Casa Systems, Inc. 401(K) Plan — Form 5500 plan (Casa 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, Casa Systems, Inc. 401(K) Plan is a benefit plan reported by Casa Systems, Inc. under EIN 75-3108867 and plan number 001. The latest loaded filing year is 2023. The filing reports 440 participants and $59,863,223 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Casa Systems, Inc.
- EIN
- 75-3108867
- Plan number
- 001
- Plan type
- 2
- Location
- Andover, MA
- Latest filing year
- 2023
- Participants
- 440
- End-of-year plan assets
- $59,863,223
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 440 | H, C | 20240726135133NAL0016081185004 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $59,863,223
- Net assets (EOY)
- $59,863,223
- Net assets (BOY)
- $53,560,729
Income & contributions
- Employer contributions
- $1,288,600
- Participant contributions
- $4,993,816
- Total contributions
- $6,329,901
- Total income / additions
- $15,385,813
Expenses & distributions
- Benefits paid
- $8,887,476
- Administrative expenses
- $195,843
- Total expenses
- $9,083,319
- Net increase / (decrease)
- $6,302,494
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Global Retirement Partners LLC | INVESTMENT ADVISOR | $92,379 | $0 | 2023 |
| Empower Annuity Ins Co Of America | RECORDKEEPER | $85,786 | $0 | 2023 |
| Empower Advisory Group, LLC | INVESTMENT MGMT | $18,413 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Casa Systems, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in MA
- 401(k) and benefit plan filings in Andover, MA
- Global Retirement Partners LLC — Schedule C compensation
- Empower Annuity Ins Co Of America — Schedule C compensation
- Empower Advisory Group, LLC — Schedule C compensation