401k Plan data: COMMERCIAL CASEWORK, INC. EMPLOYEE STOCK OWNERSHIP PLAN plan

COMMERCIAL CASEWORK, INC. EMPLOYEE STOCK OWNERSHIP PLAN 401k Plan overview

Plan Name	COMMERCIAL CASEWORK, INC. EMPLOYEE STOCK OWNERSHIP PLAN
Plan identification number	003

COMMERCIAL CASEWORK, INC. EMPLOYEE STOCK OWNERSHIP 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).
Stock bonus
ESOP other than a leveraged ESOP - A completed Schedule E must be attached to a Form 5500 filed for an Employee Stock Ownership Plan (ESOP).
Leveraged ESOP - An ESOP that acquires employer securities with borrowed money or other debt-financing techniques. A completed Schedule E must be attached to a Form 5500 filed for an ESOP.
The employer maintaining this ESOP is an S Corporation

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. EMPLOYEE STOCK OWNERSHIP PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
003 2022-01-01
003 2021-01-01
003 2020-01-01
003 2019-01-01
003 2018-01-01 ERIC PALMER
003 2017-01-01 ERIC PALMER
003 2016-01-01 ERIC PALMER
003 2015-01-01 ERIC PALMER
003 2014-01-01 ERIC PALMER
003 2013-01-01 ERIC PALMER
003 2012-01-01 ERIC PALMER
003 2011-01-01 ERIC PALMER
003 2010-01-01 ERIC PALMER
003 2009-01-01 ERIC PALMER ERIC PALMER 2010-05-28
003 2009-01-01 ERIC PALMER

Plan Statistics for COMMERCIAL CASEWORK, INC. EMPLOYEE STOCK OWNERSHIP PLAN

401k plan membership statisitcs for COMMERCIAL CASEWORK, INC. EMPLOYEE STOCK OWNERSHIP PLAN

Measure Date Value
2022: COMMERCIAL CASEWORK, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2022 401k membership
Total participants, beginning-of-year 2022-01-01 41
Total number of active participants reported on line 7a of the Form 5500 2022-01-01 38
Number of retired or separated participants receiving benefits 2022-01-01 5
Number of other retired or separated participants entitled to future benefits 2022-01-01 0
Total of all active and inactive participants 2022-01-01 43
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2022-01-01 0
Total participants 2022-01-01 43
Number of participants with account balances 2022-01-01 43
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2022-01-01 3
2021: COMMERCIAL CASEWORK, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2021 401k membership
Total participants, beginning-of-year 2021-01-01 37
Total number of active participants reported on line 7a of the Form 5500 2021-01-01 28
Number of retired or separated participants receiving benefits 2021-01-01 0
Number of other retired or separated participants entitled to future benefits 2021-01-01 1
Total of all active and inactive participants 2021-01-01 29
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-01-01 0
Total participants 2021-01-01 29
Number of participants with account balances 2021-01-01 29
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-01-01 4
2020: COMMERCIAL CASEWORK, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2020 401k membership
Total participants, beginning-of-year 2020-01-01 33
Total number of active participants reported on line 7a of the Form 5500 2020-01-01 28
Number of retired or separated participants receiving benefits 2020-01-01 5
Number of other retired or separated participants entitled to future benefits 2020-01-01 4
Total of all active and inactive participants 2020-01-01 37
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-01-01 0
Total participants 2020-01-01 37
Number of participants with account balances 2020-01-01 37
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-01-01 4
2019: COMMERCIAL CASEWORK, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2019 401k membership
Total participants, beginning-of-year 2019-01-01 34
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 28
Number of retired or separated participants receiving benefits 2019-01-01 3
Number of other retired or separated participants entitled to future benefits 2019-01-01 2
Total of all active and inactive participants 2019-01-01 33
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-01-01 0
Total participants 2019-01-01 33
Number of participants with account balances 2019-01-01 33
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-01-01 1
2018: COMMERCIAL CASEWORK, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2018 401k membership
Total participants, beginning-of-year 2018-01-01 29
Total number of active participants reported on line 7a of the Form 5500 2018-01-01 25
Number of retired or separated participants receiving benefits 2018-01-01 3
Number of other retired or separated participants entitled to future benefits 2018-01-01 6
Total of all active and inactive participants 2018-01-01 34
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-01-01 0
Total participants 2018-01-01 34
Number of participants with account balances 2018-01-01 34
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-01-01 1
2017: COMMERCIAL CASEWORK, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2017 401k membership
Total participants, beginning-of-year 2017-01-01 28
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 23
Number of retired or separated participants receiving benefits 2017-01-01 0
Number of other retired or separated participants entitled to future benefits 2017-01-01 7
Total of all active and inactive participants 2017-01-01 30
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-01-01 0
Total participants 2017-01-01 30
Number of participants with account balances 2017-01-01 29
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-01-01 1
2016: COMMERCIAL CASEWORK, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2016 401k membership
Total participants, beginning-of-year 2016-01-01 26
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 3
Total of all active and inactive participants 2016-01-01 28
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-01-01 0
Total participants 2016-01-01 28
Number of participants with account balances 2016-01-01 27
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. EMPLOYEE STOCK OWNERSHIP PLAN 2015 401k membership
Total participants, beginning-of-year 2015-01-01 30
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 24
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 2
Total of all active and inactive participants 2015-01-01 26
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-01-01 0
Total participants 2015-01-01 26
Number of participants with account balances 2015-01-01 26
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. EMPLOYEE STOCK OWNERSHIP PLAN 2014 401k membership
Total participants, beginning-of-year 2014-01-01 29
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 23
Number of retired or separated participants receiving benefits 2014-01-01 1
Number of other retired or separated participants entitled to future benefits 2014-01-01 4
Total of all active and inactive participants 2014-01-01 28
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-01-01 0
Total participants 2014-01-01 28
Number of participants with account balances 2014-01-01 28
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-01-01 1
2013: COMMERCIAL CASEWORK, INC. EMPLOYEE STOCK OWNERSHIP PLAN 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 6
Total of all active and inactive participants 2013-01-01 29
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-01-01 0
Total participants 2013-01-01 29
Number of participants with account balances 2013-01-01 29
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. EMPLOYEE STOCK OWNERSHIP PLAN 2012 401k membership
Total participants, beginning-of-year 2012-01-01 35
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 24
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 6
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 30
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. EMPLOYEE STOCK OWNERSHIP PLAN 2011 401k membership
Total participants, beginning-of-year 2011-01-01 35
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 2
Number of other retired or separated participants entitled to future benefits 2011-01-01 12
Total of all active and inactive participants 2011-01-01 35
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-01-01 0
Total participants 2011-01-01 35
Number of participants with account balances 2011-01-01 35
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-01-01 0
2010: COMMERCIAL CASEWORK, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2010 401k membership
Total participants, beginning-of-year 2010-01-01 32
Total number of active participants reported on line 7a of the Form 5500 2010-01-01 22
Number of retired or separated participants receiving benefits 2010-01-01 1
Number of other retired or separated participants entitled to future benefits 2010-01-01 12
Total of all active and inactive participants 2010-01-01 35
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2010-01-01 0
Total participants 2010-01-01 35
Number of participants with account balances 2010-01-01 35
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2010-01-01 2
2009: COMMERCIAL CASEWORK, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2009 401k membership
Total participants, beginning-of-year 2009-01-01 32
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 9
Total of all active and inactive participants 2009-01-01 31
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-01-01 0
Total participants 2009-01-01 31
Number of participants with account balances 2009-01-01 31
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-01-01 0

Measure	Date	Value
2022: COMMERCIAL CASEWORK, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2022 401k membership
Total participants, beginning-of-year	2022-01-01	41
Total number of active participants reported on line 7a of the Form 5500	2022-01-01	38
Number of retired or separated participants receiving benefits	2022-01-01	5
Number of other retired or separated participants entitled to future benefits	2022-01-01	0
Total of all active and inactive participants	2022-01-01	43
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2022-01-01	0
Total participants	2022-01-01	43
Number of participants with account balances	2022-01-01	43
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2022-01-01	3
2021: COMMERCIAL CASEWORK, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2021 401k membership
Total participants, beginning-of-year	2021-01-01	37
Total number of active participants reported on line 7a of the Form 5500	2021-01-01	28
Number of retired or separated participants receiving benefits	2021-01-01	0
Number of other retired or separated participants entitled to future benefits	2021-01-01	1
Total of all active and inactive participants	2021-01-01	29
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-01-01	0
Total participants	2021-01-01	29
Number of participants with account balances	2021-01-01	29
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-01-01	4
2020: COMMERCIAL CASEWORK, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2020 401k membership
Total participants, beginning-of-year	2020-01-01	33
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	28
Number of retired or separated participants receiving benefits	2020-01-01	5
Number of other retired or separated participants entitled to future benefits	2020-01-01	4
Total of all active and inactive participants	2020-01-01	37
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-01-01	0
Total participants	2020-01-01	37
Number of participants with account balances	2020-01-01	37
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-01-01	4
2019: COMMERCIAL CASEWORK, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2019 401k membership
Total participants, beginning-of-year	2019-01-01	34
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	28
Number of retired or separated participants receiving benefits	2019-01-01	3
Number of other retired or separated participants entitled to future benefits	2019-01-01	2
Total of all active and inactive participants	2019-01-01	33
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-01-01	0
Total participants	2019-01-01	33
Number of participants with account balances	2019-01-01	33
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-01-01	1
2018: COMMERCIAL CASEWORK, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2018 401k membership
Total participants, beginning-of-year	2018-01-01	29
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	25
Number of retired or separated participants receiving benefits	2018-01-01	3
Number of other retired or separated participants entitled to future benefits	2018-01-01	6
Total of all active and inactive participants	2018-01-01	34
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-01-01	0
Total participants	2018-01-01	34
Number of participants with account balances	2018-01-01	34
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-01-01	1
2017: COMMERCIAL CASEWORK, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2017 401k membership
Total participants, beginning-of-year	2017-01-01	28
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	23
Number of retired or separated participants receiving benefits	2017-01-01	0
Number of other retired or separated participants entitled to future benefits	2017-01-01	7
Total of all active and inactive participants	2017-01-01	30
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-01-01	0
Total participants	2017-01-01	30
Number of participants with account balances	2017-01-01	29
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-01-01	1
2016: COMMERCIAL CASEWORK, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2016 401k membership
Total participants, beginning-of-year	2016-01-01	26
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	3
Total of all active and inactive participants	2016-01-01	28
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-01-01	0
Total participants	2016-01-01	28
Number of participants with account balances	2016-01-01	27
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. EMPLOYEE STOCK OWNERSHIP PLAN 2015 401k membership
Total participants, beginning-of-year	2015-01-01	30
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	24
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	2
Total of all active and inactive participants	2015-01-01	26
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-01-01	0
Total participants	2015-01-01	26
Number of participants with account balances	2015-01-01	26
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. EMPLOYEE STOCK OWNERSHIP PLAN 2014 401k membership
Total participants, beginning-of-year	2014-01-01	29
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	23
Number of retired or separated participants receiving benefits	2014-01-01	1
Number of other retired or separated participants entitled to future benefits	2014-01-01	4
Total of all active and inactive participants	2014-01-01	28
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-01-01	0
Total participants	2014-01-01	28
Number of participants with account balances	2014-01-01	28
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	1
2013: COMMERCIAL CASEWORK, INC. EMPLOYEE STOCK OWNERSHIP PLAN 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	6
Total of all active and inactive participants	2013-01-01	29
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-01-01	0
Total participants	2013-01-01	29
Number of participants with account balances	2013-01-01	29
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. EMPLOYEE STOCK OWNERSHIP PLAN 2012 401k membership
Total participants, beginning-of-year	2012-01-01	35
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	24
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	6
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	30
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. EMPLOYEE STOCK OWNERSHIP PLAN 2011 401k membership
Total participants, beginning-of-year	2011-01-01	35
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	2
Number of other retired or separated participants entitled to future benefits	2011-01-01	12
Total of all active and inactive participants	2011-01-01	35
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-01-01	0
Total participants	2011-01-01	35
Number of participants with account balances	2011-01-01	35
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-01-01	0
2010: COMMERCIAL CASEWORK, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2010 401k membership
Total participants, beginning-of-year	2010-01-01	32
Total number of active participants reported on line 7a of the Form 5500	2010-01-01	22
Number of retired or separated participants receiving benefits	2010-01-01	1
Number of other retired or separated participants entitled to future benefits	2010-01-01	12
Total of all active and inactive participants	2010-01-01	35
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2010-01-01	0
Total participants	2010-01-01	35
Number of participants with account balances	2010-01-01	35
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2010-01-01	2
2009: COMMERCIAL CASEWORK, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2009 401k membership
Total participants, beginning-of-year	2009-01-01	32
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	9
Total of all active and inactive participants	2009-01-01	31
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-01-01	0
Total participants	2009-01-01	31
Number of participants with account balances	2009-01-01	31
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-01-01	0

Financial Data on COMMERCIAL CASEWORK, INC. EMPLOYEE STOCK OWNERSHIP PLAN

Measure	Date	Value
2022 : COMMERCIAL CASEWORK, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2022 401k financial data
Total plan liabilities at end of year	2022-12-31	$1,313,710
Total plan liabilities at beginning of year	2022-12-31	$1,440,914
Total income from all sources	2022-12-31	$1,241,450
Expenses. Total of all expenses incurred	2022-12-31	$168,858
Total plan assets at end of year	2022-12-31	$17,446,826
Total plan assets at beginning of year	2022-12-31	$16,501,438
Value of fidelity bond covering the plan	2022-12-31	$1,000,000
Expenses. Other expenses not covered elsewhere	2022-12-31	$166,685
Other income received	2022-12-31	$736,365
Net income (gross income less expenses)	2022-12-31	$1,072,592
Net plan assets at end of year (total assets less liabilities)	2022-12-31	$16,133,116
Net plan assets at beginning of year (total assets less liabilities)	2022-12-31	$15,060,524
Assets. Value of employer securities	2022-12-31	$16,052,848
Total contributions received or receivable from employer(s)	2022-12-31	$505,085
Expenses. Administrative service providers (salaries,fees and commissions)	2022-12-31	$2,173
2021 : COMMERCIAL CASEWORK, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2021 401k financial data
Total plan liabilities at end of year	2021-12-31	$1,440,914
Total income from all sources	2021-12-31	$3,594,920
Expenses. Total of all expenses incurred	2021-12-31	$2,174,778
Benefits paid (including direct rollovers)	2021-12-31	$2,165,753
Total plan assets at end of year	2021-12-31	$16,501,438
Total plan assets at beginning of year	2021-12-31	$13,640,382
Value of fidelity bond covering the plan	2021-12-31	$1,000,000
Expenses. Other expenses not covered elsewhere	2021-12-31	$6,768
Other income received	2021-12-31	$3,287,295
Net income (gross income less expenses)	2021-12-31	$1,420,142
Net plan assets at end of year (total assets less liabilities)	2021-12-31	$15,060,524
Net plan assets at beginning of year (total assets less liabilities)	2021-12-31	$13,640,382
Assets. Value of employer securities	2021-12-31	$15,384,517
Total contributions received or receivable from employer(s)	2021-12-31	$307,625
Expenses. Administrative service providers (salaries,fees and commissions)	2021-12-31	$2,257
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2021-12-31	$0
2020 : COMMERCIAL CASEWORK, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2020 401k financial data
Total plan liabilities at beginning of year	2020-12-31	$0
Total income from all sources	2020-12-31	$939,497
Expenses. Total of all expenses incurred	2020-12-31	$457,601
Benefits paid (including direct rollovers)	2020-12-31	$455,914
Total plan assets at end of year	2020-12-31	$13,640,382
Total plan assets at beginning of year	2020-12-31	$13,158,486
Value of fidelity bond covering the plan	2020-12-31	$1,000,000
Other income received	2020-12-31	$277,241
Net income (gross income less expenses)	2020-12-31	$481,896
Net plan assets at end of year (total assets less liabilities)	2020-12-31	$13,640,382
Net plan assets at beginning of year (total assets less liabilities)	2020-12-31	$13,158,486
Assets. Value of employer securities	2020-12-31	$12,167,490
Total contributions received or receivable from employer(s)	2020-12-31	$662,256
Expenses. Administrative service providers (salaries,fees and commissions)	2020-12-31	$1,687
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2020-12-31	$0
2019 : COMMERCIAL CASEWORK, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2019 401k financial data
Total plan liabilities at end of year	2019-12-31	$0
Total plan liabilities at beginning of year	2019-12-31	$0
Total income from all sources	2019-12-31	$4,208,197
Expenses. Total of all expenses incurred	2019-12-31	$879,383
Benefits paid (including direct rollovers)	2019-12-31	$877,767
Total plan assets at end of year	2019-12-31	$13,158,486
Total plan assets at beginning of year	2019-12-31	$9,829,672
Value of fidelity bond covering the plan	2019-12-31	$1,000,000
Other income received	2019-12-31	$3,482,306
Net income (gross income less expenses)	2019-12-31	$3,328,814
Net plan assets at end of year (total assets less liabilities)	2019-12-31	$13,158,486
Net plan assets at beginning of year (total assets less liabilities)	2019-12-31	$9,829,672
Assets. Value of employer securities	2019-12-31	$11,945,359
Total contributions received or receivable from employer(s)	2019-12-31	$725,891
Expenses. Administrative service providers (salaries,fees and commissions)	2019-12-31	$1,616
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2019-12-31	$0
2018 : COMMERCIAL CASEWORK, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2018 401k financial data
Total income from all sources	2018-12-31	$2,131,570
Expenses. Total of all expenses incurred	2018-12-31	$295,018
Benefits paid (including direct rollovers)	2018-12-31	$293,718
Total plan assets at end of year	2018-12-31	$9,829,672
Total plan assets at beginning of year	2018-12-31	$7,993,120
Value of fidelity bond covering the plan	2018-12-31	$1,000,000
Total contributions received or receivable from participants	2018-12-31	$0
Contributions received from other sources (not participants or employers)	2018-12-31	$0
Other income received	2018-12-31	$1,568,003
Net income (gross income less expenses)	2018-12-31	$1,836,552
Net plan assets at end of year (total assets less liabilities)	2018-12-31	$9,829,672
Net plan assets at beginning of year (total assets less liabilities)	2018-12-31	$7,993,120
Assets. Value of employer securities	2018-12-31	$8,545,591
Total contributions received or receivable from employer(s)	2018-12-31	$563,567
Expenses. Administrative service providers (salaries,fees and commissions)	2018-12-31	$1,300
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2018-12-31	$0
2017 : COMMERCIAL CASEWORK, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2017 401k financial data
Total plan liabilities at beginning of year	2017-12-31	$0
Total income from all sources	2017-12-31	$1,585,560
Expenses. Total of all expenses incurred	2017-12-31	$109,764
Benefits paid (including direct rollovers)	2017-12-31	$109,764
Total plan assets at end of year	2017-12-31	$7,993,120
Total plan assets at beginning of year	2017-12-31	$6,517,324
Value of fidelity bond covering the plan	2017-12-31	$1,000,000
Other income received	2017-12-31	$1,079,065
Net income (gross income less expenses)	2017-12-31	$1,475,796
Net plan assets at end of year (total assets less liabilities)	2017-12-31	$7,993,120
Net plan assets at beginning of year (total assets less liabilities)	2017-12-31	$6,517,324
Assets. Value of employer securities	2017-12-31	$6,949,346
Total contributions received or receivable from employer(s)	2017-12-31	$506,495
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2017-12-31	$0
2016 : COMMERCIAL CASEWORK, INC. EMPLOYEE STOCK OWNERSHIP PLAN 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	$235,417
Total income from all sources	2016-12-31	$2,737,592
Expenses. Total of all expenses incurred	2016-12-31	$475,281
Benefits paid (including direct rollovers)	2016-12-31	$475,281
Total plan assets at end of year	2016-12-31	$6,517,324
Total plan assets at beginning of year	2016-12-31	$4,490,430
Value of fidelity bond covering the plan	2016-12-31	$1,000,000
Other income received	2016-12-31	$2,287,222
Net income (gross income less expenses)	2016-12-31	$2,262,311
Net plan assets at end of year (total assets less liabilities)	2016-12-31	$6,517,324
Net plan assets at beginning of year (total assets less liabilities)	2016-12-31	$4,255,013
Assets. Value of employer securities	2016-12-31	$5,874,206
Total contributions received or receivable from employer(s)	2016-12-31	$450,370
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. EMPLOYEE STOCK OWNERSHIP PLAN 2015 401k financial data
Total plan liabilities at end of year	2015-12-31	$235,417
Total plan liabilities at beginning of year	2015-12-31	$0
Total income from all sources	2015-12-31	$1,572,210
Expenses. Total of all expenses incurred	2015-12-31	$552,537
Benefits paid (including direct rollovers)	2015-12-31	$552,387
Total plan assets at end of year	2015-12-31	$4,490,430
Total plan assets at beginning of year	2015-12-31	$3,235,340
Value of fidelity bond covering the plan	2015-12-31	$1,000,000
Other income received	2015-12-31	$1,123,435
Net income (gross income less expenses)	2015-12-31	$1,019,673
Net plan assets at end of year (total assets less liabilities)	2015-12-31	$4,255,013
Net plan assets at beginning of year (total assets less liabilities)	2015-12-31	$3,235,340
Assets. Value of employer securities	2015-12-31	$4,103,614
Total contributions received or receivable from employer(s)	2015-12-31	$448,775
Expenses. Administrative service providers (salaries,fees and commissions)	2015-12-31	$150
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. EMPLOYEE STOCK OWNERSHIP PLAN 2014 401k financial data
Total plan liabilities at end of year	2014-12-31	$0
Total plan liabilities at beginning of year	2014-12-31	$75,000
Total income from all sources	2014-12-31	$1,281,779
Expenses. Total of all expenses incurred	2014-12-31	$191,455
Benefits paid (including direct rollovers)	2014-12-31	$181,770
Total plan assets at end of year	2014-12-31	$3,235,340
Total plan assets at beginning of year	2014-12-31	$2,220,016
Value of fidelity bond covering the plan	2014-12-31	$1,000,000
Expenses. Other expenses not covered elsewhere	2014-12-31	$9,535
Other income received	2014-12-31	$813,625
Net income (gross income less expenses)	2014-12-31	$1,090,324
Net plan assets at end of year (total assets less liabilities)	2014-12-31	$3,235,340
Net plan assets at beginning of year (total assets less liabilities)	2014-12-31	$2,145,016
Assets. Value of employer securities	2014-12-31	$3,175,054
Total contributions received or receivable from employer(s)	2014-12-31	$468,154
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. EMPLOYEE STOCK OWNERSHIP PLAN 2013 401k financial data
Total plan liabilities at end of year	2013-12-31	$75,000
Total plan liabilities at beginning of year	2013-12-31	$1,461
Total income from all sources	2013-12-31	$450,849
Expenses. Total of all expenses incurred	2013-12-31	$15,464
Benefits paid (including direct rollovers)	2013-12-31	$6,017
Total plan assets at end of year	2013-12-31	$2,220,016
Total plan assets at beginning of year	2013-12-31	$1,711,092
Value of fidelity bond covering the plan	2013-12-31	$1,000,000
Expenses. Other expenses not covered elsewhere	2013-12-31	$9,175
Other income received	2013-12-31	$138,604
Net income (gross income less expenses)	2013-12-31	$435,385
Net plan assets at end of year (total assets less liabilities)	2013-12-31	$2,145,016
Net plan assets at beginning of year (total assets less liabilities)	2013-12-31	$1,709,631
Assets. Value of employer securities	2013-12-31	$2,100,965
Total contributions received or receivable from employer(s)	2013-12-31	$312,245
Expenses. Administrative service providers (salaries,fees and commissions)	2013-12-31	$272
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. EMPLOYEE STOCK OWNERSHIP PLAN 2012 401k financial data
Total plan liabilities at end of year	2012-12-31	$1,461
Total plan liabilities at beginning of year	2012-12-31	$1,461
Total income from all sources	2012-12-31	$512,551
Expenses. Total of all expenses incurred	2012-12-31	$243,084
Benefits paid (including direct rollovers)	2012-12-31	$242,357
Total plan assets at end of year	2012-12-31	$1,560,514
Total plan assets at beginning of year	2012-12-31	$1,291,047
Value of fidelity bond covering the plan	2012-12-31	$1,000,000
Other income received	2012-12-31	$312,551
Net income (gross income less expenses)	2012-12-31	$269,467
Net plan assets at end of year (total assets less liabilities)	2012-12-31	$1,559,053
Net plan assets at beginning of year (total assets less liabilities)	2012-12-31	$1,289,586
Assets. Value of employer securities	2012-12-31	$1,483,235
Total contributions received or receivable from employer(s)	2012-12-31	$200,000
Expenses. Administrative service providers (salaries,fees and commissions)	2012-12-31	$727
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. EMPLOYEE STOCK OWNERSHIP PLAN 2011 401k financial data
Total plan liabilities at end of year	2011-12-31	$1,461
Total plan liabilities at beginning of year	2011-12-31	$1,461
Total income from all sources	2011-12-31	$257,044
Expenses. Total of all expenses incurred	2011-12-31	$54,877
Benefits paid (including direct rollovers)	2011-12-31	$54,727
Total plan assets at end of year	2011-12-31	$1,291,047
Total plan assets at beginning of year	2011-12-31	$1,088,880
Value of fidelity bond covering the plan	2011-12-31	$1,000,000
Other income received	2011-12-31	$126,885
Net income (gross income less expenses)	2011-12-31	$202,167
Net plan assets at end of year (total assets less liabilities)	2011-12-31	$1,289,586
Net plan assets at beginning of year (total assets less liabilities)	2011-12-31	$1,087,419
Assets. Value of employer securities	2011-12-31	$1,176,778
Total contributions received or receivable from employer(s)	2011-12-31	$130,159
Expenses. Administrative service providers (salaries,fees and commissions)	2011-12-31	$150
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2011-12-31	$0
2010 : COMMERCIAL CASEWORK, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2010 401k financial data
Total plan liabilities at end of year	2010-12-31	$1,461
Total plan liabilities at beginning of year	2010-12-31	$0
Total income from all sources	2010-12-31	$32,178
Expenses. Total of all expenses incurred	2010-12-31	$6,789
Benefits paid (including direct rollovers)	2010-12-31	$6,639
Total plan assets at end of year	2010-12-31	$1,088,880
Total plan assets at beginning of year	2010-12-31	$1,062,030
Value of fidelity bond covering the plan	2010-12-31	$1,000,000
Other income received	2010-12-31	$4,448
Net income (gross income less expenses)	2010-12-31	$25,389
Net plan assets at end of year (total assets less liabilities)	2010-12-31	$1,087,419
Net plan assets at beginning of year (total assets less liabilities)	2010-12-31	$1,062,030
Assets. Value of employer securities	2010-12-31	$1,049,594
Total contributions received or receivable from employer(s)	2010-12-31	$27,730
Expenses. Administrative service providers (salaries,fees and commissions)	2010-12-31	$150
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2010-12-31	$6,639

Form 5500 Responses for COMMERCIAL CASEWORK, INC. EMPLOYEE STOCK OWNERSHIP PLAN

2022: COMMERCIAL CASEWORK, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2022 form 5500 responses
2022-01-01	Type of plan entity	Single employer plan
2022-01-01	Submission has been amended	No
2022-01-01	This submission is the final filing	No
2022-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2022-01-01	Plan is a collectively bargained plan	No
2022-01-01	Plan funding arrangement – Trust	Yes
2022-01-01	Plan benefit arrangement - Trust	Yes
2021: COMMERCIAL CASEWORK, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2021 form 5500 responses
2021-01-01	Type of plan entity	Single employer plan
2021-01-01	Submission has been amended	No
2021-01-01	This submission is the final filing	No
2021-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2021-01-01	Plan is a collectively bargained plan	No
2021-01-01	Plan funding arrangement – Trust	Yes
2021-01-01	Plan benefit arrangement - Trust	Yes
2020: COMMERCIAL CASEWORK, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2020 form 5500 responses
2020-01-01	Type of plan entity	Single employer plan
2020-01-01	Submission has been amended	No
2020-01-01	This submission is the final filing	No
2020-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2020-01-01	Plan is a collectively bargained plan	No
2020-01-01	Plan funding arrangement – Trust	Yes
2020-01-01	Plan benefit arrangement - Trust	Yes
2019: COMMERCIAL CASEWORK, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2019 form 5500 responses
2019-01-01	Type of plan entity	Single employer plan
2019-01-01	Submission has been amended	No
2019-01-01	This submission is the final filing	No
2019-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2019-01-01	Plan is a collectively bargained plan	No
2019-01-01	Plan funding arrangement – Trust	Yes
2019-01-01	Plan benefit arrangement - Trust	Yes
2018: COMMERCIAL CASEWORK, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2018 form 5500 responses
2018-01-01	Type of plan entity	Single employer plan
2018-01-01	Submission has been amended	No
2018-01-01	This submission is the final filing	No
2018-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2018-01-01	Plan is a collectively bargained plan	No
2018-01-01	Plan funding arrangement – Trust	Yes
2018-01-01	Plan benefit arrangement - Trust	Yes
2017: COMMERCIAL CASEWORK, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2017 form 5500 responses
2017-01-01	Type of plan entity	Single employer plan
2017-01-01	Submission has been amended	No
2017-01-01	This submission is the final filing	No
2017-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2017-01-01	Plan is a collectively bargained plan	No
2017-01-01	Plan funding arrangement – Trust	Yes
2017-01-01	Plan benefit arrangement - Trust	Yes
2016: COMMERCIAL CASEWORK, INC. EMPLOYEE STOCK OWNERSHIP PLAN 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. EMPLOYEE STOCK OWNERSHIP PLAN 2015 form 5500 responses
2015-01-01	Type of plan entity	Single employer plan
2015-01-01	Submission has been amended	No
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. EMPLOYEE STOCK OWNERSHIP PLAN 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. EMPLOYEE STOCK OWNERSHIP PLAN 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. EMPLOYEE STOCK OWNERSHIP PLAN 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. EMPLOYEE STOCK OWNERSHIP PLAN 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
2010: COMMERCIAL CASEWORK, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2010 form 5500 responses
2010-01-01	Type of plan entity	Single employer plan
2010-01-01	Submission has been amended	No
2010-01-01	This submission is the final filing	No
2010-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2010-01-01	Plan is a collectively bargained plan	No
2010-01-01	Plan funding arrangement – Trust	Yes
2010-01-01	Plan benefit arrangement - Trust	Yes
2009: COMMERCIAL CASEWORK, INC. EMPLOYEE STOCK OWNERSHIP PLAN 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

Potentially related plans

COMMERCIAL CASEWORK, INC. 401(K) PLAN [EIN = 593160474]

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

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