Cardone Industries, Inc. Union Employees' Pension Plan — Form 5500 plan (Cardone Industries, 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, Cardone Industries, Inc. Union Employees' Pension Plan is a benefit plan reported by Cardone Industries, Inc. under EIN 23-3000982 and plan number 002. The latest loaded filing year is 2023. The filing reports 2,853 participants and $22,264,516 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Cardone Industries, Inc.
- EIN
- 23-3000982
- Plan number
- 002
- Plan type
- 2
- Location
- Philadelphia, PA
- Latest filing year
- 2023
- Participants
- 2,853
- End-of-year plan assets
- $22,264,516
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 2,853 | H, C | 20251014174729NAL0001740515001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $22,264,516
- Total liabilities (EOY)
- $5,838
- Net assets (EOY)
- $22,258,678
- Net assets (BOY)
- $50,127,759
Income & contributions
- Employer contributions
- $1,902,709
- Total contributions
- $1,902,709
- Total income / additions
- $7,618,123
Expenses & distributions
- Benefits paid
- $34,095,063
- Administrative expenses
- $1,392,141
- Total expenses
- $35,487,204
- Net increase / (decrease)
- -$27,869,081
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Pwc Us Tax Llp | NONE | $495,748 | not reported in the loaded dataset | 2023 |
| Midwest Institutional Trust Company | TRUSTEE | $77,233 | not reported in the loaded dataset | 2023 |
| Captrust Financial Advisors | NONE | $68,916 | not reported in the loaded dataset | 2023 |
| Mwm Consulting Group Inc | NONE | $61,460 | not reported in the loaded dataset | 2023 |
| Bober, Markey, Fedorovich & Company | NONE | $39,000 | not reported in the loaded dataset | 2023 |
| Slc Management | NONE | $28,328 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Cardone Industries, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in PA
- 401(k) and benefit plan filings in Philadelphia, PA
- Pwc Us Tax Llp — Schedule C compensation
- Midwest Institutional Trust Company — Schedule C compensation
- Captrust Financial Advisors — Schedule C compensation
- Mwm Consulting Group Inc — Schedule C compensation
- Bober, Markey, Fedorovich & Company — Schedule C compensation
- Slc Management — Schedule C compensation