Casey'S General Stores 401(K) Plan — Form 5500 plan (Casey'S General Stores 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, Casey'S General Stores 401(K) Plan is a benefit plan reported by Casey'S General Stores Inc. under EIN 42-0935283 and plan number 002. The latest loaded filing year is 2023. The filing reports 35,314 participants and $411,410,367 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Casey'S General Stores Inc.
EIN
42-0935283
Plan number
002
Plan type
2
Location
Ankeny, IA
Latest filing year
2023
Participants
35,314
End-of-year plan assets
$411,410,367

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
202335,314H, C20241014094159NAL0026931041001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$411,410,367
Total liabilities (EOY)
$0
Net assets (EOY)
$411,410,367
Net assets (BOY)
$345,842,212

Income & contributions

Employer contributions
$12,940,454
Participant contributions
$19,758,313
Total contributions
$38,967,260
Total income / additions
$106,292,120

Expenses & distributions

Benefits paid
$40,169,997
Administrative expenses
$540,316
Total expenses
$40,723,965
Net increase / (decrease)
$65,568,155

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Principal Life Insurance CompanyCONTRACT ADMINISTRATOR$501,004$02023
Lion Street AdvisorsINVESTMENT ADVISORY$39,312$5,6882023
Wilshire Advisors LLCINVESTMENT ADVISORY$0$02023

Related Form 5500 pages