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TAX DEFERRED ANNUITY PLAN OF CASA OF TRAVIS COUNTY, INC. 401k Plan overview

Plan NameTAX DEFERRED ANNUITY PLAN OF CASA OF TRAVIS COUNTY, INC.
Plan identification number 002

TAX DEFERRED ANNUITY PLAN OF CASA OF TRAVIS COUNTY, INC. 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.
  • Partial participant-directed account plan - Participants have the opportunity to direct the investment of a portion of 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 TRAVIS COUNTY, INC. has sponsored the creation of one or more 401k plans.

Company Name:CASA OF TRAVIS COUNTY, INC.
Employer identification number (EIN):742369123
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 TRAVIS COUNTY, INC.

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022023-01-01LAURA WOLF2024-06-27
0022022-01-01LAURA WOLF2023-07-24
0022021-01-01MARY MCDOWELL2022-07-14
0022020-01-01MARY MCDOWELL2021-07-30
0022019-01-01STACEY THOMPSON2020-07-29
0022018-01-01KATHLEEN SCHNEEMAN2019-07-29
0022017-01-01KEVIN LENAU2018-07-13 KEVIN LENAU2018-07-13
0022016-01-01KELLI AGNELL2017-07-28 KELLI AGNELL2017-07-28
0022015-01-01KELLI AGNELL2016-07-29 KELLI AGNELL2016-07-29
0022013-01-01KELLI AGNELL2014-07-18 KELLI AGNELL2014-07-18
0022012-01-01KELLI AGNELL2013-07-17 KELLI AGNELL2013-07-17
0022011-01-01KELLI AGNELL2012-07-23 KELLI AGNELL2012-07-23
0022010-01-01KELLI DONELSON2011-07-13 KELLI DONELSON2011-07-13

Plan Statistics for TAX DEFERRED ANNUITY PLAN OF CASA OF TRAVIS COUNTY, INC.

401k plan membership statisitcs for TAX DEFERRED ANNUITY PLAN OF CASA OF TRAVIS COUNTY, INC.

Measure Date Value
2025: TAX DEFERRED ANNUITY PLAN OF CASA OF TRAVIS COUNTY, INC. 2025 401k membership
Total number of particpants at beginning of year2025-07-0893
Total number of particpants at end of year2025-07-0885
Number of Participants With Account Balances2025-07-0881
2024: TAX DEFERRED ANNUITY PLAN OF CASA OF TRAVIS COUNTY, INC. 2024 401k membership
Total number of particpants at beginning of year2024-06-2790
Total number of particpants at end of year2024-06-2788
Number of Participants With Account Balances2024-06-2781
2022: TAX DEFERRED ANNUITY PLAN OF CASA OF TRAVIS COUNTY, INC. 2022 401k membership
Total number of particpants at beginning of year2022-07-1459
Total number of particpants at end of year2022-07-1477
Number of Participants With Account Balances2022-07-1477

Financial Data on TAX DEFERRED ANNUITY PLAN OF CASA OF TRAVIS COUNTY, INC.

Measure Date Value
2025 : TAX DEFERRED ANNUITY PLAN OF CASA OF TRAVIS COUNTY, INC. 2025 401k financial data
Total transfers to/from plan in this plan year2025-07-080
Total liabilities as of the end of the plan year2025-07-080
Total liabilities as of the beginning of the plan year2025-07-080
Total expenses incurred by plan in this plan year2025-07-08291111
Net assets as of the end of the plan year2025-07-081661724
Total assets as of the beginning of the plan year2025-07-081549147
Value of plan covered by a fidelity bond2025-07-082000000
Participant contributions to plan in this plan year2025-07-08204065
Value of participant loans at end of plan year2025-07-0841337
Other expenses paid from plan in this plan year2025-07-08762
Other contributions to plan in this plan year2025-07-080
Other income to plan in this plan year2025-07-08199623
Plan net income in this plan year2025-07-08112577
Net assets as of the end of the plan year2025-07-081661724
Net assets as of the beginning of the plan year2025-07-081549147
Employer contributions to plan in this plan year2025-07-080
Fees paid to broker by Benefit Provider2025-07-08285
Expensese paid to adminstrative service provicers from plan in this plan year2025-07-08348
2024 : TAX DEFERRED ANNUITY PLAN OF CASA OF TRAVIS COUNTY, INC. 2024 401k financial data
Total transfers to/from plan in this plan year2024-06-270
Total liabilities as of the end of the plan year2024-06-270
Total liabilities as of the beginning of the plan year2024-06-270
Total expenses incurred by plan in this plan year2024-06-27116538
Net assets as of the end of the plan year2024-06-271549147
Total assets as of the beginning of the plan year2024-06-271229484
Value of plan covered by a fidelity bond2024-06-272000000
Participant contributions to plan in this plan year2024-06-27207520
Other expenses paid from plan in this plan year2024-06-270
Other contributions to plan in this plan year2024-06-2733306
Other income to plan in this plan year2024-06-27195375
Plan net income in this plan year2024-06-27319663
Net assets as of the end of the plan year2024-06-271549147
Net assets as of the beginning of the plan year2024-06-271229484
Employer contributions to plan in this plan year2024-06-270
Fees paid to broker by Benefit Provider2024-06-27664
Expensese paid to adminstrative service provicers from plan in this plan year2024-06-27101
2022 : TAX DEFERRED ANNUITY PLAN OF CASA OF TRAVIS COUNTY, INC. 2022 401k financial data
Total transfers to/from plan in this plan year2022-07-140
Total liabilities as of the end of the plan year2022-07-140
Total liabilities as of the beginning of the plan year2022-07-140
Total expenses incurred by plan in this plan year2022-07-1429722
Net assets as of the end of the plan year2022-07-141327587
Total assets as of the beginning of the plan year2022-07-141019805
Value of plan covered by a fidelity bond2022-07-142000000
Participant contributions to plan in this plan year2022-07-14188115
Other expenses paid from plan in this plan year2022-07-14376
Other contributions to plan in this plan year2022-07-140
Other income to plan in this plan year2022-07-14149389
Plan net income in this plan year2022-07-14307782
Net assets as of the end of the plan year2022-07-141327587
Net assets as of the beginning of the plan year2022-07-141019805
Employer contributions to plan in this plan year2022-07-140
Fees paid to broker by Benefit Provider2022-07-14157

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