Cardi'S Department Store, Inc. 401(K) Retirement Plan — Form 5500 plan (Cardi'S Department Store, Inc. D/B/A Cardi'S Furniture)
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, Cardi'S Department Store, Inc. 401(K) Retirement Plan is a benefit plan reported by Cardi'S Department Store, Inc. D/B/A Cardi'S Furniture under EIN 05-0250316 and plan number 001. The latest loaded filing year is 2023. The filing reports 452 participants and $18,359,829 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Cardi'S Department Store, Inc. D/B/A Cardi'S Furniture
- EIN
- 05-0250316
- Plan number
- 001
- Plan type
- 2
- Location
- Swansea, MA
- Latest filing year
- 2023
- Participants
- 452
- End-of-year plan assets
- $18,359,829
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 452 | H, C | 20250131104523NAL0002176225001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $18,359,829
- Total liabilities (EOY)
- $22,060
- Net assets (EOY)
- $18,337,769
- Net assets (BOY)
- $16,333,050
Income & contributions
- Employer contributions
- $196,663
- Participant contributions
- $858,967
- Total contributions
- $1,055,630
- Total income / additions
- $3,072,784
Expenses & distributions
- Benefits paid
- $970,293
- Administrative expenses
- $97,772
- Total expenses
- $1,068,065
- Net increase / (decrease)
- $2,004,719
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Washington Trust Company | 0 | $41,197 | not reported in the loaded dataset | 2023 |
| New England Pension Plan Systems | 0 | $13,448 | not reported in the loaded dataset | 2023 |
| New England Investment Consultants | 0 | $9,413 | not reported in the loaded dataset | 2023 |
| Matrix Trust Company | 0 | $8,069 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Cardi'S Department Store, Inc. D/B/A Cardi'S Furniture
- 2023 Form 5500 filing
- Form 5500 filings in MA
- 401(k) and benefit plan filings in Swansea, MA
- Washington Trust Company — Schedule C compensation
- New England Pension Plan Systems — Schedule C compensation
- New England Investment Consultants — Schedule C compensation
- Matrix Trust Company — Schedule C compensation