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CARDINAL POINT PARTNERS RETIREMENT PLAN 401k Plan overview

Plan NameCARDINAL POINT PARTNERS RETIREMENT PLAN
Plan identification number 001

CARDINAL POINT PARTNERS RETIREMENT PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Age/Service Weighted or new comparability or similar plan - Age/Service Weighted Plan: Allocations are based on age, service, or age and service. New comparability or similar plan: Allocations are based on participant classifications and a classification(s) consists entirely or predominantly of highly compensated employees; or the plan provides an additional allocation rate on compensation above a specified threshold, and the theshold or additional rate exceeds the maximum threshold or rate allowed under the permitted disparity rules of section 401(l).
  • 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.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • Plan covering Self-Employed individuals.
  • 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 PARTNERS, LLC has sponsored the creation of one or more 401k plans.

Company Name:CARDINAL POINT PARTNERS, LLC
Employer identification number (EIN):204514853
NAIC Classification:541990
NAIC Description:All Other Professional, Scientific, and Technical Services

Additional information about CARDINAL POINT PARTNERS, LLC

Jurisdiction of Incorporation: Florida Department of State Division of Corporations
Incorporation Date: 2004-09-30
Company Identification Number: L04000071323
Legal Registered Office Address: 5158 WILTON COURT

NORTH PORT

34287

More information about CARDINAL POINT PARTNERS, LLC

Form 5500 Filing Information

Submission information for form 5500 for 401k plan CARDINAL POINT PARTNERS RETIREMENT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01BRENT FRANZEL2024-10-08
0012022-01-01BRENT FRANZEL2023-09-20
0012021-01-01BRENT FRANZEL2022-10-03
0012020-01-01BRENT FRANZEL2021-07-28
0012018-01-01BRENT FRANZEL2019-07-12
0012017-01-01BRENT FRANZEL2018-08-27
0012016-01-01BRENT FRANZEL2017-06-09
0012015-01-01BRENT FRANZEL2016-05-20
0012014-01-01BRENT FRANZEL2015-05-18
0012013-01-01BRENT FRANZEL2014-06-11
0012012-01-01BRENT FRANZEL2013-07-18
0012011-01-01BRENT FRANZEL2012-07-17
0012010-01-01BRENT FRANZEL2011-05-06

Plan Statistics for CARDINAL POINT PARTNERS RETIREMENT PLAN

401k plan membership statisitcs for CARDINAL POINT PARTNERS RETIREMENT PLAN

Measure Date Value
2025: CARDINAL POINT PARTNERS RETIREMENT PLAN 2025 401k membership
Total number of particpants at beginning of year2025-10-062
Total number of particpants at end of year2025-10-062
Number of Participants With Account Balances2025-10-062
2024: CARDINAL POINT PARTNERS RETIREMENT PLAN 2024 401k membership
Total number of particpants at beginning of year2024-10-082
Total number of particpants at end of year2024-10-082
Number of Participants With Account Balances2024-10-082
2022: CARDINAL POINT PARTNERS RETIREMENT PLAN 2022 401k membership
Total number of particpants at beginning of year2022-10-033
Total number of particpants at end of year2022-10-032
Number of Participants With Account Balances2022-10-032

Financial Data on CARDINAL POINT PARTNERS RETIREMENT PLAN

Measure Date Value
2025 : CARDINAL POINT PARTNERS RETIREMENT PLAN 2025 401k financial data
Total expenses incurred by plan in this plan year2025-10-0651377
Net assets as of the end of the plan year2025-10-064371530
Total assets as of the beginning of the plan year2025-10-063928163
Value of plan covered by a fidelity bond2025-10-06500000
Value of participant loans at end of plan year2025-10-0623676
Other income to plan in this plan year2025-10-06494744
Plan net income in this plan year2025-10-06443367
Net assets as of the end of the plan year2025-10-064371530
Net assets as of the beginning of the plan year2025-10-063928163
Expensese paid to adminstrative service provicers from plan in this plan year2025-10-0651377
2024 : CARDINAL POINT PARTNERS RETIREMENT PLAN 2024 401k financial data
Total expenses incurred by plan in this plan year2024-10-0845930
Net assets as of the end of the plan year2024-10-083928163
Total assets as of the beginning of the plan year2024-10-083379732
Value of plan covered by a fidelity bond2024-10-08385000
Participant contributions to plan in this plan year2024-10-0830000
Other expenses paid from plan in this plan year2024-10-0845930
Other income to plan in this plan year2024-10-08520861
Plan net income in this plan year2024-10-08548431
Net assets as of the end of the plan year2024-10-083928163
Net assets as of the beginning of the plan year2024-10-083379732
Employer contributions to plan in this plan year2024-10-0843500
2022 : CARDINAL POINT PARTNERS RETIREMENT PLAN 2022 401k financial data
Total liabilities as of the beginning of the plan year2022-10-030
Total expenses incurred by plan in this plan year2022-10-0352064
Net assets as of the end of the plan year2022-10-033973931
Total assets as of the beginning of the plan year2022-10-033396549
Value of plan covered by a fidelity bond2022-10-03385000
Participant contributions to plan in this plan year2022-10-0326000
Other contributions to plan in this plan year2022-10-0342003
Other income to plan in this plan year2022-10-03522943
Plan net income in this plan year2022-10-03577382
Net assets as of the end of the plan year2022-10-033973931
Net assets as of the beginning of the plan year2022-10-033396549
Employer contributions to plan in this plan year2022-10-0338500

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