401k Plan data: COMMONWEALTH INVESTMENT MANAGEMENT GROUP, LLC 401(K) PS PLAN plan

COMMONWEALTH INVESTMENT MANAGEMENT GROUP, LLC 401(K) PS PLAN 401k Plan overview

Plan Name	COMMONWEALTH INVESTMENT MANAGEMENT GROUP, LLC 401(K) PS PLAN
Plan identification number	002

COMMONWEALTH INVESTMENT MANAGEMENT GROUP, LLC 401(K) PS PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

Age/Service Weighted or new comparability or similar plan - Age/Service Weighted Plan: Allocations are based on age, service, or age and service. New comparability or similar plan: Allocations are based on participant classifications and a classification(s) consists entirely or predominantly of highly compensated employees; or the plan provides an additional allocation rate on compensation above a specified threshold, and the theshold or additional rate exceeds the maximum threshold or rate allowed under the permitted disparity rules of section 401(l).
Profit-sharing
ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.
Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

COMMONWEALTH INVESTMENT MANAGEMENT has sponsored the creation of one or more 401k plans.

Company Name: COMMONWEALTH INVESTMENT MANAGEMENT

Employer identification number (EIN): 830397425

NAIC Classification: 541990
NAIC Description: All Other Professional, Scientific, and Technical Services

Form 5500 Filing Information

Submission information for form 5500 for 401k plan COMMONWEALTH INVESTMENT MANAGEMENT GROUP, LLC 401(K) PS PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
002 2023-06-01 STEVEN LESHNER 2024-12-18
002 2022-06-01 STEVEN LESHNER 2023-10-09
002 2021-06-01 STEVEN LESHNER 2022-12-28
002 2020-06-01 STEVEN LESHNER 2021-12-15
002 2019-06-01 STEVEN LESHNER 2020-10-26
002 2018-06-01 STEVEN LESHNER 2019-09-25
002 2017-06-01 STEVEN LESHNER 2018-09-04
002 2017-01-01 STEVEN LESHNER 2018-05-01
002 2016-06-01 STEVEN LESHNER 2017-07-26

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed
002	2023-06-01	STEVEN LESHNER	2024-12-18
002	2022-06-01	STEVEN LESHNER	2023-10-09
002	2021-06-01	STEVEN LESHNER	2022-12-28
002	2020-06-01	STEVEN LESHNER	2021-12-15
002	2019-06-01	STEVEN LESHNER	2020-10-26
002	2018-06-01	STEVEN LESHNER	2019-09-25
002	2017-06-01	STEVEN LESHNER	2018-09-04
002	2017-01-01	STEVEN LESHNER	2018-05-01
002	2016-06-01	STEVEN LESHNER	2017-07-26

Plan Statistics for COMMONWEALTH INVESTMENT MANAGEMENT GROUP, LLC 401(K) PS PLAN

401k plan membership statisitcs for COMMONWEALTH INVESTMENT MANAGEMENT GROUP, LLC 401(K) PS PLAN

Measure Date Value
2025: COMMONWEALTH INVESTMENT MANAGEMENT GROUP, LLC 401(K) PS PLAN 2025 401k membership
Total number of particpants at beginning of year 2025-07-28 2
Total number of particpants at end of year 2025-07-28 2
Number of Participants With Account Balances 2025-07-28 2
2024: COMMONWEALTH INVESTMENT MANAGEMENT GROUP, LLC 401(K) PS PLAN 2024 401k membership
Total number of particpants at beginning of year 2024-12-18 2
Total number of particpants at end of year 2024-12-18 2
Number of Participants With Account Balances 2024-12-18 2

Measure	Date	Value
2025: COMMONWEALTH INVESTMENT MANAGEMENT GROUP, LLC 401(K) PS PLAN 2025 401k membership
Total number of particpants at beginning of year	2025-07-28	2
Total number of particpants at end of year	2025-07-28	2
Number of Participants With Account Balances	2025-07-28	2
2024: COMMONWEALTH INVESTMENT MANAGEMENT GROUP, LLC 401(K) PS PLAN 2024 401k membership
Total number of particpants at beginning of year	2024-12-18	2
Total number of particpants at end of year	2024-12-18	2
Number of Participants With Account Balances	2024-12-18	2

Financial Data on COMMONWEALTH INVESTMENT MANAGEMENT GROUP, LLC 401(K) PS PLAN

Measure	Date	Value
2025 : COMMONWEALTH INVESTMENT MANAGEMENT GROUP, LLC 401(K) PS PLAN 2025 401k financial data
Total expenses incurred by plan in this plan year	2025-07-28	815
Net assets as of the end of the plan year	2025-07-28	296050
Total assets as of the beginning of the plan year	2025-07-28	274676
Value of plan covered by a fidelity bond	2025-07-28	100000
Participant contributions to plan in this plan year	2025-07-28	912
Other expenses paid from plan in this plan year	2025-07-28	815
Other income to plan in this plan year	2025-07-28	21277
Plan net income in this plan year	2025-07-28	21374
Net assets as of the end of the plan year	2025-07-28	296050
Net assets as of the beginning of the plan year	2025-07-28	274676
2024 : COMMONWEALTH INVESTMENT MANAGEMENT GROUP, LLC 401(K) PS PLAN 2024 401k financial data
Total expenses incurred by plan in this plan year	2024-12-18	0
Net assets as of the end of the plan year	2024-12-18	274676
Total assets as of the beginning of the plan year	2024-12-18	177053
Value of plan covered by a fidelity bond	2024-12-18	100000
Participant contributions to plan in this plan year	2024-12-18	49625
Value of participant loans at end of plan year	2024-12-18	6965
Other income to plan in this plan year	2024-12-18	26335
Plan net income in this plan year	2024-12-18	97623
Net assets as of the end of the plan year	2024-12-18	274676
Net assets as of the beginning of the plan year	2024-12-18	177053
Employer contributions to plan in this plan year	2024-12-18	21663

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Company Name:	COMMONWEALTH INVESTMENT MANAGEMENT
Employer identification number (EIN):	830397425
NAIC Classification:	541990
NAIC Description:	All Other Professional, Scientific, and Technical Services