401k Plan data: CASA YOUTH ADVOCATES, INC. 403(B) PLAN plan

CASA YOUTH ADVOCATES, INC. 403(B) PLAN 401k Plan overview

Plan Name	CASA YOUTH ADVOCATES, INC. 403(B) PLAN
Plan identification number	001

CASA YOUTH ADVOCATES, INC. 403(B) PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

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 403(b)(1) arrangement - See Limited Pension Plan Reporting instructions for Code section 403(b)(1) arrangements for certain exempt organizations.
Code section 403(b)(7) accounts - See Limited Pension Plan Reporting instructions for Code section 403(b)(7) custodial accounts for regulated investment company stock for certain exempt organizations.
Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
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

CASA YOUTH ADVOCATES, INC. has sponsored the creation of one or more 401k plans.

Company Name: CASA YOUTH ADVOCATES, INC.

Employer identification number (EIN): 231901080

NAIC Classification: 624100
NAIC Description: Individual and Family Services

Form 5500 Filing Information

Submission information for form 5500 for 401k plan CASA YOUTH ADVOCATES, INC. 403(B) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2023-01-01 LEIGH ANNE MCKELVEY 2024-07-12
001 2022-01-01 LEIGH ANNE MCKELVEY 2023-08-01
001 2021-01-01 LEIGH ANNE MCKELVEY 2022-07-21
001 2020-01-01 LEIGH ANNE MCKELVEY 2021-09-14
001 2019-01-01 LEIGH ANNE MCKELVEY 2020-06-30
001 2018-01-01 LEIGH ANNE MCKELVEY 2019-06-28
001 2017-01-01 LEIGH ANNE MCKELVEY 2018-07-12
001 2016-01-01 ANNE SHENBERGER 2017-06-26
001 2015-01-01 ANNE SHENBERGER 2016-09-12
001 2014-01-01 ANNE SHENBERGER 2015-09-30
001 2013-01-01 ANNE SHENBERGER 2014-09-11
001 2012-01-01 ANNE SHENBERGER 2013-07-10
001 2011-01-01 ANNE L. SHENBERGER 2012-07-17 ANNE SHENBERGER 2012-07-17
001 2010-01-01 ANNE SHENBERGER 2011-10-10 ANNE SHENBERGER 2011-10-10

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
001	2023-01-01	LEIGH ANNE MCKELVEY	2024-07-12
001	2022-01-01	LEIGH ANNE MCKELVEY	2023-08-01
001	2021-01-01	LEIGH ANNE MCKELVEY	2022-07-21
001	2020-01-01	LEIGH ANNE MCKELVEY	2021-09-14
001	2019-01-01	LEIGH ANNE MCKELVEY	2020-06-30
001	2018-01-01	LEIGH ANNE MCKELVEY	2019-06-28
001	2017-01-01	LEIGH ANNE MCKELVEY	2018-07-12
001	2016-01-01	ANNE SHENBERGER	2017-06-26
001	2015-01-01	ANNE SHENBERGER	2016-09-12
001	2014-01-01	ANNE SHENBERGER	2015-09-30
001	2013-01-01	ANNE SHENBERGER	2014-09-11
001	2012-01-01	ANNE SHENBERGER	2013-07-10
001	2011-01-01	ANNE L. SHENBERGER	2012-07-17	ANNE SHENBERGER	2012-07-17
001	2010-01-01	ANNE SHENBERGER	2011-10-10	ANNE SHENBERGER	2011-10-10

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Company Name:	CASA YOUTH ADVOCATES, INC.
Employer identification number (EIN):	231901080
NAIC Classification:	624100
NAIC Description:	Individual and Family Services