Casa, Inc. 401(K) Plan — Form 5500 plan (Casa, 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, Casa, Inc. 401(K) Plan is a benefit plan reported by Casa, Inc. under EIN 52-1372972 and plan number 002. The latest loaded filing year is 2023. The filing reports 247 participants and $2,934,067 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Casa, Inc.
EIN
52-1372972
Plan number
002
Plan type
2
Location
Hyattsville, MD
Latest filing year
2023
Participants
247
End-of-year plan assets
$2,934,067

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023247H, C20250415162352NAL0001638115001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$2,934,067
Total liabilities (EOY)
$0
Net assets (EOY)
$2,934,067
Net assets (BOY)
$2,207,367

Income & contributions

Employer contributions
$142,868
Participant contributions
$514,628
Total contributions
$672,418
Total income / additions
$968,547

Expenses & distributions

Benefits paid
$183,433
Administrative expenses
$42,955
Total expenses
$241,847
Net increase / (decrease)
$726,700

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Adp, Inc.RECORD KEEPER$31,625$02023
Lincoln Financial AdvisorsINVESTMENT/FINANCIAL ADVI$11,329$02023

Related Form 5500 pages