?>
Logo

CASE EXPERTS LLC 401(K) PLAN 401k Plan overview

Plan NameCASE EXPERTS LLC 401(K) PLAN
Plan identification number 001

CASE EXPERTS LLC 401(K) 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.
  • Plan covering Self-Employed individuals.
  • 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

CASE EXPERTS LLC has sponsored the creation of one or more 401k plans.

Company Name:CASE EXPERTS LLC
Employer identification number (EIN):201660902
NAIC Classification:561490

Form 5500 Filing Information

Submission information for form 5500 for 401k plan CASE EXPERTS LLC 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01
0012022-01-01
0012021-01-01
0012020-01-01
0012019-02-15

Plan Statistics for CASE EXPERTS LLC 401(K) PLAN

401k plan membership statisitcs for CASE EXPERTS LLC 401(K) PLAN

Measure Date Value
2025: CASE EXPERTS LLC 401(K) PLAN 2025 401k membership
Total number of particpants at beginning of year2025-05-1240
Total number of particpants at end of year2025-05-1244
Number of Participants With Account Balances2025-05-1237
2024: CASE EXPERTS LLC 401(K) PLAN 2024 401k membership
Total number of particpants at beginning of year2024-07-1136
Total number of particpants at end of year2024-07-1140
Number of Participants With Account Balances2024-07-1137
2022: CASE EXPERTS LLC 401(K) PLAN 2022 401k membership
Total number of particpants at beginning of year2022-02-2327
Total number of particpants at end of year2022-02-2332
Number of Participants With Account Balances2022-02-2332

Financial Data on CASE EXPERTS LLC 401(K) PLAN

Measure Date Value
2025 : CASE EXPERTS LLC 401(K) PLAN 2025 401k financial data
Total expenses incurred by plan in this plan year2025-05-1218378
Net assets as of the end of the plan year2025-05-122114737
Total assets as of the beginning of the plan year2025-05-121492295
Value of plan covered by a fidelity bond2025-05-12150000
Participant contributions to plan in this plan year2025-05-12286655
Other income to plan in this plan year2025-05-12231900
Plan net income in this plan year2025-05-12622442
Net assets as of the end of the plan year2025-05-122114737
Net assets as of the beginning of the plan year2025-05-121492295
Employer contributions to plan in this plan year2025-05-12122265
Expensese paid to adminstrative service provicers from plan in this plan year2025-05-1215593
2024 : CASE EXPERTS LLC 401(K) PLAN 2024 401k financial data
Total expenses incurred by plan in this plan year2024-07-1110001
Net assets as of the end of the plan year2024-07-111492295
Total assets as of the beginning of the plan year2024-07-11945606
Value of plan covered by a fidelity bond2024-07-1195000
Participant contributions to plan in this plan year2024-07-11233917
Other income to plan in this plan year2024-07-11210727
Plan net income in this plan year2024-07-11546689
Net assets as of the end of the plan year2024-07-111492295
Net assets as of the beginning of the plan year2024-07-11945606
Employer contributions to plan in this plan year2024-07-11112046
Expensese paid to adminstrative service provicers from plan in this plan year2024-07-1110001
2022 : CASE EXPERTS LLC 401(K) PLAN 2022 401k financial data
Total expenses incurred by plan in this plan year2022-02-2310675
Net assets as of the end of the plan year2022-02-23878927
Total assets as of the beginning of the plan year2022-02-23560436
Value of plan covered by a fidelity bond2022-02-2364570
Participant contributions to plan in this plan year2022-02-23159531
Other income to plan in this plan year2022-02-2398599
Plan net income in this plan year2022-02-23318491
Net assets as of the end of the plan year2022-02-23878927
Net assets as of the beginning of the plan year2022-02-23560436
Employer contributions to plan in this plan year2022-02-2371036
Fees paid to broker by Benefit Provider2022-02-23296
Expensese paid to adminstrative service provicers from plan in this plan year2022-02-2310675

Was this data useful?
If you found the data here useful, PLEASE HELP US. We are a start-up and believe in making information freely available. By linking to us, posting on twitter, facebook and linkedin about us and generally spreading the word, you'll help us to grow. Our vision is to provide high quality data about the activities of all the companies in the world and where possible make it free to use and view. Finding and integrating data from thousands of data sources is time consuming and needs lots of effort. By simply spreading the word about us, you will help us.

Please use the share buttons. It will only take a few seconds of your time. Thanks for helping

Information Disclaimer
The information provided on this website is not advice, endorsement or recommendation
The information published is supplied by third parties so we make no warranty on the accuracy, completeness etc. This information is provided "as-is". The information is subject to change as we obtain updates and corrections from the primary information sources.
You are free to use the information for your own personal research on the understanding to do so is at your own risk.

See full terms and conditions

Copyright © Market Footprint Ltd
Contact us   Datalog Company Directory
401k Lookup     VAT Lookup S3