2023 Form 5500 filing — Cm Management, Inc. 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 20241014150330NAL0015167443001) for Cm Management, Inc. 401(K) Plan, reported by Cm Management, Inc. under EIN 16-1560888 and plan number 002. It reports 406 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)$10.5MReported net assets$10,542,220
Participants406
Provider compensation$2K1 Schedule C row(s)$2,025
Schedules filedSchedule H, Schedule CLoaded schedules
- EFAST2 acknowledgement
- 20241014150330NAL0015167443001
- Plan sponsor
- Cm Management, Inc.
- EIN
- 16-1560888
- Plan number
- 002
- Location
- Bonita Springs, FL
- 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)$10.5M total assets
Net assets$10.5MLiabilities$0
Full reported line items
- Total assets (EOY)
- $10,542,220
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $10,542,220
- Employer contributions
- $0
- Participant contributions
- $1,011,261
- Total income / additions
- $2,726,425
- Benefits paid
- $742,467
- Administrative expenses
- $2,025
- Total expenses
- $760,881
- Net increase / (decrease)
- $1,965,544
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Capital Group Retirement Plan Svcs. | RECORDKEEPER | $2,025 | $0 |