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CASA SACRAMENTO 403(B) RETIREMENT PLAN 401k Plan overview

Plan NameCASA SACRAMENTO 403(B) RETIREMENT PLAN
Plan identification number 001

CASA SACRAMENTO 403(B) RETIREMENT PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • 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 403(b)(1) arrangement - See Limited Pension Plan Reporting instructions for Code section 403(b)(1) arrangements for certain exempt organizations.
  • Code section 403(b)(7) accounts - See Limited Pension Plan Reporting instructions for Code section 403(b)(7) custodial accounts for regulated investment company stock for certain exempt organizations.
  • Plan provides for automatic enrollment in plan that has employee contributions deducted from payroll.
  • 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.
  • Life insurance

401k Sponsoring company profile

COURT APPOINTED SPECIAL ADVOCATES OF SACRAMENTO COUNTY has sponsored the creation of one or more 401k plans.

Company Name:COURT APPOINTED SPECIAL ADVOCATES OF SACRAMENTO COUNTY
Employer identification number (EIN):680257139
NAIC Classification:541190

Form 5500 Filing Information

Submission information for form 5500 for 401k plan CASA SACRAMENTO 403(B) RETIREMENT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01CAROL NOREEN2024-04-15 CAROL NOREEN2024-04-15
0012022-01-01CAROL NOREEN2023-09-20 CAROL NOREEN2023-09-20
0012021-01-01CAROL NOREEN2022-08-29 CAROL NOREEN2022-08-29
0012020-01-01CAROL NOREEN2021-10-01 CAROL NOREEN2021-10-01
0012019-01-01CAROL NOREEN2020-07-05 CAROL NOREEN2020-07-05
0012018-01-01CAROL NOREEN2019-07-31 CAROL NOREEN2019-07-31
0012017-01-01CAROL NOREEN2018-07-10 CAROL NOREEN2018-07-10
0012016-01-01CAROL NOREEN2017-04-24 CAROL NOREEN2017-04-24

Plan Statistics for CASA SACRAMENTO 403(B) RETIREMENT PLAN

401k plan membership statisitcs for CASA SACRAMENTO 403(B) RETIREMENT PLAN

Measure Date Value
2025: CASA SACRAMENTO 403(B) RETIREMENT PLAN 2025 401k membership
Total number of particpants at beginning of year2025-04-0821
Total number of particpants at end of year2025-04-0821
Number of Participants With Account Balances2025-04-0821
2024: CASA SACRAMENTO 403(B) RETIREMENT PLAN 2024 401k membership
Total number of particpants at beginning of year2024-04-1516
Total number of particpants at end of year2024-04-1520
Number of Participants With Account Balances2024-04-1520
2022: CASA SACRAMENTO 403(B) RETIREMENT PLAN 2022 401k membership
Total number of particpants at beginning of year2022-08-2915
Total number of particpants at end of year2022-08-2914
Number of Participants With Account Balances2022-08-2914

Financial Data on CASA SACRAMENTO 403(B) RETIREMENT PLAN

Measure Date Value
2025 : CASA SACRAMENTO 403(B) RETIREMENT PLAN 2025 401k financial data
Total transfers to/from plan in this plan year2025-04-080
Total liabilities as of the end of the plan year2025-04-080
Total liabilities as of the beginning of the plan year2025-04-080
Total expenses incurred by plan in this plan year2025-04-08100586
Net assets as of the end of the plan year2025-04-081018103
Total assets as of the beginning of the plan year2025-04-08810314
Value of plan covered by a fidelity bond2025-04-0810000
Participant contributions to plan in this plan year2025-04-08129196
Other expenses paid from plan in this plan year2025-04-080
Other contributions to plan in this plan year2025-04-081190
Other income to plan in this plan year2025-04-08145485
Plan net income in this plan year2025-04-08207789
Net assets as of the end of the plan year2025-04-081018103
Net assets as of the beginning of the plan year2025-04-08810314
Value of contributions failed to transmitted timely2025-04-081000
Employer contributions to plan in this plan year2025-04-0832504
Expensese paid to adminstrative service provicers from plan in this plan year2025-04-0811569
2024 : CASA SACRAMENTO 403(B) RETIREMENT PLAN 2024 401k financial data
Total transfers to/from plan in this plan year2024-04-150
Total liabilities as of the end of the plan year2024-04-150
Total liabilities as of the beginning of the plan year2024-04-150
Total expenses incurred by plan in this plan year2024-04-1536970
Net assets as of the end of the plan year2024-04-15810314
Total assets as of the beginning of the plan year2024-04-15612344
Value of plan covered by a fidelity bond2024-04-1510000
Participant contributions to plan in this plan year2024-04-1598294
Other expenses paid from plan in this plan year2024-04-150
Other contributions to plan in this plan year2024-04-150
Other income to plan in this plan year2024-04-15110825
Plan net income in this plan year2024-04-15197970
Net assets as of the end of the plan year2024-04-15810314
Net assets as of the beginning of the plan year2024-04-15612344
Value of contributions failed to transmitted timely2024-04-1517169
Employer contributions to plan in this plan year2024-04-1525821
Expensese paid to adminstrative service provicers from plan in this plan year2024-04-158727
2022 : CASA SACRAMENTO 403(B) RETIREMENT PLAN 2022 401k financial data
Total transfers to/from plan in this plan year2022-08-290
Total liabilities as of the end of the plan year2022-08-290
Total liabilities as of the beginning of the plan year2022-08-290
Total expenses incurred by plan in this plan year2022-08-2941757
Net assets as of the end of the plan year2022-08-29684589
Total assets as of the beginning of the plan year2022-08-29548018
Value of plan covered by a fidelity bond2022-08-2910000
Participant contributions to plan in this plan year2022-08-2982815
Other expenses paid from plan in this plan year2022-08-290
Other contributions to plan in this plan year2022-08-290
Other income to plan in this plan year2022-08-2981622
Plan net income in this plan year2022-08-29136571
Net assets as of the end of the plan year2022-08-29684589
Net assets as of the beginning of the plan year2022-08-29548018
Value of contributions failed to transmitted timely2022-08-2914848
Employer contributions to plan in this plan year2022-08-2913891
Expensese paid to adminstrative service provicers from plan in this plan year2022-08-295242

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