401k Plan data: CASA, INC. 401(K) PLAN plan

CASA, INC. 401(K) PLAN 401k Plan overview

Plan Name	CASA, INC. 401(K) PLAN
Plan identification number	002

CASA, INC. 401(K) PLAN Benefits

401k Plan Type

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

Company Name: CASA, INC.

Employer identification number (EIN): 611066568

NAIC Classification: 624100
NAIC Description: Individual and Family Services

Form 5500 Filing Information

Submission information for form 5500 for 401k plan CASA, INC. 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
002 2023-01-01
002 2022-01-01
002 2021-01-01
002 2020-01-01
002 2019-01-01
002 2018-01-01
002 2017-01-01
002 2016-01-01 WILLIAM MYERS 2017-06-06 WILLIAM MYERS 2017-06-06
002 2015-01-01 WILLIAM MYERS 2016-06-08 WILLIAM MYERS 2016-06-08
002 2014-01-01 WILLIAM MYERS 2015-03-16 WILLIAM MYERS 2015-03-16
002 2013-01-01 WILLIAM MYERS 2014-03-11 WILLIAM MYERS 2014-03-11
002 2012-01-01 WILLIAM MYERS 2013-06-07
002 2011-01-01 KATHY MARTIN 2012-07-18 KATHY MARTIN 2012-07-18
002 2010-01-01 KATHY MARTIN 2011-08-04 KATHY MARTIN 2011-08-04

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
002	2023-01-01
002	2022-01-01
002	2021-01-01
002	2020-01-01
002	2019-01-01
002	2018-01-01
002	2017-01-01
002	2016-01-01	WILLIAM MYERS	2017-06-06	WILLIAM MYERS	2017-06-06
002	2015-01-01	WILLIAM MYERS	2016-06-08	WILLIAM MYERS	2016-06-08
002	2014-01-01	WILLIAM MYERS	2015-03-16	WILLIAM MYERS	2015-03-16
002	2013-01-01	WILLIAM MYERS	2014-03-11	WILLIAM MYERS	2014-03-11
002	2012-01-01	WILLIAM MYERS	2013-06-07
002	2011-01-01	KATHY MARTIN	2012-07-18	KATHY MARTIN	2012-07-18
002	2010-01-01	KATHY MARTIN	2011-08-04	KATHY MARTIN	2011-08-04

Financial Data on CASA, INC. 401(K) PLAN

Measure	Date	Value
2025 : CASA, INC. 401(K) PLAN 2025 401k financial data
Total expenses incurred by plan in this plan year	2025-06-25	194541
Net assets as of the end of the plan year	2025-06-25	207063
Total assets as of the beginning of the plan year	2025-06-25	316924
Value of plan covered by a fidelity bond	2025-06-25	31693
Participant contributions to plan in this plan year	2025-06-25	16368
Other income to plan in this plan year	2025-06-25	33202
Plan net income in this plan year	2025-06-25	-109861
Net assets as of the end of the plan year	2025-06-25	207063
Net assets as of the beginning of the plan year	2025-06-25	316924
Employer contributions to plan in this plan year	2025-06-25	35110
Expensese paid to adminstrative service provicers from plan in this plan year	2025-06-25	860
2024 : CASA, INC. 401(K) PLAN 2024 401k financial data
Total expenses incurred by plan in this plan year	2024-07-22	234961
Net assets as of the end of the plan year	2024-07-22	316924
Total assets as of the beginning of the plan year	2024-07-22	407657
Value of plan covered by a fidelity bond	2024-07-22	40766
Participant contributions to plan in this plan year	2024-07-22	27831
Other contributions to plan in this plan year	2024-07-22	22042
Other income to plan in this plan year	2024-07-22	57279
Plan net income in this plan year	2024-07-22	-90733
Net assets as of the end of the plan year	2024-07-22	316924
Net assets as of the beginning of the plan year	2024-07-22	407657
Employer contributions to plan in this plan year	2024-07-22	37076
Expensese paid to adminstrative service provicers from plan in this plan year	2024-07-22	940
2022 : CASA, INC. 401(K) PLAN 2022 401k financial data
Total expenses incurred by plan in this plan year	2022-05-27	16876
Net assets as of the end of the plan year	2022-05-27	420907
Total assets as of the beginning of the plan year	2022-05-27	328799
Value of plan covered by a fidelity bond	2022-05-27	33000
Participant contributions to plan in this plan year	2022-05-27	27303
Other income to plan in this plan year	2022-05-27	49047
Plan net income in this plan year	2022-05-27	92108
Net assets as of the end of the plan year	2022-05-27	420907
Net assets as of the beginning of the plan year	2022-05-27	328799
Employer contributions to plan in this plan year	2022-05-27	32634
Expensese paid to adminstrative service provicers from plan in this plan year	2022-05-27	325

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Company Name:	CASA, INC.
Employer identification number (EIN):	611066568
NAIC Classification:	624100
NAIC Description:	Individual and Family Services