Casco 401(K) Profit Sharing Plan — Form 5500 plan (Casco Diversified Corporation)
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, Casco 401(K) Profit Sharing Plan is a benefit plan reported by Casco Diversified Corporation under EIN 43-1198532 and plan number 002. The latest loaded filing year is 2023. The filing reports 183 participants and $25,806,726 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Casco Diversified Corporation
- EIN
- 43-1198532
- Plan number
- 002
- Plan type
- 2
- Location
- St. Louis, MO
- Latest filing year
- 2023
- Participants
- 183
- End-of-year plan assets
- $25,806,726
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 183 | H, C | 20240917092342NAL0006162626001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $25,806,726
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $25,806,726
- Net assets (BOY)
- $24,109,310
Income & contributions
- Employer contributions
- $332,269
- Participant contributions
- $917,570
- Total contributions
- $1,249,839
- Total income / additions
- $5,324,063
Expenses & distributions
- Benefits paid
- $3,575,107
- Administrative expenses
- $51,540
- Total expenses
- $3,626,647
- Net increase / (decrease)
- $1,697,416
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Cetera Investment Advisers LLC | INVESTMENT ADVISOR | $50,008 | not reported in the loaded dataset | 2023 |
| Empower Advisory Group, LLC | INVESTMENT MGMT | $1,532 | not reported in the loaded dataset | 2023 |