CARDINAL POINT MANAGEMENT, LLC has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan CARDINAL POINT MANAGEMENT, LLC 401(K) PLAN
| Measure | Date | Value |
|---|
| 2025 : CARDINAL POINT MANAGEMENT, LLC 401(K) PLAN 2025 401k financial data |
|---|
| Total expenses incurred by plan in this plan year | 2025-08-29 | 29609 |
| Net assets as of the end of the plan year | 2025-08-29 | 1144499 |
| Total assets as of the beginning of the plan year | 2025-08-29 | 923966 |
| Value of plan covered by a fidelity bond | 2025-08-29 | 92396 |
| Participant contributions to plan in this plan year | 2025-08-29 | 104046 |
| Value of participant loans at end of plan year | 2025-08-29 | 17613 |
| Other income to plan in this plan year | 2025-08-29 | 85732 |
| Plan net income in this plan year | 2025-08-29 | 220533 |
| Net assets as of the end of the plan year | 2025-08-29 | 1144499 |
| Net assets as of the beginning of the plan year | 2025-08-29 | 923966 |
| Employer contributions to plan in this plan year | 2025-08-29 | 60364 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2025-08-29 | 10208 |
| 2024 : CARDINAL POINT MANAGEMENT, LLC 401(K) PLAN 2024 401k financial data |
|---|
| Total liabilities as of the end of the plan year | 2024-10-03 | 0 |
| Total liabilities as of the beginning of the plan year | 2024-10-03 | 0 |
| Total expenses incurred by plan in this plan year | 2024-10-03 | 20267 |
| Net assets as of the end of the plan year | 2024-10-03 | 923966 |
| Total assets as of the beginning of the plan year | 2024-10-03 | 680069 |
| Participant contributions to plan in this plan year | 2024-10-03 | 101717 |
| Other expenses paid from plan in this plan year | 2024-10-03 | 0 |
| Other contributions to plan in this plan year | 2024-10-03 | 0 |
| Other income to plan in this plan year | 2024-10-03 | 102083 |
| Plan net income in this plan year | 2024-10-03 | 243897 |
| Net assets as of the end of the plan year | 2024-10-03 | 923966 |
| Net assets as of the beginning of the plan year | 2024-10-03 | 680069 |
| Employer contributions to plan in this plan year | 2024-10-03 | 60364 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2024-10-03 | 7732 |
| 2022 : CARDINAL POINT MANAGEMENT, LLC 401(K) PLAN 2022 401k financial data |
|---|
| Total liabilities as of the end of the plan year | 2022-07-18 | 0 |
| Total liabilities as of the beginning of the plan year | 2022-07-18 | 0 |
| Total expenses incurred by plan in this plan year | 2022-07-18 | 13739 |
| Net assets as of the end of the plan year | 2022-07-18 | 635308 |
| Total assets as of the beginning of the plan year | 2022-07-18 | 428368 |
| Participant contributions to plan in this plan year | 2022-07-18 | 94899 |
| Other expenses paid from plan in this plan year | 2022-07-18 | 0 |
| Other contributions to plan in this plan year | 2022-07-18 | 0 |
| Other income to plan in this plan year | 2022-07-18 | 67847 |
| Plan net income in this plan year | 2022-07-18 | 206940 |
| Net assets as of the end of the plan year | 2022-07-18 | 635308 |
| Net assets as of the beginning of the plan year | 2022-07-18 | 428368 |
| Employer contributions to plan in this plan year | 2022-07-18 | 57933 |
| Fees paid to broker by Benefit Provider | 2022-07-18 | 2686 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2022-07-18 | 8603 |
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