| Plan Name | CASE PACIFIC CASH BALANCE PLAN |
| Plan identification number | 002 |
| 401k Plan Type | Defined Benefit Pension |
| Plan Features/Benefits |
|
| Company Name: | CASE PACIFIC COMPANY |
| Employer identification number (EIN): | 941668279 |
| NAIC Classification: | 238100 |
Additional information about CASE PACIFIC COMPANY
| Jurisdiction of Incorporation: | California Department of State |
| Incorporation Date: | 1968-03-13 |
| Company Identification Number: | C0542302 |
| Legal Registered Office Address: |
2121 Ardmore Road Paso Robles United States of America (USA) 93446-7199 |
More information about CASE PACIFIC COMPANY
| Plan id# | Filing Submission Date | Name of Administrator | Date Administrator Signed | Name of Company Sponsor | Date Sponsor Signed |
|---|---|---|---|---|---|
| 002 | 2023-01-01 | ||||
| 002 | 2022-01-01 | ||||
| 002 | 2021-01-01 | ||||
| 002 | 2020-01-01 | ||||
| 002 | 2019-01-01 | ||||
| 002 | 2018-01-01 | ||||
| 002 | 2017-01-01 | JACQUELINE A. LEWELLING | 2018-06-27 |
| Measure | Date | Value |
|---|---|---|
| 2025 : CASE PACIFIC CASH BALANCE PLAN 2025 401k financial data | ||
| Total transfers to/from plan in this plan year | 2025-04-28 | 0 |
| Total liabilities as of the end of the plan year | 2025-04-28 | 0 |
| Total liabilities as of the beginning of the plan year | 2025-04-28 | 0 |
| Total expenses incurred by plan in this plan year | 2025-04-28 | 24134 |
| Net assets as of the end of the plan year | 2025-04-28 | 2741465 |
| Total assets as of the beginning of the plan year | 2025-04-28 | 2207112 |
| Value of plan covered by a fidelity bond | 2025-04-28 | 220712 |
| Participant contributions to plan in this plan year | 2025-04-28 | 0 |
| Other expenses paid from plan in this plan year | 2025-04-28 | 17211 |
| Other contributions to plan in this plan year | 2025-04-28 | 0 |
| Other income to plan in this plan year | 2025-04-28 | 208487 |
| Plan net income in this plan year | 2025-04-28 | 534353 |
| Net assets as of the end of the plan year | 2025-04-28 | 2741465 |
| Net assets as of the beginning of the plan year | 2025-04-28 | 2207112 |
| Employer contributions to plan in this plan year | 2025-04-28 | 350000 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2025-04-28 | 0 |
| 2024 : CASE PACIFIC CASH BALANCE 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 | 0 |
| 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 | 22847 |
| Net assets as of the end of the plan year | 2024-07-01 | 2207112 |
| Total assets as of the beginning of the plan year | 2024-07-01 | 1760066 |
| Value of plan covered by a fidelity bond | 2024-07-01 | 200000 |
| Participant contributions to plan in this plan year | 2024-07-01 | 0 |
| Other expenses paid from plan in this plan year | 2024-07-01 | 0 |
| Other contributions to plan in this plan year | 2024-07-01 | 0 |
| Other income to plan in this plan year | 2024-07-01 | 197316 |
| Plan net income in this plan year | 2024-07-01 | 447046 |
| Net assets as of the end of the plan year | 2024-07-01 | 2207112 |
| Net assets as of the beginning of the plan year | 2024-07-01 | 1760066 |
| Employer contributions to plan in this plan year | 2024-07-01 | 272577 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2024-07-01 | 13521 |