Plan5500

Ccmsi Holdings, Inc. Employee Stock Ownership Plan — Form 5500 plan (Ccmsi Holdings, 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, Ccmsi Holdings, Inc. Employee Stock Ownership Plan is a benefit plan reported by Ccmsi Holdings, Inc. under EIN 16-1715499 and plan number 002. The latest loaded filing year is 2023. The filing reports 1,657 participants and $104,362,683 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Ccmsi Holdings, Inc.
EIN
16-1715499
Plan number
002
Plan type
2
Location
Danville, IL
Latest filing year
2023
Participants
1,657
End-of-year plan assets
$104,362,683

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20231,657H, C20250403164733NAL0006597955001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$104,362,683
Total liabilities (EOY)
$0
Net assets (EOY)
$104,362,683
Net assets (BOY)
$93,258,455

Income & contributions

Employer contributions
$5,900,000
Total contributions
$5,900,000
Total income / additions
$16,515,422

Expenses & distributions

Benefits paid
$5,274,514
Administrative expenses
$136,680
Total expenses
$5,411,194
Net increase / (decrease)
$11,104,228

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Principal Financial GroupPLAN ADMINISTRATOR$79,873not reported in the loaded dataset2023
ComstockVALUATION SERVICES$22,510not reported in the loaded dataset2023
Clifton Larson AllenACCOUNTANT$22,365not reported in the loaded dataset2023
Merrill LynchINVESTMENT MANAGEMENT$10,706not reported in the loaded dataset2023

Related Form 5500 pages