2023 Form 5500 filing — Combined Management, Inc. 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 20260326071718NAL0010026834001) for Combined Management, Inc. 401(K) Profit Sharing Plan, reported by Combined Management, Inc. under EIN 01-0469265 and plan number 001. It reports 392 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20260326071718NAL0010026834001
- Filing year
- 2023
- Form type
- 3
- Plan sponsor
- Combined Management, Inc.
- EIN
- 01-0469265
- Plan number
- 001
- Location
- Lewiston, ME
- Participants
- 392
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $7,222,013
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $7,222,013
- Employer contributions
- $271,463
- Participant contributions
- $564,498
- Total income / additions
- $1,836,245
- Benefits paid
- $635,289
- Administrative expenses
- $63,743
- Total expenses
- $699,032
- Net increase / (decrease)
- $1,137,213
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| John Hancock Life Insurance Company | RECORDKEEPER | $26,823 | not reported in the loaded dataset |
| Choice Wealth Advisors | INVESTMENT ADVISOR | $24,795 | not reported in the loaded dataset |
| The Swanson Group LLC | AUDITOR | $10,500 | not reported in the loaded dataset |
| The Mandmarblestone Group LLC | TPA | $1,625 | not reported in the loaded dataset |