Plan5500

Cardinal Senior Management 401(K) Plan — Form 5500 plan (Cardinal Senior Management LLC)

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 Senior Management 401(K) Plan is a benefit plan reported by Cardinal Senior Management LLC under EIN 47-3686652 and plan number 001. The latest loaded filing year is 2023. The filing reports 572 participants and $739,926 in end-of-year plan assets, where available in the loaded dataset.

Form 5500 plan profile · 2023

Key reported metrics

Net assets (EOY)$738.9KPlan net assets, end of year$738,946
Participants572Covered participants reported
Assets / participant$1.3KComputed: assets ÷ participants$1,294 (computed)
Provider compensation$11.9K4 Schedule C provider row(s)$11,941
Plan sponsor
Cardinal Senior Management LLC
EIN
47-3686652
Plan number
001
Plan type
2
Location
Grand Rapids, MI
Latest filing year
2023
How to read this plan profile
  • Net assets = total assets minus total liabilities, end of year (Schedule H/I).
  • Assets / participant is computed (assets ÷ reported participants) — a ratio, not a filed figure.
  • Schedule chips (Sch H / I / C) show which schedules each filing includes.
  • Fields a filing did not report are labeled not reported in the loaded dataset — never estimated.
  • Figures are reported as filed, in whole dollars; verify against the official DOL/EBSA record before relying on them.
EFAST2 filings

Form 5500 filing history

Each loaded annual filing for this plan. Open one for its full reported snapshot.

  1. 2023
    572 participants · 2Sch HSch C
    View filing →
Schedule H · 2023

Reported financial statement

Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.

Reported balance (end of year)$739.9K total assets
Net assets$738.9KLiabilities$980
Money in vs. money out
Total income / additions$269K
Total expenses$121.1K
Benefits paid / distributions$110.4K
Contributions
EmployerNot reported
Participant$141.5K
Full reported line items

Net assets

Total assets (EOY)
$739,926
Total liabilities (EOY)
$980
Net assets (EOY)
$738,946
Net assets (BOY)
$591,013

Income & contributions

Participant contributions
$141,515
Total contributions
$150,403
Total income / additions
$269,035

Expenses & distributions

Benefits paid
$110,356
Administrative expenses
$10,746
Total expenses
$121,102
Net increase / (decrease)
$147,933
Computed from reported fields

Reported ratios

Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.

Total expenses ÷ net assets16%Computed ratio
Benefits paid ÷ total income41%Computed ratio
Provider comp. ÷ net assets2%Computed ratio
Schedule C

Service provider compensation

Reported direct + indirect compensation per provider, ranked. Bars show relative scale.

  1. 1
    Empower Annuity Insurance Company$7.3K
    RECORDKEEPER · Direct $7.3K · Indirect $0
  2. 2
    Global Retirement Partners LLC$3.2K
    INVESTMENT ADVISOR · Direct $3.2K
  3. 3
    M2b Retirement Consulting LLC$1.1K
    CONTRACT ADMIN · Direct $1.1K
  4. 4
    Empower Advisory Group, LLC$379
    INVESTMENT MGMT · Direct $379

What to inspect next

Frequently asked questions

Who sponsors the Cardinal Senior Management 401(K) Plan?
Cardinal Senior Management 401(K) Plan is reported as sponsored by Cardinal Senior Management LLC (EIN 47-3686652, plan number 001) in public Form 5500 filings.
What is the most recent Form 5500 filing year for Cardinal Senior Management 401(K) Plan?
The latest Form 5500 filing year loaded for Cardinal Senior Management 401(K) Plan is 2023.
How many participants does Cardinal Senior Management 401(K) Plan report?
Cardinal Senior Management 401(K) Plan reports 572 participants in its latest loaded Form 5500 filing.
What are the reported plan assets for Cardinal Senior Management 401(K) Plan?
Cardinal Senior Management 401(K) Plan reports $739,926 in end-of-year plan assets in its latest loaded Form 5500 filing.
Form 5500 terms, in plain English
Form 5500
The annual report most U.S. employee benefit plans file with the Department of Labor through the EFAST2 system. It documents the plan sponsor, participants, finances, and service-provider compensation.
Schedule H
The financial statement for larger plans (generally 100+ participants): assets, liabilities, net assets, income, expenses, and the net change.
Schedule I
The condensed financial statement for smaller plans, covering the same kinds of figures in less detail.
Schedule C
Reports compensation paid to the plan’s service providers — both direct and indirect.
Net assets
Total assets minus total liabilities at the end of the year — what the plan holds for participants.
Employer / participant contributions
Money contributed to the plan by the employer and by participants during the year.

Figures are reported as filed and may contain errors or omissions. Verify against the official DOL/EBSA record before relying on any value.

Related Form 5500 pages