2023 Form 5500 filing — Casella Waste Systems 401(K) 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 20241007092255NAL0015869985001) for Casella Waste Systems 401(K) Plan, reported by Casella Waste Systems, Inc. under EIN 03-0338873 and plan number 001. It reports 3,318 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241007092255NAL0015869985001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Casella Waste Systems, Inc.
- EIN
- 03-0338873
- Plan number
- 001
- Location
- Rutland, VT
- Participants
- 3,318
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $135,113,395
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $135,113,395
- Employer contributions
- $3,480,138
- Participant contributions
- $12,324,227
- Total income / additions
- $42,540,372
- Benefits paid
- $8,583,296
- Administrative expenses
- $251,764
- Total expenses
- $8,849,252
- Net increase / (decrease)
- $33,691,120
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Fidelity Investments Institutional | RECORDKEEPER | $251,764 | not reported in the loaded dataset |