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WILLIAM CASEY LLC 401K PLAN 401k Plan overview

Plan NameWILLIAM CASEY LLC 401K PLAN
Plan identification number 001

WILLIAM CASEY LLC 401K PLAN 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 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.
  • Plan provides for automatic enrollment in plan that has employee contributions deducted from payroll.
  • 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

WILLIAM CASEY LLC has sponsored the creation of one or more 401k plans.

Company Name:WILLIAM CASEY LLC
Employer identification number (EIN):881959229
NAIC Classification:238900

Form 5500 Filing Information

Submission information for form 5500 for 401k plan WILLIAM CASEY LLC 401K PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01SHIRLEY HORNER2024-09-06
0012022-10-01SHIRLEY HORNER2023-09-11

Plan Statistics for WILLIAM CASEY LLC 401K PLAN

401k plan membership statisitcs for WILLIAM CASEY LLC 401K PLAN

Measure Date Value
2025: WILLIAM CASEY LLC 401K PLAN 2025 401k membership
Total number of particpants at beginning of year2025-07-2014
Total number of particpants at end of year2025-07-2013
Number of Participants With Account Balances2025-07-2011
2024: WILLIAM CASEY LLC 401K PLAN 2024 401k membership
Total number of particpants at beginning of year2024-09-064
Total number of particpants at end of year2024-09-0613
Number of Participants With Account Balances2024-09-0612

Financial Data on WILLIAM CASEY LLC 401K PLAN

Measure Date Value
2025 : WILLIAM CASEY LLC 401K PLAN 2025 401k financial data
Total expenses incurred by plan in this plan year2025-07-2010482
Net assets as of the end of the plan year2025-07-2052531
Total assets as of the beginning of the plan year2025-07-2022980
Value of plan covered by a fidelity bond2025-07-203000
Participant contributions to plan in this plan year2025-07-2019792
Value of participant loans at end of plan year2025-07-201045
Other income to plan in this plan year2025-07-204241
Plan net income in this plan year2025-07-2029551
Net assets as of the end of the plan year2025-07-2052531
Net assets as of the beginning of the plan year2025-07-2022980
Employer contributions to plan in this plan year2025-07-2016000
Expensese paid to adminstrative service provicers from plan in this plan year2025-07-20735
2024 : WILLIAM CASEY LLC 401K PLAN 2024 401k financial data
Total expenses incurred by plan in this plan year2024-09-062633
Net assets as of the end of the plan year2024-09-0622980
Total assets as of the beginning of the plan year2024-09-06193
Value of plan covered by a fidelity bond2024-09-061000
Participant contributions to plan in this plan year2024-09-0612440
Other income to plan in this plan year2024-09-061868
Plan net income in this plan year2024-09-0622787
Net assets as of the end of the plan year2024-09-0622980
Net assets as of the beginning of the plan year2024-09-06193
Employer contributions to plan in this plan year2024-09-0611112
Expensese paid to adminstrative service provicers from plan in this plan year2024-09-0692

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