Marigold 401(K) Plan — Form 5500 plan (Cm Acquisitions Holdings, 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, Marigold 401(K) Plan is a benefit plan reported by Cm Acquisitions Holdings, Inc. under EIN 82-2867962 and plan number 001. The latest loaded filing year is 2023. The filing reports 923 participants and $70,674,843 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Cm Acquisitions Holdings, Inc.
EIN
82-2867962
Plan number
001
Plan type
2
Location
Nashville, TN
Latest filing year
2023
Participants
923
End-of-year plan assets
$70,674,843

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023923H, C20241015133235NAL0049635936001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$70,674,843
Total liabilities (EOY)
$0
Net assets (EOY)
$70,674,843
Net assets (BOY)
$31,325,066

Income & contributions

Employer contributions
$1,613,386
Participant contributions
$5,280,151
Total contributions
$7,709,095
Total income / additions
$18,020,123

Expenses & distributions

Benefits paid
$7,989,733
Administrative expenses
$166,793
Total expenses
$8,156,526
Net increase / (decrease)
$9,863,597

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
John Hancock Life InsuranceRECORDKEEPER$77,654not reported in the loaded dataset2023
Sheridan Road AdvisorsRIA$75,879not reported in the loaded dataset2023

Related Form 5500 pages