How many benefit plans does Cass Information Systems, Inc. report on Form 5500?

Cass Information Systems, Inc. (EIN 43-1265338) reports 1 benefit plan(s) in the loaded Form 5500 dataset.

What is the EIN for Cass Information Systems, Inc.?

The Employer Identification Number (EIN) reported for Cass Information Systems, Inc. is 43-1265338.

What is the latest Form 5500 filing year for Cass Information Systems, Inc.?

The latest loaded Form 5500 filing year for Cass Information Systems, Inc. is 2023.

Cass Information Systems, Inc. — 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, Cass Information Systems, Inc. (EIN 43-1265338) is a plan sponsor located in Saint Louis, MO 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: 43-1265338
Location: Saint Louis, MO
Loaded plans: 3
Latest filing year: 2023

Reported financial aggregate (2023)

Reported net position

Total reported assets (EOY): $193,342,399
Total reported liabilities (EOY): $0
Total reported net assets (EOY): $193,342,399

Contributions & income

Employer contributions: $5,242,097
Participant contributions: $6,130,095
Total income / additions: $39,197,913

Expenses & distributions

Benefits paid / distributions: $11,458,924
Total expenses: $12,737,084
Net increase / (decrease): $26,460,829

Coverage

Total reported participants: 3,491
Plans with financial statements: 2
Plans with provider compensation: 2

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.

Largest loaded plans by reported assets

Cass Information Systems, Inc. plans by reported end-of-year assets
Plan	Plan #	Participants	Reported assets (EOY)	Year
Cass Information Systems, Inc. 401(K) Plan	002	1,296	$106,588,167	2023
Retirement Plan For Employees Of Cass Information Systems, Inc.	001	1,215	$86,754,232	2023
Cass Information Systems, Inc. Comprehensive Health And Welfare Benefit Plan	501	980	not reported in the loaded dataset	2023

Search all 3 loaded plans for this company →

Latest loaded filings

Most recent loaded Form 5500 filings for Cass Information Systems, Inc.
Year	Plan	Participants	Schedules	Filing
2023	Cass Information Systems, Inc. Comprehensive Health And Welfare Benefit Plan	980	—	20240711133503NAL0033091170001
2023	Cass Information Systems, Inc. 401(K) Plan	1,296	H, C	20240926155741NAL0000901217001
2023	Retirement Plan For Employees Of Cass Information Systems, Inc.	1,215	H, C	20241007104159NAL0008794979001