Case Systems Inc. Employee Deferred Compensation Plan — Form 5500 plan (Case Systems Inc.)
Plain-English plan 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, Case Systems Inc. Employee Deferred Compensation Plan is a benefit plan reported by Case Systems Inc. under EIN 38-3139894 and plan number 001. The latest loaded filing year is 2023. The filing reports 177 participants and $9,189,929 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Case Systems Inc.
- EIN
- 38-3139894
- Plan number
- 001
- Plan type
- 2
- Location
- Midland, MI
- Latest filing year
- 2023
- Participants
- 177
- End-of-year plan assets
- $9,189,929
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 177 | H, C | 20240930125738NAL0002626995001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $9,189,929
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $9,189,929
- Net assets (BOY)
- $7,691,263
Income & contributions
- Employer contributions
- $176,276
- Participant contributions
- $407,482
- Total contributions
- $583,758
- Total income / additions
- $2,050,265
Expenses & distributions
- Benefits paid
- $523,047
- Administrative expenses
- $26,285
- Total expenses
- $551,599
- Net increase / (decrease)
- $1,498,666
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Edward D Jones And Co. | NONE | $25,294 | not reported in the loaded dataset | 2023 |
| American United Life Insurance Co | NONE | $1,591 | $20,314 | 2023 |