Casa 401(K) Plan — Form 5500 plan (Casa Nissan, 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 401(K) Plan is a benefit plan reported by Casa Nissan, Inc. under EIN 74-2325378 and plan number 001. The latest loaded filing year is 2023. The filing reports 646 participants and $16,574,820 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Casa Nissan, Inc.
EIN
74-2325378
Plan number
001
Plan type
2
Location
El Paso, TX
Latest filing year
2023
Participants
646
End-of-year plan assets
$16,574,820

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023646H, C20241015170226NAL0029193505001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$16,574,820
Net assets (EOY)
$16,574,820
Net assets (BOY)
$13,649,446

Income & contributions

Employer contributions
$364,327
Participant contributions
$1,600,929
Total contributions
$2,900,858
Total income / additions
$4,952,600

Expenses & distributions

Benefits paid
$1,943,560
Administrative expenses
$83,666
Total expenses
$2,027,226
Net increase / (decrease)
$2,925,374

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
M Holdings SecuritiesBROKER$0$45,6272023
Nova 401k AssociatesTHIRD PARTY ADMINISTRATOR$0$13,1932023

Related Form 5500 pages