Civic Intelligence

Cypress Management Services Inc.

Plan context: CMS, INC. CASH BALANCE PLAN

EIN 90-0802625 • Newport Beach, CA • 15 filings • 2 plans

1133 Camelback St. #8419Newport Beach, CA 92660
Current Snapshot

Latest Year

2022

2022 Participants

2

2022 Assets

$706,678

2022 Contributions

$26,345

Historical Graphs

Total Assets Over Time

Aggregate end-of-year assets by filing year, excluding zero-asset years

$2,894,886$1,447,443$0201220172022YearValue
$706,678Latest year 2022

Participants Over Time

Largest reported end-of-year plan headcount by filing year, used to avoid double-counting participants across overlapping plans

1470201220172022YearValue
2Latest year 2022

Company Timeline

Year summaries and individual filings are combined here so you can stay in one place while moving across years and plan filings.

Year / FilingFilingsParticipantsAssetsContributionsContrib./Participant
202212$706,678$26,345$13,173iApproximate average salary by contribution assumption: employee only about $329,313 at 4% or $219,542 at 6%; with 50% employer match about $219,542 at 4% or $146,361 at 6%; with 100% employer match about $164,656 at 4% or $109,771 at 6%.
CMS, INC. CASH BALANCE PLAN-2$706,678$26,345$13,173iApproximate average salary by contribution assumption: employee only about $329,313 at 4% or $219,542 at 6%; with 50% employer match about $219,542 at 4% or $146,361 at 6%; with 100% employer match about $164,656 at 4% or $109,771 at 6%.
202122$2,079,826$47$24iApproximate average salary by contribution assumption: employee only about $588 at 4% or $392 at 6%; with 50% employer match about $392 at 4% or $261 at 6%; with 100% employer match about $294 at 4% or $196 at 6%.
Cms Inc. 401(K) Profit Sharing Plan-2$1,164,405$47$24iApproximate average salary by contribution assumption: employee only about $588 at 4% or $392 at 6%; with 50% employer match about $392 at 4% or $261 at 6%; with 100% employer match about $294 at 4% or $196 at 6%.
CMS, INC. CASH BALANCE PLAN-2$915,421$0-
2020211$2,016,541$319,720$29,065iApproximate average salary by contribution assumption: employee only about $726,636 at 4% or $484,424 at 6%; with 50% employer match about $484,424 at 4% or $322,949 at 6%; with 100% employer match about $363,318 at 4% or $242,212 at 6%.
Cms Inc. 401(K) Profit Sharing Plan-2$1,185,138$64,138$32,069iApproximate average salary by contribution assumption: employee only about $801,725 at 4% or $534,483 at 6%; with 50% employer match about $534,483 at 4% or $356,322 at 6%; with 100% employer match about $400,863 at 4% or $267,242 at 6%.
CMS, INC. CASH BALANCE PLAN-11$831,403$255,582$23,235iApproximate average salary by contribution assumption: employee only about $580,868 at 4% or $387,245 at 6%; with 50% employer match about $387,245 at 4% or $258,164 at 6%; with 100% employer match about $290,434 at 4% or $193,623 at 6%.
2019213$2,894,886$404,558$31,120iApproximate average salary by contribution assumption: employee only about $777,996 at 4% or $518,664 at 6%; with 50% employer match about $518,664 at 4% or $345,776 at 6%; with 100% employer match about $388,998 at 4% or $259,332 at 6%.
Cms Inc. 401(K) Profit Sharing Plan-10$2,051,928$99,523$9,952iApproximate average salary by contribution assumption: employee only about $248,807 at 4% or $165,872 at 6%; with 50% employer match about $165,872 at 4% or $110,581 at 6%; with 100% employer match about $124,404 at 4% or $82,936 at 6%.
CMS, INC. CASH BALANCE PLAN-13$842,958$305,035$23,464iApproximate average salary by contribution assumption: employee only about $586,606 at 4% or $391,071 at 6%; with 50% employer match about $391,071 at 4% or $260,714 at 6%; with 100% employer match about $293,303 at 4% or $195,535 at 6%.
2018214$2,091,830$666,629$47,616iApproximate average salary by contribution assumption: employee only about $1,190,409 at 4% or $793,606 at 6%; with 50% employer match about $793,606 at 4% or $529,071 at 6%; with 100% employer match about $595,204 at 4% or $396,803 at 6%.
Cms Inc. 401(K) Profit Sharing Plan-14$1,620,330$195,129$13,938iApproximate average salary by contribution assumption: employee only about $348,445 at 4% or $232,296 at 6%; with 50% employer match about $232,296 at 4% or $154,864 at 6%; with 100% employer match about $174,222 at 4% or $116,148 at 6%.
CMS, INC. CASH BALANCE PLAN-12$471,500$471,500$39,292iApproximate average salary by contribution assumption: employee only about $982,292 at 4% or $654,861 at 6%; with 50% employer match about $654,861 at 4% or $436,574 at 6%; with 100% employer match about $491,146 at 4% or $327,431 at 6%.
2017113$1,811,886$277,510$21,347iApproximate average salary by contribution assumption: employee only about $533,673 at 4% or $355,782 at 6%; with 50% employer match about $355,782 at 4% or $237,188 at 6%; with 100% employer match about $266,837 at 4% or $177,891 at 6%.
Cms Inc. 401(K) Profit Sharing Plan-13$1,811,886$277,510$21,347iApproximate average salary by contribution assumption: employee only about $533,673 at 4% or $355,782 at 6%; with 50% employer match about $355,782 at 4% or $237,188 at 6%; with 100% employer match about $266,837 at 4% or $177,891 at 6%.
2016111$1,376,923$234,951$21,359iApproximate average salary by contribution assumption: employee only about $533,980 at 4% or $355,986 at 6%; with 50% employer match about $355,986 at 4% or $237,324 at 6%; with 100% employer match about $266,990 at 4% or $177,993 at 6%.
Cms Inc. 401(K) Profit Sharing Plan-11$1,376,923$234,951$21,359iApproximate average salary by contribution assumption: employee only about $533,980 at 4% or $355,986 at 6%; with 50% employer match about $355,986 at 4% or $237,324 at 6%; with 100% employer match about $266,990 at 4% or $177,993 at 6%.
2015111$1,090,911$236,719$21,520iApproximate average salary by contribution assumption: employee only about $537,998 at 4% or $358,665 at 6%; with 50% employer match about $358,665 at 4% or $239,110 at 6%; with 100% employer match about $268,999 at 4% or $179,333 at 6%.
Cms Inc. 401(K) Profit Sharing Plan-11$1,090,911$236,719$21,520iApproximate average salary by contribution assumption: employee only about $537,998 at 4% or $358,665 at 6%; with 50% employer match about $358,665 at 4% or $239,110 at 6%; with 100% employer match about $268,999 at 4% or $179,333 at 6%.
2014111$911,040$312,389$28,399iApproximate average salary by contribution assumption: employee only about $709,975 at 4% or $473,317 at 6%; with 50% employer match about $473,317 at 4% or $315,544 at 6%; with 100% employer match about $354,988 at 4% or $236,658 at 6%.
Cms Inc. 401(K) Profit Sharing Plan-11$911,040$312,389$28,399iApproximate average salary by contribution assumption: employee only about $709,975 at 4% or $473,317 at 6%; with 50% employer match about $473,317 at 4% or $315,544 at 6%; with 100% employer match about $354,988 at 4% or $236,658 at 6%.
201317$626,712$166,185$23,741iApproximate average salary by contribution assumption: employee only about $593,518 at 4% or $395,679 at 6%; with 50% employer match about $395,679 at 4% or $263,786 at 6%; with 100% employer match about $296,759 at 4% or $197,839 at 6%.
Cms Inc. 401(K) Profit Sharing Plan-7$626,712$166,185$23,741iApproximate average salary by contribution assumption: employee only about $593,518 at 4% or $395,679 at 6%; with 50% employer match about $395,679 at 4% or $263,786 at 6%; with 100% employer match about $296,759 at 4% or $197,839 at 6%.
201213$460,500$150,000$50,000iApproximate average salary by contribution assumption: employee only about $1,250,000 at 4% or $833,333 at 6%; with 50% employer match about $833,333 at 4% or $555,556 at 6%; with 100% employer match about $625,000 at 4% or $416,667 at 6%.
Cms Inc. 401(K) Profit Sharing Plan-3$460,500$150,000$50,000iApproximate average salary by contribution assumption: employee only about $1,250,000 at 4% or $833,333 at 6%; with 50% employer match about $833,333 at 4% or $555,556 at 6%; with 100% employer match about $625,000 at 4% or $416,667 at 6%.