Case Consulting LLC 401(K) P/S Plan — Form 5500 plan (Case Consulting LLC)
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 Consulting LLC 401(K) P/S Plan is a benefit plan reported by Case Consulting LLC under EIN 45-2567087 and plan number 001. The latest loaded filing year is 2023. The filing reports 57 participants and $12,899,812 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Case Consulting LLC
- EIN
- 45-2567087
- Plan number
- 001
- Plan type
- 2
- Location
- Leesburg, VA
- Latest filing year
- 2023
- Participants
- 57
- End-of-year plan assets
- $12,899,812
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 57 | I | 20240926105250NAL0000543393001 |
Reported financial statement (2023 · Schedule I)
Net assets
- Total assets (EOY)
- $12,899,812
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $12,899,812
- Net assets (BOY)
- $8,359,332
Income & contributions
- Employer contributions
- $1,143,908
- Participant contributions
- $1,023,013
- Total income / additions
- $4,976,353
Expenses & distributions
- Benefits paid
- $420,231
- Administrative expenses
- $15,642
- Total expenses
- $435,873
- Net increase / (decrease)
- $4,540,480
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.