2023 Form 5500 filing — Cardinal Management Group, Inc. 401(K) Profit Sharing 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 20241015094854NAL0029174753001) for Cardinal Management Group, Inc. 401(K) Profit Sharing Plan, reported by Cardinal Management Group, Inc. under EIN 54-1442661 and plan number 001. It reports 206 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015094854NAL0029174753001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Cardinal Management Group, Inc.
- EIN
- 54-1442661
- Plan number
- 001
- Location
- Woodbridge, VA
- Participants
- 206
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $7,246,032
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $7,246,032
- Employer contributions
- $80,467
- Participant contributions
- $549,901
- Total income / additions
- $1,854,597
- Benefits paid
- $273,253
- Administrative expenses
- $36,295
- Total expenses
- $309,712
- Net increase / (decrease)
- $1,544,885
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Morgan Stanley | INVESTMENT ADVISOR | $29,620 | not reported in the loaded dataset |
| Jpmorgan Invest Holdings LLC | RECORDKEEPER | $5,100 | $0 |
| The Retirement Advantage Inc | CONTRACT ADMIN | $2,275 | not reported in the loaded dataset |