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CASA 401(K) PLAN 401k Plan overview

Plan NameCASA 401(K) PLAN
Plan identification number 001

CASA 401(K) PLAN 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.
  • 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

CASA OF NATRONA COUNTY has sponsored the creation of one or more 401k plans.

Company Name:CASA OF NATRONA COUNTY
Employer identification number (EIN):830331392
NAIC Classification:624100
NAIC Description: Individual and Family Services

Form 5500 Filing Information

Submission information for form 5500 for 401k plan CASA 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01VICKIE MCMURRAY2024-09-16 VICKIE MCMURRY2024-09-16
0012022-01-01VICKIE MCMURRY2023-07-31 VICKIE MCMURRY2023-07-31
0012021-01-01VICKIE MCMURRY2022-10-06 VICKIE MCMURRY2022-10-06
0012020-01-01CHANDRA ORTIZ2021-05-18 CHANDRA ORTIZ2021-05-18
0012019-01-01CHANDRA ORTIZ2020-07-21 CHANDRA ORTIZ2020-07-21
0012018-01-01CHANDRA ORTIZ2019-09-18 CHANDRA ORTIZ2019-09-18
0012017-01-01CHANDRA ORTIZ2018-06-01 CHANDRA ORTIZ2018-06-01
0012016-01-01CHANDRA ORTIZ2017-10-11
0012015-01-01CHANDRA ORTIZ2016-07-06
0012014-01-01CHANDRA ORTIZ2015-10-14
0012013-01-01CHANDRA BURGESS2014-10-14 CHANDRA BURGESS2014-10-14
0012012-01-01CHANDRA WYMAN2013-10-03 CHANDRA WYMAN2013-10-03
0012011-01-01CHANDRA BURGESS2012-10-04
0012010-01-01CHANDRA BURGESS2011-09-29

Financial Data on CASA 401(K) PLAN

Measure Date Value
2025 : CASA 401(K) PLAN 2025 401k financial data
Total transfers to/from plan in this plan year2025-07-080
Total expenses incurred by plan in this plan year2025-07-080
Net assets as of the end of the plan year2025-07-0852623
Total assets as of the beginning of the plan year2025-07-0837627
Value of plan covered by a fidelity bond2025-07-0810000
Participant contributions to plan in this plan year2025-07-084984
Other contributions to plan in this plan year2025-07-080
Other income to plan in this plan year2025-07-085809
Plan net income in this plan year2025-07-0814996
Net assets as of the end of the plan year2025-07-0852623
Net assets as of the beginning of the plan year2025-07-0837627
Employer contributions to plan in this plan year2025-07-084203
Expensese paid to adminstrative service provicers from plan in this plan year2025-07-080
2024 : CASA 401(K) PLAN 2024 401k financial data
Total expenses incurred by plan in this plan year2024-09-16776
Net assets as of the end of the plan year2024-09-1637627
Total assets as of the beginning of the plan year2024-09-1625631
Value of plan covered by a fidelity bond2024-09-1610000
Participant contributions to plan in this plan year2024-09-164466
Other contributions to plan in this plan year2024-09-160
Other income to plan in this plan year2024-09-165548
Plan net income in this plan year2024-09-1611996
Net assets as of the end of the plan year2024-09-1637627
Net assets as of the beginning of the plan year2024-09-1625631
Employer contributions to plan in this plan year2024-09-162758
Expensese paid to adminstrative service provicers from plan in this plan year2024-09-16776

Potentially related plans

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