Cim Group, L.P. 401k Plan — Form 5500 plan (Cim Group, L.P.)

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, Cim Group, L.P. 401k Plan is a benefit plan reported by Cim Group, L.P. under EIN 95-4799326 and plan number 001. The latest loaded filing year is 2023. The filing reports 1,469 participants and $113,636,315 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Cim Group, L.P.
EIN
95-4799326
Plan number
001
Plan type
2
Location
Los Angeles, CA
Latest filing year
2023
Participants
1,469
End-of-year plan assets
$113,636,315

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20231,469H, C20241014114454NAL0027182225001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$113,636,315
Total liabilities (EOY)
$0
Net assets (EOY)
$113,636,315
Net assets (BOY)
$86,595,134

Income & contributions

Employer contributions
$3,906,438
Participant contributions
$12,047,930
Total contributions
$17,328,696
Total income / additions
$34,261,682

Expenses & distributions

Benefits paid
$7,091,178
Administrative expenses
$57,896
Total expenses
$7,220,501
Net increase / (decrease)
$27,041,181

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Lpl Financial, LLCBROKER ADVISOR$130,439not reported in the loaded dataset2023
San Diego Pension Consultants, IncTPA$50,352$10,0002023
Great West Life & AnnuityRECORDKEEPER$16,223$02023

Related Form 5500 pages