2023 Form 5500 filing — Cme Associates 401(K) Profit Sharing 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 20241115150123NAL0000900737001) for Cme Associates 401(K) Profit Sharing Plan, reported by Consulting & Municipal Engineers, Llp under EIN 22-3484435 and plan number 002. It reports 326 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)$53.2MReported net assets$53,178,729
Participants326
Provider compensation$85.7K3 Schedule C row(s)$85,722
Schedules filedSchedule H, Schedule CLoaded schedules
- EFAST2 acknowledgement
- 20241115150123NAL0000900737001
- Plan sponsor
- Consulting & Municipal Engineers, Llp
- EIN
- 22-3484435
- Plan number
- 002
- Location
- Howell, NJ
- 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)$53.2M total assets
Net assets$53.2MLiabilities$0
Full reported line items
- Total assets (EOY)
- $53,178,729
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $53,178,729
- Employer contributions
- $926,617
- Participant contributions
- $2,521,819
- Total income / additions
- $9,536,787
- Benefits paid
- $2,469,312
- Administrative expenses
- $85,722
- Total expenses
- $2,560,871
- Net increase / (decrease)
- $6,975,916
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Creative Planning LLC | INVESTMENT ADVISOR | $54,334 | not reported in the loaded dataset |
| Mma Securities LLC | INVESTMENT ADVISOR | $19,012 | not reported in the loaded dataset |
| Empower Annuity Insurance Company O | RECORDKEEPER | $12,376 | $0 |