Original filing (PDF)20251126140527NAL0002520563001

C M M S, INC.

Name: C M M S, INC. — C M M S, INC. SOCA BENEFIT PLAN, Form 5500 (2024)
Creator: C M M S, INC.

Form 5500-SF

FILING_RECEIVED

C M M S, INC. SOCA BENEFIT PLAN

Health & welfare plan

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$97K

Net assets (EOY)

$33K

Plan health score (directional)

—

/ 100

Limited data

Limited public data — directional only

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 35% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

n/a

Vendor & structure

n/a

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for C M M S, INC..

Plan sponsor

Name

C M M S, INC.

DBA

FORWARD TECHNOLOGIES

EIN

46-5069411

Address

6130 INTERSTATE CIR · BLUE ASH, OH · 45242

Phone

(513) 489-5111

Industry

Manufacturingsee all

Plan administrator

Name

MATT APPENZELLER

EIN

47-1277622

City

CINCINNATI, OH

Phone

(513) 452-5103

Plan characteristics

Plan number

501

Plan year

2024

Plan year begin

2024-05-01

Tax period

2025-04-30

Filed

2025-11-26

Welfare benefit codes

4A · Health (other than dental or vision)

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

Related plans

Similar-size Manufacturing plans

V C S MECHANICAL INC

V C S MECHANICAL INC 401(K) PROFIT SHARING PLAN & TRUST

$96K · 2 participants

MAURICIO PRODUCTS INTERNATIONA

MAURICIO PRODUCTS INTERNATIONA 401(K) PROFIT SHARING PLAN & TRUST

$98K · 5 participants

AGZEN INC

AGZEN INC 401(K) PLAN

$91K · 6 participants

CQRITUSA

CQRITUSA 401(K) PLAN

$86K · 9 participants

ATLEE CORPORATION

ATLEE CORPORATION 401(K) PROFIT SHARING PLAN

$108K · 2 participants