Cardon & Associates, Inc. 401(k) Plan: Login, Facts & Contact Information

No recent filing

No Form 5500 has been filed for this plan since plan year 2012. The plan may have been terminated, merged into another plan, or moved to a new sponsor. Everything below comes from its last filing on record.

Cardon & Associates, Inc. 401(k) Plan Facts (plan year 2012)

Plan name
CARDON & ASSOCIATES, INC. 401(K) RETIREMENT PLAN
Plan type
401(k) with employer contributions and profit sharing
Plan sponsor
CARDON & ASSOCIATES, INC.
Participants
2,132 (2,176 active employees)
Former employees with a balance
68
Plan assets
$8,643,018 at Dec 31, 2012
Average account balance
$9,668 across 894 accounts
Employer contributions
$133,055 in plan year 2012 (7% of all contributions)
Plan year
Jan 1, 2012 – Dec 31, 2012
Plan established
Jul 1, 1997
✓ Employer contributions— Automatic enrollment✓ Default investment for undecided participants✓ Participants choose their own investments— Self-directed brokerage window✓ Profit sharing— Company stock (ESOP)

Source: Form 5500 for plan year 2012 (Jan 1, 2012 – Dec 31, 2012), filed Sep 3, 2014. Public filing with the U.S. Department of Labor.

Money in and out in plan year 2012

  • $1.93 million went into the plan in contributions, $133,055 of it from the employer (7%).
  • $890,970 was paid out to participants.
  • Investment and other income added $925,371.
  • Administrative expenses were $8,764, about $10 per account.

How the Cardon & Associates, Inc. 401(k) changed, 2009–2012

Plan yearParticipantsPlan assetsEmployer contributionsBenefits paid
20091,434$4.75 million$71,102$548,436
20102,056$6.10 million$65,043$540,555
20111,997$6.68 million$96,467$908,679
20122,132$8.64 million$133,055$890,970

Cardon & Associates, Inc. 401(k) Contact Information

Phone
812-332-2265
Mailing address
2749 E COVENANTER DR, BLOOMINGTON IN 474015454
Plan sponsor
CARDON & ASSOCIATES, INC.
Employer identification number (EIN)
35-1518534
Plan number
001

Questions about the Cardon & Associates, Inc. 401(k)

Is the Cardon & Associates, Inc 401(k) plan still active?

We can't confirm that. The last Form 5500 on record for this plan covers plan year 2012, and no later filing was found under this employer's EIN.

Does Cardon & Associates, Inc contribute to the 401(k)?

Yes. The plan reports an employer contribution arrangement. In plan year 2012 the employer contributed $133,055, 7% of all contributions.

Does the Cardon & Associates, Inc 401(k) have automatic enrollment?

No. The plan does not report automatic enrollment; employees enroll themselves.

How many people are in the Cardon & Associates, Inc 401(k) plan?

2,132 participants at the start of plan year 2012, 2,176 of them active employees, and 68 former employees who still had money in the plan.

What is the average 401(k) balance at Cardon & Associates, Inc?

About $9,668 per account: $8.64 million in plan assets across 894 accounts with a balance at the end of plan year 2012.

Who manages the Cardon & Associates, Inc 401(k) accounts?

Principal is the plan's recordkeeper, which is where participants log in to see their balance.

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