Plan5500

Cmc Group, Inc. Retirement Savings Plan — Form 5500 plan (Cmc 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, Cmc Group, Inc. Retirement Savings Plan is a benefit plan reported by Cmc Group, Inc. under EIN 34-1898330 and plan number 001. The latest loaded filing year is 2023. The filing reports 192 participants and $12,945,335 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Cmc Group, Inc.
EIN
34-1898330
Plan number
001
Plan type
2
Location
Bowling Green, OH
Latest filing year
2023
Participants
192
End-of-year plan assets
$12,945,335

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023192H, C20240926102949NAL0000526065001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$12,945,335
Total liabilities (EOY)
$0
Net assets (EOY)
$12,945,335
Net assets (BOY)
$11,307,387

Income & contributions

Employer contributions
$193,780
Participant contributions
$724,394
Total contributions
$998,830
Total income / additions
$3,348,381

Expenses & distributions

Benefits paid
$1,656,865
Administrative expenses
$53,568
Total expenses
$1,710,433
Net increase / (decrease)
$1,637,948

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Tfo Wealth PartnersADVISOR$29,395not reported in the loaded dataset2023
Fidelity Investments InstitutionalRECORDKEEPER$24,173not reported in the loaded dataset2023

Related Form 5500 pages