| Plan Name | CASA OF CENTRAL OREGON 401K PLAN |
| Plan identification number | 001 |
| 401k Plan Type | Defined Contribution Pension |
| Plan Features/Benefits |
|
| Company Name: | CASA OF CENTRAL OREGON |
| Employer identification number (EIN): | 931062982 |
| NAIC Classification: | 541990 |
| NAIC Description: | All Other Professional, Scientific, and Technical Services |
Additional information about CASA OF CENTRAL OREGON
| Jurisdiction of Incorporation: | Oregon Secretary of State Corporations Division |
| Incorporation Date: | 1991-04-03 |
| Company Identification Number: | 24184384 |
| Legal Registered Office Address: |
1029 NW 14TH ST STE 100 BEND United States of America (USA) 97703 |
More information about CASA OF CENTRAL OREGON
| Plan id# | Filing Submission Date | Name of Administrator | Date Administrator Signed | Name of Company Sponsor | Date Sponsor Signed |
|---|---|---|---|---|---|
| 001 | 2023-01-01 | HEATHER DION | 2024-04-04 | ||
| 001 | 2022-01-01 | HEATHER DION | 2023-03-30 | ||
| 001 | 2021-01-01 | HEATHER DION | 2022-04-08 | ||
| 001 | 2020-01-01 | HEATHER DION | 2021-05-05 | ||
| 001 | 2019-01-01 | JENNA APP | 2020-07-23 | ||
| 001 | 2018-01-01 | JENNA APP | 2019-10-14 |
| Measure | Date | Value |
|---|---|---|
| 2025 : CASA OF CENTRAL OREGON 401K PLAN 2025 401k financial data | ||
| Total transfers to/from plan in this plan year | 2025-04-30 | 0 |
| Total liabilities as of the end of the plan year | 2025-04-30 | 0 |
| Total liabilities as of the beginning of the plan year | 2025-04-30 | 0 |
| Total expenses incurred by plan in this plan year | 2025-04-30 | 12857 |
| Net assets as of the end of the plan year | 2025-04-30 | 176328 |
| Total assets as of the beginning of the plan year | 2025-04-30 | 138576 |
| Value of plan covered by a fidelity bond | 2025-04-30 | 20000 |
| Participant contributions to plan in this plan year | 2025-04-30 | 18954 |
| Other expenses paid from plan in this plan year | 2025-04-30 | 0 |
| Other contributions to plan in this plan year | 2025-04-30 | 978 |
| Other income to plan in this plan year | 2025-04-30 | 17674 |
| Plan net income in this plan year | 2025-04-30 | 37752 |
| Net assets as of the end of the plan year | 2025-04-30 | 176328 |
| Net assets as of the beginning of the plan year | 2025-04-30 | 138576 |
| Employer contributions to plan in this plan year | 2025-04-30 | 13003 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2025-04-30 | 2815 |
| 2024 : CASA OF CENTRAL OREGON 401K PLAN 2024 401k financial data | ||
| Total transfers to/from plan in this plan year | 2024-04-04 | 0 |
| Total liabilities as of the end of the plan year | 2024-04-04 | 0 |
| Total liabilities as of the beginning of the plan year | 2024-04-04 | 0 |
| Total expenses incurred by plan in this plan year | 2024-04-04 | 14117 |
| Net assets as of the end of the plan year | 2024-04-04 | 138576 |
| Total assets as of the beginning of the plan year | 2024-04-04 | 103352 |
| Value of plan covered by a fidelity bond | 2024-04-04 | 20000 |
| Participant contributions to plan in this plan year | 2024-04-04 | 15530 |
| Other expenses paid from plan in this plan year | 2024-04-04 | 0 |
| Other contributions to plan in this plan year | 2024-04-04 | 0 |
| Other income to plan in this plan year | 2024-04-04 | 21825 |
| Plan net income in this plan year | 2024-04-04 | 35224 |
| Net assets as of the end of the plan year | 2024-04-04 | 138576 |
| Net assets as of the beginning of the plan year | 2024-04-04 | 103352 |
| Employer contributions to plan in this plan year | 2024-04-04 | 11986 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2024-04-04 | 1496 |