401k Plan data: CASE MANAGEMENT SOLUTIONS 401(K) PLAN plan

CASE MANAGEMENT SOLUTIONS 401(K) PLAN 401k Plan overview

Plan Name	CASE MANAGEMENT SOLUTIONS 401(K) PLAN
Plan identification number	001

CASE MANAGEMENT SOLUTIONS 401(K) PLAN Benefits

401k Plan Type

Defined 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

CASE MANAGEMENT SOLUTIONS has sponsored the creation of one or more 401k plans.

Company Name: CASE MANAGEMENT SOLUTIONS

Employer identification number (EIN): 582096832

NAIC Classification: 541990
NAIC Description: All Other Professional, Scientific, and Technical Services

Form 5500 Filing Information

Submission information for form 5500 for 401k plan CASE MANAGEMENT SOLUTIONS 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2023-01-01 JENNIFER NICOLETTI 2024-07-24
001 2022-01-01 JENNIFER NICOLETTI 2023-07-14
001 2021-01-01 JENNIFER NICOLETTI 2022-06-22
001 2020-01-01 JENNIFER NICOLETTI 2021-07-20
001 2019-01-01 JENNIFER NICOLETTI 2020-06-30 JENNIFER NICOLETTI 2020-06-30
001 2018-01-01
001 2017-01-01
001 2016-01-01 JENNIFER NICOLETTI
001 2015-01-01 JENNIFER NICOLETTI
001 2014-01-01 LISA S. CROSS
001 2013-01-01 JENNIFER H NICOLETTI
001 2012-01-01 JENNIFER H NICOLETTI
001 2011-01-01 JENNIFER H NICOLETTI
001 2009-01-01 JENNIFER H NICOLETTI

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
001	2023-01-01	JENNIFER NICOLETTI	2024-07-24
001	2022-01-01	JENNIFER NICOLETTI	2023-07-14
001	2021-01-01	JENNIFER NICOLETTI	2022-06-22
001	2020-01-01	JENNIFER NICOLETTI	2021-07-20
001	2019-01-01	JENNIFER NICOLETTI	2020-06-30	JENNIFER NICOLETTI	2020-06-30
001	2018-01-01
001	2017-01-01
001	2016-01-01	JENNIFER NICOLETTI
001	2015-01-01	JENNIFER NICOLETTI
001	2014-01-01	LISA S. CROSS
001	2013-01-01	JENNIFER H NICOLETTI
001	2012-01-01	JENNIFER H NICOLETTI
001	2011-01-01	JENNIFER H NICOLETTI
001	2009-01-01	JENNIFER H NICOLETTI

Plan Statistics for CASE MANAGEMENT SOLUTIONS 401(K) PLAN

401k plan membership statisitcs for CASE MANAGEMENT SOLUTIONS 401(K) PLAN

Measure Date Value
2025: CASE MANAGEMENT SOLUTIONS 401(K) PLAN 2025 401k membership
Total number of particpants at beginning of year 2025-02-14 12
Total number of particpants at end of year 2025-02-14 10
Number of Participants With Account Balances 2025-02-14 10
2024: CASE MANAGEMENT SOLUTIONS 401(K) PLAN 2024 401k membership
Total number of particpants at beginning of year 2024-07-24 12
Total number of particpants at end of year 2024-07-24 12
Number of Participants With Account Balances 2024-07-24 12
2022: CASE MANAGEMENT SOLUTIONS 401(K) PLAN 2022 401k membership
Total number of particpants at beginning of year 2022-06-22 10
Total number of particpants at end of year 2022-06-22 9
Number of Participants With Account Balances 2022-06-22 8
2020: CASE MANAGEMENT SOLUTIONS 401(K) PLAN 2020 401k membership
Total participants, beginning-of-year 2020-01-01 11
Total number of active participants reported on line 7a of the Form 5500 2020-01-01 10
Number of retired or separated participants receiving benefits 2020-01-01 0
Number of other retired or separated participants entitled to future benefits 2020-01-01 2
Total of all active and inactive participants 2020-01-01 12
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-01-01 0
Total participants 2020-01-01 12
Number of participants with account balances 2020-01-01 7
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-01-01 0
2019: CASE MANAGEMENT SOLUTIONS 401(K) PLAN 2019 401k membership
Total participants, beginning-of-year 2019-01-01 12
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 10
Number of retired or separated participants receiving benefits 2019-01-01 0
Number of other retired or separated participants entitled to future benefits 2019-01-01 2
Total of all active and inactive participants 2019-01-01 12
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-01-01 0
Total participants 2019-01-01 12
Number of participants with account balances 2019-01-01 7
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-01-01 0
2018: CASE MANAGEMENT SOLUTIONS 401(K) PLAN 2018 401k membership
Total participants, beginning-of-year 2018-01-01 14
Total number of active participants reported on line 7a of the Form 5500 2018-01-01 13
Number of retired or separated participants receiving benefits 2018-01-01 0
Number of other retired or separated participants entitled to future benefits 2018-01-01 1
Total of all active and inactive participants 2018-01-01 14
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-01-01 0
Total participants 2018-01-01 14
Number of participants with account balances 2018-01-01 8
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-01-01 0
2017: CASE MANAGEMENT SOLUTIONS 401(K) PLAN 2017 401k membership
Total participants, beginning-of-year 2017-01-01 11
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 13
Number of retired or separated participants receiving benefits 2017-01-01 0
Number of other retired or separated participants entitled to future benefits 2017-01-01 1
Total of all active and inactive participants 2017-01-01 14
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-01-01 0
Total participants 2017-01-01 14
Number of participants with account balances 2017-01-01 8
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-01-01 0
2016: CASE MANAGEMENT SOLUTIONS 401(K) PLAN 2016 401k membership
Total participants, beginning-of-year 2016-01-01 11
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 9
Number of retired or separated participants receiving benefits 2016-01-01 0
Number of other retired or separated participants entitled to future benefits 2016-01-01 0
Total of all active and inactive participants 2016-01-01 9
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-01-01 0
Total participants 2016-01-01 9
Number of participants with account balances 2016-01-01 6
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-01-01 0
2015: CASE MANAGEMENT SOLUTIONS 401(K) PLAN 2015 401k membership
Total participants, beginning-of-year 2015-01-01 12
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 9
Number of retired or separated participants receiving benefits 2015-01-01 0
Number of other retired or separated participants entitled to future benefits 2015-01-01 2
Total of all active and inactive participants 2015-01-01 11
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-01-01 0
Total participants 2015-01-01 11
Number of participants with account balances 2015-01-01 8
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-01-01 1
2014: CASE MANAGEMENT SOLUTIONS 401(K) PLAN 2014 401k membership
Total participants, beginning-of-year 2014-01-01 15
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 12
Number of retired or separated participants receiving benefits 2014-01-01 0
Number of other retired or separated participants entitled to future benefits 2014-01-01 0
Total of all active and inactive participants 2014-01-01 12
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-01-01 0
Total participants 2014-01-01 12
Number of participants with account balances 2014-01-01 8
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-01-01 0
2013: CASE MANAGEMENT SOLUTIONS 401(K) PLAN 2013 401k membership
Total participants, beginning-of-year 2013-01-01 14
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 15
Number of retired or separated participants receiving benefits 2013-01-01 0
Number of other retired or separated participants entitled to future benefits 2013-01-01 0
Total of all active and inactive participants 2013-01-01 15
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-01-01 0
Total participants 2013-01-01 15
Number of participants with account balances 2013-01-01 11
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 0
2012: CASE MANAGEMENT SOLUTIONS 401(K) PLAN 2012 401k membership
Total participants, beginning-of-year 2012-01-01 14
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 14
Number of retired or separated participants receiving benefits 2012-01-01 0
Number of other retired or separated participants entitled to future benefits 2012-01-01 0
Total of all active and inactive participants 2012-01-01 14
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-01-01 0
Total participants 2012-01-01 14
Number of participants with account balances 2012-01-01 11
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-01-01 0
2011: CASE MANAGEMENT SOLUTIONS 401(K) PLAN 2011 401k membership
Total participants, beginning-of-year 2011-01-01 15
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 14
Number of retired or separated participants receiving benefits 2011-01-01 0
Number of other retired or separated participants entitled to future benefits 2011-01-01 0
Total of all active and inactive participants 2011-01-01 14
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-01-01 0
Total participants 2011-01-01 14
Number of participants with account balances 2011-01-01 11
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-01-01 0
2009: CASE MANAGEMENT SOLUTIONS 401(K) PLAN 2009 401k membership
Total participants, beginning-of-year 2009-01-01 11
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 14
Number of retired or separated participants receiving benefits 2009-01-01 0
Number of other retired or separated participants entitled to future benefits 2009-01-01 0
Total of all active and inactive participants 2009-01-01 14
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-01-01 0
Total participants 2009-01-01 14
Number of participants with account balances 2009-01-01 11
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-01-01 0

Measure	Date	Value
2025: CASE MANAGEMENT SOLUTIONS 401(K) PLAN 2025 401k membership
Total number of particpants at beginning of year	2025-02-14	12
Total number of particpants at end of year	2025-02-14	10
Number of Participants With Account Balances	2025-02-14	10
2024: CASE MANAGEMENT SOLUTIONS 401(K) PLAN 2024 401k membership
Total number of particpants at beginning of year	2024-07-24	12
Total number of particpants at end of year	2024-07-24	12
Number of Participants With Account Balances	2024-07-24	12
2022: CASE MANAGEMENT SOLUTIONS 401(K) PLAN 2022 401k membership
Total number of particpants at beginning of year	2022-06-22	10
Total number of particpants at end of year	2022-06-22	9
Number of Participants With Account Balances	2022-06-22	8
2020: CASE MANAGEMENT SOLUTIONS 401(K) PLAN 2020 401k membership
Total participants, beginning-of-year	2020-01-01	11
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	10
Number of retired or separated participants receiving benefits	2020-01-01	0
Number of other retired or separated participants entitled to future benefits	2020-01-01	2
Total of all active and inactive participants	2020-01-01	12
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-01-01	0
Total participants	2020-01-01	12
Number of participants with account balances	2020-01-01	7
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-01-01	0
2019: CASE MANAGEMENT SOLUTIONS 401(K) PLAN 2019 401k membership
Total participants, beginning-of-year	2019-01-01	12
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	10
Number of retired or separated participants receiving benefits	2019-01-01	0
Number of other retired or separated participants entitled to future benefits	2019-01-01	2
Total of all active and inactive participants	2019-01-01	12
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-01-01	0
Total participants	2019-01-01	12
Number of participants with account balances	2019-01-01	7
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-01-01	0
2018: CASE MANAGEMENT SOLUTIONS 401(K) PLAN 2018 401k membership
Total participants, beginning-of-year	2018-01-01	14
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	13
Number of retired or separated participants receiving benefits	2018-01-01	0
Number of other retired or separated participants entitled to future benefits	2018-01-01	1
Total of all active and inactive participants	2018-01-01	14
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-01-01	0
Total participants	2018-01-01	14
Number of participants with account balances	2018-01-01	8
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-01-01	0
2017: CASE MANAGEMENT SOLUTIONS 401(K) PLAN 2017 401k membership
Total participants, beginning-of-year	2017-01-01	11
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	13
Number of retired or separated participants receiving benefits	2017-01-01	0
Number of other retired or separated participants entitled to future benefits	2017-01-01	1
Total of all active and inactive participants	2017-01-01	14
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-01-01	0
Total participants	2017-01-01	14
Number of participants with account balances	2017-01-01	8
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-01-01	0
2016: CASE MANAGEMENT SOLUTIONS 401(K) PLAN 2016 401k membership
Total participants, beginning-of-year	2016-01-01	11
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	9
Number of retired or separated participants receiving benefits	2016-01-01	0
Number of other retired or separated participants entitled to future benefits	2016-01-01	0
Total of all active and inactive participants	2016-01-01	9
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-01-01	0
Total participants	2016-01-01	9
Number of participants with account balances	2016-01-01	6
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-01-01	0
2015: CASE MANAGEMENT SOLUTIONS 401(K) PLAN 2015 401k membership
Total participants, beginning-of-year	2015-01-01	12
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	9
Number of retired or separated participants receiving benefits	2015-01-01	0
Number of other retired or separated participants entitled to future benefits	2015-01-01	2
Total of all active and inactive participants	2015-01-01	11
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-01-01	0
Total participants	2015-01-01	11
Number of participants with account balances	2015-01-01	8
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-01-01	1
2014: CASE MANAGEMENT SOLUTIONS 401(K) PLAN 2014 401k membership
Total participants, beginning-of-year	2014-01-01	15
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	12
Number of retired or separated participants receiving benefits	2014-01-01	0
Number of other retired or separated participants entitled to future benefits	2014-01-01	0
Total of all active and inactive participants	2014-01-01	12
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-01-01	0
Total participants	2014-01-01	12
Number of participants with account balances	2014-01-01	8
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	0
2013: CASE MANAGEMENT SOLUTIONS 401(K) PLAN 2013 401k membership
Total participants, beginning-of-year	2013-01-01	14
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	15
Number of retired or separated participants receiving benefits	2013-01-01	0
Number of other retired or separated participants entitled to future benefits	2013-01-01	0
Total of all active and inactive participants	2013-01-01	15
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-01-01	0
Total participants	2013-01-01	15
Number of participants with account balances	2013-01-01	11
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	0
2012: CASE MANAGEMENT SOLUTIONS 401(K) PLAN 2012 401k membership
Total participants, beginning-of-year	2012-01-01	14
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	14
Number of retired or separated participants receiving benefits	2012-01-01	0
Number of other retired or separated participants entitled to future benefits	2012-01-01	0
Total of all active and inactive participants	2012-01-01	14
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-01-01	0
Total participants	2012-01-01	14
Number of participants with account balances	2012-01-01	11
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-01-01	0
2011: CASE MANAGEMENT SOLUTIONS 401(K) PLAN 2011 401k membership
Total participants, beginning-of-year	2011-01-01	15
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	14
Number of retired or separated participants receiving benefits	2011-01-01	0
Number of other retired or separated participants entitled to future benefits	2011-01-01	0
Total of all active and inactive participants	2011-01-01	14
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-01-01	0
Total participants	2011-01-01	14
Number of participants with account balances	2011-01-01	11
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-01-01	0
2009: CASE MANAGEMENT SOLUTIONS 401(K) PLAN 2009 401k membership
Total participants, beginning-of-year	2009-01-01	11
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	14
Number of retired or separated participants receiving benefits	2009-01-01	0
Number of other retired or separated participants entitled to future benefits	2009-01-01	0
Total of all active and inactive participants	2009-01-01	14
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-01-01	0
Total participants	2009-01-01	14
Number of participants with account balances	2009-01-01	11
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-01-01	0

Financial Data on CASE MANAGEMENT SOLUTIONS 401(K) PLAN

Measure	Date	Value
2025 : CASE MANAGEMENT SOLUTIONS 401(K) PLAN 2025 401k financial data
Total transfers to/from plan in this plan year	2025-02-14	0
Total liabilities as of the end of the plan year	2025-02-14	0
Total liabilities as of the beginning of the plan year	2025-02-14	0
Total expenses incurred by plan in this plan year	2025-02-14	76567
Net assets as of the end of the plan year	2025-02-14	1269389
Total assets as of the beginning of the plan year	2025-02-14	1101345
Value of plan covered by a fidelity bond	2025-02-14	126939
Participant contributions to plan in this plan year	2025-02-14	20093
Value of participant loans at end of plan year	2025-02-14	5119
Other expenses paid from plan in this plan year	2025-02-14	0
Other contributions to plan in this plan year	2025-02-14	167451
Other income to plan in this plan year	2025-02-14	0
Plan net income in this plan year	2025-02-14	168044
Net assets as of the end of the plan year	2025-02-14	1269389
Net assets as of the beginning of the plan year	2025-02-14	1101345
Value of contributions failed to transmitted timely	2025-02-14	9832
Employer contributions to plan in this plan year	2025-02-14	57067
Fees paid to broker by Benefit Provider	2025-02-14	6738
Expensese paid to adminstrative service provicers from plan in this plan year	2025-02-14	14861
2024 : CASE MANAGEMENT SOLUTIONS 401(K) PLAN 2024 401k financial data
Total liabilities as of the beginning of the plan year	2024-07-24	0
Total expenses incurred by plan in this plan year	2024-07-24	119615
Net assets as of the end of the plan year	2024-07-24	1101345
Total assets as of the beginning of the plan year	2024-07-24	972470
Value of plan covered by a fidelity bond	2024-07-24	97247
Participant contributions to plan in this plan year	2024-07-24	62438
Value of participant loans at end of plan year	2024-07-24	6772
Other income to plan in this plan year	2024-07-24	160720
Plan net income in this plan year	2024-07-24	128875
Net assets as of the end of the plan year	2024-07-24	1101345
Net assets as of the beginning of the plan year	2024-07-24	972470
Value of contributions failed to transmitted timely	2024-07-24	10459
Employer contributions to plan in this plan year	2024-07-24	25332
Fees paid to broker by Benefit Provider	2024-07-24	612
Expensese paid to adminstrative service provicers from plan in this plan year	2024-07-24	12045
2022 : CASE MANAGEMENT SOLUTIONS 401(K) PLAN 2022 401k financial data
Total transfers to/from plan in this plan year	2022-06-22	0
Total liabilities as of the end of the plan year	2022-06-22	0
Total expenses incurred by plan in this plan year	2022-06-22	20245
Net assets as of the end of the plan year	2022-06-22	1091818
Total assets as of the beginning of the plan year	2022-06-22	914975
Value of plan covered by a fidelity bond	2022-06-22	100000
Participant contributions to plan in this plan year	2022-06-22	28386
Value of participant loans at end of plan year	2022-06-22	828
Other expenses paid from plan in this plan year	2022-06-22	0
Other contributions to plan in this plan year	2022-06-22	0
Other income to plan in this plan year	2022-06-22	157877
Plan net income in this plan year	2022-06-22	176843
Net assets as of the end of the plan year	2022-06-22	1091818
Net assets as of the beginning of the plan year	2022-06-22	914975
Value of contributions failed to transmitted timely	2022-06-22	18692
Employer contributions to plan in this plan year	2022-06-22	10825
Expensese paid to adminstrative service provicers from plan in this plan year	2022-06-22	20245
2020 : CASE MANAGEMENT SOLUTIONS 401(K) PLAN 2020 401k financial data
Total income from all sources	2020-12-31	$154,047
Expenses. Total of all expenses incurred	2020-12-31	$9,675
Benefits paid (including direct rollovers)	2020-12-31	$3,137
Total plan assets at end of year	2020-12-31	$914,975
Total plan assets at beginning of year	2020-12-31	$770,603
Value of fidelity bond covering the plan	2020-12-31	$100,000
Total contributions received or receivable from participants	2020-12-31	$28,837
Expenses. Other expenses not covered elsewhere	2020-12-31	$37
Other income received	2020-12-31	$114,177
Net income (gross income less expenses)	2020-12-31	$144,372
Net plan assets at end of year (total assets less liabilities)	2020-12-31	$914,975
Net plan assets at beginning of year (total assets less liabilities)	2020-12-31	$770,603
Assets. Value of participant loans	2020-12-31	$1,827
Total contributions received or receivable from employer(s)	2020-12-31	$11,033
Expenses. Administrative service providers (salaries,fees and commissions)	2020-12-31	$6,501
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2020-12-31	$0
2019 : CASE MANAGEMENT SOLUTIONS 401(K) PLAN 2019 401k financial data
Total income from all sources	2019-12-31	$177,916
Expenses. Total of all expenses incurred	2019-12-31	$15,062
Benefits paid (including direct rollovers)	2019-12-31	$14,951
Total plan assets at end of year	2019-12-31	$770,603
Total plan assets at beginning of year	2019-12-31	$607,749
Value of fidelity bond covering the plan	2019-12-31	$100,000
Total contributions received or receivable from participants	2019-12-31	$21,769
Contributions received from other sources (not participants or employers)	2019-12-31	$0
Other income received	2019-12-31	$143,070
Net income (gross income less expenses)	2019-12-31	$162,854
Net plan assets at end of year (total assets less liabilities)	2019-12-31	$770,603
Net plan assets at beginning of year (total assets less liabilities)	2019-12-31	$607,749
Assets. Value of participant loans	2019-12-31	$2,799
Total contributions received or receivable from employer(s)	2019-12-31	$13,077
Value of certain deemed distributions of participant loans	2019-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2019-12-31	$111
2018 : CASE MANAGEMENT SOLUTIONS 401(K) PLAN 2018 401k financial data
Total income from all sources	2018-12-31	$-7,913
Expenses. Total of all expenses incurred	2018-12-31	$124
Total plan assets at end of year	2018-12-31	$607,749
Total plan assets at beginning of year	2018-12-31	$615,786
Value of fidelity bond covering the plan	2018-12-31	$100,000
Total contributions received or receivable from participants	2018-12-31	$23,014
Other income received	2018-12-31	$-44,227
Net income (gross income less expenses)	2018-12-31	$-8,037
Net plan assets at end of year (total assets less liabilities)	2018-12-31	$607,749
Net plan assets at beginning of year (total assets less liabilities)	2018-12-31	$615,786
Assets. Value of participant loans	2018-12-31	$3,706
Total contributions received or receivable from employer(s)	2018-12-31	$13,300
Expenses. Administrative service providers (salaries,fees and commissions)	2018-12-31	$124
2017 : CASE MANAGEMENT SOLUTIONS 401(K) PLAN 2017 401k financial data
Total income from all sources	2017-12-31	$126,104
Expenses. Total of all expenses incurred	2017-12-31	$106
Total plan assets at end of year	2017-12-31	$615,786
Total plan assets at beginning of year	2017-12-31	$489,788
Value of fidelity bond covering the plan	2017-12-31	$100,000
Total contributions received or receivable from participants	2017-12-31	$28,143
Other income received	2017-12-31	$81,166
Net income (gross income less expenses)	2017-12-31	$125,998
Net plan assets at end of year (total assets less liabilities)	2017-12-31	$615,786
Net plan assets at beginning of year (total assets less liabilities)	2017-12-31	$489,788
Total contributions received or receivable from employer(s)	2017-12-31	$16,795
Expenses. Administrative service providers (salaries,fees and commissions)	2017-12-31	$106
2016 : CASE MANAGEMENT SOLUTIONS 401(K) PLAN 2016 401k financial data
Total income from all sources	2016-12-31	$60,900
Expenses. Total of all expenses incurred	2016-12-31	$590,176
Benefits paid (including direct rollovers)	2016-12-31	$589,952
Total plan assets at end of year	2016-12-31	$489,788
Total plan assets at beginning of year	2016-12-31	$1,019,064
Value of fidelity bond covering the plan	2016-12-31	$100,000
Total contributions received or receivable from participants	2016-12-31	$22,820
Expenses. Other expenses not covered elsewhere	2016-12-31	$147
Other income received	2016-12-31	$25,590
Net income (gross income less expenses)	2016-12-31	$-529,276
Net plan assets at end of year (total assets less liabilities)	2016-12-31	$489,788
Net plan assets at beginning of year (total assets less liabilities)	2016-12-31	$1,019,064
Total contributions received or receivable from employer(s)	2016-12-31	$12,490
Expenses. Administrative service providers (salaries,fees and commissions)	2016-12-31	$77
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2016-12-31	$0
2015 : CASE MANAGEMENT SOLUTIONS 401(K) PLAN 2015 401k financial data
Total income from all sources	2015-12-31	$58,340
Expenses. Total of all expenses incurred	2015-12-31	$1,383
Total plan assets at end of year	2015-12-31	$1,019,064
Total plan assets at beginning of year	2015-12-31	$962,107
Total contributions received or receivable from participants	2015-12-31	$33,199
Expenses. Other expenses not covered elsewhere	2015-12-31	$100
Other income received	2015-12-31	$14,014
Net income (gross income less expenses)	2015-12-31	$56,957
Net plan assets at end of year (total assets less liabilities)	2015-12-31	$1,019,064
Net plan assets at beginning of year (total assets less liabilities)	2015-12-31	$962,107
Assets. Value of participant loans	2015-12-31	$50,458
Total contributions received or receivable from employer(s)	2015-12-31	$11,127
Expenses. Administrative service providers (salaries,fees and commissions)	2015-12-31	$1,283
2014 : CASE MANAGEMENT SOLUTIONS 401(K) PLAN 2014 401k financial data
Total income from all sources	2014-12-31	$97,622
Expenses. Total of all expenses incurred	2014-12-31	$62,352
Benefits paid (including direct rollovers)	2014-12-31	$58,508
Total plan assets at end of year	2014-12-31	$962,107
Total plan assets at beginning of year	2014-12-31	$926,837
Total contributions received or receivable from participants	2014-12-31	$40,799
Expenses. Other expenses not covered elsewhere	2014-12-31	$110
Other income received	2014-12-31	$42,631
Net income (gross income less expenses)	2014-12-31	$35,270
Net plan assets at end of year (total assets less liabilities)	2014-12-31	$962,107
Net plan assets at beginning of year (total assets less liabilities)	2014-12-31	$926,837
Total contributions received or receivable from employer(s)	2014-12-31	$14,192
Expenses. Administrative service providers (salaries,fees and commissions)	2014-12-31	$3,734
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2014-12-31	$0
2013 : CASE MANAGEMENT SOLUTIONS 401(K) PLAN 2013 401k financial data
Total income from all sources	2013-12-31	$197,715
Expenses. Total of all expenses incurred	2013-12-31	$3,342
Total plan assets at end of year	2013-12-31	$926,837
Total plan assets at beginning of year	2013-12-31	$732,464
Total contributions received or receivable from participants	2013-12-31	$43,799
Expenses. Other expenses not covered elsewhere	2013-12-31	$3,342
Other income received	2013-12-31	$135,406
Net income (gross income less expenses)	2013-12-31	$194,373
Net plan assets at end of year (total assets less liabilities)	2013-12-31	$926,837
Net plan assets at beginning of year (total assets less liabilities)	2013-12-31	$732,464
Total contributions received or receivable from employer(s)	2013-12-31	$18,510
2012 : CASE MANAGEMENT SOLUTIONS 401(K) PLAN 2012 401k financial data
Total income from all sources	2012-12-31	$127,396
Expenses. Total of all expenses incurred	2012-12-31	$2,902
Total plan assets at end of year	2012-12-31	$732,464
Total plan assets at beginning of year	2012-12-31	$607,970
Total contributions received or receivable from participants	2012-12-31	$42,104
Other income received	2012-12-31	$66,794
Net income (gross income less expenses)	2012-12-31	$124,494
Net plan assets at end of year (total assets less liabilities)	2012-12-31	$732,464
Net plan assets at beginning of year (total assets less liabilities)	2012-12-31	$607,970
Total contributions received or receivable from employer(s)	2012-12-31	$18,498
Expenses. Administrative service providers (salaries,fees and commissions)	2012-12-31	$2,902
2011 : CASE MANAGEMENT SOLUTIONS 401(K) PLAN 2011 401k financial data
Total income from all sources	2011-12-31	$40,773
Expenses. Total of all expenses incurred	2011-12-31	$117,710
Benefits paid (including direct rollovers)	2011-12-31	$114,915
Total plan assets at end of year	2011-12-31	$607,970
Total plan assets at beginning of year	2011-12-31	$684,907
Value of fidelity bond covering the plan	2011-12-31	$100,000
Total contributions received or receivable from participants	2011-12-31	$43,541
Expenses. Other expenses not covered elsewhere	2011-12-31	$2,795
Other income received	2011-12-31	$-20,948
Net income (gross income less expenses)	2011-12-31	$-76,937
Net plan assets at end of year (total assets less liabilities)	2011-12-31	$607,970
Net plan assets at beginning of year (total assets less liabilities)	2011-12-31	$684,907
Total contributions received or receivable from employer(s)	2011-12-31	$18,180
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2011-12-31	$0
2010 : CASE MANAGEMENT SOLUTIONS 401(K) PLAN 2010 401k financial data
Total income from all sources	2010-12-31	$146,165
Expenses. Total of all expenses incurred	2010-12-31	$3,400
Benefits paid (including direct rollovers)	2010-12-31	$764
Total plan assets at end of year	2010-12-31	$684,907
Total plan assets at beginning of year	2010-12-31	$542,142
Value of fidelity bond covering the plan	2010-12-31	$100,000
Total contributions received or receivable from participants	2010-12-31	$51,831
Expenses. Other expenses not covered elsewhere	2010-12-31	$2,636
Other income received	2010-12-31	$75,591
Net income (gross income less expenses)	2010-12-31	$142,765
Net plan assets at end of year (total assets less liabilities)	2010-12-31	$684,907
Net plan assets at beginning of year (total assets less liabilities)	2010-12-31	$542,142
Total contributions received or receivable from employer(s)	2010-12-31	$18,743
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2010-12-31	$0
2009 : CASE MANAGEMENT SOLUTIONS 401(K) PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2009-12-31	$0

Form 5500 Responses for CASE MANAGEMENT SOLUTIONS 401(K) PLAN

2020: CASE MANAGEMENT SOLUTIONS 401(K) PLAN 2020 form 5500 responses
2020-01-01	Type of plan entity	Single employer plan
2020-01-01	Plan funding arrangement – Insurance	Yes
2020-01-01	Plan funding arrangement – Trust	Yes
2020-01-01	Plan benefit arrangement – Insurance	Yes
2020-01-01	Plan benefit arrangement - Trust	Yes
2019: CASE MANAGEMENT SOLUTIONS 401(K) PLAN 2019 form 5500 responses
2019-01-01	Type of plan entity	Single employer plan
2019-01-01	Plan funding arrangement – Insurance	Yes
2019-01-01	Plan funding arrangement – Trust	Yes
2019-01-01	Plan benefit arrangement – Insurance	Yes
2019-01-01	Plan benefit arrangement - Trust	Yes
2018: CASE MANAGEMENT SOLUTIONS 401(K) PLAN 2018 form 5500 responses
2018-01-01	Type of plan entity	Single employer plan
2018-01-01	Plan funding arrangement – Insurance	Yes
2018-01-01	Plan funding arrangement – Trust	Yes
2018-01-01	Plan benefit arrangement – Insurance	Yes
2018-01-01	Plan benefit arrangement - Trust	Yes
2017: CASE MANAGEMENT SOLUTIONS 401(K) PLAN 2017 form 5500 responses
2017-01-01	Type of plan entity	Single employer plan
2017-01-01	Submission has been amended	No
2017-01-01	This submission is the final filing	No
2017-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2017-01-01	Plan is a collectively bargained plan	No
2017-01-01	Plan funding arrangement – Insurance	Yes
2017-01-01	Plan funding arrangement – Trust	Yes
2017-01-01	Plan benefit arrangement – Insurance	Yes
2017-01-01	Plan benefit arrangement - Trust	Yes
2016: CASE MANAGEMENT SOLUTIONS 401(K) PLAN 2016 form 5500 responses
2016-01-01	Type of plan entity	Single employer plan
2016-01-01	Submission has been amended	No
2016-01-01	This submission is the final filing	No
2016-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2016-01-01	Plan is a collectively bargained plan	No
2016-01-01	Plan funding arrangement – Insurance	Yes
2016-01-01	Plan funding arrangement – Trust	Yes
2016-01-01	Plan benefit arrangement – Insurance	Yes
2016-01-01	Plan benefit arrangement - Trust	Yes
2015: CASE MANAGEMENT SOLUTIONS 401(K) PLAN 2015 form 5500 responses
2015-01-01	Type of plan entity	Single employer plan
2015-01-01	Submission has been amended	No
2015-01-01	This submission is the final filing	No
2015-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2015-01-01	Plan is a collectively bargained plan	No
2015-01-01	Plan funding arrangement – Insurance	Yes
2015-01-01	Plan funding arrangement – Trust	Yes
2015-01-01	Plan benefit arrangement – Insurance	Yes
2015-01-01	Plan benefit arrangement - Trust	Yes
2014: CASE MANAGEMENT SOLUTIONS 401(K) PLAN 2014 form 5500 responses
2014-01-01	Type of plan entity	Single employer plan
2014-01-01	Submission has been amended	No
2014-01-01	This submission is the final filing	No
2014-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2014-01-01	Plan is a collectively bargained plan	No
2014-01-01	Plan funding arrangement – Insurance	Yes
2014-01-01	Plan funding arrangement – Trust	Yes
2014-01-01	Plan benefit arrangement – Insurance	Yes
2014-01-01	Plan benefit arrangement - Trust	Yes
2013: CASE MANAGEMENT SOLUTIONS 401(K) PLAN 2013 form 5500 responses
2013-01-01	Type of plan entity	Single employer plan
2013-01-01	Submission has been amended	No
2013-01-01	This submission is the final filing	No
2013-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2013-01-01	Plan is a collectively bargained plan	No
2013-01-01	Plan funding arrangement – Insurance	Yes
2013-01-01	Plan funding arrangement – Trust	Yes
2013-01-01	Plan benefit arrangement – Insurance	Yes
2013-01-01	Plan benefit arrangement - Trust	Yes
2012: CASE MANAGEMENT SOLUTIONS 401(K) PLAN 2012 form 5500 responses
2012-01-01	Type of plan entity	Single employer plan
2012-01-01	Submission has been amended	No
2012-01-01	This submission is the final filing	No
2012-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2012-01-01	Plan is a collectively bargained plan	No
2012-01-01	Plan funding arrangement – Insurance	Yes
2012-01-01	Plan funding arrangement – Trust	Yes
2012-01-01	Plan benefit arrangement – Insurance	Yes
2012-01-01	Plan benefit arrangement - Trust	Yes
2011: CASE MANAGEMENT SOLUTIONS 401(K) PLAN 2011 form 5500 responses
2011-01-01	Type of plan entity	Single employer plan
2011-01-01	Submission has been amended	No
2011-01-01	This submission is the final filing	No
2011-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2011-01-01	Plan is a collectively bargained plan	No
2011-01-01	Plan funding arrangement – Insurance	Yes
2011-01-01	Plan funding arrangement – Trust	Yes
2011-01-01	Plan benefit arrangement – Insurance	Yes
2011-01-01	Plan benefit arrangement - Trust	Yes
2009: CASE MANAGEMENT SOLUTIONS 401(K) PLAN 2009 form 5500 responses
2009-01-01	Type of plan entity	Single employer plan
2009-01-01	Submission has been amended	No
2009-01-01	This submission is the final filing	No
2009-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2009-01-01	Plan is a collectively bargained plan	No
2009-01-01	Plan funding arrangement – Insurance	Yes
2009-01-01	Plan funding arrangement – Trust	Yes
2009-01-01	Plan benefit arrangement – Insurance	Yes
2009-01-01	Plan benefit arrangement - Trust	Yes

Insurance Providers Used on plan

MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract number	838376
Policy instance	1
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract number	838376
Policy instance	1
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract number	838376
Policy instance	1
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract number	838376
Policy instance	1
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number	39900
Policy instance	1
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number	39900
Policy instance	1
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number	39900
Policy instance	1
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number	39900
Policy instance	1
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number	39900
Policy instance	1
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number	39900
Policy instance	1

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Company Name:	CASE MANAGEMENT SOLUTIONS
Employer identification number (EIN):	582096832
NAIC Classification:	541990
NAIC Description:	All Other Professional, Scientific, and Technical Services