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CARDINAL POINT CAPITAL LLC 401 K PROFIT SHARING PLAN TRUST 401k Plan overview

Plan NameCARDINAL POINT CAPITAL LLC 401 K PROFIT SHARING PLAN TRUST
Plan identification number 001

CARDINAL POINT CAPITAL LLC 401 K PROFIT SHARING PLAN TRUST Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
  • Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.

401k Sponsoring company profile

CARDINAL POINT CAPITAL LLC has sponsored the creation of one or more 401k plans.

Company Name:CARDINAL POINT CAPITAL LLC
Employer identification number (EIN):050588954
NAIC Classification:523900

Additional information about CARDINAL POINT CAPITAL LLC

Jurisdiction of Incorporation: State of Delaware Division of Corporations
Incorporation Date:
Company Identification Number: 3697896

More information about CARDINAL POINT CAPITAL LLC

Form 5500 Filing Information

Submission information for form 5500 for 401k plan CARDINAL POINT CAPITAL LLC 401 K PROFIT SHARING PLAN TRUST

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01MICHELLE YARWOOD2024-07-31
0012022-01-01MICHELLE YARWOOD2023-10-15
0012021-01-01MICHELLE YARWOOD2022-07-31
0012020-01-01MICHELLE YARWOOD2021-10-15
0012019-01-01MICHELLE YARWOOD2020-08-12
0012018-01-01MICHELLE YARWOOD2019-10-15
0012017-01-01MICHELLE YARWOOD2018-07-31
0012016-01-01MICHELLE PARK2017-10-14
0012015-01-01MICHELLE PARK2016-07-29
0012014-01-01MICHELLE PARK2015-05-24
0012013-01-01MICHELLE PARK2014-07-29
0012012-01-01CARDINAL POINT CAPITAL LLC2013-07-08
0012011-01-01CARDINAL POINT CAPITAL LLC2012-08-01

Financial Data on CARDINAL POINT CAPITAL LLC 401 K PROFIT SHARING PLAN TRUST

Measure Date Value
2025 : CARDINAL POINT CAPITAL LLC 401 K PROFIT SHARING PLAN TRUST 2025 401k financial data
Total transfers to/from plan in this plan year2025-07-280
Total liabilities as of the end of the plan year2025-07-280
Total liabilities as of the beginning of the plan year2025-07-280
Total expenses incurred by plan in this plan year2025-07-282849
Net assets as of the end of the plan year2025-07-28677377
Total assets as of the beginning of the plan year2025-07-28598091
Value of plan covered by a fidelity bond2025-07-2860000
Participant contributions to plan in this plan year2025-07-280
Value of participant loans at end of plan year2025-07-2835719
Other expenses paid from plan in this plan year2025-07-280
Other contributions to plan in this plan year2025-07-280
Other income to plan in this plan year2025-07-2882135
Plan net income in this plan year2025-07-2879286
Net assets as of the end of the plan year2025-07-28677377
Net assets as of the beginning of the plan year2025-07-28598091
Employer contributions to plan in this plan year2025-07-280
Expensese paid to adminstrative service provicers from plan in this plan year2025-07-282849
2024 : CARDINAL POINT CAPITAL LLC 401 K PROFIT SHARING PLAN TRUST 2024 401k financial data
Total transfers to/from plan in this plan year2024-07-310
Total liabilities as of the end of the plan year2024-07-310
Total liabilities as of the beginning of the plan year2024-07-310
Total expenses incurred by plan in this plan year2024-07-312285
Net assets as of the end of the plan year2024-07-31598091
Total assets as of the beginning of the plan year2024-07-31530103
Value of plan covered by a fidelity bond2024-07-3160000
Participant contributions to plan in this plan year2024-07-310
Value of participant loans at end of plan year2024-07-3140243
Other expenses paid from plan in this plan year2024-07-310
Other contributions to plan in this plan year2024-07-310
Other income to plan in this plan year2024-07-3170273
Plan net income in this plan year2024-07-3167988
Net assets as of the end of the plan year2024-07-31598091
Net assets as of the beginning of the plan year2024-07-31530103
Employer contributions to plan in this plan year2024-07-310
Expensese paid to adminstrative service provicers from plan in this plan year2024-07-312285
2022 : CARDINAL POINT CAPITAL LLC 401 K PROFIT SHARING PLAN TRUST 2022 401k financial data
Total transfers to/from plan in this plan year2022-08-010
Total liabilities as of the end of the plan year2022-08-010
Total liabilities as of the beginning of the plan year2022-08-010
Total expenses incurred by plan in this plan year2022-08-012177
Net assets as of the end of the plan year2022-08-01825727
Total assets as of the beginning of the plan year2022-08-01710958
Value of plan covered by a fidelity bond2022-08-0171096
Participant contributions to plan in this plan year2022-08-010
Value of participant loans at end of plan year2022-08-0148733
Other expenses paid from plan in this plan year2022-08-010
Other contributions to plan in this plan year2022-08-010
Other income to plan in this plan year2022-08-01116946
Plan net income in this plan year2022-08-01114769
Net assets as of the end of the plan year2022-08-01825727
Net assets as of the beginning of the plan year2022-08-01710958
Employer contributions to plan in this plan year2022-08-010
Expensese paid to adminstrative service provicers from plan in this plan year2022-08-012177

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