2023 Form 5500 filing — Cardinale Automotive Group 401(K) Profit Sharing Plan And Trust
Plain-English filing 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, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20240924113818NAL0012910913001) for Cardinale Automotive Group 401(K) Profit Sharing Plan And Trust, reported by Cardinale Oldsmobile Gmc Truck, Inc. under EIN 77-0288570 and plan number 001. It reports 867 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240924113818NAL0012910913001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Cardinale Oldsmobile Gmc Truck, Inc.
- EIN
- 77-0288570
- Plan number
- 001
- Location
- Marina, CA
- Participants
- 867
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $13,400,345
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $13,400,345
- Employer contributions
- $4,905
- Participant contributions
- $2,063,272
- Total income / additions
- $3,980,406
- Benefits paid
- $749,829
- Administrative expenses
- $59,256
- Total expenses
- $813,662
- Net increase / (decrease)
- $3,166,744
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Empower Annuity Insurance Company O | RECORDKEEPER | $30,035 | $0 |
| Cambridge Investment Research Inc | INVESTMENT ADVISOR | $25,000 | not reported in the loaded dataset |
| Empower Advisory Group, LLC | INVESTMENT MGMT | $4,221 | not reported in the loaded dataset |
| Gwfs Equities Inc | OTHER | $0 | $0 |