2023 Form 5500 filing — Casco 401(K) 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 20240917092342NAL0006162626001) for Casco 401(K) Profit Sharing Plan, reported by Casco Diversified Corporation under EIN 43-1198532 and plan number 002. It reports 183 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240917092342NAL0006162626001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Casco Diversified Corporation
- EIN
- 43-1198532
- Plan number
- 002
- Location
- St. Louis, MO
- Participants
- 183
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $25,806,726
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $25,806,726
- Employer contributions
- $332,269
- Participant contributions
- $917,570
- Total income / additions
- $5,324,063
- Benefits paid
- $3,575,107
- Administrative expenses
- $51,540
- Total expenses
- $3,626,647
- Net increase / (decrease)
- $1,697,416
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Cetera Investment Advisers LLC | INVESTMENT ADVISOR | $50,008 | not reported in the loaded dataset |
| Empower Advisory Group, LLC | INVESTMENT MGMT | $1,532 | not reported in the loaded dataset |