Crm Management, LLC 401(K) Profit Sharing Plan — Form 5500 plan (Crm Management, LLC)
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, Crm Management, LLC 401(K) Profit Sharing Plan is a benefit plan reported by Crm Management, LLC under EIN 75-2998533 and plan number 001. The latest loaded filing year is 2023. The filing reports 264 participants and $10,034,573 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Crm Management, LLC
- EIN
- 75-2998533
- Plan number
- 001
- Plan type
- 2
- Location
- Hollywood, FL
- Latest filing year
- 2023
- Participants
- 264
- End-of-year plan assets
- $10,034,573
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 264 | H, C | 20240913140607NAL0011762257001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $10,034,573
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $10,034,573
- Net assets (BOY)
- $9,218,142
Income & contributions
- Employer contributions
- $132,403
- Participant contributions
- $532,668
- Total contributions
- $689,792
- Total income / additions
- $2,130,230
Expenses & distributions
- Benefits paid
- $1,196,357
- Administrative expenses
- $53,557
- Total expenses
- $1,313,799
- Net increase / (decrease)
- $816,431
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Empower Annuity Insurance Company O | RECORDKEEPER | $25,001 | $0 | 2023 |
| Gallagher Benefit Services Inc Dba | INVESTMENT ADVISOR | $23,186 | not reported in the loaded dataset | 2023 |
| Empower Advisory Group, LLC | INVESTMENT MGMT | $5,370 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Crm Management, LLC
- 2023 Form 5500 filing
- Form 5500 filings in FL
- 401(k) and benefit plan filings in Hollywood, FL
- Empower Annuity Insurance Company O — Schedule C compensation
- Gallagher Benefit Services Inc Dba — Schedule C compensation
- Empower Advisory Group, LLC — Schedule C compensation