2023 Form 5500 filing — Casey Products Profit Sharing Plan

Plain-English filing 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, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20240916144245NAL0001597137001) for Casey Products Profit Sharing Plan, reported by Casey Products under EIN 38-3481059 and plan number 001. It reports 35 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$6MReported net assets$5,955,231
Participants35
Provider compensationNone reported
Schedules filedSchedule ILoaded schedules
EFAST2 acknowledgement
20240916144245NAL0001597137001
Plan sponsor
Casey Products
EIN
38-3481059
Plan number
001
Location
Woodridge, IL
Received date
not reported in the loaded dataset
How to read this filing
  • This is a single annual Form 5500 filing, identified by its EFAST2 acknowledgement id.
  • Schedule chips (Sch H / I / C) show which schedules this filing includes.
  • Net assets = total assets minus total liabilities (Schedule H/I).
  • Fields a filing did not report are labeled not reported in the loaded dataset — never estimated.
  • For the plan's full history, open the plan profile.
Schedule I · 2023

Reported financial snapshot

Reported figures as filed, in whole dollars. Only fields the filing reports are shown.

Reported balance (end of year)$6M total assets
Net assets$6MLiabilities$0
Money in vs. money out
Total income / additions$1.3M
Total expenses$636.5K
Benefits paid / distributions$632.4K
Contributions
Employer$234K
Participant$172K
Full reported line items
Total assets (EOY)
$5,955,231
Total liabilities (EOY)
$0
Net assets (EOY)
$5,955,231
Employer contributions
$234,000
Participant contributions
$172,035
Total income / additions
$1,261,277
Benefits paid
$632,372
Administrative expenses
$4,113
Total expenses
$636,485
Net increase / (decrease)
$624,792

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20240916144245NAL0001597137001 cover?
It is the 2023 Form 5500 filing for Casey Products Profit Sharing Plan, reported by Casey Products (EIN 38-3481059).
Which Form 5500 schedules are attached to this 2023 filing?
Attached schedules in the loaded dataset include Schedule I (small plan financials).

Related Form 5500 pages