401k Plan data: CAPITAL MANAGEMENT SECURITIES, INC. 401(K) PROFIT SHARING PLAN plan

CAPITAL MANAGEMENT SECURITIES, INC. 401(K) PROFIT SHARING PLAN 401k Plan overview

Plan Name	CAPITAL MANAGEMENT SECURITIES, INC. 401(K) PROFIT SHARING PLAN
Plan identification number	001

CAPITAL MANAGEMENT SECURITIES, INC. 401(K) PROFIT SHARING 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.
Participant-directed brokerage accounts provided as an investment option under the plan.
Plan covering Self-Employed individuals.
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

CAPITAL MANAGEMENT SECURITIES, INC. has sponsored the creation of one or more 401k plans.

Company Name: CAPITAL MANAGEMENT SECURITIES, INC.

Employer identification number (EIN): 411249586

NAIC Classification: 523120
NAIC Description: Securities Brokerage

Form 5500 Filing Information

Submission information for form 5500 for 401k plan CAPITAL MANAGEMENT SECURITIES, INC. 401(K) PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2023-01-01 MELISSA GLENNIE 2024-09-11
001 2022-01-01 MELISSA GLENNIE 2023-09-26
001 2021-01-01 MELISSA GLENNIE 2022-10-10
001 2020-01-01 MELISSA L. GLENNIE 2021-09-20 MELISSA L. GLENNIE 2021-09-20
001 2019-01-01 MELISSA L. GLENNIE 2020-09-03 MELISSA L. GLENNIE 2020-09-03
001 2018-01-01 MELISSA L. GLENNIE 2019-08-26 MELISSA L. GLENNIE 2019-08-26
001 2017-01-01 MELISSA L. GLENNIE 2018-09-25 MELISSA L. GLENNIE 2018-09-25
001 2016-01-01 MELISSA L. GLENNIE 2017-10-05 MELISSA L. GLENNIE 2017-10-05
001 2015-01-01 MELISSA L. GLENNIE 2017-10-05 MELISSA L. GLENNIE 2017-10-05
001 2015-01-01 MELISSA L. GLENNIE 2016-09-29 MELISSA L. GLENNIE 2016-09-29
001 2014-01-01 MELISSA L. GLENNIE 2015-10-02 MELISSA L. GLENNIE 2015-10-02
001 2013-01-01 MELISSA L. GLENNIE 2014-09-23 MELISSA L. GLENNIE 2014-09-23
001 2012-01-01 MELISSA L. GLENNIE 2013-10-07 MELISSA L. GLENNIE 2013-10-07
001 2011-01-01 MELISSA L. GLENNIE 2012-08-03 MELISSA L. GLENNIE 2012-08-03
001 2010-01-01 MELISSA L. GLENNIE 2011-10-12 MELISSA L. GLENNIE 2011-10-12

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
001	2023-01-01	MELISSA GLENNIE	2024-09-11
001	2022-01-01	MELISSA GLENNIE	2023-09-26
001	2021-01-01	MELISSA GLENNIE	2022-10-10
001	2020-01-01	MELISSA L. GLENNIE	2021-09-20	MELISSA L. GLENNIE	2021-09-20
001	2019-01-01	MELISSA L. GLENNIE	2020-09-03	MELISSA L. GLENNIE	2020-09-03
001	2018-01-01	MELISSA L. GLENNIE	2019-08-26	MELISSA L. GLENNIE	2019-08-26
001	2017-01-01	MELISSA L. GLENNIE	2018-09-25	MELISSA L. GLENNIE	2018-09-25
001	2016-01-01	MELISSA L. GLENNIE	2017-10-05	MELISSA L. GLENNIE	2017-10-05
001	2015-01-01	MELISSA L. GLENNIE	2017-10-05	MELISSA L. GLENNIE	2017-10-05
001	2015-01-01	MELISSA L. GLENNIE	2016-09-29	MELISSA L. GLENNIE	2016-09-29
001	2014-01-01	MELISSA L. GLENNIE	2015-10-02	MELISSA L. GLENNIE	2015-10-02
001	2013-01-01	MELISSA L. GLENNIE	2014-09-23	MELISSA L. GLENNIE	2014-09-23
001	2012-01-01	MELISSA L. GLENNIE	2013-10-07	MELISSA L. GLENNIE	2013-10-07
001	2011-01-01	MELISSA L. GLENNIE	2012-08-03	MELISSA L. GLENNIE	2012-08-03
001	2010-01-01	MELISSA L. GLENNIE	2011-10-12	MELISSA L. GLENNIE	2011-10-12

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Company Name:	CAPITAL MANAGEMENT SECURITIES, INC.
Employer identification number (EIN):	411249586
NAIC Classification:	523120
NAIC Description:	Securities Brokerage