2023 Form 5500 filing — Case Engineering, Inc.

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 20241014144905NAL0054031810001) for Case Engineering, Inc., reported by Case Engineering 401k Plan & Trust Dated 1/1/1990 under EIN 59-1671697 and plan number 002. It reports 4 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$4.5MReported net assets$4,529,542
Participants4
Provider compensationNone reported
Schedules filedSchedule ILoaded schedules
EFAST2 acknowledgement
20241014144905NAL0054031810001
Plan sponsor
Case Engineering 401k Plan & Trust Dated 1/1/1990
EIN
59-1671697
Plan number
002
Location
Lakeland, FL
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)$4.5M total assets
Net assets$4.5MLiabilities
Money in vs. money out
Total income / additions$1.3M
Total expenses$52K
Benefits paid / distributions$52K
Full reported line items
Total assets (EOY)
$4,529,542
Net assets (EOY)
$4,529,542
Total income / additions
$1,338,481
Benefits paid
$52,000
Total expenses
$52,000
Net increase / (decrease)
$1,286,481

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20241014144905NAL0054031810001 cover?
It is the 2023 Form 5500 filing for Case Engineering, Inc., reported by Case Engineering 401k Plan & Trust Dated 1/1/1990 (EIN 59-1671697).
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