2023 Form 5500 filing — Cardone Industries, Inc. Union Employees' Pension 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 20251014174729NAL0001740515001) for Cardone Industries, Inc. Union Employees' Pension Plan, reported by Cardone Industries, Inc. under EIN 23-3000982 and plan number 002. It reports 2,853 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20251014174729NAL0001740515001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Cardone Industries, Inc.
- EIN
- 23-3000982
- Plan number
- 002
- Location
- Philadelphia, PA
- Participants
- 2,853
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $22,264,516
- Total liabilities (EOY)
- $5,838
- Net assets (EOY)
- $22,258,678
- Employer contributions
- $1,902,709
- Total income / additions
- $7,618,123
- Benefits paid
- $34,095,063
- Administrative expenses
- $1,392,141
- Total expenses
- $35,487,204
- Net increase / (decrease)
- -$27,869,081
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Pwc Us Tax Llp | NONE | $495,748 | not reported in the loaded dataset |
| Midwest Institutional Trust Company | TRUSTEE | $77,233 | not reported in the loaded dataset |
| Captrust Financial Advisors | NONE | $68,916 | not reported in the loaded dataset |
| Mwm Consulting Group Inc | NONE | $61,460 | not reported in the loaded dataset |
| Bober, Markey, Fedorovich & Company | NONE | $39,000 | not reported in the loaded dataset |
| Slc Management | NONE | $28,328 | not reported in the loaded dataset |