Card Kingdom, Inc. 401(K) Plan — Form 5500 plan (Card Kingdom, 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, Card Kingdom, Inc. 401(K) Plan is a benefit plan reported by Card Kingdom, Inc. under EIN 87-0697704 and plan number 001. The latest loaded filing year is 2023. The filing reports 549 participants and $11,043,700 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Card Kingdom, Inc.
EIN
87-0697704
Plan number
001
Plan type
2
Location
Monroe, WA
Latest filing year
2023
Participants
549
End-of-year plan assets
$11,043,700

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023549H, C20241014145244NAL0015144771001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$11,043,700
Total liabilities (EOY)
$6,609
Net assets (EOY)
$11,037,091
Net assets (BOY)
$8,060,516

Income & contributions

Employer contributions
$731,277
Participant contributions
$1,281,655
Total contributions
$2,024,668
Total income / additions
$3,756,358

Expenses & distributions

Benefits paid
$709,390
Administrative expenses
$70,119
Total expenses
$779,783
Net increase / (decrease)
$2,976,575

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
The Vanguard Group, Inc.RECORDKEEPER$37,441$02023
Ubs FinancialADVISOR$26,803$02023
Pension Plan Specialists, PcTPA$5,875not reported in the loaded dataset2023

Related Form 5500 pages