Cardinale Automotive Group 401(K) Profit Sharing Plan And Trust — Form 5500 plan (Cardinale Oldsmobile Gmc Truck, 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, Cardinale Automotive Group 401(K) Profit Sharing Plan And Trust is a benefit plan reported by Cardinale Oldsmobile Gmc Truck, Inc. under EIN 77-0288570 and plan number 001. The latest loaded filing year is 2023. The filing reports 867 participants and $13,400,345 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Cardinale Oldsmobile Gmc Truck, Inc.
- EIN
- 77-0288570
- Plan number
- 001
- Plan type
- 2
- Location
- Marina, CA
- Latest filing year
- 2023
- Participants
- 867
- End-of-year plan assets
- $13,400,345
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 867 | H, C | 20240924113818NAL0012910913001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $13,400,345
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $13,400,345
- Net assets (BOY)
- $10,233,601
Income & contributions
- Employer contributions
- $4,905
- Participant contributions
- $2,063,272
- Total contributions
- $2,129,215
- Total income / additions
- $3,980,406
Expenses & distributions
- Benefits paid
- $749,829
- Administrative expenses
- $59,256
- Total expenses
- $813,662
- Net increase / (decrease)
- $3,166,744
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Empower Annuity Insurance Company O | RECORDKEEPER | $30,035 | $0 | 2023 |
| Cambridge Investment Research Inc | INVESTMENT ADVISOR | $25,000 | not reported in the loaded dataset | 2023 |
| Empower Advisory Group, LLC | INVESTMENT MGMT | $4,221 | not reported in the loaded dataset | 2023 |
| Gwfs Equities Inc | OTHER | $0 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Cardinale Oldsmobile Gmc Truck, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in CA
- 401(k) and benefit plan filings in Marina, CA
- Empower Annuity Insurance Company O — Schedule C compensation
- Cambridge Investment Research Inc — Schedule C compensation
- Empower Advisory Group, LLC — Schedule C compensation
- Gwfs Equities Inc — Schedule C compensation