Congregate Management Services, Inc.

Form 5500

CONGREGATE MANAGEMENT SERVICES, INC

100 West Station Square Drive Suite 350, Pittsburgh, Pa 15219 (412) 231-3621 EIN:34-1281086 Plan Admin:Chad Leviere

Year	Plan Name	Participants BOY/EOY	Assets BOY/EOY
2023	Plan NameCMS 401K PLAN AND TRUST Plan #001 Participants BOY/EOY90 / 90 Assets BOY/EOY$2,074,091 / $2,401,302	2023	CMS 401K PLAN AND TRUST - Plan #001	90 / 90	$2,074,091 / $2,401,302
2022	Plan NameCMS 401K PLAN AND TRUST Plan #001 Participants BOY/EOY85 / 89 Assets BOY/EOY$2,437,871 / $2,074,091	2022	CMS 401K PLAN AND TRUST - Plan #001	85 / 89	$2,437,871 / $2,074,091
2021	Plan NameCMS 401K PLAN AND TRUST Plan #001 Participants BOY/EOY85 / 86 Assets BOY/EOY$2,062,355 / $2,437,871	2021	CMS 401K PLAN AND TRUST - Plan #001	85 / 86	$2,062,355 / $2,437,871
2020	Plan NameCMS 401K PLAN AND TRUST Plan #001 Participants BOY/EOY89 / 85 Assets BOY/EOY$1,744,723 / $2,062,355	2020	CMS 401K PLAN AND TRUST - Plan #001	89 / 85	$1,744,723 / $2,062,355
2019	Plan NameCMS 401K PLAN AND TRUST Plan #001 Participants BOY/EOY109 / 89 Assets BOY/EOY$1,435,648 / $1,744,723	2019	CMS 401K PLAN AND TRUST - Plan #001	109 / 89	$1,435,648 / $1,744,723