Cardone Industries, Inc. 401(K) Safe Harbor Plan — Form 5500 plan (Cardone Industries, 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, Cardone Industries, Inc. 401(K) Safe Harbor Plan is a benefit plan reported by Cardone Industries, Inc. under EIN 23-3000982 and plan number 003. The latest loaded filing year is 2023. The filing reports 1,593 participants and $95,907,461 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Cardone Industries, Inc.
- EIN
- 23-3000982
- Plan number
- 003
- Plan type
- 2
- Location
- Cleveland, OH
- Latest filing year
- 2023
- Participants
- 1,593
- End-of-year plan assets
- $95,907,461
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 1,593 | H, C | 20241014164917NAL0053235842001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $95,907,461
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $95,907,461
- Net assets (BOY)
- $95,172,411
Income & contributions
- Employer contributions
- $1,116,520
- Participant contributions
- $2,490,397
- Total contributions
- $3,795,308
- Total income / additions
- $19,063,110
Expenses & distributions
- Benefits paid
- $18,014,409
- Administrative expenses
- $156,212
- Total expenses
- $18,328,060
- Net increase / (decrease)
- $735,050
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Empower Annuity Insurance Company | RECORDKEEPER | $84,168 | $0 | 2023 |
| Capfinancial Partners LLC Dba Captr | INVESTMENT ADVISOR | $62,728 | not reported in the loaded dataset | 2023 |
| Caron & Bletzer, Pllc | NONE | $13,500 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Cardone Industries, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in OH
- 401(k) and benefit plan filings in Cleveland, OH
- Empower Annuity Insurance Company — Schedule C compensation
- Capfinancial Partners LLC Dba Captr — Schedule C compensation
- Caron & Bletzer, Pllc — Schedule C compensation