2023 Form 5500 filing — Marigold 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 20241015133235NAL0049635936001) for Marigold 401(K) Plan, reported by Cm Acquisitions Holdings, Inc. under EIN 82-2867962 and plan number 001. It reports 923 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)$70.7MReported net assets$70,674,843
Participants923
Provider compensation$153.5K2 Schedule C row(s)$153,533
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20241015133235NAL0049635936001
Plan sponsor
Cm Acquisitions Holdings, Inc.
EIN
82-2867962
Plan number
001
Location
Nashville, TN
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)$70.7M total assets
Net assets$70.7MLiabilities$0
Money in vs. money out
Total income / additions$18M
Total expenses$8.2M
Benefits paid / distributions$8M
Contributions
Employer$1.6M
Participant$5.3M
Full reported line items
Total assets (EOY)
$70,674,843
Total liabilities (EOY)
$0
Net assets (EOY)
$70,674,843
Employer contributions
$1,613,386
Participant contributions
$5,280,151
Total income / additions
$18,020,123
Benefits paid
$7,989,733
Administrative expenses
$166,793
Total expenses
$8,156,526
Net increase / (decrease)
$9,863,597
Schedule C

Reported service provider compensation

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

  1. 1
    RECORDKEEPER · Direct $77.7K
  2. 2
    RIA · Direct $75.9K

Related Form 5500 pages