Cdm Investment Group, Inc. 401(K) Savings Plan — Form 5500 plan (Cdm Investment Group, 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, Cdm Investment Group, Inc. 401(K) Savings Plan is a benefit plan reported by Cdm Investment Group, Inc. under EIN 20-0341760 and plan number 002. The latest loaded filing year is 2023. The filing reports 359 participants and $30,943,470 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Cdm Investment Group, Inc.
EIN
20-0341760
Plan number
002
Plan type
2
Location
Omaha, NE
Latest filing year
2023
Participants
359
End-of-year plan assets
$30,943,470

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023359H, C20250306143223NAL0010293249001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$30,943,470
Total liabilities (EOY)
$0
Net assets (EOY)
$30,943,470
Net assets (BOY)
$15,443,111

Income & contributions

Employer contributions
$947,761
Participant contributions
$2,066,267
Total contributions
$13,042,216
Total income / additions
$17,259,346

Expenses & distributions

Benefits paid
$1,292,012
Administrative expenses
$205,333
Total expenses
$1,498,600
Net increase / (decrease)
$15,760,746

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Creative PlanningADVISOR$153,367not reported in the loaded dataset2023
Newport Group, Inc.CONTRACT ADMIN$51,967$02023

Related Form 5500 pages