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CASA OF MONTEREY COUNTY 403(B) PLAN 401k Plan overview

Plan NameCASA OF MONTEREY COUNTY 403(B) PLAN
Plan identification number 001

CASA OF MONTEREY COUNTY 403(B) PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Code section 403(b)(1) arrangement - See Limited Pension Plan Reporting instructions for Code section 403(b)(1) arrangements for certain exempt organizations.

401k Sponsoring company profile

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

Company Name:COURT APPOINTED SPECIAL ADVOCATES
Employer identification number (EIN):770398079
NAIC Classification:624100
NAIC Description: Individual and Family Services

Additional information about COURT APPOINTED SPECIAL ADVOCATES

Jurisdiction of Incorporation: California Department of State
Incorporation Date:
Company Identification Number: C1181193

More information about COURT APPOINTED SPECIAL ADVOCATES

Form 5500 Filing Information

Submission information for form 5500 for 401k plan CASA OF MONTEREY COUNTY 403(B) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01

Financial Data on CASA OF MONTEREY COUNTY 403(B) PLAN

Measure Date Value
2025 : CASA OF MONTEREY COUNTY 403(B) PLAN 2025 401k financial data
Total expenses incurred by plan in this plan year2025-06-172347
Net assets as of the end of the plan year2025-06-17136231
Total assets as of the beginning of the plan year2025-06-1757907
Value of plan covered by a fidelity bond2025-06-171000000
Participant contributions to plan in this plan year2025-06-1750615
Other income to plan in this plan year2025-06-175987
Plan net income in this plan year2025-06-1778324
Net assets as of the end of the plan year2025-06-17136231
Net assets as of the beginning of the plan year2025-06-1757907
Value of contributions failed to transmitted timely2025-06-17176
Employer contributions to plan in this plan year2025-06-1724069
Fees paid to broker by Benefit Provider2025-06-17102
Expensese paid to adminstrative service provicers from plan in this plan year2025-06-172347
2024 : CASA OF MONTEREY COUNTY 403(B) PLAN 2024 401k financial data
Total expenses incurred by plan in this plan year2024-07-29684
Net assets as of the end of the plan year2024-07-2957907
Total assets as of the beginning of the plan year2024-07-290
Value of plan covered by a fidelity bond2024-07-2925000
Participant contributions to plan in this plan year2024-07-2933468
Other income to plan in this plan year2024-07-292192
Plan net income in this plan year2024-07-2957907
Net assets as of the end of the plan year2024-07-2957907
Net assets as of the beginning of the plan year2024-07-290
Employer contributions to plan in this plan year2024-07-2922931
Fees paid to broker by Benefit Provider2024-07-29758
Expensese paid to adminstrative service provicers from plan in this plan year2024-07-29684

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