Institutional Casework, Inc. 401k Plan — Form 5500 plan (Institutional Casework, 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, Institutional Casework, Inc. 401k Plan is a benefit plan reported by Institutional Casework, Inc. under EIN 20-4225695 and plan number 001. The latest loaded filing year is 2023. The filing reports 246 participants and $2,568,725 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Institutional Casework, Inc.
- EIN
- 20-4225695
- Plan number
- 001
- Plan type
- 2
- Location
- Paris, TN
- Latest filing year
- 2023
- Participants
- 246
- End-of-year plan assets
- $2,568,725
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 246 | I | 20240717084506NAL0008178770003 |
Reported financial statement (2023 · Schedule I)
Net assets
- Total assets (EOY)
- $2,568,725
- Net assets (EOY)
- $2,568,725
- Net assets (BOY)
- $2,368,717
Income & contributions
- Employer contributions
- $21,885
- Participant contributions
- $76,576
- Total income / additions
- $458,592
Expenses & distributions
- Benefits paid
- $252,852
- Administrative expenses
- $5,732
- Total expenses
- $258,584
- Net increase / (decrease)
- $200,008
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.