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CASEY EQUIPMENT COMPANY RETIREMENT PLAN 401k Plan overview

Plan NameCASEY EQUIPMENT COMPANY RETIREMENT PLAN
Plan identification number 001

CASEY EQUIPMENT COMPANY RETIREMENT 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.
  • 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

CASEY EQUIPMENT COMPANY has sponsored the creation of one or more 401k plans.

Company Name:CASEY EQUIPMENT COMPANY
Employer identification number (EIN):362707077
NAIC Classification:423800

Form 5500 Filing Information

Submission information for form 5500 for 401k plan CASEY EQUIPMENT COMPANY RETIREMENT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01JAMES COX2024-08-23 JAMES COX2024-08-23
0012022-01-01JAMES COX2023-09-06 JAMES COX2023-09-06
0012021-01-01JAMES COX2022-10-05
0012020-01-01JAMES COX2021-10-05
0012019-01-01JAMES COX2020-07-22 JAMES COX2020-07-22
0012018-01-01JAMES COX2019-07-02 JAMES COX2019-07-02
0012017-01-01JAMES COX2018-05-17 JAMES COX2018-05-17
0012016-01-01JAMES COX2017-06-21 JAMES COX2017-06-21
0012015-01-01JAMES COX2016-06-17 JAMES COX2016-06-17
0012014-01-01
0012013-01-01
0012012-01-01JAMES COX2013-05-14
0012011-01-01JAMES COX2012-09-18
0012009-01-01JAMES A. COX

Financial Data on CASEY EQUIPMENT COMPANY RETIREMENT PLAN

Measure Date Value
2025 : CASEY EQUIPMENT COMPANY RETIREMENT PLAN 2025 401k financial data
Total transfers to/from plan in this plan year2025-08-280
Total liabilities as of the end of the plan year2025-08-280
Total liabilities as of the beginning of the plan year2025-08-280
Total expenses incurred by plan in this plan year2025-08-28345890
Net assets as of the end of the plan year2025-08-283791162
Total assets as of the beginning of the plan year2025-08-283658616
Value of plan covered by a fidelity bond2025-08-28500000
Participant contributions to plan in this plan year2025-08-28121385
Value of participant loans at end of plan year2025-08-2819911
Other expenses paid from plan in this plan year2025-08-280
Other contributions to plan in this plan year2025-08-280
Other income to plan in this plan year2025-08-28357051
Plan net income in this plan year2025-08-28132546
Net assets as of the end of the plan year2025-08-283791162
Net assets as of the beginning of the plan year2025-08-283658616
Value of contributions failed to transmitted timely2025-08-2820370
Employer contributions to plan in this plan year2025-08-280
Fees paid to broker by Benefit Provider2025-08-2816018
Expensese paid to adminstrative service provicers from plan in this plan year2025-08-2816563
2024 : CASEY EQUIPMENT COMPANY RETIREMENT PLAN 2024 401k financial data
Total transfers to/from plan in this plan year2024-08-230
Total liabilities as of the end of the plan year2024-08-230
Total liabilities as of the beginning of the plan year2024-08-230
Total expenses incurred by plan in this plan year2024-08-2316853
Net assets as of the end of the plan year2024-08-233658616
Total assets as of the beginning of the plan year2024-08-233101814
Value of plan covered by a fidelity bond2024-08-23500000
Participant contributions to plan in this plan year2024-08-23106512
Value of participant loans at end of plan year2024-08-2317368
Other expenses paid from plan in this plan year2024-08-230
Other contributions to plan in this plan year2024-08-230
Other income to plan in this plan year2024-08-23421985
Plan net income in this plan year2024-08-23556802
Net assets as of the end of the plan year2024-08-233658616
Net assets as of the beginning of the plan year2024-08-233101814
Value of contributions failed to transmitted timely2024-08-2320370
Employer contributions to plan in this plan year2024-08-2345158
Expensese paid to adminstrative service provicers from plan in this plan year2024-08-2316838
2022 : CASEY EQUIPMENT COMPANY RETIREMENT PLAN 2022 401k financial data
Total transfers to/from plan in this plan year2022-10-050
Total liabilities as of the end of the plan year2022-10-050
Total liabilities as of the beginning of the plan year2022-10-050
Total expenses incurred by plan in this plan year2022-10-0524886
Net assets as of the end of the plan year2022-10-053551361
Total assets as of the beginning of the plan year2022-10-053181968
Value of plan covered by a fidelity bond2022-10-05300000
Participant contributions to plan in this plan year2022-10-0581513
Value of participant loans at end of plan year2022-10-0518738
Other expenses paid from plan in this plan year2022-10-050
Other contributions to plan in this plan year2022-10-051701
Other income to plan in this plan year2022-10-05272847
Plan net income in this plan year2022-10-05369393
Net assets as of the end of the plan year2022-10-053551361
Net assets as of the beginning of the plan year2022-10-053181968
Value of contributions failed to transmitted timely2022-10-0520370
Employer contributions to plan in this plan year2022-10-0538218
Expensese paid to adminstrative service provicers from plan in this plan year2022-10-0517245
2010 : CASEY EQUIPMENT COMPANY RETIREMENT PLAN 2010 401k financial data
Transfers to/from the plan2010-12-31$0
Total plan liabilities at end of year2010-12-31$0
Total plan liabilities at beginning of year2010-12-31$0
Total income from all sources2010-12-31$209,728
Expenses. Total of all expenses incurred2010-12-31$12,755
Benefits paid (including direct rollovers)2010-12-31$12,755
Total plan assets at end of year2010-12-31$1,253,789
Total plan assets at beginning of year2010-12-31$1,056,816
Value of fidelity bond covering the plan2010-12-31$200,000
Total contributions received or receivable from participants2010-12-31$50,255
Expenses. Other expenses not covered elsewhere2010-12-31$0
Contributions received from other sources (not participants or employers)2010-12-31$0
Other income received2010-12-31$147,476
Noncash contributions received2010-12-31$0
Net income (gross income less expenses)2010-12-31$196,973
Net plan assets at end of year (total assets less liabilities)2010-12-31$1,253,789
Net plan assets at beginning of year (total assets less liabilities)2010-12-31$1,056,816
Total contributions received or receivable from employer(s)2010-12-31$11,997
Value of certain deemed distributions of participant loans2010-12-31$0
Value of corrective distributions2010-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2010-12-31$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
2009 : CASEY EQUIPMENT COMPANY RETIREMENT PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2009-12-31$0

Form 5500 Responses for CASEY EQUIPMENT COMPANY RETIREMENT PLAN

2009: CASEY EQUIPMENT COMPANY RETIREMENT PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

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