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CASA OF UNION COUNTY 403(B) PLAN 401k Plan overview

Plan NameCASA OF UNION COUNTY 403(B) PLAN
Plan identification number 002

CASA OF UNION COUNTY 403(B) PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • 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(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.
  • Code section 403(b)(7) accounts - See Limited Pension Plan Reporting instructions for Code section 403(b)(7) custodial accounts for regulated investment company stock for certain exempt organizations.

401k Sponsoring company profile

COURT APPOINTED SPECIAL ADVOCA has sponsored the creation of one or more 401k plans.

Company Name:COURT APPOINTED SPECIAL ADVOCA
Employer identification number (EIN):202603930
NAIC Classification:813000
NAIC Description: Religious, Grantmaking, Civic, Professional, and Similar Organizations

Form 5500 Filing Information

Submission information for form 5500 for 401k plan CASA OF UNION COUNTY 403(B) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022022-07-01
0022021-07-01
0022020-07-01
0022019-07-01
0022018-07-01
0022017-07-01
0022016-07-01

Financial Data on CASA OF UNION COUNTY 403(B) PLAN

Measure Date Value
2025 : CASA OF UNION COUNTY 403(B) PLAN 2025 401k financial data
Total transfers to/from plan in this plan year2025-03-260
Total liabilities as of the end of the plan year2025-03-260
Total liabilities as of the beginning of the plan year2025-03-260
Total expenses incurred by plan in this plan year2025-03-2639160
Net assets as of the end of the plan year2025-03-260
Total assets as of the beginning of the plan year2025-03-2637033
Participant contributions to plan in this plan year2025-03-260
Other expenses paid from plan in this plan year2025-03-260
Other contributions to plan in this plan year2025-03-260
Other income to plan in this plan year2025-03-262127
Plan net income in this plan year2025-03-26-37033
Net assets as of the end of the plan year2025-03-260
Net assets as of the beginning of the plan year2025-03-2637033
Value of contributions failed to transmitted timely2025-03-26660
Employer contributions to plan in this plan year2025-03-260
Expensese paid to adminstrative service provicers from plan in this plan year2025-03-26960
2023 : CASA OF UNION COUNTY 403(B) PLAN 2023 401k financial data
Total liabilities as of the beginning of the plan year2023-04-140
Total expenses incurred by plan in this plan year2023-04-1419568
Net assets as of the end of the plan year2023-04-1486825
Total assets as of the beginning of the plan year2023-04-14110705
Participant contributions to plan in this plan year2023-04-1417517
Other income to plan in this plan year2023-04-14-24616
Plan net income in this plan year2023-04-14-23880
Net assets as of the end of the plan year2023-04-1486825
Net assets as of the beginning of the plan year2023-04-14110705
Employer contributions to plan in this plan year2023-04-142787
Expensese paid to adminstrative service provicers from plan in this plan year2023-04-14495

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