Plan5500

Casey Trees — Form 5500 filings & benefit plans

Form 5500 plan sponsor 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 Trees (EIN 31-1766444) is a plan sponsor located in Washington, DC with 1 reported benefit plan(s) in the loaded dataset. The latest loaded Form 5500 filing year is 2023.

Company overview (based on loaded 2023 public filings)

EIN
31-1766444
Location
Washington, DC
Loaded plans
1
Latest filing year
2023

This is a company / sponsor profile — aggregate totals across all of this employer's loaded plans. Open an individual plan below for its own full financial statement.

What stands out for Casey Trees

  • 1 loaded plans hold $4.9M in reported assets.
  • The largest, The Garden Club Of America Casey Trees Defined Contribution Retirement Plan, holds 100% of this company's reported plan assets.
  • Plans cover 104 reported participants.
  • 1 of 1 plans report full financial statements.
  • 1 report Schedule C provider compensation.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$4.9MSummed across loaded plans$4,866,982
Total reported assets$4.9M$4,866,982
Total reported participants104
Total reported liabilitiesNot reported

Reported net position

Reported assets = net assets + liabilities (summed)$4.9M total assets
Net assets$4.9MLiabilities—
Contributions & income
Employer contributions$213.3K
Participant contributions$261.7K
Total income / additions$1.3M
Expenses & distributions
Benefits paid / distributions$291.9K
Total expenses$292.6K
Net increase / (decrease)$1M

Data coverage

Plans with financial statements1 / 1 (100%)
Plans with provider compensation1 / 1 (100%)

Totals sum the latest loaded 2023 public Form 5500 filing per plan for this company's plans — one filing per plan, so multiple years are never double-counted. Figures are reported values from loaded Schedule H / I (and Schedule C for provider compensation); fields a plan did not report are treated as missing, not zero. These are not audited or official totals.

Computed from loaded plans

Portfolio comparison

Largest plan share of assets100%The Garden Club Of America Casey Trees Defined Contribution Retirement Plan
Participants per plan104Average across loaded plans
Loaded plans1
Ranked by reported assets

Largest loaded plans

Bars show each plan's reported end-of-year assets relative to the largest.

  1. 1
    The Garden Club Of America Casey Trees Defined Contribution Retirement Plan$4.9M
    Plan #001 · 104 participants · 2023

All loaded plans by assets → · By participants → · With financial statements → · With provider compensation →

EFAST2 filings

Latest loaded filings

Most recent loaded Form 5500 filings for Casey Trees. Open one for its full reported snapshot.

  1. 2023
    The Garden Club Of America Casey Trees Defined Contribution Retirement Plan104 participants · 2Sch ISch C
    View filing →

What to inspect next

Frequently asked questions

How many benefit plans does Casey Trees report on Form 5500?
Casey Trees (EIN 31-1766444) reports 1 benefit plan(s) in the loaded Form 5500 dataset.
What is the EIN for Casey Trees?
The Employer Identification Number (EIN) reported for Casey Trees is 31-1766444.
What is the latest Form 5500 filing year for Casey Trees?
The latest loaded Form 5500 filing year for Casey Trees is 2023.

Related Form 5500 pages