Cass Arrieta 401(K) Plan — Form 5500 plan (Cass Construction, 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, Cass Arrieta 401(K) Plan is a benefit plan reported by Cass Construction, Inc. under EIN 95-2904966 and plan number 003. The latest loaded filing year is 2023. The filing reports 213 participants and $15,283,953 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Cass Construction, Inc.
- EIN
- 95-2904966
- Plan number
- 003
- Plan type
- 2
- Location
- El Cajon, CA
- Latest filing year
- 2023
- Participants
- 213
- End-of-year plan assets
- $15,283,953
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 213 | H, C | 20241015104130NAL0029285649001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $15,283,953
- Total liabilities (EOY)
- $8,579
- Net assets (EOY)
- $15,275,374
- Net assets (BOY)
- $11,781,685
Income & contributions
- Employer contributions
- $1,761,454
- Participant contributions
- $660,696
- Total contributions
- $2,446,824
- Total income / additions
- $4,385,004
Expenses & distributions
- Benefits paid
- $811,498
- Administrative expenses
- $72,566
- Total expenses
- $891,315
- Net increase / (decrease)
- $3,493,689
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $60,176 | $0 | 2023 |
| Allworth Financial | INVESTMENT ADVISORY | $0 | $26,169 | 2023 |
| Latitude Service Company | CONTRACT ADMINISTRATOR | $10,011 | $6,005 | 2023 |
| Aldrich Cpas And Advisor | ACCOUNTANT | $9,500 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Cass Construction, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in CA
- 401(k) and benefit plan filings in El Cajon, CA
- Principal Life Insurance Company — Schedule C compensation
- Allworth Financial — Schedule C compensation
- Latitude Service Company — Schedule C compensation
- Aldrich Cpas And Advisor — Schedule C compensation