Cardworks Inc. 401(K) Retirement Plan — Form 5500 plan (Cardworks, Inc)

Plain-English plan 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, Cardworks Inc. 401(K) Retirement Plan is a benefit plan reported by Cardworks, Inc under EIN 11-3604755 and plan number 001. The latest loaded filing year is 2023. The filing reports 2,284 participants and $102,227,821 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Cardworks, Inc
EIN
11-3604755
Plan number
001
Plan type
2
Location
Woodbury, NY
Latest filing year
2023
Participants
2,284
End-of-year plan assets
$102,227,821

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20232,284H, C20241011132549NAL0022828561001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$102,227,821
Total liabilities (EOY)
$0
Net assets (EOY)
$102,227,821
Net assets (BOY)
$76,247,774

Income & contributions

Employer contributions
$5,167,861
Participant contributions
$10,267,765
Total contributions
$17,847,445
Total income / additions
$31,218,510

Expenses & distributions

Benefits paid
$4,648,320
Administrative expenses
$539,739
Total expenses
$5,238,463
Net increase / (decrease)
$25,980,047

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Prudential Retirement Insurance AndNONE$374,949$02023
Morgan Stanley Global Banking OperaNONE$131,232not reported in the loaded dataset2023
Marcum LlpNONE$28,350not reported in the loaded dataset2023

Related Form 5500 pages