Cardinal Services, Inc. 401k Plan — Form 5500 plan (Cardinal Services, 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 Services, Inc. 401k Plan is a benefit plan reported by Cardinal Services, Inc. under EIN 93-0985752 and plan number 001. The latest loaded filing year is 2023. The filing reports 1,607 participants and $16,607,343 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Cardinal Services, Inc.
- EIN
- 93-0985752
- Plan number
- 001
- Plan type
- 3
- Location
- Coos Bay, OR
- Latest filing year
- 2023
- Participants
- 1,607
- End-of-year plan assets
- $16,607,343
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 1,607 | H, C | 20241007101912NAL0007480787001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $16,607,343
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $16,607,343
- Net assets (BOY)
- $13,532,333
Income & contributions
- Employer contributions
- $684,331
- Participant contributions
- $1,719,965
- Total contributions
- $2,752,774
- Total income / additions
- $5,166,554
Expenses & distributions
- Benefits paid
- $687,494
- Administrative expenses
- $165,884
- Total expenses
- $854,060
- Net increase / (decrease)
- $4,312,494
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Slavic Integrated Administration | TPA | $117,221 | not reported in the loaded dataset | 2023 |
| Cardinal Services, Inc. | PLAN ADMINISTRATOR | $37,360 | not reported in the loaded dataset | 2023 |
| Slavic Mutual Fund Management Corp | INVESTMENT MANAGEMENT | $8,651 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Cardinal Services, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in OR
- 401(k) and benefit plan filings in Coos Bay, OR
- Slavic Integrated Administration — Schedule C compensation
- Cardinal Services, Inc. — Schedule C compensation
- Slavic Mutual Fund Management Corp — Schedule C compensation