Cardinal Services 401(K) & Psp — Form 5500 plan (Cardinal Services, LLC)

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 401(K) & Psp is a benefit plan reported by Cardinal Services, LLC under EIN 45-5089837 and plan number 001. The latest loaded filing year is 2023. The filing reports 215 participants and $6,220,181 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Cardinal Services, LLC
EIN
45-5089837
Plan number
001
Plan type
2
Location
New Iberia, LA
Latest filing year
2023
Participants
215
End-of-year plan assets
$6,220,181

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023215H, C20241011120134NAL0044221730001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$6,220,181
Total liabilities (EOY)
$0
Net assets (EOY)
$6,220,181
Net assets (BOY)
$5,365,607

Income & contributions

Participant contributions
$452,932
Total contributions
$452,932
Total income / additions
$1,317,887

Expenses & distributions

Benefits paid
$460,163
Administrative expenses
$3,150
Total expenses
$463,313
Net increase / (decrease)
$854,574

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Leafhouse Financial Advisors, LLCSERVICE PROVIDER$0$4,7132023
Retirement Strategies GroupTPA$0$2,7992023

Related Form 5500 pages