2023 Form 5500 filing — Institutional Casework, Inc. 401k Plan
Plain-English filing 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, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20240717084506NAL0008178770003) for Institutional Casework, Inc. 401k Plan, reported by Institutional Casework, Inc. under EIN 20-4225695 and plan number 001. It reports 246 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials).
- EFAST2 acknowledgement
- 20240717084506NAL0008178770003
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Institutional Casework, Inc.
- EIN
- 20-4225695
- Plan number
- 001
- Location
- Paris, TN
- Participants
- 246
- Schedules available
- Schedule I
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $2,568,725
- Net assets (EOY)
- $2,568,725
- Employer contributions
- $21,885
- Participant contributions
- $76,576
- Total income / additions
- $458,592
- Benefits paid
- $252,852
- Administrative expenses
- $5,732
- Total expenses
- $258,584
- Net increase / (decrease)
- $200,008
- Schedule source
- Schedule I