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CASA OF COLLIN COUNTY 401K PLAN 401k Plan overview

Plan NameCASA OF COLLIN COUNTY 401K PLAN
Plan identification number 003

CASA OF COLLIN COUNTY 401K 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.
  • 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

COURT APPOINTED SPECIAL ADVOCATES OF COLLIN COUNTY INC has sponsored the creation of one or more 401k plans.

Company Name:COURT APPOINTED SPECIAL ADVOCATES OF COLLIN COUNTY INC
Employer identification number (EIN):752391961
NAIC Classification:624100
NAIC Description: Individual and Family Services

Form 5500 Filing Information

Submission information for form 5500 for 401k plan CASA OF COLLIN COUNTY 401K PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0032023-01-01TRICIA CLIFTON2024-07-16
0032022-01-01TRICIA CLIFTON2023-10-09
0032021-01-01TRICIA CLIFTON2022-10-06
0032020-01-01TRICIA CLIFTON2021-10-11
0032019-01-01TRICIA CLIFTON2020-06-19

Financial Data on CASA OF COLLIN COUNTY 401K PLAN

Measure Date Value
2025 : CASA OF COLLIN COUNTY 401K PLAN 2025 401k financial data
Total expenses incurred by plan in this plan year2025-07-0361127
Net assets as of the end of the plan year2025-07-03457772
Total assets as of the beginning of the plan year2025-07-03377412
Value of plan covered by a fidelity bond2025-07-03650000
Participant contributions to plan in this plan year2025-07-0347050
Value of participant loans at end of plan year2025-07-037358
Other contributions to plan in this plan year2025-07-0310791
Other income to plan in this plan year2025-07-0348437
Plan net income in this plan year2025-07-0380360
Net assets as of the end of the plan year2025-07-03457772
Net assets as of the beginning of the plan year2025-07-03377412
Employer contributions to plan in this plan year2025-07-0335209
Expensese paid to adminstrative service provicers from plan in this plan year2025-07-033317
2024 : CASA OF COLLIN COUNTY 401K PLAN 2024 401k financial data
Total expenses incurred by plan in this plan year2024-07-1639963
Net assets as of the end of the plan year2024-07-16377412
Total assets as of the beginning of the plan year2024-07-16290550
Value of plan covered by a fidelity bond2024-07-16650000
Participant contributions to plan in this plan year2024-07-1644807
Value of participant loans at end of plan year2024-07-161277
Other contributions to plan in this plan year2024-07-16-1298
Other income to plan in this plan year2024-07-1648863
Plan net income in this plan year2024-07-1686862
Net assets as of the end of the plan year2024-07-16377412
Net assets as of the beginning of the plan year2024-07-16290550
Employer contributions to plan in this plan year2024-07-1634453
Expensese paid to adminstrative service provicers from plan in this plan year2024-07-162309
2022 : CASA OF COLLIN COUNTY 401K PLAN 2022 401k financial data
Total expenses incurred by plan in this plan year2022-10-065385
Net assets as of the end of the plan year2022-10-06257817
Total assets as of the beginning of the plan year2022-10-06167387
Value of plan covered by a fidelity bond2022-10-06550000
Participant contributions to plan in this plan year2022-10-0642025
Other contributions to plan in this plan year2022-10-06571
Other income to plan in this plan year2022-10-0623049
Plan net income in this plan year2022-10-0690430
Net assets as of the end of the plan year2022-10-06257817
Net assets as of the beginning of the plan year2022-10-06167387
Employer contributions to plan in this plan year2022-10-0630170
Expensese paid to adminstrative service provicers from plan in this plan year2022-10-061586

Potentially related plans

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