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AEDIFICA CASE 401(K) PLAN 401k Plan overview

Plan NameAEDIFICA CASE 401(K) PLAN
Plan identification number 001

AEDIFICA CASE 401(K) PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • 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.
  • Plan provides for automatic enrollment in plan that has employee contributions deducted from payroll.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • 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

CASE ENGINEERING, INC. has sponsored the creation of one or more 401k plans.

Company Name:CASE ENGINEERING, INC.
Employer identification number (EIN):431726404
NAIC Classification:541330
NAIC Description:Engineering Services

Form 5500 Filing Information

Submission information for form 5500 for 401k plan AEDIFICA CASE 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01JAMES MUCCIGROSSO2024-04-25 JAMES MUCCIGROSSO2024-04-25
0012022-01-01JUDY WILLIAMSON2024-02-02
0012021-01-01JAMES MUCCIGROSSO2022-10-17 JAMES MUCCIGROSSO2022-10-17
0012019-11-01JAMES MUCCIGROSSO2021-06-02

Financial Data on AEDIFICA CASE 401(K) PLAN

Measure Date Value
2025 : AEDIFICA CASE 401(K) PLAN 2025 401k financial data
Total transfers to/from plan in this plan year2025-10-090
Total liabilities as of the end of the plan year2025-10-090
Total liabilities as of the beginning of the plan year2025-10-090
Total expenses incurred by plan in this plan year2025-10-09354070
Net assets as of the end of the plan year2025-10-0910372153
Total assets as of the beginning of the plan year2025-10-098490015
Value of plan covered by a fidelity bond2025-10-09500000
Participant contributions to plan in this plan year2025-10-09771305
Value of participant loans at end of plan year2025-10-09188316
Other expenses paid from plan in this plan year2025-10-090
Other contributions to plan in this plan year2025-10-09664
Other income to plan in this plan year2025-10-091143215
Plan net income in this plan year2025-10-091882138
Net assets as of the end of the plan year2025-10-0910372153
Net assets as of the beginning of the plan year2025-10-098490015
Employer contributions to plan in this plan year2025-10-09321024
Fees paid to broker by Benefit Provider2025-10-0932157
Expensese paid to adminstrative service provicers from plan in this plan year2025-10-0911576
2024 : AEDIFICA CASE 401(K) PLAN 2024 401k financial data
Total transfers to/from plan in this plan year2024-04-250
Total liabilities as of the end of the plan year2024-04-250
Total liabilities as of the beginning of the plan year2024-04-250
Total expenses incurred by plan in this plan year2024-04-25516715
Net assets as of the end of the plan year2024-04-258490015
Total assets as of the beginning of the plan year2024-04-256764213
Value of plan covered by a fidelity bond2024-04-25500000
Participant contributions to plan in this plan year2024-04-25714704
Value of participant loans at end of plan year2024-04-25221224
Other expenses paid from plan in this plan year2024-04-250
Other contributions to plan in this plan year2024-04-250
Other income to plan in this plan year2024-04-251242512
Plan net income in this plan year2024-04-251725802
Net assets as of the end of the plan year2024-04-258490015
Net assets as of the beginning of the plan year2024-04-256764213
Value of contributions failed to transmitted timely2024-04-25239977
Employer contributions to plan in this plan year2024-04-25285301
Fees paid to broker by Benefit Provider2024-04-2524836
Expensese paid to adminstrative service provicers from plan in this plan year2024-04-259592

Potentially related plans

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