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CASA INDUSTRIES INC 401(K) PROFIT SHARING PLAN & TRUST 401k Plan overview

Plan NameCASA INDUSTRIES INC 401(K) PROFIT SHARING PLAN & TRUST
Plan identification number 001

CASA INDUSTRIES INC 401(K) PROFIT SHARING PLAN & TRUST Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • 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.
  • 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 INDUSTRIES INC has sponsored the creation of one or more 401k plans.

Company Name:CASA INDUSTRIES INC
Employer identification number (EIN):820838920
NAIC Classification:541990
NAIC Description:All Other Professional, Scientific, and Technical Services

Form 5500 Filing Information

Submission information for form 5500 for 401k plan CASA INDUSTRIES INC 401(K) PROFIT SHARING PLAN & TRUST

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01EDWARD ROJAS2024-07-17
0012022-01-01EDWARD ROJAS2023-06-02
0012021-01-01EDWARD ROJAS2022-05-04
0012020-01-01EDWARD ROJAS2021-07-01
0012019-01-01EDWARD ROJAS2020-07-30

Financial Data on CASA INDUSTRIES INC 401(K) PROFIT SHARING PLAN & TRUST

Measure Date Value
2025 : CASA INDUSTRIES INC 401(K) PROFIT SHARING PLAN & TRUST 2025 401k financial data
Total transfers to/from plan in this plan year2025-07-020
Total liabilities as of the end of the plan year2025-07-020
Total liabilities as of the beginning of the plan year2025-07-020
Total expenses incurred by plan in this plan year2025-07-026081
Net assets as of the end of the plan year2025-07-02369942
Total assets as of the beginning of the plan year2025-07-02273219
Participant contributions to plan in this plan year2025-07-0270237
Value of participant loans at end of plan year2025-07-026910
Other expenses paid from plan in this plan year2025-07-020
Other contributions to plan in this plan year2025-07-020
Other income to plan in this plan year2025-07-0232567
Plan net income in this plan year2025-07-0296723
Net assets as of the end of the plan year2025-07-02369942
Net assets as of the beginning of the plan year2025-07-02273219
Employer contributions to plan in this plan year2025-07-020
Expensese paid to adminstrative service provicers from plan in this plan year2025-07-023358
2024 : CASA INDUSTRIES INC 401(K) PROFIT SHARING PLAN & TRUST 2024 401k financial data
Total transfers to/from plan in this plan year2024-07-170
Total liabilities as of the end of the plan year2024-07-170
Total liabilities as of the beginning of the plan year2024-07-170
Total expenses incurred by plan in this plan year2024-07-174198
Net assets as of the end of the plan year2024-07-17273219
Total assets as of the beginning of the plan year2024-07-17175426
Participant contributions to plan in this plan year2024-07-1766470
Value of participant loans at end of plan year2024-07-1712283
Other expenses paid from plan in this plan year2024-07-170
Other contributions to plan in this plan year2024-07-170
Other income to plan in this plan year2024-07-1735521
Plan net income in this plan year2024-07-1797793
Net assets as of the end of the plan year2024-07-17273219
Net assets as of the beginning of the plan year2024-07-17175426
Employer contributions to plan in this plan year2024-07-170
Expensese paid to adminstrative service provicers from plan in this plan year2024-07-172155
2022 : CASA INDUSTRIES INC 401(K) PROFIT SHARING PLAN & TRUST 2022 401k financial data
Total transfers to/from plan in this plan year2022-05-040
Total liabilities as of the end of the plan year2022-05-040
Total liabilities as of the beginning of the plan year2022-05-040
Total expenses incurred by plan in this plan year2022-05-04760
Net assets as of the end of the plan year2022-05-04117185
Total assets as of the beginning of the plan year2022-05-0445552
Participant contributions to plan in this plan year2022-05-0462946
Value of participant loans at end of plan year2022-05-042830
Other expenses paid from plan in this plan year2022-05-040
Other contributions to plan in this plan year2022-05-040
Other income to plan in this plan year2022-05-049447
Plan net income in this plan year2022-05-0471633
Net assets as of the end of the plan year2022-05-04117185
Net assets as of the beginning of the plan year2022-05-0445552
Employer contributions to plan in this plan year2022-05-040
Expensese paid to adminstrative service provicers from plan in this plan year2022-05-04760

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