CAPITAL MANAGEMENT LLC 401 (K) 401k Plan overview

CAPITAL MANAGEMENT LLC 401 (K) Benefits

401k Sponsoring company profile

Company Name:	CAPITAL MANAGEMENT LLC
Employer identification number (EIN):	203704513
NAIC Classification:	523120
NAIC Description:	Securities Brokerage

Form 5500 Filing Information

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
001	2023-01-01	WILLIAM BONWELL	2024-05-13	WILLIAM BONWELL	2024-05-13
001	2022-01-01	WILLIAM BONWELL	2023-05-15	WILLIAM BONWELL	2023-05-15
001	2021-01-01	WILLIAM BONWELL	2022-05-04	WILLIAM BONWELL	2022-05-04
001	2020-01-01	WILLIAM BONWELL	2022-04-14
001	2019-01-01	WILLIAM BONWELL	2020-06-10	WILLIAM BONWELL	2020-06-10
001	2018-01-01	WILLIAM BONWELL	2019-06-04	WILLIAM BONWELL	2019-06-04
001	2017-01-01	WILLIAM BONWELL	2018-06-07	WILLIAM BONWELL	2018-06-07
001	2016-01-01	WILLIAM BONWELL	2017-06-05	WILLIAM BONWELL	2017-06-05
001	2015-01-01	WILLIAM BONWELL	2016-06-06	WILLIAM BONWELL	2016-06-06
001	2014-01-01	WILLIAM BONWELL	2016-01-15	WILLIAM BONWELL	2016-01-15
001	2013-01-01	WILLIAM BONWELL	2014-09-15	WILLIAM BONWELL	2014-09-15
001	2012-01-01	WILLIAM BONWELL	2013-10-01	WILLIAM BONWELL	2013-10-01
001	2011-01-01	WILLIAM BONWELL	2012-11-13
001	2010-01-01	WILLIAM BONWELL	2011-07-28

Potentially related plans

• CAPITAL MANAGEMENT COMPANY EMPLOYEE PROFIT SHARING PLAN [EIN = 730713201]
• CAPITAL MANAGEMENT, INC. 401(K) RETIREMENT PLAN [EIN = 481128863]
• CAPITAL MANAGEMENT GROUP, INC. 401(K) PLAN [EIN = 251697300]
• CAPITAL MANAGEMENT OF THE CAROLINAS, LLC FIDELITY PROFIT SHARING PLAN [EIN = 562222703]
• CAPITAL MANAGEMENT GROUP LLC 401 K PROFIT SHARING PLAN TRUST [EIN = 522248361]
• CAPITAL MANAGEMENT ADVISOR GROUP CASH BALANCE PLAN [EIN = 680395401]
• CAPITAL MANAGEMENT PARTNERS, INC. 401K SAVINGS PLAN [EIN = 421306261]
• CAPITAL MANAGEMENT SECURITIES, INC. 401(K) PROFIT SHARING PLAN [EIN = 411249586]
• CAPITAL MANAGEMENT ADVISOR GROUP 401(K) PLAN [EIN = 680395401]
• CAPITAL MANAGEMENT, INC. 401(K) PLAN [EIN = 561375763]
• CAPITAL MANAGEMENT GROUP OF NIAGARA, INC. 401(K) PLAN [EIN = 161395476]
• CAPITAL MANAGEMENT, LLC 401(K) PLAN [EIN = 264271232]
• CAPITAL MANAGEMENT SERVICES, INC. QUALIFIED RETIREMENT PLAN [EIN = 581887552]
• CAPITAL MANAGEMENT SERVICES, L.P. HEALTH & WELFARE PLAN [EIN = 331095529]
• CAPITAL MANAGEMENT SERVICES, LP 401(K) RETIREMENT PLAN [EIN = 331095529]
• CAPITAL MANAGEMENT CORPORATION MONEY PURCHASE PENSION PLAN [EIN = 630771955]
• CAPITAL MANAGEMENT & PLANNING, INC. 401(K) PROFIT SHARING PLAN [EIN = 561770135]
• CAPITAL MANAGEMENT SERVICES, INC. WELFARE PLAN [EIN = 223760651]
• CAPITAL MANAGEMENT LLC 401 K PROFIT SHARING PLAN TRUST [EIN = 384075996]
• CAPITAL MANAGEMENT ADVISOR GROUP CASH BALANCE PLAN [EIN = 842545966]
• CAPITAL MANAGEMENT ADVISOR GROUP 401(K) PLAN [EIN = 842545966]

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