401k Plan data: CFM BENEFITS, LLC 401(K) PLAN & TRUST plan

CFM BENEFITS, LLC 401(K) PLAN & TRUST 401k Plan overview

Plan Name	CFM BENEFITS, LLC 401(K) PLAN & TRUST
Plan identification number	001

CFM BENEFITS, LLC 401(K) PLAN & TRUST Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

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.
Participant-directed brokerage accounts provided as an investment option under the plan.
Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
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.

401k Sponsoring company profile

CFM BENEFITS, LLC has sponsored the creation of one or more 401k plans.

Company Name: CFM BENEFITS, LLC

Employer identification number (EIN): 474222697

NAIC Classification: 211120
NAIC Description: Crude Petroleum Extraction

Additional information about CFM BENEFITS, LLC

Jurisdiction of Incorporation: Texas Secretary of State

Incorporation Date: 2015-06-10

Company Identification Number: 0802231824

Legal Registered Office Address: 2615 E END BLVD S

MARSHALL
United States of America (USA)
75672

More information about CFM BENEFITS, LLC

Form 5500 Filing Information

Submission information for form 5500 for 401k plan CFM BENEFITS, LLC 401(K) PLAN & TRUST

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2022-01-01 JEREMY SPEARS 2023-09-21
001 2021-01-01 JEREMY SPEARS 2022-10-11 JEREMY SPEARS 2022-10-11
001 2020-01-01 JEREMY SPEARS 2021-09-21 JEREMY SPEARS 2021-09-21
001 2019-01-01
001 2018-01-01
001 2017-01-01 JEREMY SPEARS JEREMY SPEARS 2018-10-12
001 2016-01-01 JEREMY SPEARS

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
001	2022-01-01	JEREMY SPEARS	2023-09-21
001	2021-01-01	JEREMY SPEARS	2022-10-11	JEREMY SPEARS	2022-10-11
001	2020-01-01	JEREMY SPEARS	2021-09-21	JEREMY SPEARS	2021-09-21
001	2019-01-01
001	2018-01-01
001	2017-01-01	JEREMY SPEARS		JEREMY SPEARS	2018-10-12
001	2016-01-01	JEREMY SPEARS

Plan Statistics for CFM BENEFITS, LLC 401(K) PLAN & TRUST

401k plan membership statisitcs for CFM BENEFITS, LLC 401(K) PLAN & TRUST

Measure Date Value
2019: CFM BENEFITS, LLC 401(K) PLAN & TRUST 2019 401k membership
Total participants, beginning-of-year 2019-01-01 120
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 41
Number of retired or separated participants receiving benefits 2019-01-01 3
Number of other retired or separated participants entitled to future benefits 2019-01-01 39
Total of all active and inactive participants 2019-01-01 83
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-01-01 0
Total participants 2019-01-01 83
Number of participants with account balances 2019-01-01 78
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-01-01 2
2018: CFM BENEFITS, LLC 401(K) PLAN & TRUST 2018 401k membership
Total participants, beginning-of-year 2018-01-01 123
Total number of active participants reported on line 7a of the Form 5500 2018-01-01 74
Number of retired or separated participants receiving benefits 2018-01-01 0
Number of other retired or separated participants entitled to future benefits 2018-01-01 44
Total of all active and inactive participants 2018-01-01 118
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-01-01 0
Total participants 2018-01-01 118
Number of participants with account balances 2018-01-01 91
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-01-01 0
2017: CFM BENEFITS, LLC 401(K) PLAN & TRUST 2017 401k membership
Total participants, beginning-of-year 2017-01-01 159
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 74
Number of retired or separated participants receiving benefits 2017-01-01 2
Number of other retired or separated participants entitled to future benefits 2017-01-01 47
Total of all active and inactive participants 2017-01-01 123
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-01-01 0
Total participants 2017-01-01 123
Number of participants with account balances 2017-01-01 103
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-01-01 0
2016: CFM BENEFITS, LLC 401(K) PLAN & TRUST 2016 401k membership
Total participants, beginning-of-year 2016-01-01 405
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 72
Number of retired or separated participants receiving benefits 2016-01-01 0
Number of other retired or separated participants entitled to future benefits 2016-01-01 87
Total of all active and inactive participants 2016-01-01 159
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-01-01 0
Total participants 2016-01-01 159
Number of participants with account balances 2016-01-01 136
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-01-01 7

Measure	Date	Value
2019: CFM BENEFITS, LLC 401(K) PLAN & TRUST 2019 401k membership
Total participants, beginning-of-year	2019-01-01	120
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	41
Number of retired or separated participants receiving benefits	2019-01-01	3
Number of other retired or separated participants entitled to future benefits	2019-01-01	39
Total of all active and inactive participants	2019-01-01	83
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-01-01	0
Total participants	2019-01-01	83
Number of participants with account balances	2019-01-01	78
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-01-01	2
2018: CFM BENEFITS, LLC 401(K) PLAN & TRUST 2018 401k membership
Total participants, beginning-of-year	2018-01-01	123
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	74
Number of retired or separated participants receiving benefits	2018-01-01	0
Number of other retired or separated participants entitled to future benefits	2018-01-01	44
Total of all active and inactive participants	2018-01-01	118
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-01-01	0
Total participants	2018-01-01	118
Number of participants with account balances	2018-01-01	91
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-01-01	0
2017: CFM BENEFITS, LLC 401(K) PLAN & TRUST 2017 401k membership
Total participants, beginning-of-year	2017-01-01	159
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	74
Number of retired or separated participants receiving benefits	2017-01-01	2
Number of other retired or separated participants entitled to future benefits	2017-01-01	47
Total of all active and inactive participants	2017-01-01	123
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-01-01	0
Total participants	2017-01-01	123
Number of participants with account balances	2017-01-01	103
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-01-01	0
2016: CFM BENEFITS, LLC 401(K) PLAN & TRUST 2016 401k membership
Total participants, beginning-of-year	2016-01-01	405
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	72
Number of retired or separated participants receiving benefits	2016-01-01	0
Number of other retired or separated participants entitled to future benefits	2016-01-01	87
Total of all active and inactive participants	2016-01-01	159
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-01-01	0
Total participants	2016-01-01	159
Number of participants with account balances	2016-01-01	136
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-01-01	7

Financial Data on CFM BENEFITS, LLC 401(K) PLAN & TRUST

Measure	Date	Value
2019 : CFM BENEFITS, LLC 401(K) PLAN & TRUST 2019 401k financial data
Total unrealized appreciation/depreciation of assets	2019-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-12-31	$0
Total income from all sources (including contributions)	2019-12-31	$3,236,286
Total loss/gain on sale of assets	2019-12-31	$0
Total of all expenses incurred	2019-12-31	$850,443
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2019-12-31	$798,732
Expenses. Certain deemed distributions of participant loans	2019-12-31	$0
Value of total corrective distributions	2019-12-31	$6,573
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2019-12-31	$619,031
Value of total assets at end of year	2019-12-31	$15,272,460
Value of total assets at beginning of year	2019-12-31	$12,886,617
Total of administrative expenses incurred including professional, contract, advisory and management fees	2019-12-31	$45,138
Total interest from all sources	2019-12-31	$85,802
Total dividends received (eg from common stock, registered investment company shares)	2019-12-31	$380,308
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2019-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2019-12-31	$380,308
Administrative expenses professional fees incurred	2019-12-31	$0
Was this plan covered by a fidelity bond	2019-12-31	Yes
Value of fidelity bond cover	2019-12-31	$500,000
If this is an individual account plan, was there a blackout period	2019-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2019-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2019-12-31	No
Contributions received from participants	2019-12-31	$364,968
Participant contributions at end of year	2019-12-31	$82,183
Participant contributions at beginning of year	2019-12-31	$92,357
Assets. Other investments not covered elsewhere at end of year	2019-12-31	$623,931
Assets. Other investments not covered elsewhere at beginning of year	2019-12-31	$836,949
Income. Received or receivable in cash from other sources (including rollovers)	2019-12-31	$9,848
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)	2019-12-31	$0
Other income not declared elsewhere	2019-12-31	$84,150
Administrative expenses (other) incurred	2019-12-31	$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-12-31	No
Value of net income/loss	2019-12-31	$2,385,843
Value of net assets at end of year (total assets less liabilities)	2019-12-31	$15,272,460
Value of net assets at beginning of year (total assets less liabilities)	2019-12-31	$12,886,617
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2019-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2019-12-31	No
Were any leases to which the plan was party in default or uncollectible	2019-12-31	No
Investment advisory and management fees	2019-12-31	$41,162
Value of interest in registered invesment companies (eg mutual funds) at end of year	2019-12-31	$10,751,631
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2019-12-31	$9,837,072
Value of interest in pooled separate accounts at end of year	2019-12-31	$0
Value of interest in pooled separate accounts at beginning of year	2019-12-31	$0
Interest on participant loans	2019-12-31	$4,651
Interest earned on other investments	2019-12-31	$81,151
Value of interest in common/collective trusts at end of year	2019-12-31	$0
Value of interest in common/collective trusts at beginning of year	2019-12-31	$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2019-12-31	$3,814,715
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2019-12-31	$2,120,239
Expenses. Payments to insurance carriers foe the provision of benefits	2019-12-31	$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2019-12-31	$2,066,995
Net investment gain/loss from pooled separate accounts	2019-12-31	$0
Net investment gain or loss from common/collective trusts	2019-12-31	$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2019-12-31	No
Was there a failure to transmit to the plan any participant contributions	2019-12-31	No
Has the plan failed to provide any benefit when due under the plan	2019-12-31	No
Assets. Invements in employer securities at end of year	2019-12-31	$0
Assets. Invements in employer securities at beginning of year	2019-12-31	$0
Contributions received in cash from employer	2019-12-31	$244,215
Income. Dividends from common stock	2019-12-31	$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2019-12-31	$798,732
Contract administrator fees	2019-12-31	$3,976
Did the plan have assets held for investment	2019-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2019-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2019-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2019-12-31	Disclaimer
Accountancy firm name	2019-12-31	GOLLOB MORGAN PEDDY
Accountancy firm EIN	2019-12-31	752147296
2018 : CFM BENEFITS, LLC 401(K) PLAN & TRUST 2018 401k financial data
Total unrealized appreciation/depreciation of assets	2018-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2018-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2018-12-31	$0
Total income from all sources (including contributions)	2018-12-31	$9,302
Total loss/gain on sale of assets	2018-12-31	$0
Total of all expenses incurred	2018-12-31	$907,239
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2018-12-31	$854,883
Expenses. Certain deemed distributions of participant loans	2018-12-31	$0
Value of total corrective distributions	2018-12-31	$10,987
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2018-12-31	$586,515
Value of total assets at end of year	2018-12-31	$12,886,617
Value of total assets at beginning of year	2018-12-31	$13,784,554
Total of administrative expenses incurred including professional, contract, advisory and management fees	2018-12-31	$41,369
Total interest from all sources	2018-12-31	$73,924
Total dividends received (eg from common stock, registered investment company shares)	2018-12-31	$373,337
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2018-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2018-12-31	$373,337
Administrative expenses professional fees incurred	2018-12-31	$0
Was this plan covered by a fidelity bond	2018-12-31	Yes
Value of fidelity bond cover	2018-12-31	$500,000
If this is an individual account plan, was there a blackout period	2018-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2018-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2018-12-31	No
Contributions received from participants	2018-12-31	$358,414
Participant contributions at end of year	2018-12-31	$92,357
Participant contributions at beginning of year	2018-12-31	$130,080
Assets. Other investments not covered elsewhere at end of year	2018-12-31	$836,949
Assets. Other investments not covered elsewhere at beginning of year	2018-12-31	$913,299
Income. Received or receivable in cash from other sources (including rollovers)	2018-12-31	$0
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)	2018-12-31	$0
Other income not declared elsewhere	2018-12-31	$-103,676
Administrative expenses (other) incurred	2018-12-31	$125
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2018-12-31	No
Value of net income/loss	2018-12-31	$-897,937
Value of net assets at end of year (total assets less liabilities)	2018-12-31	$12,886,617
Value of net assets at beginning of year (total assets less liabilities)	2018-12-31	$13,784,554
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2018-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2018-12-31	No
Were any leases to which the plan was party in default or uncollectible	2018-12-31	No
Investment advisory and management fees	2018-12-31	$38,254
Value of interest in registered invesment companies (eg mutual funds) at end of year	2018-12-31	$9,837,072
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2018-12-31	$10,569,903
Value of interest in pooled separate accounts at end of year	2018-12-31	$0
Value of interest in pooled separate accounts at beginning of year	2018-12-31	$0
Interest on participant loans	2018-12-31	$5,399
Interest earned on other investments	2018-12-31	$68,525
Value of interest in common/collective trusts at end of year	2018-12-31	$0
Value of interest in common/collective trusts at beginning of year	2018-12-31	$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2018-12-31	$2,120,239
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2018-12-31	$2,171,272
Expenses. Payments to insurance carriers foe the provision of benefits	2018-12-31	$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2018-12-31	$-920,798
Net investment gain/loss from pooled separate accounts	2018-12-31	$0
Net investment gain or loss from common/collective trusts	2018-12-31	$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2018-12-31	Yes
Was there a failure to transmit to the plan any participant contributions	2018-12-31	No
Has the plan failed to provide any benefit when due under the plan	2018-12-31	No
Assets. Invements in employer securities at end of year	2018-12-31	$0
Assets. Invements in employer securities at beginning of year	2018-12-31	$0
Contributions received in cash from employer	2018-12-31	$228,101
Income. Dividends from common stock	2018-12-31	$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2018-12-31	$854,883
Contract administrator fees	2018-12-31	$2,990
Did the plan have assets held for investment	2018-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2018-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2018-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2018-12-31	No
Opinion of an independent qualified public accountant for this plan	2018-12-31	Unqualified
Accountancy firm name	2018-12-31	GOLLOB MORGAN PEDDY
Accountancy firm EIN	2018-12-31	752147296
2017 : CFM BENEFITS, LLC 401(K) PLAN & TRUST 2017 401k financial data
Total unrealized appreciation/depreciation of assets	2017-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2017-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2017-12-31	$0
Total income from all sources (including contributions)	2017-12-31	$2,768,588
Total loss/gain on sale of assets	2017-12-31	$0
Total of all expenses incurred	2017-12-31	$2,860,270
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2017-12-31	$2,561,936
Expenses. Certain deemed distributions of participant loans	2017-12-31	$215,525
Value of total corrective distributions	2017-12-31	$19,001
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2017-12-31	$611,113
Value of total assets at end of year	2017-12-31	$13,784,554
Value of total assets at beginning of year	2017-12-31	$13,876,236
Total of administrative expenses incurred including professional, contract, advisory and management fees	2017-12-31	$63,808
Total interest from all sources	2017-12-31	$24,778
Total dividends received (eg from common stock, registered investment company shares)	2017-12-31	$316,357
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2017-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2017-12-31	$316,357
Administrative expenses professional fees incurred	2017-12-31	$0
Was this plan covered by a fidelity bond	2017-12-31	Yes
Value of fidelity bond cover	2017-12-31	$500,000
If this is an individual account plan, was there a blackout period	2017-12-31	Yes
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2017-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2017-12-31	No
Contributions received from participants	2017-12-31	$366,509
Participant contributions at end of year	2017-12-31	$130,080
Participant contributions at beginning of year	2017-12-31	$344,790
Assets. Other investments not covered elsewhere at end of year	2017-12-31	$913,299
Assets. Other investments not covered elsewhere at beginning of year	2017-12-31	$558,913
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)	2017-12-31	$0
Other income not declared elsewhere	2017-12-31	$271,842
Administrative expenses (other) incurred	2017-12-31	$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2017-12-31	No
Value of net income/loss	2017-12-31	$-91,682
Value of net assets at end of year (total assets less liabilities)	2017-12-31	$13,784,554
Value of net assets at beginning of year (total assets less liabilities)	2017-12-31	$13,876,236
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2017-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2017-12-31	No
Were any leases to which the plan was party in default or uncollectible	2017-12-31	No
Investment advisory and management fees	2017-12-31	$6,509
Value of interest in registered invesment companies (eg mutual funds) at end of year	2017-12-31	$10,569,903
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2017-12-31	$10,069,644
Value of interest in pooled separate accounts at end of year	2017-12-31	$0
Value of interest in pooled separate accounts at beginning of year	2017-12-31	$0
Interest on participant loans	2017-12-31	$6,270
Interest earned on other investments	2017-12-31	$18,508
Value of interest in common/collective trusts at end of year	2017-12-31	$0
Value of interest in common/collective trusts at beginning of year	2017-12-31	$2,902,783
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2017-12-31	$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2017-12-31	$106
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2017-12-31	$106
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2017-12-31	$2,171,272
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2017-12-31	$0
Expenses. Payments to insurance carriers foe the provision of benefits	2017-12-31	$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2017-12-31	$1,486,282
Net investment gain/loss from pooled separate accounts	2017-12-31	$0
Net investment gain or loss from common/collective trusts	2017-12-31	$58,216
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2017-12-31	Yes
Was there a failure to transmit to the plan any participant contributions	2017-12-31	No
Has the plan failed to provide any benefit when due under the plan	2017-12-31	No
Assets. Invements in employer securities at end of year	2017-12-31	$0
Assets. Invements in employer securities at beginning of year	2017-12-31	$0
Contributions received in cash from employer	2017-12-31	$244,604
Income. Dividends from common stock	2017-12-31	$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2017-12-31	$2,561,936
Contract administrator fees	2017-12-31	$57,299
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2017-12-31	Yes
Did the plan have assets held for investment	2017-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2017-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2017-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2017-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2017-12-31	Disclaimer
Accountancy firm name	2017-12-31	GOLLOB MORGAN PEDDY PC
Accountancy firm EIN	2017-12-31	752147296
2016 : CFM BENEFITS, LLC 401(K) PLAN & TRUST 2016 401k financial data
Total unrealized appreciation/depreciation of assets	2016-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2016-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2016-12-31	$0
Total income from all sources (including contributions)	2016-12-31	$1,990,097
Total loss/gain on sale of assets	2016-12-31	$0
Total of all expenses incurred	2016-12-31	$6,890,401
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2016-12-31	$6,786,671
Value of total corrective distributions	2016-12-31	$22,297
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2016-12-31	$1,157,928
Value of total assets at end of year	2016-12-31	$13,876,236
Value of total assets at beginning of year	2016-12-31	$18,776,540
Total of administrative expenses incurred including professional, contract, advisory and management fees	2016-12-31	$81,433
Total interest from all sources	2016-12-31	$26,179
Total dividends received (eg from common stock, registered investment company shares)	2016-12-31	$124,608
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2016-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2016-12-31	$124,608
Was this plan covered by a fidelity bond	2016-12-31	Yes
Value of fidelity bond cover	2016-12-31	$500,000
If this is an individual account plan, was there a blackout period	2016-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2016-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2016-12-31	No
Contributions received from participants	2016-12-31	$605,688
Participant contributions at end of year	2016-12-31	$344,790
Participant contributions at beginning of year	2016-12-31	$857,502
Assets. Other investments not covered elsewhere at end of year	2016-12-31	$558,913
Income. Received or receivable in cash from other sources (including rollovers)	2016-12-31	$146,778
Other income not declared elsewhere	2016-12-31	$-85,441
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2016-12-31	No
Value of net income/loss	2016-12-31	$-4,900,304
Value of net assets at end of year (total assets less liabilities)	2016-12-31	$13,876,236
Value of net assets at beginning of year (total assets less liabilities)	2016-12-31	$18,776,540
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2016-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2016-12-31	No
Were any leases to which the plan was party in default or uncollectible	2016-12-31	No
Investment advisory and management fees	2016-12-31	$659
Value of interest in registered invesment companies (eg mutual funds) at end of year	2016-12-31	$10,069,644
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2016-12-31	$13,465,879
Interest on participant loans	2016-12-31	$26,179
Income. Interest from loans (other than to participants)	2016-12-31	$0
Value of interest in common/collective trusts at end of year	2016-12-31	$2,902,783
Value of interest in common/collective trusts at beginning of year	2016-12-31	$4,453,159
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2016-12-31	$106
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2016-12-31	$651,482
Net investment gain or loss from common/collective trusts	2016-12-31	$115,341
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2016-12-31	No
Was there a failure to transmit to the plan any participant contributions	2016-12-31	No
Has the plan failed to provide any benefit when due under the plan	2016-12-31	No
Contributions received in cash from employer	2016-12-31	$405,462
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2016-12-31	$6,786,671
Contract administrator fees	2016-12-31	$80,774
Did the plan have assets held for investment	2016-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2016-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2016-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2016-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2016-12-31	Disclaimer
Accountancy firm name	2016-12-31	GOLLOB MORGAN PEDDY PC
Accountancy firm EIN	2016-12-31	752147296

Form 5500 Responses for CFM BENEFITS, LLC 401(K) PLAN & TRUST

2019: CFM BENEFITS, LLC 401(K) PLAN & TRUST 2019 form 5500 responses
2019-01-01	Type of plan entity	Mulitple employer plan
2019-01-01	Submission has been amended	No
2019-01-01	This submission is the final filing	No
2019-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2019-01-01	Plan is a collectively bargained plan	No
2019-01-01	Plan funding arrangement – Insurance	Yes
2019-01-01	Plan funding arrangement – Trust	Yes
2019-01-01	Plan benefit arrangement – Insurance	Yes
2019-01-01	Plan benefit arrangement - Trust	Yes
2018: CFM BENEFITS, LLC 401(K) PLAN & TRUST 2018 form 5500 responses
2018-01-01	Type of plan entity	Mulitple employer plan
2018-01-01	Submission has been amended	No
2018-01-01	This submission is the final filing	No
2018-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2018-01-01	Plan is a collectively bargained plan	No
2018-01-01	Plan funding arrangement – Insurance	Yes
2018-01-01	Plan funding arrangement – Trust	Yes
2018-01-01	Plan benefit arrangement – Insurance	Yes
2018-01-01	Plan benefit arrangement - Trust	Yes
2017: CFM BENEFITS, LLC 401(K) PLAN & TRUST 2017 form 5500 responses
2017-01-01	Type of plan entity	Mulitple employer plan
2017-01-01	Submission has been amended	No
2017-01-01	This submission is the final filing	No
2017-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2017-01-01	Plan is a collectively bargained plan	No
2017-01-01	Plan funding arrangement – Insurance	Yes
2017-01-01	Plan funding arrangement – Trust	Yes
2017-01-01	Plan benefit arrangement – Insurance	Yes
2017-01-01	Plan benefit arrangement - Trust	Yes
2016: CFM BENEFITS, LLC 401(K) PLAN & TRUST 2016 form 5500 responses
2016-01-01	Type of plan entity	Mulitple employer plan
2016-01-01	Submission has been amended	No
2016-01-01	This submission is the final filing	No
2016-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2016-01-01	Plan is a collectively bargained plan	No
2016-01-01	Plan funding arrangement – Trust	Yes
2016-01-01	Plan benefit arrangement - Trust	Yes

Insurance Providers Used on plan

MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )

Policy contract number

MR 62631

Policy instance

Insurance contract or identification number	MR 62631
Number of Individuals Covered	83
Insurance policy start date	2019-01-01
Insurance policy end date	2019-12-31
Total amount of commissions paid to insurance broker	USD $7,081
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $7,081
Insurance broker organization code?	4

MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )

Policy contract number

MR 62631

Policy instance

Insurance contract or identification number	MR 62631
Number of Individuals Covered	118
Insurance policy start date	2018-01-01
Insurance policy end date	2018-12-31
Total amount of commissions paid to insurance broker	USD $5,244
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $4,476
Insurance broker organization code?	4

MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )

Policy contract number

MR 62631

Policy instance

Insurance contract or identification number	MR 62631
Number of Individuals Covered	123
Insurance policy start date	2017-01-01
Insurance policy end date	2017-12-31
Total amount of commissions paid to insurance broker	USD $1,139
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $1,139
Insurance broker organization code?	4
Insurance broker name	INVESTMENT SALES CORP

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Company Name:	CFM BENEFITS, LLC
Employer identification number (EIN):	474222697
NAIC Classification:	211120
NAIC Description:	Crude Petroleum Extraction

Jurisdiction of Incorporation:	Texas Secretary of State
Incorporation Date:	2015-06-10
Company Identification Number:	0802231824
Legal Registered Office Address:	2615 E END BLVD S MARSHALL United States of America (USA) 75672