Cmb Management LLC 401(K) Profit Sharing Plan & Trust — Form 5500 plan (Cmb 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, Cmb Management LLC 401(K) Profit Sharing Plan & Trust is a benefit plan reported by Cmb Management LLC under EIN 82-1307347 and plan number 001. The latest loaded filing year is 2023. The filing reports 7 participants and $402,551 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Cmb Management LLC
- EIN
- 82-1307347
- Plan number
- 001
- Plan type
- 2
- Location
- Waconia, MN
- Latest filing year
- 2023
- Participants
- 7
- End-of-year plan assets
- $402,551
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 7 | I | 20240411124059NAL0000540241001 |
Reported financial statement (2023 · Schedule I)
Net assets
- Total assets (EOY)
- $402,551
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $402,551
- Net assets (BOY)
- $221,448
Income & contributions
- Employer contributions
- $8,830
- Participant contributions
- $123,784
- Total income / additions
- $183,055
Expenses & distributions
- Benefits paid
- $0
- Administrative expenses
- $1,952
- Total expenses
- $1,952
- Net increase / (decrease)
- $181,103
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.