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CASALINOVA INVESTIGATIONS SOCA BENEFIT PLAN 401k Plan overview

Plan NameCASALINOVA INVESTIGATIONS SOCA BENEFIT PLAN
Plan identification number 501

CASALINOVA INVESTIGATIONS SOCA BENEFIT PLAN Benefits

401k Plan TypeWelfare Benefit
Plan Features/Benefits
  • Health (other than dental or vision)

401k Sponsoring company profile

CASALINOVA INVESTIGATIONS has sponsored the creation of one or more 401k plans.

Company Name:CASALINOVA INVESTIGATIONS
Employer identification number (EIN):383663629
NAIC Classification:561600

Form 5500 Filing Information

Submission information for form 5500 for 401k plan CASALINOVA INVESTIGATIONS SOCA BENEFIT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
5012023-01-01MATT APPENZELLER2024-07-30
5012022-01-01MATT APPENZELLER2023-07-31
5012021-01-01MATT APPENZELLER2022-08-01
5012021-01-01MATT APPENZELLER2022-08-01

Plan Statistics for CASALINOVA INVESTIGATIONS SOCA BENEFIT PLAN

401k plan membership statisitcs for CASALINOVA INVESTIGATIONS SOCA BENEFIT PLAN

Measure Date Value
2025: CASALINOVA INVESTIGATIONS SOCA BENEFIT PLAN 2025 401k membership
Total number of particpants at beginning of year2025-07-294
Total number of particpants at end of year2025-07-293
2024: CASALINOVA INVESTIGATIONS SOCA BENEFIT PLAN 2024 401k membership
Total number of particpants at beginning of year2024-07-303
Total number of particpants at end of year2024-07-308

Financial Data on CASALINOVA INVESTIGATIONS SOCA BENEFIT PLAN

Measure Date Value
2025 : CASALINOVA INVESTIGATIONS SOCA BENEFIT PLAN 2025 401k financial data
Total liabilities as of the end of the plan year2025-07-291006
Total liabilities as of the beginning of the plan year2025-07-291119
Total expenses incurred by plan in this plan year2025-07-2920099
Net assets as of the end of the plan year2025-07-291557
Total assets as of the beginning of the plan year2025-07-291582
Value of plan covered by a fidelity bond2025-07-291000000
Participant contributions to plan in this plan year2025-07-2910033
Other expenses paid from plan in this plan year2025-07-290
Other contributions to plan in this plan year2025-07-290
Other income to plan in this plan year2025-07-29121
Plan net income in this plan year2025-07-2988
Net assets as of the end of the plan year2025-07-29551
Net assets as of the beginning of the plan year2025-07-29463
Employer contributions to plan in this plan year2025-07-2910033
Expensese paid to adminstrative service provicers from plan in this plan year2025-07-291099
2024 : CASALINOVA INVESTIGATIONS SOCA BENEFIT PLAN 2024 401k financial data
Total liabilities as of the end of the plan year2024-07-301119
Total liabilities as of the beginning of the plan year2024-07-30932
Total expenses incurred by plan in this plan year2024-07-3029254
Net assets as of the end of the plan year2024-07-301582
Total assets as of the beginning of the plan year2024-07-301210
Value of plan covered by a fidelity bond2024-07-301000000
Participant contributions to plan in this plan year2024-07-3014619
Other expenses paid from plan in this plan year2024-07-300
Other contributions to plan in this plan year2024-07-300
Other income to plan in this plan year2024-07-30202
Plan net income in this plan year2024-07-30185
Net assets as of the end of the plan year2024-07-30463
Net assets as of the beginning of the plan year2024-07-30278
Employer contributions to plan in this plan year2024-07-3014618
Expensese paid to adminstrative service provicers from plan in this plan year2024-07-302011

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