How many benefit plans does The Cason Group report on Form 5500?

The Cason Group (EIN 57-0932430) reports 2 benefit plan(s) in the loaded Form 5500 dataset.

What is the EIN for The Cason Group?

The Employer Identification Number (EIN) reported for The Cason Group is 57-0932430.

What is the latest Form 5500 filing year for The Cason Group?

The latest loaded Form 5500 filing year for The Cason Group is 2023.

The Cason Group — Form 5500 filings & benefit plans

Form 5500 plan sponsor summary

According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, The Cason Group (EIN 57-0932430) is a plan sponsor located in Columbia, SC with 2 reported benefit plan(s) in the loaded dataset. The latest loaded Form 5500 filing year is 2023.

Company overview (based on loaded 2023 public filings)

EIN: 57-0932430
Location: Columbia, SC
Loaded plans: 3
Latest filing year: 2023

Reported financial aggregate (2023)

Reported net position

Total reported assets (EOY): $9,968,549
Total reported liabilities (EOY): $0
Total reported net assets (EOY): $9,968,549

Contributions & income

Employer contributions: $426,897
Participant contributions: $782,370
Total income / additions: $2,742,012

Expenses & distributions

Benefits paid / distributions: $1,399,545
Total expenses: $1,445,032
Net increase / (decrease): $1,296,980

Coverage

Total reported participants: 545
Plans with financial statements: 1
Plans with provider compensation: 1

Totals sum the latest loaded 2023 public Form 5500 filing per plan for this company's plans — one filing per plan, so multiple years are never double-counted. Figures are reported values from loaded Schedule H / I (and Schedule C for provider compensation); fields a plan did not report are treated as missing, not zero. These are not audited or official totals.

Largest loaded plans by reported assets

The Cason Group plans by reported end-of-year assets
Plan	Plan #	Participants	Reported assets (EOY)	Year
The Cason Group Retirement Plan	001	228	$9,968,549	2023
The Cason Group Life And Disability Plan	502	167	not reported in the loaded dataset	2023
The Cason Group Health Benefit Plan	501	150	not reported in the loaded dataset	2023

Search all 3 loaded plans for this company →

Latest loaded filings

Most recent loaded Form 5500 filings for The Cason Group
Year	Plan	Participants	Schedules	Filing
2023	The Cason Group Health Benefit Plan	150	—	20240523130829NAL0002488979001
2023	The Cason Group Life And Disability Plan	167	—	20240523131439NAL0005372561001
2023	The Cason Group Retirement Plan	228	H, C	20250501085835NAL0006438162001