Cassling 401k Savings Plan — Form 5500 plan (Cassling)
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, Cassling 401k Savings Plan is a benefit plan reported by Cassling under EIN 47-0673457 and plan number 001. The latest loaded filing year is 2023. The filing reports 231 participants and $69,160,206 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Cassling
- EIN
- 47-0673457
- Plan number
- 001
- Plan type
- 2
- Location
- Omaha, NE
- Latest filing year
- 2023
- Participants
- 231
- End-of-year plan assets
- $69,160,206
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 231 | H, C | 20241011142510NAL0037191776001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $69,160,206
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $69,160,206
- Net assets (BOY)
- $56,729,509
Income & contributions
- Employer contributions
- $1,812,271
- Participant contributions
- $2,320,005
- Total contributions
- $4,725,848
- Total income / additions
- $16,058,266
Expenses & distributions
- Benefits paid
- $3,525,599
- Administrative expenses
- $101,970
- Total expenses
- $3,627,569
- Net increase / (decrease)
- $12,430,697
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| D A Davidson And Co | INVEST ADVISOR | $62,500 | not reported in the loaded dataset | 2023 |
| John Hancock | RETAINED BY EMPLOYER | $39,470 | $0 | 2023 |