Cambridge Management, Inc. 401(K) Plan — Form 5500 plan (Cambridge Management, 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, Cambridge Management, Inc. 401(K) Plan is a benefit plan reported by Cambridge Management, Inc. under EIN 91-1378358 and plan number 001. The latest loaded filing year is 2023. The filing reports 414 participants and $5,012,110 in end-of-year plan assets, where available in the loaded dataset.
Form 5500 plan profile · 2023
Key reported metrics
Net assets (EOY)$5MPlan net assets, end of year$4,964,337
Participants414Covered participants reported
Assets / participant$12.1KComputed: assets ÷ participants$12,107 (computed)
Provider compensation$68.7K2 Schedule C provider row(s)$68,675
- Plan sponsor
- Cambridge Management, Inc.
- EIN
- 91-1378358
- Plan number
- 001
- Plan type
- 2
- Location
- Tacoma, WA
- Latest filing year
- 2023
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 414 | H, C | 20241014115210NAL0013233491001 |
Schedule H · 2023
Reported financial statement
Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.
Reported balance (end of year)$5M total assets
Net assets$5MLiabilities$47.8K
Full reported line items
Net assets
- Total assets (EOY)
- $5,012,110
- Total liabilities (EOY)
- $47,773
- Net assets (EOY)
- $4,964,337
- Net assets (BOY)
- $4,433,178
Income & contributions
- Employer contributions
- $409,346
- Participant contributions
- $593,024
- Total contributions
- $1,002,370
- Total income / additions
- $1,748,343
Expenses & distributions
- Benefits paid
- $1,148,508
- Administrative expenses
- $68,676
- Total expenses
- $1,217,184
- Net increase / (decrease)
- $531,159
Computed from reported fields
Reported ratios
Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.
41%59%
Employer 41%Participant 59%
Total expenses ÷ net assets25%Computed ratio
Benefits paid ÷ total income66%Computed ratio
Provider comp. ÷ net assets1%Computed ratio
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Stancorp Financial Group | NONE | $48,361 | not reported in the loaded dataset | 2023 |
| Lpl Financial Corporation Rpcp | NONE | $20,314 | not reported in the loaded dataset | 2023 |