Cmi Vantage Partners 401(K) Profit Sharing Plan — Form 5500 plan (Cmi - Vantage Partners LLC)
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, Cmi Vantage Partners 401(K) Profit Sharing Plan is a benefit plan reported by Cmi - Vantage Partners LLC under EIN 04-3390284 and plan number 001. The latest loaded filing year is 2023. The filing reports 113 participants and $27,904,497 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Cmi - Vantage Partners LLC
- EIN
- 04-3390284
- Plan number
- 001
- Plan type
- 2
- Location
- Brighton, MA
- Latest filing year
- 2023
- Participants
- 113
- End-of-year plan assets
- $27,904,497
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 113 | I | 20240516104754NAL0060304288001 |
Reported financial statement (2023 · Schedule I)
Net assets
- Total assets (EOY)
- $27,904,497
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $27,904,497
- Net assets (BOY)
- $26,850,863
Income & contributions
- Employer contributions
- $236,028
- Participant contributions
- $912,934
- Total income / additions
- $7,018,094
Expenses & distributions
- Benefits paid
- $5,951,181
- Administrative expenses
- $13,279
- Total expenses
- $5,964,460
- Net increase / (decrease)
- $1,053,634
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.