401k Plan data: CASES-CASES, INC. 401(K) PROFIT SHARING PLAN plan

CASES-CASES, INC. 401(K) PROFIT SHARING PLAN 401k Plan overview

Plan Name	CASES-CASES, INC. 401(K) PROFIT SHARING PLAN
Plan identification number	001

CASES-CASES, INC. 401(K) PROFIT SHARING PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

Age/Service Weighted or new comparability or similar plan - Age/Service Weighted Plan: Allocations are based on age, service, or age and service. New comparability or similar plan: Allocations are based on participant classifications and a classification(s) consists entirely or predominantly of highly compensated employees; or the plan provides an additional allocation rate on compensation above a specified threshold, and the theshold or additional rate exceeds the maximum threshold or rate allowed under the permitted disparity rules of section 401(l).
Profit-sharing
ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.

401k Sponsoring company profile

CASES-CASES, INC. has sponsored the creation of one or more 401k plans.

Company Name: CASES-CASES, INC.

Employer identification number (EIN): 043414740

NAIC Classification: 423990
NAIC Description: Other Miscellaneous Durable Goods Merchant Wholesalers

Form 5500 Filing Information

Submission information for form 5500 for 401k plan CASES-CASES, INC. 401(K) PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2023-01-01 MARY-PATRICIA ADAMO CLEMMER 2024-09-25 MARY-PATRICIA ADAMO CLEMMER 2024-09-25
001 2022-01-01 BETSY DOWN 2023-09-20
001 2021-01-01 BETSY DOWN 2022-05-31 BETSY DOWN 2022-05-31
001 2020-01-01 BETSY DOWN 2021-07-22 MARY PATRICIA ADAMO CLEMMER 2021-07-22
001 2019-01-01 BETSY DOWN 2020-07-22 MARY PATRICIA ADAMO CLEMMER 2020-07-22
001 2018-01-01 BETSY DOWN 2019-05-21
001 2017-01-01
001 2016-01-01
001 2015-01-01
001 2014-01-01 ROBERT F. HAAS 2015-10-14
001 2013-01-01 ROBERT F. HAAS 2014-10-05

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
001	2023-01-01	MARY-PATRICIA ADAMO CLEMMER	2024-09-25	MARY-PATRICIA ADAMO CLEMMER	2024-09-25
001	2022-01-01	BETSY DOWN	2023-09-20
001	2021-01-01	BETSY DOWN	2022-05-31	BETSY DOWN	2022-05-31
001	2020-01-01	BETSY DOWN	2021-07-22	MARY PATRICIA ADAMO CLEMMER	2021-07-22
001	2019-01-01	BETSY DOWN	2020-07-22	MARY PATRICIA ADAMO CLEMMER	2020-07-22
001	2018-01-01	BETSY DOWN	2019-05-21
001	2017-01-01
001	2016-01-01
001	2015-01-01
001	2014-01-01	ROBERT F. HAAS	2015-10-14
001	2013-01-01	ROBERT F. HAAS	2014-10-05

Potentially related plans

CASES-CASES, INC. 401(K) PROFIT SHARING PLAN [EIN = 042219727]

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Company Name:	CASES-CASES, INC.
Employer identification number (EIN):	043414740
NAIC Classification:	423990
NAIC Description:	Other Miscellaneous Durable Goods Merchant Wholesalers