CARDINAL POINT LLC has sponsored the creation of one or more 401k plans.
| Measure | Date | Value |
|---|
| 2025: CARDINAL POINT LLC 401K PLAN 2025 401k membership |
|---|
| Total number of particpants at beginning of year | 2025-06-26 | 4 |
| Total number of particpants at end of year | 2025-06-26 | 3 |
| Number of Participants With Account Balances | 2025-06-26 | 3 |
| 2024: CARDINAL POINT LLC 401K PLAN 2024 401k membership |
|---|
| Total number of particpants at beginning of year | 2024-10-12 | 5 |
| Total number of particpants at end of year | 2024-10-12 | 4 |
| Number of Participants With Account Balances | 2024-10-12 | 4 |
| 2022: CARDINAL POINT LLC 401K PLAN 2022 401k membership |
|---|
| Total number of particpants at beginning of year | 2022-10-04 | 7 |
| Total number of particpants at end of year | 2022-10-04 | 6 |
| Number of Participants With Account Balances | 2022-10-04 | 6 |
| Measure | Date | Value |
|---|
| 2025 : CARDINAL POINT LLC 401K PLAN 2025 401k financial data |
|---|
| Total expenses incurred by plan in this plan year | 2025-06-26 | 377502 |
| Net assets as of the end of the plan year | 2025-06-26 | 820140 |
| Total assets as of the beginning of the plan year | 2025-06-26 | 1013233 |
| Value of plan covered by a fidelity bond | 2025-06-26 | 102000 |
| Participant contributions to plan in this plan year | 2025-06-26 | 24399 |
| Other income to plan in this plan year | 2025-06-26 | 147886 |
| Plan net income in this plan year | 2025-06-26 | -193093 |
| Net assets as of the end of the plan year | 2025-06-26 | 820140 |
| Net assets as of the beginning of the plan year | 2025-06-26 | 1013233 |
| Employer contributions to plan in this plan year | 2025-06-26 | 12124 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2025-06-26 | 65 |
| 2024 : CARDINAL POINT LLC 401K PLAN 2024 401k financial data |
|---|
| Total expenses incurred by plan in this plan year | 2024-10-12 | 415366 |
| Net assets as of the end of the plan year | 2024-10-12 | 1013233 |
| Total assets as of the beginning of the plan year | 2024-10-12 | 1165707 |
| Value of plan covered by a fidelity bond | 2024-10-12 | 117000 |
| Participant contributions to plan in this plan year | 2024-10-12 | 43375 |
| Other income to plan in this plan year | 2024-10-12 | 200429 |
| Plan net income in this plan year | 2024-10-12 | -152474 |
| Net assets as of the end of the plan year | 2024-10-12 | 1013233 |
| Net assets as of the beginning of the plan year | 2024-10-12 | 1165707 |
| Employer contributions to plan in this plan year | 2024-10-12 | 19088 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2024-10-12 | 55 |
| 2022 : CARDINAL POINT LLC 401K PLAN 2022 401k financial data |
|---|
| Total expenses incurred by plan in this plan year | 2022-10-04 | 199978 |
| Net assets as of the end of the plan year | 2022-10-04 | 1620675 |
| Total assets as of the beginning of the plan year | 2022-10-04 | 1523036 |
| Value of plan covered by a fidelity bond | 2022-10-04 | 153000 |
| Participant contributions to plan in this plan year | 2022-10-04 | 61542 |
| Other income to plan in this plan year | 2022-10-04 | 214402 |
| Plan net income in this plan year | 2022-10-04 | 97639 |
| Net assets as of the end of the plan year | 2022-10-04 | 1620675 |
| Net assets as of the beginning of the plan year | 2022-10-04 | 1523036 |
| Employer contributions to plan in this plan year | 2022-10-04 | 21673 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2022-10-04 | 55 |
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