Cardinal Management Group, Inc. — Form 5500 filings & benefit plans

Form 5500 plan sponsor summary

According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, Cardinal Management Group, Inc. (EIN 54-1442661) is a plan sponsor located in Woodbridge, VA with 2 reported benefit plan(s) in the loaded dataset. The latest loaded Form 5500 filing year is 2023.

Company overview (based on loaded 2023 public filings)

EIN
54-1442661
Location
Woodbridge, VA
Loaded plans
2
Latest filing year
2023

Reported financial aggregate (2023)

Reported net position

Total reported assets (EOY)
$7,246,032
Total reported liabilities (EOY)
$0
Total reported net assets (EOY)
$7,246,032

Contributions & income

Employer contributions
$80,467
Participant contributions
$549,901
Total income / additions
$1,854,597

Expenses & distributions

Benefits paid / distributions
$273,253
Total expenses
$309,712
Net increase / (decrease)
$1,544,885

Coverage

Total reported participants
451
Plans with financial statements
1
Plans with provider compensation
1

Totals sum the latest loaded 2023 public Form 5500 filing per plan for this company's plans — one filing per plan, so multiple years are never double-counted. Figures are reported values from loaded Schedule H / I (and Schedule C for provider compensation); fields a plan did not report are treated as missing, not zero. These are not audited or official totals.

Largest loaded plans by reported assets

Cardinal Management Group, Inc. plans by reported end-of-year assets
PlanPlan #ParticipantsReported assets (EOY)Year
Cardinal Management Group, Inc. 401(K) Profit Sharing Plan001206$7,246,0322023
Cardinal Management Group, Inc. Employee Benefits Plan501245not reported in the loaded dataset2023

Search all 2 loaded plans for this company →

Latest loaded filings

Most recent loaded Form 5500 filings for Cardinal Management Group, Inc.
YearPlanParticipantsSchedulesFiling
2023Cardinal Management Group, Inc. Employee Benefits Plan24520241014081459NAL0025706257001
2023Cardinal Management Group, Inc. 401(K) Profit Sharing Plan206H, C20241015094854NAL0029174753001

Related Form 5500 pages