2023 Form 5500 filing — Casey'S General Stores 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 20241014094159NAL0026931041001) for Casey'S General Stores 401(K) Plan, reported by Casey'S General Stores Inc. under EIN 42-0935283 and plan number 002. It reports 35,314 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241014094159NAL0026931041001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Casey'S General Stores Inc.
- EIN
- 42-0935283
- Plan number
- 002
- Location
- Ankeny, IA
- Participants
- 35,314
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $411,410,367
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $411,410,367
- Employer contributions
- $12,940,454
- Participant contributions
- $19,758,313
- Total income / additions
- $106,292,120
- Benefits paid
- $40,169,997
- Administrative expenses
- $540,316
- Total expenses
- $40,723,965
- Net increase / (decrease)
- $65,568,155
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $501,004 | $0 |
| Lion Street Advisors | INVESTMENT ADVISORY | $39,312 | $5,688 |
| Wilshire Advisors LLC | INVESTMENT ADVISORY | $0 | $0 |