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CASA DE ROSA, LLC 401(K) PLAN 401k Plan overview

Plan NameCASA DE ROSA, LLC 401(K) PLAN
Plan identification number 001

CASA DE ROSA, LLC 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.

401k Sponsoring company profile

CASA DE ROSA, LLC has sponsored the creation of one or more 401k plans.

Company Name:CASA DE ROSA, LLC
Employer identification number (EIN):465304097
NAIC Classification:621610
NAIC Description:Home Health Care Services

Form 5500 Filing Information

Submission information for form 5500 for 401k plan CASA DE ROSA, LLC 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
0012023-01-01TARA EVANS, FOR TAG RESOURCES2025-01-21
0012022-01-01TARA EVANS, FOR TAG RESOURCES2023-09-22
0012021-01-01TARA EVANS2022-09-27

Financial Data on CASA DE ROSA, LLC 401(K) PLAN

Measure Date Value
2025 : CASA DE ROSA, LLC 401(K) PLAN 2025 401k financial data
Total expenses incurred by plan in this plan year2025-08-0223797
Net assets as of the end of the plan year2025-08-02127538
Total assets as of the beginning of the plan year2025-08-0295298
Value of plan covered by a fidelity bond2025-08-0210000
Participant contributions to plan in this plan year2025-08-0227199
Value of participant loans at end of plan year2025-08-0225733
Other income to plan in this plan year2025-08-029804
Plan net income in this plan year2025-08-0232240
Net assets as of the end of the plan year2025-08-02127538
Net assets as of the beginning of the plan year2025-08-0295298
Employer contributions to plan in this plan year2025-08-0219034
Expensese paid to adminstrative service provicers from plan in this plan year2025-08-02873
Total expenses incurred by plan in this plan year2025-01-211606
Net assets as of the end of the plan year2025-01-2195298
Total assets as of the beginning of the plan year2025-01-2151818
Value of plan covered by a fidelity bond2025-01-21500000
Participant contributions to plan in this plan year2025-01-2121285
Value of participant loans at end of plan year2025-01-213440
Other income to plan in this plan year2025-01-2111198
Plan net income in this plan year2025-01-2143480
Net assets as of the end of the plan year2025-01-2195298
Net assets as of the beginning of the plan year2025-01-2151818
Value of contributions failed to transmitted timely2025-01-219417
Employer contributions to plan in this plan year2025-01-2112603
Fees paid to broker by Benefit Provider2025-01-21608
Expensese paid to adminstrative service provicers from plan in this plan year2025-01-211606
2022 : CASA DE ROSA, LLC 401(K) PLAN 2022 401k financial data
Total expenses incurred by plan in this plan year2022-09-27193
Net assets as of the end of the plan year2022-09-2713856
Total assets as of the beginning of the plan year2022-09-270
Value of plan covered by a fidelity bond2022-09-27500000
Participant contributions to plan in this plan year2022-09-278677
Other income to plan in this plan year2022-09-27258
Plan net income in this plan year2022-09-2713856
Net assets as of the end of the plan year2022-09-2713856
Net assets as of the beginning of the plan year2022-09-270
Value of contributions failed to transmitted timely2022-09-272043
Employer contributions to plan in this plan year2022-09-275114
Fees paid to broker by Benefit Provider2022-09-2728
Expensese paid to adminstrative service provicers from plan in this plan year2022-09-27193

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