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Plan Name | COMMERCIAL CASEWORK, INC. 401K PSP |
Plan identification number | 001 |
401k Plan Type | Defined Contribution Pension |
Plan Features/Benefits |
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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.
Plan id# | Filing Submission Date | Name of Administrator | Date Administrator Signed | Name of Company Sponsor | Date Sponsor Signed |
---|---|---|---|---|---|
001 | 2022-01-01 | ERIC PALMER | 2023-03-23 | ||
001 | 2021-01-01 | ERIC PALMER | 2022-03-31 | ||
001 | 2020-01-01 | ERIC PALMER | 2021-04-06 | ||
001 | 2019-01-01 | ERIC PALMER | 2020-05-26 | ||
001 | 2018-01-01 | ERIC PALMER | 2019-05-09 | ||
001 | 2017-01-01 | ERIC PALMER | 2018-04-05 | ||
001 | 2016-01-01 | ERIC PALMER | |||
001 | 2015-01-01 | ERIC PALMER | |||
001 | 2015-01-01 | ERIC PALMER | |||
001 | 2014-01-01 | ERIC PALMER | |||
001 | 2013-01-01 | ERIC PALMER | |||
001 | 2012-01-01 | ERIC PALMER | |||
001 | 2011-01-01 | ERIC PALMER | |||
001 | 2009-01-01 | ERIC PALMER |
Measure | Date | Value |
---|---|---|
2016: COMMERCIAL CASEWORK, INC. 401K PSP 2016 401k membership | ||
Total participants, beginning-of-year | 2016-01-01 | 31 |
Total number of active participants reported on line 7a of the Form 5500 | 2016-01-01 | 25 |
Number of retired or separated participants receiving benefits | 2016-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2016-01-01 | 4 |
Total of all active and inactive participants | 2016-01-01 | 29 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2016-01-01 | 0 |
Total participants | 2016-01-01 | 29 |
Number of participants with account balances | 2016-01-01 | 25 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2016-01-01 | 1 |
2015: COMMERCIAL CASEWORK, INC. 401K PSP 2015 401k membership | ||
Total participants, beginning-of-year | 2015-01-01 | 31 |
Total number of active participants reported on line 7a of the Form 5500 | 2015-01-01 | 26 |
Number of retired or separated participants receiving benefits | 2015-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2015-01-01 | 5 |
Total of all active and inactive participants | 2015-01-01 | 31 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2015-01-01 | 0 |
Total participants | 2015-01-01 | 31 |
Number of participants with account balances | 2015-01-01 | 27 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2015-01-01 | 0 |
2014: COMMERCIAL CASEWORK, INC. 401K PSP 2014 401k membership | ||
Total participants, beginning-of-year | 2014-01-01 | 30 |
Total number of active participants reported on line 7a of the Form 5500 | 2014-01-01 | 26 |
Number of retired or separated participants receiving benefits | 2014-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2014-01-01 | 5 |
Total of all active and inactive participants | 2014-01-01 | 31 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2014-01-01 | 0 |
Total participants | 2014-01-01 | 31 |
Number of participants with account balances | 2014-01-01 | 21 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2014-01-01 | 0 |
2013: COMMERCIAL CASEWORK, INC. 401K PSP 2013 401k membership | ||
Total participants, beginning-of-year | 2013-01-01 | 30 |
Total number of active participants reported on line 7a of the Form 5500 | 2013-01-01 | 23 |
Number of retired or separated participants receiving benefits | 2013-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2013-01-01 | 7 |
Total of all active and inactive participants | 2013-01-01 | 30 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2013-01-01 | 0 |
Total participants | 2013-01-01 | 30 |
Number of participants with account balances | 2013-01-01 | 22 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2013-01-01 | 0 |
2012: COMMERCIAL CASEWORK, INC. 401K PSP 2012 401k membership | ||
Total participants, beginning-of-year | 2012-01-01 | 32 |
Total number of active participants reported on line 7a of the Form 5500 | 2012-01-01 | 25 |
Number of retired or separated participants receiving benefits | 2012-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2012-01-01 | 5 |
Total of all active and inactive participants | 2012-01-01 | 30 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2012-01-01 | 0 |
Total participants | 2012-01-01 | 30 |
Number of participants with account balances | 2012-01-01 | 20 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2012-01-01 | 0 |
2011: COMMERCIAL CASEWORK, INC. 401K PSP 2011 401k membership | ||
Total participants, beginning-of-year | 2011-01-01 | 30 |
Total number of active participants reported on line 7a of the Form 5500 | 2011-01-01 | 21 |
Number of retired or separated participants receiving benefits | 2011-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2011-01-01 | 9 |
Total of all active and inactive participants | 2011-01-01 | 30 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2011-01-01 | 0 |
Total participants | 2011-01-01 | 30 |
Number of participants with account balances | 2011-01-01 | 30 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2011-01-01 | 0 |
2009: COMMERCIAL CASEWORK, INC. 401K PSP 2009 401k membership | ||
Total participants, beginning-of-year | 2009-01-01 | 29 |
Total number of active participants reported on line 7a of the Form 5500 | 2009-01-01 | 22 |
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 | 4 |
Total of all active and inactive participants | 2009-01-01 | 26 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2009-01-01 | 0 |
Total participants | 2009-01-01 | 26 |
Number of participants with account balances | 2009-01-01 | 23 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2009-01-01 | 0 |
Measure | Date | Value |
---|---|---|
2016 : COMMERCIAL CASEWORK, INC. 401K PSP 2016 401k financial data | ||
Total plan liabilities at end of year | 2016-12-31 | $0 |
Total plan liabilities at beginning of year | 2016-12-31 | $0 |
Total income from all sources | 2016-12-31 | $614,786 |
Expenses. Total of all expenses incurred | 2016-12-31 | $337,886 |
Benefits paid (including direct rollovers) | 2016-12-31 | $337,686 |
Total plan assets at end of year | 2016-12-31 | $3,601,804 |
Total plan assets at beginning of year | 2016-12-31 | $3,324,904 |
Value of fidelity bond covering the plan | 2016-12-31 | $1,000,000 |
Total contributions received or receivable from participants | 2016-12-31 | $238,666 |
Contributions received from other sources (not participants or employers) | 2016-12-31 | $12,613 |
Other income received | 2016-12-31 | $278,701 |
Noncash contributions received | 2016-12-31 | $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 loans | 2016-12-31 | $0 |
Value of corrective distributions | 2016-12-31 | $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 securities | 2016-12-31 | $0 |
2015 : COMMERCIAL CASEWORK, INC. 401K PSP 2015 401k financial data | ||
Total plan liabilities at end of year | 2015-12-31 | $0 |
Total plan liabilities at beginning of year | 2015-12-31 | $0 |
Total income from all sources | 2015-12-31 | $444,547 |
Expenses. Total of all expenses incurred | 2015-12-31 | $159,662 |
Benefits paid (including direct rollovers) | 2015-12-31 | $159,537 |
Total plan assets at end of year | 2015-12-31 | $3,324,904 |
Total plan assets at beginning of year | 2015-12-31 | $3,040,019 |
Value of fidelity bond covering the plan | 2015-12-31 | $1,000,000 |
Total contributions received or receivable from participants | 2015-12-31 | $233,519 |
Expenses. Other expenses not covered elsewhere | 2015-12-31 | $0 |
Contributions received from other sources (not participants or employers) | 2015-12-31 | $53,717 |
Other income received | 2015-12-31 | $72,529 |
Noncash contributions received | 2015-12-31 | $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 loans | 2015-12-31 | $1,593 |
Total contributions received or receivable from employer(s) | 2015-12-31 | $84,782 |
Value of certain deemed distributions of participant loans | 2015-12-31 | $0 |
Value of corrective distributions | 2015-12-31 | $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 securities | 2015-12-31 | $0 |
2014 : COMMERCIAL CASEWORK, INC. 401K PSP 2014 401k financial data | ||
Total plan liabilities at end of year | 2014-12-31 | $0 |
Total income from all sources | 2014-12-31 | $566,625 |
Expenses. Total of all expenses incurred | 2014-12-31 | $858,540 |
Benefits paid (including direct rollovers) | 2014-12-31 | $858,390 |
Total plan assets at end of year | 2014-12-31 | $3,040,019 |
Total plan assets at beginning of year | 2014-12-31 | $3,331,934 |
Value of fidelity bond covering the plan | 2014-12-31 | $1,000,000 |
Total contributions received or receivable from participants | 2014-12-31 | $141,344 |
Expenses. Other expenses not covered elsewhere | 2014-12-31 | $0 |
Contributions received from other sources (not participants or employers) | 2014-12-31 | $182,740 |
Other income received | 2014-12-31 | $242,541 |
Noncash contributions received | 2014-12-31 | $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 loans | 2014-12-31 | $7,505 |
Total contributions received or receivable from employer(s) | 2014-12-31 | $0 |
Value of certain deemed distributions of participant loans | 2014-12-31 | $0 |
Value of corrective distributions | 2014-12-31 | $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 securities | 2014-12-31 | $0 |
2013 : COMMERCIAL CASEWORK, INC. 401K PSP 2013 401k financial data | ||
Total plan liabilities at beginning of year | 2013-12-31 | $0 |
Total income from all sources | 2013-12-31 | $798,918 |
Expenses. Total of all expenses incurred | 2013-12-31 | $10,299 |
Benefits paid (including direct rollovers) | 2013-12-31 | $10,114 |
Total plan assets at end of year | 2013-12-31 | $3,331,934 |
Total plan assets at beginning of year | 2013-12-31 | $2,543,315 |
Value of fidelity bond covering the plan | 2013-12-31 | $1,000,000 |
Total contributions received or receivable from participants | 2013-12-31 | $122,529 |
Other income received | 2013-12-31 | $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 loans | 2013-12-31 | $15,556 |
Assets. Value of employer securities | 2013-12-31 | $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 securities | 2013-12-31 | $0 |
2012 : COMMERCIAL CASEWORK, INC. 401K PSP 2012 401k financial data | ||
Total plan liabilities at end of year | 2012-12-31 | $0 |
Total plan liabilities at beginning of year | 2012-12-31 | $0 |
Total income from all sources | 2012-12-31 | $468,836 |
Expenses. Total of all expenses incurred | 2012-12-31 | $292,161 |
Benefits paid (including direct rollovers) | 2012-12-31 | $292,061 |
Total plan assets at end of year | 2012-12-31 | $2,545,211 |
Total plan assets at beginning of year | 2012-12-31 | $2,368,536 |
Value of fidelity bond covering the plan | 2012-12-31 | $1,000,000 |
Total contributions received or receivable from participants | 2012-12-31 | $102,720 |
Other income received | 2012-12-31 | $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 loans | 2012-12-31 | $11,162 |
Assets. Value of employer securities | 2012-12-31 | $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 securities | 2012-12-31 | $0 |
2011 : COMMERCIAL CASEWORK, INC. 401K PSP 2011 401k financial data | ||
Transfers to/from the plan | 2011-12-31 | $0 |
Total plan liabilities at end of year | 2011-12-31 | $0 |
Total plan liabilities at beginning of year | 2011-12-31 | $0 |
Total income from all sources | 2011-12-31 | $-4,921 |
Expenses. Total of all expenses incurred | 2011-12-31 | $170 |
Benefits paid (including direct rollovers) | 2011-12-31 | $0 |
Total plan assets at end of year | 2011-12-31 | $2,368,536 |
Total plan assets at beginning of year | 2011-12-31 | $2,373,627 |
Value of fidelity bond covering the plan | 2011-12-31 | $1,000,000 |
Total contributions received or receivable from participants | 2011-12-31 | $96,679 |
Expenses. Other expenses not covered elsewhere | 2011-12-31 | $0 |
Contributions received from other sources (not participants or employers) | 2011-12-31 | $0 |
Other income received | 2011-12-31 | $-101,600 |
Noncash contributions received | 2011-12-31 | $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 loans | 2011-12-31 | $16,162 |
Assets. Value of employer securities | 2011-12-31 | $193,091 |
Total contributions received or receivable from employer(s) | 2011-12-31 | $0 |
Value of certain deemed distributions of participant loans | 2011-12-31 | $0 |
Value of corrective distributions | 2011-12-31 | $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 plan | 2010-12-31 | $0 |
Total plan liabilities at end of year | 2010-12-31 | $0 |
Total plan liabilities at beginning of year | 2010-12-31 | $0 |
Total income from all sources | 2010-12-31 | $304,201 |
Expenses. Total of all expenses incurred | 2010-12-31 | $100 |
Benefits paid (including direct rollovers) | 2010-12-31 | $0 |
Total plan assets at end of year | 2010-12-31 | $2,373,627 |
Total plan assets at beginning of year | 2010-12-31 | $2,069,526 |
Value of fidelity bond covering the plan | 2010-12-31 | $1,000,000 |
Total contributions received or receivable from participants | 2010-12-31 | $97,639 |
Expenses. Other expenses not covered elsewhere | 2010-12-31 | $100 |
Contributions received from other sources (not participants or employers) | 2010-12-31 | $0 |
Other income received | 2010-12-31 | $206,562 |
Noncash contributions received | 2010-12-31 | $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 loans | 2010-12-31 | $7,552 |
Assets. Value of employer securities | 2010-12-31 | $172,222 |
Total contributions received or receivable from employer(s) | 2010-12-31 | $0 |
Value of certain deemed distributions of participant loans | 2010-12-31 | $0 |
Value of corrective distributions | 2010-12-31 | $0 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2010-12-31 | $0 |
2016: COMMERCIAL CASEWORK, INC. 401K PSP 2016 form 5500 responses | ||
---|---|---|
2016-01-01 | Type of plan entity | Single employer plan |
2016-01-01 | Submission has been amended | No |
2016-01-01 | This submission is the final filing | No |
2016-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2016-01-01 | Plan is a collectively bargained plan | No |
2016-01-01 | Plan funding arrangement – Trust | Yes |
2016-01-01 | Plan benefit arrangement - Trust | Yes |
2015: COMMERCIAL CASEWORK, INC. 401K PSP 2015 form 5500 responses | ||
2015-01-01 | Type of plan entity | Single employer plan |
2015-01-01 | Submission has been amended | Yes |
2015-01-01 | This submission is the final filing | No |
2015-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2015-01-01 | Plan is a collectively bargained plan | No |
2015-01-01 | Plan funding arrangement – Trust | Yes |
2015-01-01 | Plan benefit arrangement - Trust | Yes |
2014: COMMERCIAL CASEWORK, INC. 401K PSP 2014 form 5500 responses | ||
2014-01-01 | Type of plan entity | Single employer plan |
2014-01-01 | Submission has been amended | No |
2014-01-01 | This submission is the final filing | No |
2014-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2014-01-01 | Plan is a collectively bargained plan | No |
2014-01-01 | Plan funding arrangement – Trust | Yes |
2014-01-01 | Plan benefit arrangement - Trust | Yes |
2013: COMMERCIAL CASEWORK, INC. 401K PSP 2013 form 5500 responses | ||
2013-01-01 | Type of plan entity | Single employer plan |
2013-01-01 | Submission has been amended | No |
2013-01-01 | This submission is the final filing | No |
2013-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2013-01-01 | Plan is a collectively bargained plan | No |
2013-01-01 | Plan funding arrangement – Trust | Yes |
2013-01-01 | Plan benefit arrangement - Trust | Yes |
2012: COMMERCIAL CASEWORK, INC. 401K PSP 2012 form 5500 responses | ||
2012-01-01 | Type of plan entity | Single employer plan |
2012-01-01 | Submission has been amended | Yes |
2012-01-01 | This submission is the final filing | No |
2012-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2012-01-01 | Plan is a collectively bargained plan | No |
2012-01-01 | Plan funding arrangement – Trust | Yes |
2012-01-01 | Plan benefit arrangement - Trust | Yes |
2011: COMMERCIAL CASEWORK, INC. 401K PSP 2011 form 5500 responses | ||
2011-01-01 | Type of plan entity | Single employer plan |
2011-01-01 | Submission has been amended | No |
2011-01-01 | This submission is the final filing | No |
2011-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2011-01-01 | Plan is a collectively bargained plan | No |
2011-01-01 | Plan funding arrangement – Trust | Yes |
2011-01-01 | Plan benefit arrangement - Trust | Yes |
2009: COMMERCIAL CASEWORK, INC. 401K PSP 2009 form 5500 responses | ||
2009-01-01 | Type of plan entity | Single employer plan |
2009-01-01 | Submission has been amended | No |
2009-01-01 | This submission is the final filing | No |
2009-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2009-01-01 | Plan is a collectively bargained plan | No |
2009-01-01 | Plan funding arrangement – Trust | Yes |
2009-01-01 | Plan benefit arrangement - Trust | Yes |