How big is CY Wakeman Inc.'s plan?

CY Wakeman Inc.'s plan reported $691K in assets and 5 participants for 2022.

Original filing (PDF)20230809060429NAL0035772560001

CY Wakeman Inc.

Name: CY Wakeman Inc. — CWI Cash Balance Plan, Form 5500 (2022)
Creator: CY Wakeman Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

CWI Cash Balance Plan

Defined-benefit pension plan · CY Wakeman Inc.'s CWI Cash Balance Plan held $691K in plan assets for 5 participants in 2022.

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$691K

Net assets (EOY)

$691K

Plan identifiers

CY Wakeman Inc.'s EIN is 27-0030103.

EIN 27-0030103

Plan number 002

Plan year 2022

ACK ID 20230809060429NAL0035772560001

Official Form 5500 document

Download the official 2022 Form 5500 (PDF) for CY Wakeman Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2022 Form 5500 (PDF)

Plan features

CY Wakeman Inc.'s plan includes a defined-benefit pension formula, a cash-balance formula.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for CY WAKEMAN INC..

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Plan health score

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 50% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

n/a

Vendor & structure

100

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
Plan health not scored — no comparable participation/contribution data.

Plan sponsor

Name

CY WAKEMAN INC.

EIN

all filings

Address

1405 CANEY CREEK LN · MCKINNEY, TX · 75071

Phone

(515) 720-4936

Industry

Educational Services

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

002

Plan year

2022

Plan year begin

2022-01-01

Tax period

2022-12-31

Filed

2023-08-09

Pension benefit codes

1A · Pay-related DB formula

1C · Cash balance or similar hybrid DB

3D · Pre-approved plan (master / prototype / VS)

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

—

Trustee phone

—

Small plan (5500-SF) — Schedule H data not available.

Service providers (Schedule C)

Small plans don't disclose service providers

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