401k Plan data: CASE PACIFIC COMPANY EMPLOYEES PROFIT SHARING PLAN plan

CASE PACIFIC COMPANY EMPLOYEES PROFIT SHARING PLAN 401k Plan overview

Plan Name	CASE PACIFIC COMPANY EMPLOYEES PROFIT SHARING PLAN
Plan identification number	001

CASE PACIFIC COMPANY EMPLOYEES PROFIT SHARING 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
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.
Prototype plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion or notification letter; and under which a seperate funding medium (for example, a seperate trust or custodial account) is established for the use of each adopting employer.

401k Sponsoring company profile

CASE PACIFIC COMPANY has sponsored the creation of one or more 401k plans.

Company Name: CASE PACIFIC COMPANY

Employer identification number (EIN): 941668279

NAIC Classification: 238100

Form 5500 Filing Information

Submission information for form 5500 for 401k plan CASE PACIFIC COMPANY EMPLOYEES PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2023-01-01
001 2022-01-01
001 2022-01-01
001 2021-01-01
001 2020-01-01
001 2019-01-01
001 2018-01-01
001 2017-01-01 JACQUELINE A. LEWELLING 2018-06-27
001 2016-01-01 JACQUELINE A. LEWELLING 2017-03-15
001 2013-01-01 JACQUELINE A. LEWELLING
001 2012-01-01 JACQUELINE A. LEWELLING
001 2011-01-01 TIM RUEDA
001 2010-01-01 TIM RUEDA
001 2009-01-01 NANCY NEUMANN

Plan Statistics for CASE PACIFIC COMPANY EMPLOYEES PROFIT SHARING PLAN

401k plan membership statisitcs for CASE PACIFIC COMPANY EMPLOYEES PROFIT SHARING PLAN

Measure Date Value
2025: CASE PACIFIC COMPANY EMPLOYEES PROFIT SHARING PLAN 2025 401k membership
Total number of particpants at beginning of year 2025-03-06 20
Total number of particpants at end of year 2025-03-06 17
Number of Participants With Account Balances 2025-03-06 17
2024: CASE PACIFIC COMPANY EMPLOYEES PROFIT SHARING PLAN 2024 401k membership
Total number of particpants at beginning of year 2024-07-01 26
Total number of particpants at end of year 2024-07-01 18
Number of Participants With Account Balances 2024-07-01 18
2022: CASE PACIFIC COMPANY EMPLOYEES PROFIT SHARING PLAN 2022 401k membership
Total number of particpants at beginning of year 2022-03-01 30
Total number of particpants at end of year 2022-03-01 25
Number of Participants With Account Balances 2022-03-01 25
2013: CASE PACIFIC COMPANY EMPLOYEES PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year 2013-01-01 15
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 17
Total of all active and inactive participants 2013-01-01 17
Total participants 2013-01-01 17
Number of participants with account balances 2013-01-01 17
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 1
2012: CASE PACIFIC COMPANY EMPLOYEES PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year 2012-01-01 15
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 15
Total of all active and inactive participants 2012-01-01 15
Total participants 2012-01-01 15
Number of participants with account balances 2012-01-01 15
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-01-01 0
2011: CASE PACIFIC COMPANY EMPLOYEES PROFIT SHARING 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 15
Total of all active and inactive participants 2011-01-01 15
Total participants 2011-01-01 15
Number of participants with account balances 2011-01-01 15
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-01-01 0
2010: CASE PACIFIC COMPANY EMPLOYEES PROFIT SHARING PLAN 2010 401k membership
Total participants, beginning-of-year 2010-01-01 16
Total number of active participants reported on line 7a of the Form 5500 2010-01-01 12
Number of other retired or separated participants entitled to future benefits 2010-01-01 3
Total of all active and inactive participants 2010-01-01 15
Total participants 2010-01-01 15
Number of participants with account balances 2010-01-01 15
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2010-01-01 3
2009: CASE PACIFIC COMPANY EMPLOYEES PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year 2009-01-01 14
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 13
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 2
Total of all active and inactive participants 2009-01-01 15
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-01-01 0
Total participants 2009-01-01 15
Number of participants with account balances 2009-01-01 16
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-01-01 2

Measure	Date	Value
2025: CASE PACIFIC COMPANY EMPLOYEES PROFIT SHARING PLAN 2025 401k membership
Total number of particpants at beginning of year	2025-03-06	20
Total number of particpants at end of year	2025-03-06	17
Number of Participants With Account Balances	2025-03-06	17
2024: CASE PACIFIC COMPANY EMPLOYEES PROFIT SHARING PLAN 2024 401k membership
Total number of particpants at beginning of year	2024-07-01	26
Total number of particpants at end of year	2024-07-01	18
Number of Participants With Account Balances	2024-07-01	18
2022: CASE PACIFIC COMPANY EMPLOYEES PROFIT SHARING PLAN 2022 401k membership
Total number of particpants at beginning of year	2022-03-01	30
Total number of particpants at end of year	2022-03-01	25
Number of Participants With Account Balances	2022-03-01	25
2013: CASE PACIFIC COMPANY EMPLOYEES PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year	2013-01-01	15
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	17
Total of all active and inactive participants	2013-01-01	17
Total participants	2013-01-01	17
Number of participants with account balances	2013-01-01	17
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	1
2012: CASE PACIFIC COMPANY EMPLOYEES PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year	2012-01-01	15
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	15
Total of all active and inactive participants	2012-01-01	15
Total participants	2012-01-01	15
Number of participants with account balances	2012-01-01	15
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-01-01	0
2011: CASE PACIFIC COMPANY EMPLOYEES PROFIT SHARING 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	15
Total of all active and inactive participants	2011-01-01	15
Total participants	2011-01-01	15
Number of participants with account balances	2011-01-01	15
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-01-01	0
2010: CASE PACIFIC COMPANY EMPLOYEES PROFIT SHARING PLAN 2010 401k membership
Total participants, beginning-of-year	2010-01-01	16
Total number of active participants reported on line 7a of the Form 5500	2010-01-01	12
Number of other retired or separated participants entitled to future benefits	2010-01-01	3
Total of all active and inactive participants	2010-01-01	15
Total participants	2010-01-01	15
Number of participants with account balances	2010-01-01	15
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2010-01-01	3
2009: CASE PACIFIC COMPANY EMPLOYEES PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year	2009-01-01	14
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	13
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	2
Total of all active and inactive participants	2009-01-01	15
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-01-01	0
Total participants	2009-01-01	15
Number of participants with account balances	2009-01-01	16
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-01-01	2

Financial Data on CASE PACIFIC COMPANY EMPLOYEES PROFIT SHARING PLAN

Measure	Date	Value
2025 : CASE PACIFIC COMPANY EMPLOYEES PROFIT SHARING PLAN 2025 401k financial data
Total transfers to/from plan in this plan year	2025-03-06	0
Total liabilities as of the end of the plan year	2025-03-06	0
Total liabilities as of the beginning of the plan year	2025-03-06	150
Total expenses incurred by plan in this plan year	2025-03-06	278039
Net assets as of the end of the plan year	2025-03-06	6016622
Total assets as of the beginning of the plan year	2025-03-06	5469555
Value of plan covered by a fidelity bond	2025-03-06	500000
Participant contributions to plan in this plan year	2025-03-06	0
Other expenses paid from plan in this plan year	2025-03-06	41743
Other contributions to plan in this plan year	2025-03-06	0
Other income to plan in this plan year	2025-03-06	472324
Plan net income in this plan year	2025-03-06	547217
Net assets as of the end of the plan year	2025-03-06	6016622
Net assets as of the beginning of the plan year	2025-03-06	5469405
Employer contributions to plan in this plan year	2025-03-06	352932
Expensese paid to adminstrative service provicers from plan in this plan year	2025-03-06	0
2024 : CASE PACIFIC COMPANY EMPLOYEES PROFIT SHARING PLAN 2024 401k financial data
Total transfers to/from plan in this plan year	2024-07-01	0
Total liabilities as of the end of the plan year	2024-07-01	150
Total liabilities as of the beginning of the plan year	2024-07-01	0
Total expenses incurred by plan in this plan year	2024-07-01	402433
Net assets as of the end of the plan year	2024-07-01	5469555
Total assets as of the beginning of the plan year	2024-07-01	4931413
Value of plan covered by a fidelity bond	2024-07-01	493142
Participant contributions to plan in this plan year	2024-07-01	0
Other expenses paid from plan in this plan year	2024-07-01	37817
Other contributions to plan in this plan year	2024-07-01	0
Other income to plan in this plan year	2024-07-01	626996
Plan net income in this plan year	2024-07-01	537992
Net assets as of the end of the plan year	2024-07-01	5469405
Net assets as of the beginning of the plan year	2024-07-01	4931413
Employer contributions to plan in this plan year	2024-07-01	313429
Expensese paid to adminstrative service provicers from plan in this plan year	2024-07-01	0
2022 : CASE PACIFIC COMPANY EMPLOYEES PROFIT SHARING PLAN 2022 401k financial data
Total liabilities as of the beginning of the plan year	2022-03-01	0
Total expenses incurred by plan in this plan year	2022-03-01	87835
Net assets as of the end of the plan year	2022-03-01	5506630
Total assets as of the beginning of the plan year	2022-03-01	4467869
Value of plan covered by a fidelity bond	2022-03-01	500000
Other income to plan in this plan year	2022-03-01	802351
Plan net income in this plan year	2022-03-01	1038761
Net assets as of the end of the plan year	2022-03-01	5506630
Net assets as of the beginning of the plan year	2022-03-01	4467869
Employer contributions to plan in this plan year	2022-03-01	324245
Expensese paid to adminstrative service provicers from plan in this plan year	2022-03-01	34270
2013 : CASE PACIFIC COMPANY EMPLOYEES PROFIT SHARING PLAN 2013 401k financial data
Total income from all sources	2013-12-31	$325,844
Expenses. Total of all expenses incurred	2013-12-31	$7,939
Total plan assets at end of year	2013-12-31	$1,672,156
Total plan assets at beginning of year	2013-12-31	$1,354,251
Value of fidelity bond covering the plan	2013-12-31	$200,000
Other income received	2013-12-31	$141,018
Net income (gross income less expenses)	2013-12-31	$317,905
Net plan assets at end of year (total assets less liabilities)	2013-12-31	$1,672,156
Net plan assets at beginning of year (total assets less liabilities)	2013-12-31	$1,354,251
Total contributions received or receivable from employer(s)	2013-12-31	$184,826
Expenses. Administrative service providers (salaries,fees and commissions)	2013-12-31	$7,939
2012 : CASE PACIFIC COMPANY EMPLOYEES PROFIT SHARING PLAN 2012 401k financial data
Total income from all sources	2012-12-31	$329,006
Expenses. Total of all expenses incurred	2012-12-31	$581,638
Benefits paid (including direct rollovers)	2012-12-31	$571,049
Total plan assets at end of year	2012-12-31	$1,354,251
Total plan assets at beginning of year	2012-12-31	$1,606,883
Value of fidelity bond covering the plan	2012-12-31	$200,000
Other income received	2012-12-31	$156,435
Net income (gross income less expenses)	2012-12-31	$-252,632
Net plan assets at end of year (total assets less liabilities)	2012-12-31	$1,354,251
Net plan assets at beginning of year (total assets less liabilities)	2012-12-31	$1,606,883
Total contributions received or receivable from employer(s)	2012-12-31	$172,571
Expenses. Administrative service providers (salaries,fees and commissions)	2012-12-31	$10,589
2011 : CASE PACIFIC COMPANY EMPLOYEES PROFIT SHARING PLAN 2011 401k financial data
Total income from all sources	2011-12-31	$-21,820
Expenses. Total of all expenses incurred	2011-12-31	$16,967
Benefits paid (including direct rollovers)	2011-12-31	$5,767
Total plan assets at end of year	2011-12-31	$1,606,883
Total plan assets at beginning of year	2011-12-31	$1,645,670
Value of fidelity bond covering the plan	2011-12-31	$200,000
Other income received	2011-12-31	$-21,820
Net income (gross income less expenses)	2011-12-31	$-38,787
Net plan assets at end of year (total assets less liabilities)	2011-12-31	$1,606,883
Net plan assets at beginning of year (total assets less liabilities)	2011-12-31	$1,645,670
Assets. Value of assets in partnership/joint-venture interests	2011-12-31	$9,056
Expenses. Administrative service providers (salaries,fees and commissions)	2011-12-31	$11,200
2010 : CASE PACIFIC COMPANY EMPLOYEES PROFIT SHARING PLAN 2010 401k financial data
Total income from all sources	2010-12-31	$139,987
Expenses. Total of all expenses incurred	2010-12-31	$87,763
Benefits paid (including direct rollovers)	2010-12-31	$77,567
Total plan assets at end of year	2010-12-31	$1,645,670
Total plan assets at beginning of year	2010-12-31	$1,593,446
Value of fidelity bond covering the plan	2010-12-31	$200,000
Other income received	2010-12-31	$139,987
Net income (gross income less expenses)	2010-12-31	$52,224
Net plan assets at end of year (total assets less liabilities)	2010-12-31	$1,645,670
Net plan assets at beginning of year (total assets less liabilities)	2010-12-31	$1,593,446
Assets. Value of assets in partnership/joint-venture interests	2010-12-31	$30,000
Expenses. Administrative service providers (salaries,fees and commissions)	2010-12-31	$10,196
Funding deficiency by the employer to the plan for this plan year	2010-12-31	$0
Minimum employer required contribution for this plan year	2010-12-31	$0
Amount contributed by the employer to the plan for this plan year	2010-12-31	$0
2009 : CASE PACIFIC COMPANY EMPLOYEES PROFIT SHARING PLAN 2009 401k financial data
Funding deficiency by the employer to the plan for this plan year	2009-12-31	$0
Minimum employer required contribution for this plan year	2009-12-31	$0
Amount contributed by the employer to the plan for this plan year	2009-12-31	$0

Form 5500 Responses for CASE PACIFIC COMPANY EMPLOYEES PROFIT SHARING PLAN

2013: CASE PACIFIC COMPANY EMPLOYEES PROFIT SHARING PLAN 2013 form 5500 responses
2013-01-01	Type of plan entity	Single employer plan
2013-01-01	Plan funding arrangement – Trust	Yes
2013-01-01	Plan benefit arrangement - Trust	Yes
2012: CASE PACIFIC COMPANY EMPLOYEES PROFIT SHARING PLAN 2012 form 5500 responses
2012-01-01	Type of plan entity	Single employer plan
2012-01-01	Plan funding arrangement – Trust	Yes
2012-01-01	Plan benefit arrangement - Trust	Yes
2011: CASE PACIFIC COMPANY EMPLOYEES PROFIT SHARING PLAN 2011 form 5500 responses
2011-01-01	Type of plan entity	Single employer plan
2011-01-01	Plan funding arrangement – Trust	Yes
2011-01-01	Plan benefit arrangement - Trust	Yes
2010: CASE PACIFIC COMPANY EMPLOYEES PROFIT SHARING PLAN 2010 form 5500 responses
2010-01-01	Type of plan entity	Single employer plan
2010-01-01	Plan funding arrangement – Trust	Yes
2010-01-01	Plan benefit arrangement - Trust	Yes
2009: CASE PACIFIC COMPANY EMPLOYEES PROFIT SHARING PLAN 2009 form 5500 responses
2009-01-01	Type of plan entity	Single employer plan
2009-01-01	Plan funding arrangement – Trust	Yes
2009-01-01	Plan benefit arrangement - Trust	Yes

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Company Name:	CASE PACIFIC COMPANY
Employer identification number (EIN):	941668279
NAIC Classification:	238100

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed
001	2023-01-01
001	2022-01-01
001	2022-01-01
001	2021-01-01
001	2020-01-01
001	2019-01-01
001	2018-01-01
001	2017-01-01	JACQUELINE A. LEWELLING	2018-06-27
001	2016-01-01	JACQUELINE A. LEWELLING	2017-03-15
001	2013-01-01	JACQUELINE A. LEWELLING
001	2012-01-01	JACQUELINE A. LEWELLING
001	2011-01-01	TIM RUEDA
001	2010-01-01	TIM RUEDA
001	2009-01-01	NANCY NEUMANN