2023 Form 5500 filing — Cdm Investment Group, Inc. 401(K) Savings Plan For Union Employees
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 20250306143424NAL0010293553001) for Cdm Investment Group, Inc. 401(K) Savings Plan For Union Employees, reported by Cdm Investment Group, Inc. under EIN 20-0341760 and plan number 004. It reports 1,278 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)$10.7MReported net assets$10,658,050
Participants1.3K1,278
Provider compensation$67.3K2 Schedule C row(s)$67,262
Schedules filedSchedule H, Schedule CLoaded schedules
- EFAST2 acknowledgement
- 20250306143424NAL0010293553001
- Plan sponsor
- Cdm Investment Group, Inc.
- EIN
- 20-0341760
- Plan number
- 004
- Location
- Omaha, NE
- 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)$10.7M total assets
Net assets$10.7MLiabilities$0
Full reported line items
- Total assets (EOY)
- $10,658,050
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $10,658,050
- Participant contributions
- $494,043
- Total income / additions
- $8,323,427
- Benefits paid
- $572,890
- Administrative expenses
- $67,262
- Total expenses
- $655,171
- Net increase / (decrease)
- $7,668,256
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Creative Planning, Inc. | ADVISOR | $49,590 | not reported in the loaded dataset |
| Newport Group, Inc. | RECORDKEEPER | $17,672 | $0 |