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COMMERCIAL CASEWORK, INC. 401K PSP 401k Plan overview

Plan NameCOMMERCIAL CASEWORK, INC. 401K PSP
Plan identification number 001

COMMERCIAL CASEWORK, INC. 401K PSP 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.
  • 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

COMMERCIAL CASEWORK, INC. has sponsored the creation of one or more 401k plans.

Company Name:COMMERCIAL CASEWORK, INC.
Employer identification number (EIN):942356940
NAIC Classification:238900

Additional information about COMMERCIAL CASEWORK, INC.

Jurisdiction of Incorporation: Oregon Secretary of State Corporations Division
Incorporation Date: 2001-01-24
Company Identification Number: 78890184
Legal Registered Office Address: 310 E 6TH ST STE 400

MEDFORD
United States of America (USA)
97501

More information about COMMERCIAL CASEWORK, INC.

Form 5500 Filing Information

Submission information for form 5500 for 401k plan COMMERCIAL CASEWORK, INC. 401K PSP

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01ERIC PALMER2023-03-23
0012021-01-01ERIC PALMER2022-03-31
0012020-01-01ERIC PALMER2021-04-06
0012019-01-01ERIC PALMER2020-05-26
0012018-01-01ERIC PALMER2019-05-09
0012017-01-01ERIC PALMER2018-04-05
0012016-01-01ERIC PALMER
0012015-01-01ERIC PALMER
0012015-01-01ERIC PALMER
0012014-01-01ERIC PALMER
0012013-01-01ERIC PALMER
0012012-01-01ERIC PALMER
0012011-01-01ERIC PALMER
0012009-01-01ERIC PALMER

Plan Statistics for COMMERCIAL CASEWORK, INC. 401K PSP

401k plan membership statisitcs for COMMERCIAL CASEWORK, INC. 401K PSP

Measure Date Value
2016: COMMERCIAL CASEWORK, INC. 401K PSP 2016 401k membership
Total participants, beginning-of-year2016-01-0131
Total number of active participants reported on line 7a of the Form 55002016-01-0125
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-014
Total of all active and inactive participants2016-01-0129
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-0129
Number of participants with account balances2016-01-0125
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-011
2015: COMMERCIAL CASEWORK, INC. 401K PSP 2015 401k membership
Total participants, beginning-of-year2015-01-0131
Total number of active participants reported on line 7a of the Form 55002015-01-0126
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-015
Total of all active and inactive participants2015-01-0131
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-0131
Number of participants with account balances2015-01-0127
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014: COMMERCIAL CASEWORK, INC. 401K PSP 2014 401k membership
Total participants, beginning-of-year2014-01-0130
Total number of active participants reported on line 7a of the Form 55002014-01-0126
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-015
Total of all active and inactive participants2014-01-0131
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-0131
Number of participants with account balances2014-01-0121
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2013: COMMERCIAL CASEWORK, INC. 401K PSP 2013 401k membership
Total participants, beginning-of-year2013-01-0130
Total number of active participants reported on line 7a of the Form 55002013-01-0123
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-017
Total of all active and inactive participants2013-01-0130
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-0130
Number of participants with account balances2013-01-0122
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
2012: COMMERCIAL CASEWORK, INC. 401K PSP 2012 401k membership
Total participants, beginning-of-year2012-01-0132
Total number of active participants reported on line 7a of the Form 55002012-01-0125
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-015
Total of all active and inactive participants2012-01-0130
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-0130
Number of participants with account balances2012-01-0120
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010
2011: COMMERCIAL CASEWORK, INC. 401K PSP 2011 401k membership
Total participants, beginning-of-year2011-01-0130
Total number of active participants reported on line 7a of the Form 55002011-01-0121
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-019
Total of all active and inactive participants2011-01-0130
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-0130
Number of participants with account balances2011-01-0130
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010
2009: COMMERCIAL CASEWORK, INC. 401K PSP 2009 401k membership
Total participants, beginning-of-year2009-01-0129
Total number of active participants reported on line 7a of the Form 55002009-01-0122
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-014
Total of all active and inactive participants2009-01-0126
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-0126
Number of participants with account balances2009-01-0123
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-010

Financial Data on COMMERCIAL CASEWORK, INC. 401K PSP

Measure Date Value
2016 : COMMERCIAL CASEWORK, INC. 401K PSP 2016 401k financial data
Total plan liabilities at end of year2016-12-31$0
Total plan liabilities at beginning of year2016-12-31$0
Total income from all sources2016-12-31$614,786
Expenses. Total of all expenses incurred2016-12-31$337,886
Benefits paid (including direct rollovers)2016-12-31$337,686
Total plan assets at end of year2016-12-31$3,601,804
Total plan assets at beginning of year2016-12-31$3,324,904
Value of fidelity bond covering the plan2016-12-31$1,000,000
Total contributions received or receivable from participants2016-12-31$238,666
Contributions received from other sources (not participants or employers)2016-12-31$12,613
Other income received2016-12-31$278,701
Noncash contributions received2016-12-31$0
Net income (gross income less expenses)2016-12-31$276,900
Net plan assets at end of year (total assets less liabilities)2016-12-31$3,601,804
Net plan assets at beginning of year (total assets less liabilities)2016-12-31$3,324,904
Total contributions received or receivable from employer(s)2016-12-31$84,806
Value of certain deemed distributions of participant loans2016-12-31$0
Value of corrective distributions2016-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2016-12-31$200
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
2015 : COMMERCIAL CASEWORK, INC. 401K PSP 2015 401k financial data
Total plan liabilities at end of year2015-12-31$0
Total plan liabilities at beginning of year2015-12-31$0
Total income from all sources2015-12-31$444,547
Expenses. Total of all expenses incurred2015-12-31$159,662
Benefits paid (including direct rollovers)2015-12-31$159,537
Total plan assets at end of year2015-12-31$3,324,904
Total plan assets at beginning of year2015-12-31$3,040,019
Value of fidelity bond covering the plan2015-12-31$1,000,000
Total contributions received or receivable from participants2015-12-31$233,519
Expenses. Other expenses not covered elsewhere2015-12-31$0
Contributions received from other sources (not participants or employers)2015-12-31$53,717
Other income received2015-12-31$72,529
Noncash contributions received2015-12-31$0
Net income (gross income less expenses)2015-12-31$284,885
Net plan assets at end of year (total assets less liabilities)2015-12-31$3,324,904
Net plan assets at beginning of year (total assets less liabilities)2015-12-31$3,040,019
Assets. Value of participant loans2015-12-31$1,593
Total contributions received or receivable from employer(s)2015-12-31$84,782
Value of certain deemed distributions of participant loans2015-12-31$0
Value of corrective distributions2015-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2015-12-31$125
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
2014 : COMMERCIAL CASEWORK, INC. 401K PSP 2014 401k financial data
Total plan liabilities at end of year2014-12-31$0
Total income from all sources2014-12-31$566,625
Expenses. Total of all expenses incurred2014-12-31$858,540
Benefits paid (including direct rollovers)2014-12-31$858,390
Total plan assets at end of year2014-12-31$3,040,019
Total plan assets at beginning of year2014-12-31$3,331,934
Value of fidelity bond covering the plan2014-12-31$1,000,000
Total contributions received or receivable from participants2014-12-31$141,344
Expenses. Other expenses not covered elsewhere2014-12-31$0
Contributions received from other sources (not participants or employers)2014-12-31$182,740
Other income received2014-12-31$242,541
Noncash contributions received2014-12-31$0
Net income (gross income less expenses)2014-12-31$-291,915
Net plan assets at end of year (total assets less liabilities)2014-12-31$3,040,019
Net plan assets at beginning of year (total assets less liabilities)2014-12-31$3,331,934
Assets. Value of participant loans2014-12-31$7,505
Total contributions received or receivable from employer(s)2014-12-31$0
Value of certain deemed distributions of participant loans2014-12-31$0
Value of corrective distributions2014-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2014-12-31$150
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
2013 : COMMERCIAL CASEWORK, INC. 401K PSP 2013 401k financial data
Total plan liabilities at beginning of year2013-12-31$0
Total income from all sources2013-12-31$798,918
Expenses. Total of all expenses incurred2013-12-31$10,299
Benefits paid (including direct rollovers)2013-12-31$10,114
Total plan assets at end of year2013-12-31$3,331,934
Total plan assets at beginning of year2013-12-31$2,543,315
Value of fidelity bond covering the plan2013-12-31$1,000,000
Total contributions received or receivable from participants2013-12-31$122,529
Other income received2013-12-31$676,389
Net income (gross income less expenses)2013-12-31$788,619
Net plan assets at end of year (total assets less liabilities)2013-12-31$3,331,934
Net plan assets at beginning of year (total assets less liabilities)2013-12-31$2,543,315
Assets. Value of participant loans2013-12-31$15,556
Assets. Value of employer securities2013-12-31$258,440
Expenses. Administrative service providers (salaries,fees and commissions)2013-12-31$185
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
2012 : COMMERCIAL CASEWORK, INC. 401K PSP 2012 401k financial data
Total plan liabilities at end of year2012-12-31$0
Total plan liabilities at beginning of year2012-12-31$0
Total income from all sources2012-12-31$468,836
Expenses. Total of all expenses incurred2012-12-31$292,161
Benefits paid (including direct rollovers)2012-12-31$292,061
Total plan assets at end of year2012-12-31$2,545,211
Total plan assets at beginning of year2012-12-31$2,368,536
Value of fidelity bond covering the plan2012-12-31$1,000,000
Total contributions received or receivable from participants2012-12-31$102,720
Other income received2012-12-31$366,116
Net income (gross income less expenses)2012-12-31$176,675
Net plan assets at end of year (total assets less liabilities)2012-12-31$2,545,211
Net plan assets at beginning of year (total assets less liabilities)2012-12-31$2,368,536
Assets. Value of participant loans2012-12-31$11,162
Assets. Value of employer securities2012-12-31$243,375
Total contributions received or receivable from employer(s)2012-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2012-12-31$100
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
2011 : COMMERCIAL CASEWORK, INC. 401K PSP 2011 401k financial data
Transfers to/from the plan2011-12-31$0
Total plan liabilities at end of year2011-12-31$0
Total plan liabilities at beginning of year2011-12-31$0
Total income from all sources2011-12-31$-4,921
Expenses. Total of all expenses incurred2011-12-31$170
Benefits paid (including direct rollovers)2011-12-31$0
Total plan assets at end of year2011-12-31$2,368,536
Total plan assets at beginning of year2011-12-31$2,373,627
Value of fidelity bond covering the plan2011-12-31$1,000,000
Total contributions received or receivable from participants2011-12-31$96,679
Expenses. Other expenses not covered elsewhere2011-12-31$0
Contributions received from other sources (not participants or employers)2011-12-31$0
Other income received2011-12-31$-101,600
Noncash contributions received2011-12-31$0
Net income (gross income less expenses)2011-12-31$-5,091
Net plan assets at end of year (total assets less liabilities)2011-12-31$2,368,536
Net plan assets at beginning of year (total assets less liabilities)2011-12-31$2,373,627
Assets. Value of participant loans2011-12-31$16,162
Assets. Value of employer securities2011-12-31$193,091
Total contributions received or receivable from employer(s)2011-12-31$0
Value of certain deemed distributions of participant loans2011-12-31$0
Value of corrective distributions2011-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2011-12-31$170
2010 : COMMERCIAL CASEWORK, INC. 401K PSP 2010 401k financial data
Transfers to/from the plan2010-12-31$0
Total plan liabilities at end of year2010-12-31$0
Total plan liabilities at beginning of year2010-12-31$0
Total income from all sources2010-12-31$304,201
Expenses. Total of all expenses incurred2010-12-31$100
Benefits paid (including direct rollovers)2010-12-31$0
Total plan assets at end of year2010-12-31$2,373,627
Total plan assets at beginning of year2010-12-31$2,069,526
Value of fidelity bond covering the plan2010-12-31$1,000,000
Total contributions received or receivable from participants2010-12-31$97,639
Expenses. Other expenses not covered elsewhere2010-12-31$100
Contributions received from other sources (not participants or employers)2010-12-31$0
Other income received2010-12-31$206,562
Noncash contributions received2010-12-31$0
Net income (gross income less expenses)2010-12-31$304,101
Net plan assets at end of year (total assets less liabilities)2010-12-31$2,373,627
Net plan assets at beginning of year (total assets less liabilities)2010-12-31$2,069,526
Assets. Value of participant loans2010-12-31$7,552
Assets. Value of employer securities2010-12-31$172,222
Total contributions received or receivable from employer(s)2010-12-31$0
Value of certain deemed distributions of participant loans2010-12-31$0
Value of corrective distributions2010-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2010-12-31$0

Form 5500 Responses for COMMERCIAL CASEWORK, INC. 401K PSP

2016: COMMERCIAL CASEWORK, INC. 401K PSP 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015: COMMERCIAL CASEWORK, INC. 401K PSP 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedYes
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: COMMERCIAL CASEWORK, INC. 401K PSP 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: COMMERCIAL CASEWORK, INC. 401K PSP 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: COMMERCIAL CASEWORK, INC. 401K PSP 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedYes
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: COMMERCIAL CASEWORK, INC. 401K PSP 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2009: COMMERCIAL CASEWORK, INC. 401K PSP 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

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