Cuningham Group Architecture, Inc. Retirement Savings Plan — Form 5500 plan (Cuningham Group Architecture, 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, Cuningham Group Architecture, Inc. Retirement Savings Plan is a benefit plan reported by Cuningham Group Architecture, Inc. under EIN 41-1456525 and plan number 001. The latest loaded filing year is 2023. The filing reports 412 participants and $44,599,912 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Cuningham Group Architecture, Inc.
EIN
41-1456525
Plan number
001
Plan type
2
Location
Minneapolis, MN
Latest filing year
2023
Participants
412
End-of-year plan assets
$44,599,912

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023412H, C20241007173954NAL0015579585001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$44,599,912
Total liabilities (EOY)
$0
Net assets (EOY)
$44,599,912
Net assets (BOY)
$37,462,764

Income & contributions

Employer contributions
$813,546
Participant contributions
$3,003,399
Total contributions
$4,442,509
Total income / additions
$11,308,542

Expenses & distributions

Benefits paid
$4,030,280
Administrative expenses
$105,835
Total expenses
$4,171,394
Net increase / (decrease)
$7,137,148

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Kdv Wealth Management, LLCINVESTMENT ADVISOR$54,226not reported in the loaded dataset2023
Empower Annuity Insurance Company ORECORDKEEPER$35,359$02023
Creative Planning Holdco LLC Dba CrINVESTMENT ADVISOR$16,250not reported in the loaded dataset2023

Related Form 5500 pages