Combined Management, Inc. 401(K) Profit Sharing Plan — Form 5500 plan (Combined Management, Inc.)
Plain-English plan 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, Combined Management, Inc. 401(K) Profit Sharing Plan is a benefit plan reported by Combined Management, Inc. under EIN 01-0469265 and plan number 001. The latest loaded filing year is 2023. The filing reports 392 participants and $7,222,013 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Combined Management, Inc.
- EIN
- 01-0469265
- Plan number
- 001
- Plan type
- 3
- Location
- Lewiston, ME
- Latest filing year
- 2023
- Participants
- 392
- End-of-year plan assets
- $7,222,013
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 392 | H, C | 20260326071718NAL0010026834001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $7,222,013
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $7,222,013
- Net assets (BOY)
- $5,714,844
Income & contributions
- Employer contributions
- $271,463
- Participant contributions
- $564,498
- Total contributions
- $883,016
- Total income / additions
- $1,836,245
Expenses & distributions
- Benefits paid
- $635,289
- Administrative expenses
- $63,743
- Total expenses
- $699,032
- Net increase / (decrease)
- $1,137,213
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| John Hancock Life Insurance Company | RECORDKEEPER | $26,823 | not reported in the loaded dataset | 2023 |
| Choice Wealth Advisors | INVESTMENT ADVISOR | $24,795 | not reported in the loaded dataset | 2023 |
| The Swanson Group LLC | AUDITOR | $10,500 | not reported in the loaded dataset | 2023 |
| The Mandmarblestone Group LLC | TPA | $1,625 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Combined Management, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in ME
- 401(k) and benefit plan filings in Lewiston, ME
- John Hancock Life Insurance Company — Schedule C compensation
- Choice Wealth Advisors — Schedule C compensation
- The Swanson Group LLC — Schedule C compensation
- The Mandmarblestone Group LLC — Schedule C compensation