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CASCO BAY 401(K) PLAN 401k Plan overview

Plan NameCASCO BAY 401(K) PLAN
Plan identification number 001

CASCO BAY 401(K) PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Age/Service Weighted or new comparability or similar plan - Age/Service Weighted Plan: Allocations are based on age, service, or age and service. New comparability or similar plan: Allocations are based on participant classifications and a classification(s) consists entirely or predominantly of highly compensated employees; or the plan provides an additional allocation rate on compensation above a specified threshold, and the theshold or additional rate exceeds the maximum threshold or rate allowed under the permitted disparity rules of section 401(l).
  • Profit-sharing
  • 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 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.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • Plan covering Self-Employed individuals.
  • 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.
  • Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).
Multiple company records found for EIN

Form 5500 Filing Information

Submission information for form 5500 for 401k plan CASCO BAY 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01TARA EVANS, FOR TAG RESOURCES2024-10-08
0012022-01-01TARA EVANS, FOR TAG RESOURCES2023-08-04
0012021-04-01TARA EVANS2022-10-17
0012021-04-01TARA EVANS2022-10-17

Plan Statistics for CASCO BAY 401(K) PLAN

401k plan membership statisitcs for CASCO BAY 401(K) PLAN

Measure Date Value
2025: CASCO BAY 401(K) PLAN 2025 401k membership
Total number of particpants at beginning of year2025-09-30119
Total number of particpants at end of year2025-09-30119
Number of Participants With Account Balances2025-09-3079
2024: CASCO BAY 401(K) PLAN 2024 401k membership
Total number of particpants at beginning of year2024-10-0879
Total number of particpants at end of year2024-10-08119
Number of Participants With Account Balances2024-10-0879

Financial Data on CASCO BAY 401(K) PLAN

Measure Date Value
2025 : CASCO BAY 401(K) PLAN 2025 401k financial data
Total expenses incurred by plan in this plan year2025-09-3038814
Net assets as of the end of the plan year2025-09-301648408
Total assets as of the beginning of the plan year2025-09-301158733
Value of plan covered by a fidelity bond2025-09-30500000
Participant contributions to plan in this plan year2025-09-30238664
Value of participant loans at end of plan year2025-09-303919
Other income to plan in this plan year2025-09-30166752
Plan net income in this plan year2025-09-30489675
Net assets as of the end of the plan year2025-09-301648408
Net assets as of the beginning of the plan year2025-09-301158733
Value of contributions failed to transmitted timely2025-09-3013221
Employer contributions to plan in this plan year2025-09-30123073
Fees paid to broker by Benefit Provider2025-09-3013696
Expensese paid to adminstrative service provicers from plan in this plan year2025-09-3024173
2024 : CASCO BAY 401(K) PLAN 2024 401k financial data
Total expenses incurred by plan in this plan year2024-10-0843696
Net assets as of the end of the plan year2024-10-081158733
Total assets as of the beginning of the plan year2024-10-08680135
Value of plan covered by a fidelity bond2024-10-08500000
Participant contributions to plan in this plan year2024-10-08246945
Value of participant loans at end of plan year2024-10-086306
Other contributions to plan in this plan year2024-10-0810734
Other income to plan in this plan year2024-10-08153905
Plan net income in this plan year2024-10-08478598
Net assets as of the end of the plan year2024-10-081158733
Net assets as of the beginning of the plan year2024-10-08680135
Employer contributions to plan in this plan year2024-10-08110710
Fees paid to broker by Benefit Provider2024-10-087982
Expensese paid to adminstrative service provicers from plan in this plan year2024-10-0816668

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