Cardinal Systems Inc 401(K) Plan — Form 5500 plan (Cardinal Systems, 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, Cardinal Systems Inc 401(K) Plan is a benefit plan reported by Cardinal Systems, Inc. under EIN 23-2078490 and plan number 002. The latest loaded filing year is 2023. The filing reports 243 participants and $14,857,251 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Cardinal Systems, Inc.
- EIN
- 23-2078490
- Plan number
- 002
- Plan type
- 2
- Location
- Schuylkill Haven, PA
- Latest filing year
- 2023
- Participants
- 243
- End-of-year plan assets
- $14,857,251
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 243 | H, C | 20241014163824NAL0027878961001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $14,857,251
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $14,857,251
- Net assets (BOY)
- $15,312,214
Income & contributions
- Employer contributions
- $195,768
- Participant contributions
- $719,174
- Total contributions
- $1,078,705
- Total income / additions
- $3,322,741
Expenses & distributions
- Benefits paid
- $3,746,061
- Administrative expenses
- $25,072
- Total expenses
- $3,777,704
- Net increase / (decrease)
- -$454,963
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Cbiz Benefits & Ins Services Inc | CONTRACT ADMIN | $26,472 | $37,268 | 2023 |
| Cbiz Investment Advisory Services L | INVESTMENT ADVISOR | $8,148 | not reported in the loaded dataset | 2023 |
| Mutual Of America Investment Corp | INSURANCE CARRIER | $0 | $0 | 2023 |
| Empower Annuity Insurance Company | RECORDKEEPER | $0 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Cardinal Systems, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in PA
- 401(k) and benefit plan filings in Schuylkill Haven, PA
- Cbiz Benefits & Ins Services Inc — Schedule C compensation
- Cbiz Investment Advisory Services L — Schedule C compensation
- Mutual Of America Investment Corp — Schedule C compensation
- Empower Annuity Insurance Company — Schedule C compensation