Cm Management, Inc. 401(K) Plan — Form 5500 plan (Cm 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, Cm Management, Inc. 401(K) Plan is a benefit plan reported by Cm Management, Inc. under EIN 16-1560888 and plan number 002. The latest loaded filing year is 2023. The filing reports 406 participants and $10,542,220 in end-of-year plan assets, where available in the loaded dataset.
Form 5500 plan profile · 2023
Key reported metrics
Net assets (EOY)$10.5MPlan net assets, end of year$10,542,220
Participants406Covered participants reported
Assets / participant$26KComputed: assets ÷ participants$25,966 (computed)
Provider compensation$2K1 Schedule C provider row(s)$2,025
- Plan sponsor
- Cm Management, Inc.
- EIN
- 16-1560888
- Plan number
- 002
- Plan type
- 2
- Location
- Bonita Springs, FL
- Latest filing year
- 2023
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 406 | H, C | 20241014150330NAL0015167443001 |
Schedule H · 2023
Reported financial statement
Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.
Reported balance (end of year)$10.5M total assets
Net assets$10.5MLiabilities$0
Full reported line items
Net assets
- Total assets (EOY)
- $10,542,220
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $10,542,220
- Net assets (BOY)
- $8,576,676
Income & contributions
- Employer contributions
- $0
- Participant contributions
- $1,011,261
- Total contributions
- $1,143,889
- Total income / additions
- $2,726,425
Expenses & distributions
- Benefits paid
- $742,467
- Administrative expenses
- $2,025
- Total expenses
- $760,881
- Net increase / (decrease)
- $1,965,544
Computed from reported fields
Reported ratios
Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.
100%
Employer 0%Participant 100%
Total expenses ÷ net assets7%Computed ratio
Benefits paid ÷ total income27%Computed ratio
Provider comp. ÷ net assets0%Computed ratio
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Capital Group Retirement Plan Svcs. | RECORDKEEPER | $2,025 | $0 | 2023 |