401k Plan data: CASA SYSTEMS, INC. 401(K) PLAN plan

CASA SYSTEMS, INC. 401(K) PLAN 401k Plan overview

Plan Name	CASA SYSTEMS, INC. 401(K) PLAN
Plan identification number	001

CASA SYSTEMS, INC. 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.
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.

401k Sponsoring company profile

CASA SYSTEMS, INC. has sponsored the creation of one or more 401k plans.

Company Name: CASA SYSTEMS, INC.

Employer identification number (EIN): 753108867

NAIC Classification: 334200

Form 5500 Filing Information

Submission information for form 5500 for 401k plan CASA SYSTEMS, INC. 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2022-01-01
001 2021-01-01
001 2020-01-01
001 2019-01-01
001 2018-01-01
001 2017-01-01 DIANE BROWN GARY HALL 2018-06-21
001 2016-01-01 DIANE BROWN GARY HALL 2017-06-26
001 2015-01-01 DIANE BROWN GARY HALL 2016-07-21
001 2014-01-01 DIANE BROWN
001 2013-01-01 DIANE BROWN 2014-03-17
001 2012-01-01 DIANE BROWN 2013-07-01
001 2011-01-01 DIANE BROWN 2012-04-24

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
001	2022-01-01
001	2021-01-01
001	2020-01-01
001	2019-01-01
001	2018-01-01
001	2017-01-01	DIANE BROWN		GARY HALL	2018-06-21
001	2016-01-01	DIANE BROWN		GARY HALL	2017-06-26
001	2015-01-01	DIANE BROWN		GARY HALL	2016-07-21
001	2014-01-01	DIANE BROWN
001	2013-01-01	DIANE BROWN	2014-03-17
001	2012-01-01	DIANE BROWN	2013-07-01
001	2011-01-01	DIANE BROWN	2012-04-24

Plan Statistics for CASA SYSTEMS, INC. 401(K) PLAN

401k plan membership statisitcs for CASA SYSTEMS, INC. 401(K) PLAN

Measure Date Value
2022: CASA SYSTEMS, INC. 401(K) PLAN 2022 401k membership
Total participants, beginning-of-year 2022-01-01 460
Total number of active participants reported on line 7a of the Form 5500 2022-01-01 289
Number of retired or separated participants receiving benefits 2022-01-01 2
Number of other retired or separated participants entitled to future benefits 2022-01-01 149
Total of all active and inactive participants 2022-01-01 440
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2022-01-01 0
Total participants 2022-01-01 440
Number of participants with account balances 2022-01-01 428
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2022-01-01 17
2021: CASA SYSTEMS, INC. 401(K) PLAN 2021 401k membership
Total participants, beginning-of-year 2021-01-01 441
Total number of active participants reported on line 7a of the Form 5500 2021-01-01 334
Number of retired or separated participants receiving benefits 2021-01-01 11
Number of other retired or separated participants entitled to future benefits 2021-01-01 115
Total of all active and inactive participants 2021-01-01 460
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-01-01 0
Total participants 2021-01-01 460
Number of participants with account balances 2021-01-01 445
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-01-01 19
2020: CASA SYSTEMS, INC. 401(K) PLAN 2020 401k membership
Total participants, beginning-of-year 2020-01-01 464
Total number of active participants reported on line 7a of the Form 5500 2020-01-01 344
Number of retired or separated participants receiving benefits 2020-01-01 4
Number of other retired or separated participants entitled to future benefits 2020-01-01 93
Total of all active and inactive participants 2020-01-01 441
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-01-01 0
Total participants 2020-01-01 441
Number of participants with account balances 2020-01-01 426
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-01-01 14
2019: CASA SYSTEMS, INC. 401(K) PLAN 2019 401k membership
Total participants, beginning-of-year 2019-01-01 444
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 361
Number of retired or separated participants receiving benefits 2019-01-01 3
Number of other retired or separated participants entitled to future benefits 2019-01-01 100
Total of all active and inactive participants 2019-01-01 464
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-01-01 0
Total participants 2019-01-01 464
Number of participants with account balances 2019-01-01 444
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-01-01 23
2018: CASA SYSTEMS, INC. 401(K) PLAN 2018 401k membership
Total participants, beginning-of-year 2018-01-01 396
Total number of active participants reported on line 7a of the Form 5500 2018-01-01 394
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 50
Total of all active and inactive participants 2018-01-01 444
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-01-01 0
Total participants 2018-01-01 444
Number of participants with account balances 2018-01-01 410
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-01-01 6
2017: CASA SYSTEMS, INC. 401(K) PLAN 2017 401k membership
Total participants, beginning-of-year 2017-01-01 362
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 359
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 37
Total of all active and inactive participants 2017-01-01 396
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-01-01 0
Total participants 2017-01-01 396
Number of participants with account balances 2017-01-01 366
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-01-01 13
2016: CASA SYSTEMS, INC. 401(K) PLAN 2016 401k membership
Total participants, beginning-of-year 2016-01-01 299
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 331
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 31
Total of all active and inactive participants 2016-01-01 362
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-01-01 0
Total participants 2016-01-01 362
Number of participants with account balances 2016-01-01 337
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-01-01 13
2015: CASA SYSTEMS, INC. 401(K) PLAN 2015 401k membership
Total participants, beginning-of-year 2015-01-01 221
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 275
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 24
Total of all active and inactive participants 2015-01-01 299
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-01-01 0
Total participants 2015-01-01 299
Number of participants with account balances 2015-01-01 276
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-01-01 13
2014: CASA SYSTEMS, INC. 401(K) PLAN 2014 401k membership
Total participants, beginning-of-year 2014-01-01 136
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 207
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 14
Total of all active and inactive participants 2014-01-01 221
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-01-01 0
Total participants 2014-01-01 221
Number of participants with account balances 2014-01-01 188
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-01-01 10

Measure	Date	Value
2022: CASA SYSTEMS, INC. 401(K) PLAN 2022 401k membership
Total participants, beginning-of-year	2022-01-01	460
Total number of active participants reported on line 7a of the Form 5500	2022-01-01	289
Number of retired or separated participants receiving benefits	2022-01-01	2
Number of other retired or separated participants entitled to future benefits	2022-01-01	149
Total of all active and inactive participants	2022-01-01	440
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2022-01-01	0
Total participants	2022-01-01	440
Number of participants with account balances	2022-01-01	428
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2022-01-01	17
2021: CASA SYSTEMS, INC. 401(K) PLAN 2021 401k membership
Total participants, beginning-of-year	2021-01-01	441
Total number of active participants reported on line 7a of the Form 5500	2021-01-01	334
Number of retired or separated participants receiving benefits	2021-01-01	11
Number of other retired or separated participants entitled to future benefits	2021-01-01	115
Total of all active and inactive participants	2021-01-01	460
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-01-01	0
Total participants	2021-01-01	460
Number of participants with account balances	2021-01-01	445
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-01-01	19
2020: CASA SYSTEMS, INC. 401(K) PLAN 2020 401k membership
Total participants, beginning-of-year	2020-01-01	464
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	344
Number of retired or separated participants receiving benefits	2020-01-01	4
Number of other retired or separated participants entitled to future benefits	2020-01-01	93
Total of all active and inactive participants	2020-01-01	441
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-01-01	0
Total participants	2020-01-01	441
Number of participants with account balances	2020-01-01	426
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-01-01	14
2019: CASA SYSTEMS, INC. 401(K) PLAN 2019 401k membership
Total participants, beginning-of-year	2019-01-01	444
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	361
Number of retired or separated participants receiving benefits	2019-01-01	3
Number of other retired or separated participants entitled to future benefits	2019-01-01	100
Total of all active and inactive participants	2019-01-01	464
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-01-01	0
Total participants	2019-01-01	464
Number of participants with account balances	2019-01-01	444
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-01-01	23
2018: CASA SYSTEMS, INC. 401(K) PLAN 2018 401k membership
Total participants, beginning-of-year	2018-01-01	396
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	394
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	50
Total of all active and inactive participants	2018-01-01	444
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-01-01	0
Total participants	2018-01-01	444
Number of participants with account balances	2018-01-01	410
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-01-01	6
2017: CASA SYSTEMS, INC. 401(K) PLAN 2017 401k membership
Total participants, beginning-of-year	2017-01-01	362
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	359
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	37
Total of all active and inactive participants	2017-01-01	396
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-01-01	0
Total participants	2017-01-01	396
Number of participants with account balances	2017-01-01	366
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-01-01	13
2016: CASA SYSTEMS, INC. 401(K) PLAN 2016 401k membership
Total participants, beginning-of-year	2016-01-01	299
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	331
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	31
Total of all active and inactive participants	2016-01-01	362
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-01-01	0
Total participants	2016-01-01	362
Number of participants with account balances	2016-01-01	337
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-01-01	13
2015: CASA SYSTEMS, INC. 401(K) PLAN 2015 401k membership
Total participants, beginning-of-year	2015-01-01	221
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	275
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	24
Total of all active and inactive participants	2015-01-01	299
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-01-01	0
Total participants	2015-01-01	299
Number of participants with account balances	2015-01-01	276
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-01-01	13
2014: CASA SYSTEMS, INC. 401(K) PLAN 2014 401k membership
Total participants, beginning-of-year	2014-01-01	136
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	207
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	14
Total of all active and inactive participants	2014-01-01	221
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-01-01	0
Total participants	2014-01-01	221
Number of participants with account balances	2014-01-01	188
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	10

Financial Data on CASA SYSTEMS, INC. 401(K) PLAN

Measure	Date	Value
2022 : CASA SYSTEMS, INC. 401(K) PLAN 2022 401k financial data
Total income from all sources (including contributions)	2022-12-31	$-2,895,428
Total of all expenses incurred	2022-12-31	$4,573,529
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2022-12-31	$4,329,426
Expenses. Certain deemed distributions of participant loans	2022-12-31	$48,994
Value of total corrective distributions	2022-12-31	$7,215
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2022-12-31	$7,419,355
Value of total assets at end of year	2022-12-31	$53,560,729
Value of total assets at beginning of year	2022-12-31	$61,029,686
Total of administrative expenses incurred including professional, contract, advisory and management fees	2022-12-31	$187,894
Total interest from all sources	2022-12-31	$15,876
Total dividends received (eg from common stock, registered investment company shares)	2022-12-31	$2,111,522
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2022-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2022-12-31	$2,111,522
Was this plan covered by a fidelity bond	2022-12-31	Yes
Value of fidelity bond cover	2022-12-31	$1,000,000
If this is an individual account plan, was there a blackout period	2022-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2022-12-31	No
Contributions received from participants	2022-12-31	$5,635,663
Participant contributions at end of year	2022-12-31	$272,361
Participant contributions at beginning of year	2022-12-31	$387,790
Participant contributions at end of year	2022-12-31	$318
Income. Received or receivable in cash from other sources (including rollovers)	2022-12-31	$164,841
Other income not declared elsewhere	2022-12-31	$91,871
Administrative expenses (other) incurred	2022-12-31	$187,894
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2022-12-31	No
Value of net income/loss	2022-12-31	$-7,468,957
Value of net assets at end of year (total assets less liabilities)	2022-12-31	$53,560,729
Value of net assets at beginning of year (total assets less liabilities)	2022-12-31	$61,029,686
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2022-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2022-12-31	No
Were any leases to which the plan was party in default or uncollectible	2022-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2022-12-31	$49,097,740
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2022-12-31	$57,193,844
Interest on participant loans	2022-12-31	$15,876
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2022-12-31	$4,175,229
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2022-12-31	$3,448,052
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2022-12-31	$-12,534,052
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2022-12-31	No
Was there a failure to transmit to the plan any participant contributions	2022-12-31	Yes
Has the plan failed to provide any benefit when due under the plan	2022-12-31	No
Contributions received in cash from employer	2022-12-31	$1,618,851
Employer contributions (assets) at end of year	2022-12-31	$15,081
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2022-12-31	$4,329,426
Did the plan have assets held for investment	2022-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2022-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2022-12-31	No
Opinion of an independent qualified public accountant for this plan	2022-12-31	Unqualified
Accountancy firm name	2022-12-31	CARON & BLETZER, PLCC
Accountancy firm EIN	2022-12-31	043499945
2021 : CASA SYSTEMS, INC. 401(K) PLAN 2021 401k financial data
Total income from all sources (including contributions)	2021-12-31	$15,135,711
Total of all expenses incurred	2021-12-31	$4,718,314
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2021-12-31	$4,413,826
Expenses. Certain deemed distributions of participant loans	2021-12-31	$74,027
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2021-12-31	$7,612,275
Value of total assets at end of year	2021-12-31	$61,029,686
Value of total assets at beginning of year	2021-12-31	$50,612,289
Total of administrative expenses incurred including professional, contract, advisory and management fees	2021-12-31	$230,461
Total interest from all sources	2021-12-31	$21,606
Total dividends received (eg from common stock, registered investment company shares)	2021-12-31	$5,037,206
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2021-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2021-12-31	$5,037,206
Was this plan covered by a fidelity bond	2021-12-31	Yes
Value of fidelity bond cover	2021-12-31	$1,000,000
If this is an individual account plan, was there a blackout period	2021-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2021-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2021-12-31	No
Contributions received from participants	2021-12-31	$5,759,744
Participant contributions at end of year	2021-12-31	$387,790
Participant contributions at beginning of year	2021-12-31	$475,109
Income. Received or receivable in cash from other sources (including rollovers)	2021-12-31	$307,105
Other income not declared elsewhere	2021-12-31	$67,152
Administrative expenses (other) incurred	2021-12-31	$230,461
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2021-12-31	No
Value of net income/loss	2021-12-31	$10,417,397
Value of net assets at end of year (total assets less liabilities)	2021-12-31	$61,029,686
Value of net assets at beginning of year (total assets less liabilities)	2021-12-31	$50,612,289
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2021-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2021-12-31	No
Were any leases to which the plan was party in default or uncollectible	2021-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2021-12-31	$57,193,844
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2021-12-31	$47,064,524
Interest on participant loans	2021-12-31	$21,606
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2021-12-31	$3,448,052
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2021-12-31	$3,068,980
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2021-12-31	$2,397,472
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2021-12-31	No
Was there a failure to transmit to the plan any participant contributions	2021-12-31	No
Has the plan failed to provide any benefit when due under the plan	2021-12-31	No
Contributions received in cash from employer	2021-12-31	$1,545,426
Employer contributions (assets) at beginning of year	2021-12-31	$3,676
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2021-12-31	$4,413,826
Did the plan have assets held for investment	2021-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2021-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2021-12-31	No
Opinion of an independent qualified public accountant for this plan	2021-12-31	Unqualified
Accountancy firm name	2021-12-31	CARON & BLETZER, PLCC
Accountancy firm EIN	2021-12-31	043499945
2020 : CASA SYSTEMS, INC. 401(K) PLAN 2020 401k financial data
Total income from all sources (including contributions)	2020-12-31	$14,546,428
Total of all expenses incurred	2020-12-31	$6,324,493
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2020-12-31	$6,158,601
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2020-12-31	$7,650,655
Value of total assets at end of year	2020-12-31	$50,612,289
Value of total assets at beginning of year	2020-12-31	$42,390,354
Total of administrative expenses incurred including professional, contract, advisory and management fees	2020-12-31	$165,892
Total interest from all sources	2020-12-31	$26,042
Total dividends received (eg from common stock, registered investment company shares)	2020-12-31	$1,805,204
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2020-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2020-12-31	$1,805,204
Was this plan covered by a fidelity bond	2020-12-31	Yes
Value of fidelity bond cover	2020-12-31	$1,000,000
If this is an individual account plan, was there a blackout period	2020-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2020-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2020-12-31	No
Contributions received from participants	2020-12-31	$5,564,722
Participant contributions at end of year	2020-12-31	$475,109
Participant contributions at beginning of year	2020-12-31	$439,292
Income. Received or receivable in cash from other sources (including rollovers)	2020-12-31	$473,727
Other income not declared elsewhere	2020-12-31	$57,146
Administrative expenses (other) incurred	2020-12-31	$165,892
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2020-12-31	No
Value of net income/loss	2020-12-31	$8,221,935
Value of net assets at end of year (total assets less liabilities)	2020-12-31	$50,612,289
Value of net assets at beginning of year (total assets less liabilities)	2020-12-31	$42,390,354
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2020-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2020-12-31	No
Were any leases to which the plan was party in default or uncollectible	2020-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2020-12-31	$47,064,524
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2020-12-31	$39,939,123
Interest on participant loans	2020-12-31	$26,042
Value of interest in common/collective trusts at beginning of year	2020-12-31	$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2020-12-31	$3,068,980
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2020-12-31	$2,002,460
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2020-12-31	$5,007,381
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2020-12-31	No
Was there a failure to transmit to the plan any participant contributions	2020-12-31	No
Has the plan failed to provide any benefit when due under the plan	2020-12-31	No
Contributions received in cash from employer	2020-12-31	$1,612,206
Employer contributions (assets) at end of year	2020-12-31	$3,676
Employer contributions (assets) at beginning of year	2020-12-31	$9,479
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2020-12-31	$6,158,601
Did the plan have assets held for investment	2020-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2020-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2020-12-31	No
Opinion of an independent qualified public accountant for this plan	2020-12-31	Unqualified
Accountancy firm name	2020-12-31	CARON & BLETZER, PLLC
Accountancy firm EIN	2020-12-31	043499945
2019 : CASA SYSTEMS, INC. 401(K) PLAN 2019 401k financial data
Total income from all sources (including contributions)	2019-12-31	$15,380,345
Total of all expenses incurred	2019-12-31	$3,144,241
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2019-12-31	$2,988,131
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2019-12-31	$8,088,226
Value of total assets at end of year	2019-12-31	$42,390,354
Value of total assets at beginning of year	2019-12-31	$30,154,250
Total of administrative expenses incurred including professional, contract, advisory and management fees	2019-12-31	$156,110
Total interest from all sources	2019-12-31	$15,711
Total dividends received (eg from common stock, registered investment company shares)	2019-12-31	$2,745,381
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2019-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2019-12-31	$2,745,381
Was this plan covered by a fidelity bond	2019-12-31	Yes
Value of fidelity bond cover	2019-12-31	$1,000,000
If this is an individual account plan, was there a blackout period	2019-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2019-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2019-12-31	No
Contributions received from participants	2019-12-31	$6,089,924
Participant contributions at end of year	2019-12-31	$439,292
Participant contributions at beginning of year	2019-12-31	$195,720
Income. Received or receivable in cash from other sources (including rollovers)	2019-12-31	$264,147
Other income not declared elsewhere	2019-12-31	$48,881
Administrative expenses (other) incurred	2019-12-31	$156,110
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-12-31	No
Value of net income/loss	2019-12-31	$12,236,104
Value of net assets at end of year (total assets less liabilities)	2019-12-31	$42,390,354
Value of net assets at beginning of year (total assets less liabilities)	2019-12-31	$30,154,250
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2019-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2019-12-31	No
Were any leases to which the plan was party in default or uncollectible	2019-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2019-12-31	$39,939,123
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2019-12-31	$28,228,744
Interest on participant loans	2019-12-31	$15,711
Value of interest in common/collective trusts at end of year	2019-12-31	$0
Value of interest in common/collective trusts at beginning of year	2019-12-31	$1,476,538
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2019-12-31	$2,002,460
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2019-12-31	$253,248
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2019-12-31	$4,482,146
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2019-12-31	No
Was there a failure to transmit to the plan any participant contributions	2019-12-31	No
Has the plan failed to provide any benefit when due under the plan	2019-12-31	No
Contributions received in cash from employer	2019-12-31	$1,734,155
Employer contributions (assets) at end of year	2019-12-31	$9,479
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2019-12-31	$2,988,131
Did the plan have assets held for investment	2019-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2019-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2019-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2019-12-31	Disclaimer
Accountancy firm name	2019-12-31	CARON & BLETZER, PLLC
Accountancy firm EIN	2019-12-31	043499945
2018 : CASA SYSTEMS, INC. 401(K) PLAN 2018 401k financial data
Total income from all sources (including contributions)	2018-12-31	$5,366,218
Total of all expenses incurred	2018-12-31	$2,964,346
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2018-12-31	$2,857,355
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2018-12-31	$7,370,151
Value of total assets at end of year	2018-12-31	$30,154,250
Value of total assets at beginning of year	2018-12-31	$27,752,378
Total of administrative expenses incurred including professional, contract, advisory and management fees	2018-12-31	$106,991
Total interest from all sources	2018-12-31	$11,046
Total dividends received (eg from common stock, registered investment company shares)	2018-12-31	$1,282,671
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2018-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2018-12-31	$1,282,671
Was this plan covered by a fidelity bond	2018-12-31	Yes
Value of fidelity bond cover	2018-12-31	$1,000,000
If this is an individual account plan, was there a blackout period	2018-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2018-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2018-12-31	No
Contributions received from participants	2018-12-31	$5,588,860
Participant contributions at end of year	2018-12-31	$195,720
Participant contributions at beginning of year	2018-12-31	$224,966
Income. Received or receivable in cash from other sources (including rollovers)	2018-12-31	$162,845
Other income not declared elsewhere	2018-12-31	$16,354
Administrative expenses (other) incurred	2018-12-31	$106,991
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2018-12-31	No
Value of net income/loss	2018-12-31	$2,401,872
Value of net assets at end of year (total assets less liabilities)	2018-12-31	$30,154,250
Value of net assets at beginning of year (total assets less liabilities)	2018-12-31	$27,752,378
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2018-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2018-12-31	No
Were any leases to which the plan was party in default or uncollectible	2018-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2018-12-31	$28,228,744
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2018-12-31	$0
Value of interest in pooled separate accounts at end of year	2018-12-31	$0
Value of interest in pooled separate accounts at beginning of year	2018-12-31	$26,453,079
Interest on participant loans	2018-12-31	$10,966
Value of interest in common/collective trusts at end of year	2018-12-31	$1,476,538
Value of interest in common/collective trusts at beginning of year	2018-12-31	$1,074,333
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2018-12-31	$80
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2018-12-31	$253,248
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2018-12-31	$-3,337,840
Net investment gain or loss from common/collective trusts	2018-12-31	$23,836
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2018-12-31	No
Was there a failure to transmit to the plan any participant contributions	2018-12-31	No
Has the plan failed to provide any benefit when due under the plan	2018-12-31	No
Contributions received in cash from employer	2018-12-31	$1,618,446
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2018-12-31	$2,857,355
Did the plan have assets held for investment	2018-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2018-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2018-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2018-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2018-12-31	Disclaimer
Accountancy firm name	2018-12-31	CARON & BLETZER, PLLC
Accountancy firm EIN	2018-12-31	043499945
2017 : CASA SYSTEMS, INC. 401(K) PLAN 2017 401k financial data
Total income from all sources (including contributions)	2017-12-31	$11,240,436
Total of all expenses incurred	2017-12-31	$726,779
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2017-12-31	$725,708
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2017-12-31	$7,752,310
Value of total assets at end of year	2017-12-31	$27,752,378
Value of total assets at beginning of year	2017-12-31	$17,238,721
Total of administrative expenses incurred including professional, contract, advisory and management fees	2017-12-31	$1,071
Total interest from all sources	2017-12-31	$9,176
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2017-12-31	No
Was this plan covered by a fidelity bond	2017-12-31	Yes
Value of fidelity bond cover	2017-12-31	$1,000,000
If this is an individual account plan, was there a blackout period	2017-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2017-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2017-12-31	No
Contributions received from participants	2017-12-31	$4,867,295
Participant contributions at end of year	2017-12-31	$224,966
Participant contributions at beginning of year	2017-12-31	$118,523
Income. Received or receivable in cash from other sources (including rollovers)	2017-12-31	$1,403,336
Administrative expenses (other) incurred	2017-12-31	$1,071
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2017-12-31	No
Value of net income/loss	2017-12-31	$10,513,657
Value of net assets at end of year (total assets less liabilities)	2017-12-31	$27,752,378
Value of net assets at beginning of year (total assets less liabilities)	2017-12-31	$17,238,721
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2017-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2017-12-31	No
Were any leases to which the plan was party in default or uncollectible	2017-12-31	No
Value of interest in pooled separate accounts at end of year	2017-12-31	$26,453,079
Value of interest in pooled separate accounts at beginning of year	2017-12-31	$15,963,064
Interest on participant loans	2017-12-31	$9,176
Value of interest in common/collective trusts at end of year	2017-12-31	$1,074,333
Value of interest in common/collective trusts at beginning of year	2017-12-31	$1,157,134
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2017-12-31	$3,466,835
Net investment gain or loss from common/collective trusts	2017-12-31	$12,115
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2017-12-31	No
Was there a failure to transmit to the plan any participant contributions	2017-12-31	No
Has the plan failed to provide any benefit when due under the plan	2017-12-31	No
Contributions received in cash from employer	2017-12-31	$1,481,679
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2017-12-31	$725,708
Did the plan have assets held for investment	2017-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2017-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2017-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2017-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2017-12-31	Disclaimer
Accountancy firm name	2017-12-31	CARON & BLETZER, PLLC
Accountancy firm EIN	2017-12-31	043499945
2016 : CASA SYSTEMS, INC. 401(K) PLAN 2016 401k financial data
Total income from all sources (including contributions)	2016-12-31	$7,272,231
Total of all expenses incurred	2016-12-31	$404,206
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2016-12-31	$399,890
Value of total corrective distributions	2016-12-31	$4,044
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2016-12-31	$6,092,389
Value of total assets at end of year	2016-12-31	$17,238,721
Value of total assets at beginning of year	2016-12-31	$10,370,696
Total of administrative expenses incurred including professional, contract, advisory and management fees	2016-12-31	$272
Total interest from all sources	2016-12-31	$2,543
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2016-12-31	No
Was this plan covered by a fidelity bond	2016-12-31	Yes
Value of fidelity bond cover	2016-12-31	$1,000,000
If this is an individual account plan, was there a blackout period	2016-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2016-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2016-12-31	No
Contributions received from participants	2016-12-31	$4,113,510
Participant contributions at end of year	2016-12-31	$118,523
Participant contributions at beginning of year	2016-12-31	$26,196
Income. Received or receivable in cash from other sources (including rollovers)	2016-12-31	$676,922
Administrative expenses (other) incurred	2016-12-31	$272
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2016-12-31	No
Value of net income/loss	2016-12-31	$6,868,025
Value of net assets at end of year (total assets less liabilities)	2016-12-31	$17,238,721
Value of net assets at beginning of year (total assets less liabilities)	2016-12-31	$10,370,696
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2016-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2016-12-31	No
Were any leases to which the plan was party in default or uncollectible	2016-12-31	No
Value of interest in pooled separate accounts at end of year	2016-12-31	$15,963,064
Value of interest in pooled separate accounts at beginning of year	2016-12-31	$9,843,445
Interest on participant loans	2016-12-31	$2,543
Value of interest in common/collective trusts at end of year	2016-12-31	$1,157,134
Value of interest in common/collective trusts at beginning of year	2016-12-31	$501,055
Net investment gain/loss from pooled separate accounts	2016-12-31	$1,169,592
Net investment gain or loss from common/collective trusts	2016-12-31	$7,707
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2016-12-31	No
Was there a failure to transmit to the plan any participant contributions	2016-12-31	No
Has the plan failed to provide any benefit when due under the plan	2016-12-31	No
Contributions received in cash from employer	2016-12-31	$1,301,957
Employer contributions (assets) at beginning of year	2016-12-31	$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2016-12-31	$399,890
Did the plan have assets held for investment	2016-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2016-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2016-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2016-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2016-12-31	Disclaimer
Accountancy firm name	2016-12-31	CARON & BLETZER, PLLC
Accountancy firm EIN	2016-12-31	043499945
2015 : CASA SYSTEMS, INC. 401(K) PLAN 2015 401k financial data
Total income from all sources (including contributions)	2015-12-31	$3,875,266
Total of all expenses incurred	2015-12-31	$185,847
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2015-12-31	$185,247
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2015-12-31	$4,233,778
Value of total assets at end of year	2015-12-31	$10,370,696
Value of total assets at beginning of year	2015-12-31	$6,681,277
Total of administrative expenses incurred including professional, contract, advisory and management fees	2015-12-31	$600
Total interest from all sources	2015-12-31	$750
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2015-12-31	No
Was this plan covered by a fidelity bond	2015-12-31	Yes
Value of fidelity bond cover	2015-12-31	$1,000,000
If this is an individual account plan, was there a blackout period	2015-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2015-12-31	No
Contributions received from participants	2015-12-31	$3,178,761
Participant contributions at end of year	2015-12-31	$26,196
Participant contributions at beginning of year	2015-12-31	$16,800
Income. Received or receivable in cash from other sources (including rollovers)	2015-12-31	$86,693
Administrative expenses (other) incurred	2015-12-31	$600
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2015-12-31	No
Value of net income/loss	2015-12-31	$3,689,419
Value of net assets at end of year (total assets less liabilities)	2015-12-31	$10,370,696
Value of net assets at beginning of year (total assets less liabilities)	2015-12-31	$6,681,277
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2015-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2015-12-31	No
Were any leases to which the plan was party in default or uncollectible	2015-12-31	No
Value of interest in pooled separate accounts at end of year	2015-12-31	$9,843,445
Value of interest in pooled separate accounts at beginning of year	2015-12-31	$6,150,135
Interest on participant loans	2015-12-31	$750
Value of interest in common/collective trusts at end of year	2015-12-31	$501,055
Value of interest in common/collective trusts at beginning of year	2015-12-31	$472,278
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2015-12-31	$-353,582
Net investment gain or loss from common/collective trusts	2015-12-31	$-5,680
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2015-12-31	No
Was there a failure to transmit to the plan any participant contributions	2015-12-31	No
Has the plan failed to provide any benefit when due under the plan	2015-12-31	No
Contributions received in cash from employer	2015-12-31	$968,324
Employer contributions (assets) at end of year	2015-12-31	$0
Employer contributions (assets) at beginning of year	2015-12-31	$42,064
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2015-12-31	$185,247
Did the plan have assets held for investment	2015-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2015-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2015-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2015-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2015-12-31	Disclaimer
Accountancy firm name	2015-12-31	CARON & BLETZER, PLLC
Accountancy firm EIN	2015-12-31	043499945
2014 : CASA SYSTEMS, INC. 401(K) PLAN 2014 401k financial data
Total income from all sources (including contributions)	2014-12-31	$3,655,427
Total of all expenses incurred	2014-12-31	$40,551
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2014-12-31	$35,726
Value of total corrective distributions	2014-12-31	$4,671
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2014-12-31	$3,411,467
Value of total assets at end of year	2014-12-31	$6,681,277
Value of total assets at beginning of year	2014-12-31	$3,066,401
Total of administrative expenses incurred including professional, contract, advisory and management fees	2014-12-31	$154
Total interest from all sources	2014-12-31	$517
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2014-12-31	No
Was this plan covered by a fidelity bond	2014-12-31	Yes
Value of fidelity bond cover	2014-12-31	$1,000,000
If this is an individual account plan, was there a blackout period	2014-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2014-12-31	No
Contributions received from participants	2014-12-31	$2,034,213
Participant contributions at end of year	2014-12-31	$16,800
Participant contributions at beginning of year	2014-12-31	$11,182
Income. Received or receivable in cash from other sources (including rollovers)	2014-12-31	$749,336
Administrative expenses (other) incurred	2014-12-31	$154
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2014-12-31	No
Value of net income/loss	2014-12-31	$3,614,876
Value of net assets at end of year (total assets less liabilities)	2014-12-31	$6,681,277
Value of net assets at beginning of year (total assets less liabilities)	2014-12-31	$3,066,401
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2014-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2014-12-31	No
Were any leases to which the plan was party in default or uncollectible	2014-12-31	No
Value of interest in pooled separate accounts at end of year	2014-12-31	$6,150,135
Value of interest in pooled separate accounts at beginning of year	2014-12-31	$2,932,230
Interest on participant loans	2014-12-31	$517
Value of interest in common/collective trusts at end of year	2014-12-31	$472,278
Value of interest in common/collective trusts at beginning of year	2014-12-31	$122,989
Net investment gain/loss from pooled separate accounts	2014-12-31	$234,130
Net investment gain or loss from common/collective trusts	2014-12-31	$9,313
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2014-12-31	No
Was there a failure to transmit to the plan any participant contributions	2014-12-31	No
Has the plan failed to provide any benefit when due under the plan	2014-12-31	No
Contributions received in cash from employer	2014-12-31	$627,918
Employer contributions (assets) at end of year	2014-12-31	$42,064
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2014-12-31	$35,726
Did the plan have assets held for investment	2014-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2014-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2014-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2014-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2014-12-31	Disclaimer
Accountancy firm name	2014-12-31	CARON & BLETZER, PLLC
Accountancy firm EIN	2014-12-31	043499945

Form 5500 Responses for CASA SYSTEMS, INC. 401(K) PLAN

2022: CASA SYSTEMS, INC. 401(K) PLAN 2022 form 5500 responses
2022-01-01	Type of plan entity	Single employer plan
2022-01-01	Plan funding arrangement – Insurance	Yes
2022-01-01	Plan funding arrangement – Trust	Yes
2022-01-01	Plan benefit arrangement – Insurance	Yes
2022-01-01	Plan benefit arrangement - Trust	Yes
2021: CASA SYSTEMS, INC. 401(K) PLAN 2021 form 5500 responses
2021-01-01	Type of plan entity	Single employer plan
2021-01-01	Plan funding arrangement – Insurance	Yes
2021-01-01	Plan funding arrangement – Trust	Yes
2021-01-01	Plan benefit arrangement – Insurance	Yes
2021-01-01	Plan benefit arrangement - Trust	Yes
2020: CASA SYSTEMS, INC. 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: CASA SYSTEMS, INC. 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: CASA SYSTEMS, INC. 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: CASA SYSTEMS, INC. 401(K) PLAN 2017 form 5500 responses
2017-01-01	Type of plan entity	Single employer plan
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: CASA SYSTEMS, INC. 401(K) PLAN 2016 form 5500 responses
2016-01-01	Type of plan entity	Single employer plan
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: CASA SYSTEMS, INC. 401(K) PLAN 2015 form 5500 responses
2015-01-01	Type of plan entity	Single employer plan
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: CASA SYSTEMS, INC. 401(K) PLAN 2014 form 5500 responses
2014-01-01	Type of plan entity	Single employer plan
2014-01-01	Plan funding arrangement – Insurance	Yes
2014-01-01	Plan benefit arrangement – Insurance	Yes

Insurance Providers Used on plan

STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )

Policy contract number

812659

Policy instance

Insurance contract or identification number	812659
Number of Individuals Covered	251
Insurance policy start date	2022-01-01
Insurance policy end date	2022-12-31
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )

Policy contract number

812659

Policy instance

Insurance contract or identification number	812659
Number of Individuals Covered	261
Insurance policy start date	2021-01-01
Insurance policy end date	2021-12-31
Contracts With Unallocated Funds Deposit Administration	1
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )

Policy contract number

812659

Policy instance

Insurance contract or identification number	812659
Number of Individuals Covered	284
Insurance policy start date	2020-01-01
Insurance policy end date	2020-12-31
Contracts With Unallocated Funds Deposit Administration	1

STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )

Policy contract number

812659

Policy instance

Insurance contract or identification number	812659
Number of Individuals Covered	340
Insurance policy start date	2019-01-01
Insurance policy end date	2019-12-31
Contracts With Unallocated Funds Deposit Administration	1

HARTFORD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88072 )

Policy contract number

GA 825250

Policy instance

Insurance contract or identification number	GA 825250
Number of Individuals Covered	366
Insurance policy start date	2017-01-01
Insurance policy end date	2017-12-31
Total amount of commissions paid to insurance broker	USD $75,404
Commission paid to Insurance Broker	USD $61,773
Insurance broker organization code?	4
Insurance broker name	SUMMIT FINANCIAL CORPORATION

HARTFORD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88072 )

Policy contract number

Policy instance

Number of Individuals Covered	270
Total amount of commissions paid to insurance broker	USD $24,023
Total amount of fees paid to insurance company	USD $4,004
Commission paid to Insurance Broker	USD $24,023
Insurance broker organization code?	4
Amount paid for insurance broker fees	4004
Insurance broker name	SUMMIT FINANCIAL CORPORATION

HARTFORD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88072 )

Policy contract number

Policy instance

Number of Individuals Covered	187
Total amount of commissions paid to insurance broker	USD $13,918
Commission paid to Insurance Broker	USD $11,930
Insurance broker organization code?	4
Insurance broker name	SUMMIT FINANCIAL CORPORATION

Potentially related plans

CASA SYSTEMS, INC. HEALTH AND WELFARE BENEFITS PLAN [EIN = 753018867]

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Company Name:	CASA SYSTEMS, INC.
Employer identification number (EIN):	753108867
NAIC Classification:	334200