,988
Schedules filedSchedule H, Schedule CLoaded schedules
- EFAST2 acknowledgement
- 20241010162757NAL0041546594001
- Plan sponsor
- Cumming Management Group, Inc.
- EIN
- 20-8782096
- Plan number
- 002
- Location
- Murrieta, CA
- Received date
- not reported in the loaded dataset
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)$108.2M total assets
Net assets$108.2MLiabilities$0
Full reported line items
- Total assets (EOY)
- $108,227,609
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $108,227,609
- Employer contributions
- $3,940,803
- Participant contributions
- $12,529,772
- Total income / additions
- $36,966,911
- Benefits paid
- $8,187,655
- Administrative expenses
- $72,988
- Total expenses
- $8,265,611
- Net increase / (decrease)
- $28,701,300
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Strategic Advisors, Inc. | ADVISOR | $48,930 | not reported in the loaded dataset |
| Fidelity Investments Institutional | RECORDKEEPER | $24,058 | $0 |