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TAX DEFERRED ANNUITY PLAN OF CASA OF CENTRAL TEXAS, INC. 401k Plan overview

Plan NameTAX DEFERRED ANNUITY PLAN OF CASA OF CENTRAL TEXAS, INC.
Plan identification number 001

TAX DEFERRED ANNUITY PLAN OF CASA OF CENTRAL TEXAS, INC. 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 403(b)(1) arrangement - See Limited Pension Plan Reporting instructions for Code section 403(b)(1) arrangements for certain exempt organizations.
  • Code section 403(b)(7) accounts - See Limited Pension Plan Reporting instructions for Code section 403(b)(7) custodial accounts for regulated investment company stock for certain exempt organizations.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.

401k Sponsoring company profile

CASA OF CENTRAL TEXAS, INC. has sponsored the creation of one or more 401k plans.

Company Name:CASA OF CENTRAL TEXAS, INC.
Employer identification number (EIN):742403373
NAIC Classification:624100
NAIC Description: Individual and Family Services

Additional information about CASA OF CENTRAL TEXAS, INC.

Jurisdiction of Incorporation: Texas Secretary of State
Incorporation Date: 1985-04-01
Company Identification Number: 0074608001
Legal Registered Office Address: PO BOX 1267

SAN MARCOS
United States of America (USA)
78667

More information about CASA OF CENTRAL TEXAS, INC.

Form 5500 Filing Information

Submission information for form 5500 for 401k plan TAX DEFERRED ANNUITY PLAN OF CASA OF CENTRAL TEXAS, INC.

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01NORMA CASTILLA BLACKWELL2024-09-13 NORMA CASTILLA-BLACKWELL2024-09-13
0012022-01-01NORMA CASTILLA BLACKWELL2023-08-30
0012021-01-01NORMA C BLACKWELL2022-10-14
0012020-01-01NORMA BLACKWELL2021-09-29
0012019-01-01
0012018-01-01NORMA BLACKWELL2019-10-15
0012017-01-01
0012016-01-01
0012015-01-01
0012014-01-01NORMA BLACKWELL2015-10-15
0012013-01-01CATHERINE VRBA2014-04-24 CATHERINE VRBA2014-04-24
0012012-01-01CATHY VRBA2013-10-14 CATHY VRBA2013-10-14
0012011-01-01CATHY VRBA2012-10-15 CATHY VRBA2012-10-15
0012010-01-01NORMA CASTILLA-BLACKWELL2011-07-21 KAREN SLEIGHTER2011-07-21

Financial Data on TAX DEFERRED ANNUITY PLAN OF CASA OF CENTRAL TEXAS, INC.

Measure Date Value
2025 : TAX DEFERRED ANNUITY PLAN OF CASA OF CENTRAL TEXAS, INC. 2025 401k financial data
Total expenses incurred by plan in this plan year2025-10-1158353
Net assets as of the end of the plan year2025-10-111741561
Total assets as of the beginning of the plan year2025-10-111490164
Value of plan covered by a fidelity bond2025-10-11140000
Participant contributions to plan in this plan year2025-10-1166312
Value of participant loans at end of plan year2025-10-110
Other contributions to plan in this plan year2025-10-1111891
Other income to plan in this plan year2025-10-11160093
Plan net income in this plan year2025-10-11251397
Net assets as of the end of the plan year2025-10-111741561
Net assets as of the beginning of the plan year2025-10-111490164
Employer contributions to plan in this plan year2025-10-1171454
Expensese paid to adminstrative service provicers from plan in this plan year2025-10-11706
2024 : TAX DEFERRED ANNUITY PLAN OF CASA OF CENTRAL TEXAS, INC. 2024 401k financial data
Total expenses incurred by plan in this plan year2024-09-1317436
Net assets as of the end of the plan year2024-09-131490164
Total assets as of the beginning of the plan year2024-09-131177526
Value of plan covered by a fidelity bond2024-09-13120000
Participant contributions to plan in this plan year2024-09-1362369
Value of participant loans at end of plan year2024-09-13811
Other contributions to plan in this plan year2024-09-132895
Other income to plan in this plan year2024-09-13200190
Plan net income in this plan year2024-09-13312638
Net assets as of the end of the plan year2024-09-131490164
Net assets as of the beginning of the plan year2024-09-131177526
Employer contributions to plan in this plan year2024-09-1364620
Expensese paid to adminstrative service provicers from plan in this plan year2024-09-13550

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