Cassens Retirement Plan — Form 5500 plan (Cassens Transport Company)
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, Cassens Retirement Plan is a benefit plan reported by Cassens Transport Company under EIN 37-0209195 and plan number 001. The latest loaded filing year is 2023. The filing reports 267 participants and $56,455,157 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Cassens Transport Company
- EIN
- 37-0209195
- Plan number
- 001
- Plan type
- 2
- Location
- Edwardsville, IL
- Latest filing year
- 2023
- Participants
- 267
- End-of-year plan assets
- $56,455,157
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 267 | H, C | 20241009122748NAL0009189859001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $56,455,157
- Total liabilities (EOY)
- $266,671
- Net assets (EOY)
- $56,188,486
- Net assets (BOY)
- $48,910,536
Income & contributions
- Employer contributions
- $1,921,432
- Participant contributions
- $598,451
- Total contributions
- $2,519,883
- Total income / additions
- $9,567,995
Expenses & distributions
- Benefits paid
- $2,154,489
- Administrative expenses
- $135,556
- Total expenses
- $2,290,045
- Net increase / (decrease)
- $7,277,950
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Busey Wealth Management | NONE | $91,338 | $0 | 2023 |
| Epic Retirement Plan Services | NONE | $38,447 | $0 | 2023 |