2023 Form 5500 filing — Case Systems Inc. Employee Deferred Compensation 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 20240930125738NAL0002626995001) for Case Systems Inc. Employee Deferred Compensation Plan, reported by Case Systems Inc. under EIN 38-3139894 and plan number 001. It reports 177 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240930125738NAL0002626995001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Case Systems Inc.
- EIN
- 38-3139894
- Plan number
- 001
- Location
- Midland, MI
- Participants
- 177
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $9,189,929
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $9,189,929
- Employer contributions
- $176,276
- Participant contributions
- $407,482
- Total income / additions
- $2,050,265
- Benefits paid
- $523,047
- Administrative expenses
- $26,285
- Total expenses
- $551,599
- Net increase / (decrease)
- $1,498,666
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Edward D Jones And Co. | NONE | $25,294 | not reported in the loaded dataset |
| American United Life Insurance Co | NONE | $1,591 | $20,314 |