Casella Waste Systems 401(K) Plan — Form 5500 plan (Casella Waste Systems, Inc.)

Plain-English plan 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, Casella Waste Systems 401(K) Plan is a benefit plan reported by Casella Waste Systems, Inc. under EIN 03-0338873 and plan number 001. The latest loaded filing year is 2023. The filing reports 3,318 participants and $135,113,395 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Casella Waste Systems, Inc.
EIN
03-0338873
Plan number
001
Plan type
2
Location
Rutland, VT
Latest filing year
2023
Participants
3,318
End-of-year plan assets
$135,113,395

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20233,318H, C20241007092255NAL0015869985001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$135,113,395
Total liabilities (EOY)
$0
Net assets (EOY)
$135,113,395
Net assets (BOY)
$101,422,275

Income & contributions

Employer contributions
$3,480,138
Participant contributions
$12,324,227
Total contributions
$21,556,873
Total income / additions
$42,540,372

Expenses & distributions

Benefits paid
$8,583,296
Administrative expenses
$251,764
Total expenses
$8,849,252
Net increase / (decrease)
$33,691,120

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Fidelity Investments InstitutionalRECORDKEEPER$251,764not reported in the loaded dataset2023

Related Form 5500 pages