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TAX DEFERRED ANNUITY PLAN OF CASA OF ALLEGHENY CO 401k Plan overview

Plan NameTAX DEFERRED ANNUITY PLAN OF CASA OF ALLEGHENY CO
Plan identification number 001

TAX DEFERRED ANNUITY PLAN OF CASA OF ALLEGHENY CO Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • 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.
  • Code section 403(b)(1) arrangement - See Limited Pension Plan Reporting instructions for Code section 403(b)(1) arrangements for certain exempt organizations.
  • 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

CASA OF ALLEGHENY CO has sponsored the creation of one or more 401k plans.

Company Name:CASA OF ALLEGHENY CO
Employer identification number (EIN):251735360
NAIC Classification:624100
NAIC Description: Individual and Family Services

Form 5500 Filing Information

Submission information for form 5500 for 401k plan TAX DEFERRED ANNUITY PLAN OF CASA OF ALLEGHENY CO

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01MELISSA PROTZEK2024-06-21
0012022-01-01MELISSA PROTZEK2023-07-14
0012021-01-01MELISSA PROTZEK2022-07-22
0012020-01-01MELISSA PROTZEK2021-06-07
0012019-01-01MELISSA PROTZEK2020-06-26
0012018-01-01MELISSA PROTZEK2019-06-21
0012017-01-01MELISSA PROTZEK2018-07-20
0012016-01-01MELISSA PROTZEK2017-07-13 MELISSA PROTZEK2017-07-13
0012015-01-01MELISSA PROTZEK2016-07-21 MELISSA PROTZEK2016-07-21
0012014-01-01SUSAN ALLARDICE2015-07-20 SUSAN ALLARDICE2015-07-20
0012013-01-01SUSAN ALLARDICE2014-05-07 SUSAN ALLARDICE2014-05-07
0012012-01-01SUSAN ALLARDICE2013-07-22 SUSAN ALLARDICE2013-07-22
0012011-01-01SUSAN ALLARDICE2012-07-25 SUSAN ALLARDICE2012-07-25
0012010-01-01SUSAN ALLARDICE2011-07-18 SUSAN ALLARDICE2011-07-18

Plan Statistics for TAX DEFERRED ANNUITY PLAN OF CASA OF ALLEGHENY CO

401k plan membership statisitcs for TAX DEFERRED ANNUITY PLAN OF CASA OF ALLEGHENY CO

Measure Date Value
2025: TAX DEFERRED ANNUITY PLAN OF CASA OF ALLEGHENY CO 2025 401k membership
Total number of particpants at beginning of year2025-07-245
Total number of particpants at end of year2025-07-247
Number of Participants With Account Balances2025-07-245
2024: TAX DEFERRED ANNUITY PLAN OF CASA OF ALLEGHENY CO 2024 401k membership
Total number of particpants at beginning of year2024-06-215
Total number of particpants at end of year2024-06-215
Number of Participants With Account Balances2024-06-215
2022: TAX DEFERRED ANNUITY PLAN OF CASA OF ALLEGHENY CO 2022 401k membership
Total number of particpants at beginning of year2022-07-2210
Total number of particpants at end of year2022-07-228
Number of Participants With Account Balances2022-07-226

Financial Data on TAX DEFERRED ANNUITY PLAN OF CASA OF ALLEGHENY CO

Measure Date Value
2025 : TAX DEFERRED ANNUITY PLAN OF CASA OF ALLEGHENY CO 2025 401k financial data
Total transfers to/from plan in this plan year2025-07-240
Total liabilities as of the end of the plan year2025-07-240
Total liabilities as of the beginning of the plan year2025-07-240
Total expenses incurred by plan in this plan year2025-07-2414
Net assets as of the end of the plan year2025-07-24136867
Total assets as of the beginning of the plan year2025-07-24113435
Value of plan covered by a fidelity bond2025-07-2420000
Participant contributions to plan in this plan year2025-07-247800
Value of participant loans at end of plan year2025-07-249666
Other expenses paid from plan in this plan year2025-07-240
Other contributions to plan in this plan year2025-07-240
Other income to plan in this plan year2025-07-2415646
Plan net income in this plan year2025-07-2423432
Net assets as of the end of the plan year2025-07-24136867
Net assets as of the beginning of the plan year2025-07-24113435
Employer contributions to plan in this plan year2025-07-240
Fees paid to broker by Benefit Provider2025-07-247
Expensese paid to adminstrative service provicers from plan in this plan year2025-07-2414
2024 : TAX DEFERRED ANNUITY PLAN OF CASA OF ALLEGHENY CO 2024 401k financial data
Total transfers to/from plan in this plan year2024-06-210
Total liabilities as of the end of the plan year2024-06-210
Total liabilities as of the beginning of the plan year2024-06-210
Total expenses incurred by plan in this plan year2024-06-210
Net assets as of the end of the plan year2024-06-21113435
Total assets as of the beginning of the plan year2024-06-2195149
Value of plan covered by a fidelity bond2024-06-2120000
Participant contributions to plan in this plan year2024-06-216900
Other expenses paid from plan in this plan year2024-06-210
Other contributions to plan in this plan year2024-06-210
Other income to plan in this plan year2024-06-2111386
Plan net income in this plan year2024-06-2118286
Net assets as of the end of the plan year2024-06-21113435
Net assets as of the beginning of the plan year2024-06-2195149
Employer contributions to plan in this plan year2024-06-210
Fees paid to broker by Benefit Provider2024-06-2142
Expensese paid to adminstrative service provicers from plan in this plan year2024-06-210
2022 : TAX DEFERRED ANNUITY PLAN OF CASA OF ALLEGHENY CO 2022 401k financial data
Total transfers to/from plan in this plan year2022-07-220
Total liabilities as of the end of the plan year2022-07-220
Total liabilities as of the beginning of the plan year2022-07-220
Total expenses incurred by plan in this plan year2022-07-2248
Net assets as of the end of the plan year2022-07-22140565
Total assets as of the beginning of the plan year2022-07-22112764
Value of plan covered by a fidelity bond2022-07-2220000
Participant contributions to plan in this plan year2022-07-226900
Other expenses paid from plan in this plan year2022-07-2248
Other contributions to plan in this plan year2022-07-220
Other income to plan in this plan year2022-07-2220949
Plan net income in this plan year2022-07-2227801
Net assets as of the end of the plan year2022-07-22140565
Net assets as of the beginning of the plan year2022-07-22112764
Employer contributions to plan in this plan year2022-07-220
Fees paid to broker by Benefit Provider2022-07-223

Potentially related plans

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