MORRIS & CASALE, INC. has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan MORRIS & CASALE, INC. 401(K) PLAN
| Measure | Date | Value |
|---|
| 2025 : MORRIS & CASALE, INC. 401(K) PLAN 2025 401k financial data |
|---|
| Total transfers to/from plan in this plan year | 2025-10-15 | 0 |
| Total liabilities as of the end of the plan year | 2025-10-15 | 0 |
| Total liabilities as of the beginning of the plan year | 2025-10-15 | 0 |
| Total expenses incurred by plan in this plan year | 2025-10-15 | 10621 |
| Net assets as of the end of the plan year | 2025-10-15 | 1286968 |
| Total assets as of the beginning of the plan year | 2025-10-15 | 1045128 |
| Value of plan covered by a fidelity bond | 2025-10-15 | 104512 |
| Participant contributions to plan in this plan year | 2025-10-15 | 59099 |
| Value of participant loans at end of plan year | 2025-10-15 | 2850 |
| Other expenses paid from plan in this plan year | 2025-10-15 | 0 |
| Other contributions to plan in this plan year | 2025-10-15 | 0 |
| Other income to plan in this plan year | 2025-10-15 | 164795 |
| Plan net income in this plan year | 2025-10-15 | 241840 |
| Net assets as of the end of the plan year | 2025-10-15 | 1286968 |
| Net assets as of the beginning of the plan year | 2025-10-15 | 1045128 |
| Employer contributions to plan in this plan year | 2025-10-15 | 28567 |
| Fees paid to broker by Benefit Provider | 2025-10-15 | 2772 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2025-10-15 | 10621 |
| 2024 : MORRIS & CASALE, INC. 401(K) PLAN 2024 401k financial data |
|---|
| Total expenses incurred by plan in this plan year | 2024-10-28 | 14756 |
| Net assets as of the end of the plan year | 2024-10-28 | 1045128 |
| Total assets as of the beginning of the plan year | 2024-10-28 | 790721 |
| Value of plan covered by a fidelity bond | 2024-10-28 | 80000 |
| Participant contributions to plan in this plan year | 2024-10-28 | 67817 |
| Value of participant loans at end of plan year | 2024-10-28 | 1010 |
| Other income to plan in this plan year | 2024-10-28 | 167599 |
| Plan net income in this plan year | 2024-10-28 | 254407 |
| Net assets as of the end of the plan year | 2024-10-28 | 1045128 |
| Net assets as of the beginning of the plan year | 2024-10-28 | 790721 |
| Employer contributions to plan in this plan year | 2024-10-28 | 33747 |
| Fees paid to broker by Benefit Provider | 2024-10-28 | 2243 |
| 2022 : MORRIS & CASALE, INC. 401(K) PLAN 2022 401k financial data |
|---|
| Total liabilities as of the beginning of the plan year | 2022-08-04 | 0 |
| Total expenses incurred by plan in this plan year | 2022-08-04 | 15786 |
| Net assets as of the end of the plan year | 2022-08-04 | 849736 |
| Total assets as of the beginning of the plan year | 2022-08-04 | 654154 |
| Value of plan covered by a fidelity bond | 2022-08-04 | 80000 |
| Participant contributions to plan in this plan year | 2022-08-04 | 51974 |
| Other income to plan in this plan year | 2022-08-04 | 139305 |
| Plan net income in this plan year | 2022-08-04 | 195582 |
| Net assets as of the end of the plan year | 2022-08-04 | 849736 |
| Net assets as of the beginning of the plan year | 2022-08-04 | 654154 |
| Employer contributions to plan in this plan year | 2022-08-04 | 20089 |
| Fees paid to broker by Benefit Provider | 2022-08-04 | 2339 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2022-08-04 | 9767 |
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