Cardinal Employees Retirement Savings Plan — Form 5500 plan (Cardinal Logistics Management Corp.)

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 Employees Retirement Savings Plan is a benefit plan reported by Cardinal Logistics Management Corp. under EIN 56-1271090 and plan number 001. The latest loaded filing year is 2023. The filing reports 5,270 participants and $78,347,312 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Cardinal Logistics Management Corp.
EIN
56-1271090
Plan number
001
Plan type
2
Location
Concord, NC
Latest filing year
2023
Participants
5,270
End-of-year plan assets
$78,347,312

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20235,270H, C20241011100853NAL0022541841003

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$78,347,312
Total liabilities (EOY)
$102,144
Net assets (EOY)
$78,245,168
Net assets (BOY)
$66,599,744

Income & contributions

Employer contributions
$943,827
Participant contributions
$8,049,605
Total contributions
$10,641,286
Total income / additions
$22,096,394

Expenses & distributions

Benefits paid
$10,299,720
Administrative expenses
$41,515
Total expenses
$10,450,970
Net increase / (decrease)
$11,645,424

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Strategic Advisors, IncADVISOR$40,257not reported in the loaded dataset2023
Forvis Mazars, LlpACCOUNTANT/AUDITOR$15,000not reported in the loaded dataset2023

Related Form 5500 pages