2023 Form 5500 filing — Cardinal Services 401(K) & Psp
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 20241011120134NAL0044221730001) for Cardinal Services 401(K) & Psp, reported by Cardinal Services, LLC under EIN 45-5089837 and plan number 001. It reports 215 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241011120134NAL0044221730001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Cardinal Services, LLC
- EIN
- 45-5089837
- Plan number
- 001
- Location
- New Iberia, LA
- Participants
- 215
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $6,220,181
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $6,220,181
- Participant contributions
- $452,932
- Total income / additions
- $1,317,887
- Benefits paid
- $460,163
- Administrative expenses
- $3,150
- Total expenses
- $463,313
- Net increase / (decrease)
- $854,574
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Leafhouse Financial Advisors, LLC | SERVICE PROVIDER | $0 | $4,713 |
| Retirement Strategies Group | TPA | $0 | $2,799 |