2023 Form 5500 filing — Cardinal Systems Inc 401(K) Plan
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 20241014163824NAL0027878961001) for Cardinal Systems Inc 401(K) Plan, reported by Cardinal Systems, Inc. under EIN 23-2078490 and plan number 002. It reports 243 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241014163824NAL0027878961001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Cardinal Systems, Inc.
- EIN
- 23-2078490
- Plan number
- 002
- Location
- Schuylkill Haven, PA
- Participants
- 243
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $14,857,251
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $14,857,251
- Employer contributions
- $195,768
- Participant contributions
- $719,174
- Total income / additions
- $3,322,741
- Benefits paid
- $3,746,061
- Administrative expenses
- $25,072
- Total expenses
- $3,777,704
- Net increase / (decrease)
- -$454,963
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Cbiz Benefits & Ins Services Inc | CONTRACT ADMIN | $26,472 | $37,268 |
| Cbiz Investment Advisory Services L | INVESTMENT ADVISOR | $8,148 | not reported in the loaded dataset |
| Mutual Of America Investment Corp | INSURANCE CARRIER | $0 | $0 |
| Empower Annuity Insurance Company | RECORDKEEPER | $0 | $0 |