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CASEY'S GENERAL STORES 401(K) PLAN 401k Plan overview

Plan NameCASEY'S GENERAL STORES 401(K) PLAN
Plan identification number 002

CASEY'S GENERAL STORES 401(K) PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • 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.
  • Partial participant-directed account plan - Participants have the opportunity to direct the investment of a portion of 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.
  • ESOP other than a leveraged ESOP - A completed Schedule E must be attached to a Form 5500 filed for an Employee Stock Ownership Plan (ESOP).
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).
  • Plan requiring that all or part of employer contributions be invested and held, at least for a limited period, in employer securities.

401k Sponsoring company profile

CASEY'S GENERAL STORES, INC has sponsored the creation of one or more 401k plans.

Company Name:CASEY'S GENERAL STORES, INC
Employer identification number (EIN):420935283
NAIC Classification:447100
NAIC Description: Gasoline Stations, Gas

Additional information about CASEY'S GENERAL STORES, INC

Jurisdiction of Incorporation: Iowa Secretary of State Business Entities
Incorporation Date: 1967-12-13
Company Identification Number: 7285
Legal Registered Office Address: ONE SE CONVENIENCE BLVD

ANKENY
United States of America (USA)
50021

More information about CASEY'S GENERAL STORES, INC

Form 5500 Filing Information

Submission information for form 5500 for 401k plan CASEY'S GENERAL STORES 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022023-01-01
0022022-01-01
0022021-01-01
0022020-01-01
0022019-01-01
0022018-01-01
0022017-01-01JAMES PISTILLO JAMES PISTILLO2018-10-12
0022016-01-01KORY ROSS KORY ROSS2017-10-12
0022015-01-01KELLY BUCHER KELLY BUCHER2016-10-14
0022014-01-01KELLY BUCHER KELLY BUCHER2015-10-13
0022013-01-01KELLY BUCHER KELLY BUCHER2014-10-07
0022012-01-01KELLY BUCHER KELLY BUCHER2013-10-14
0022011-01-01DOUGLAS DILLIVAN DOUGLAS DILLIVAN2012-10-09
0022009-01-01DOUGLAS DILLIVAN DOUGLAS DILLIVAN2010-10-06

Plan Statistics for CASEY'S GENERAL STORES 401(K) PLAN

401k plan membership statisitcs for CASEY'S GENERAL STORES 401(K) PLAN

Measure Date Value
2023: CASEY'S GENERAL STORES 401(K) PLAN 2023 401k membership
Total participants, beginning-of-year2023-01-0135,314
Total number of active participants reported on line 7a of the Form 55002023-01-0134,287
Number of retired or separated participants receiving benefits2023-01-018
Number of other retired or separated participants entitled to future benefits2023-01-011,084
Total of all active and inactive participants2023-01-0135,379
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2023-01-0139
Total participants2023-01-0135,418
Number of participants with account balances2023-01-016,128
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2023-01-016
2022: CASEY'S GENERAL STORES 401(K) PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-0130,372
Total number of active participants reported on line 7a of the Form 55002022-01-0129,099
Number of retired or separated participants receiving benefits2022-01-017
Number of other retired or separated participants entitled to future benefits2022-01-011,097
Total of all active and inactive participants2022-01-0130,203
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-0138
Total participants2022-01-0130,241
Number of participants with account balances2022-01-015,763
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-019
2021: CASEY'S GENERAL STORES 401(K) PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-0125,219
Total number of active participants reported on line 7a of the Form 55002021-01-0128,215
Number of retired or separated participants receiving benefits2021-01-016
Number of other retired or separated participants entitled to future benefits2021-01-011,078
Total of all active and inactive participants2021-01-0129,299
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-0132
Total participants2021-01-0129,331
Number of participants with account balances2021-01-015,299
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-011
2020: CASEY'S GENERAL STORES 401(K) PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-0123,197
Total number of active participants reported on line 7a of the Form 55002020-01-0120,825
Number of retired or separated participants receiving benefits2020-01-017
Number of other retired or separated participants entitled to future benefits2020-01-01800
Total of all active and inactive participants2020-01-0121,632
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-0125
Total participants2020-01-0121,657
Number of participants with account balances2020-01-014,951
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-010
2019: CASEY'S GENERAL STORES 401(K) PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-0121,025
Total number of active participants reported on line 7a of the Form 55002019-01-0117,913
Number of retired or separated participants receiving benefits2019-01-015
Number of other retired or separated participants entitled to future benefits2019-01-01677
Total of all active and inactive participants2019-01-0118,595
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-0117
Total participants2019-01-0118,612
Number of participants with account balances2019-01-014,982
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-012
2018: CASEY'S GENERAL STORES 401(K) PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-0121,041
Total number of active participants reported on line 7a of the Form 55002018-01-0118,278
Number of retired or separated participants receiving benefits2018-01-013
Number of other retired or separated participants entitled to future benefits2018-01-01722
Total of all active and inactive participants2018-01-0119,003
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-0114
Total participants2018-01-0119,017
Number of participants with account balances2018-01-015,047
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-010
2017: CASEY'S GENERAL STORES 401(K) PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-0121,996
Total number of active participants reported on line 7a of the Form 55002017-01-0119,059
Number of retired or separated participants receiving benefits2017-01-014
Number of other retired or separated participants entitled to future benefits2017-01-01595
Total of all active and inactive participants2017-01-0119,658
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-0115
Total participants2017-01-0119,673
Number of participants with account balances2017-01-015,046
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
2016: CASEY'S GENERAL STORES 401(K) PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-0115,552
Total number of active participants reported on line 7a of the Form 55002016-01-0119,902
Number of retired or separated participants receiving benefits2016-01-013
Number of other retired or separated participants entitled to future benefits2016-01-01516
Total of all active and inactive participants2016-01-0120,421
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-0112
Total participants2016-01-0120,433
Number of participants with account balances2016-01-014,769
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
2015: CASEY'S GENERAL STORES 401(K) PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-0110,622
Total number of active participants reported on line 7a of the Form 55002015-01-0113,702
Number of retired or separated participants receiving benefits2015-01-013
Number of other retired or separated participants entitled to future benefits2015-01-01431
Total of all active and inactive participants2015-01-0114,136
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-018
Total participants2015-01-0114,144
Number of participants with account balances2015-01-013,911
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-011
2014: CASEY'S GENERAL STORES 401(K) PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-0110,164
Total number of active participants reported on line 7a of the Form 55002014-01-0112,732
Number of retired or separated participants receiving benefits2014-01-013
Number of other retired or separated participants entitled to future benefits2014-01-01229
Total of all active and inactive participants2014-01-0112,964
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-0110
Total participants2014-01-0112,974
Number of participants with account balances2014-01-013,614
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-018
2013: CASEY'S GENERAL STORES 401(K) PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-019,627
Total number of active participants reported on line 7a of the Form 55002013-01-0112,409
Number of retired or separated participants receiving benefits2013-01-012
Number of other retired or separated participants entitled to future benefits2013-01-01199
Total of all active and inactive participants2013-01-0112,610
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-019
Total participants2013-01-0112,619
Number of participants with account balances2013-01-013,353
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-0149
2012: CASEY'S GENERAL STORES 401(K) PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-019,138
Total number of active participants reported on line 7a of the Form 55002012-01-0111,698
Number of retired or separated participants receiving benefits2012-01-012
Number of other retired or separated participants entitled to future benefits2012-01-01165
Total of all active and inactive participants2012-01-0111,865
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-018
Total participants2012-01-0111,873
Number of participants with account balances2012-01-013,216
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-0152
2011: CASEY'S GENERAL STORES 401(K) PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-0110,818
Total number of active participants reported on line 7a of the Form 55002011-01-0110,389
Number of retired or separated participants receiving benefits2011-01-012
Number of other retired or separated participants entitled to future benefits2011-01-01187
Total of all active and inactive participants2011-01-0110,578
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-017
Total participants2011-01-0110,585
Number of participants with account balances2011-01-012,995
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-011,988
2009: CASEY'S GENERAL STORES 401(K) PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-0114,958
Total number of active participants reported on line 7a of the Form 55002009-01-0113,259
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-01949
Total of all active and inactive participants2009-01-0114,208
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-018
Total participants2009-01-0114,216
Number of participants with account balances2009-01-013,153
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-012,668

Financial Data on CASEY'S GENERAL STORES 401(K) PLAN

Measure Date Value
2023 : CASEY'S GENERAL STORES 401(K) PLAN 2023 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2023-12-31$35,322,870
Total unrealized appreciation/depreciation of assets2023-12-31$35,322,870
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-12-31$0
Total income from all sources (including contributions)2023-12-31$106,292,120
Total loss/gain on sale of assets2023-12-31$2,251,924
Total of all expenses incurred2023-12-31$40,723,965
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2023-12-31$40,169,997
Expenses. Certain deemed distributions of participant loans2023-12-31$13,652
Total contributions o plan (from employers,participants, others, non cash contrinutions)2023-12-31$38,967,260
Value of total assets at end of year2023-12-31$411,410,367
Value of total assets at beginning of year2023-12-31$345,842,212
Total of administrative expenses incurred including professional, contract, advisory and management fees2023-12-31$540,316
Total interest from all sources2023-12-31$564,154
Total dividends received (eg from common stock, registered investment company shares)2023-12-31$1,643,533
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2023-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2023-12-31$433,356
Was this plan covered by a fidelity bond2023-12-31Yes
Value of fidelity bond cover2023-12-31$10,000,000
If this is an individual account plan, was there a blackout period2023-12-31No
Were there any nonexempt tranactions with any party-in-interest2023-12-31No
Contributions received from participants2023-12-31$19,758,313
Participant contributions at end of year2023-12-31$6,504,666
Participant contributions at beginning of year2023-12-31$5,188,301
Participant contributions at beginning of year2023-12-31$27
Income. Received or receivable in cash from other sources (including rollovers)2023-12-31$6,268,493
Other income not declared elsewhere2023-12-31$4,548
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2023-12-31No
Value of net income/loss2023-12-31$65,568,155
Value of net assets at end of year (total assets less liabilities)2023-12-31$411,410,367
Value of net assets at beginning of year (total assets less liabilities)2023-12-31$345,842,212
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2023-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2023-12-31No
Were any leases to which the plan was party in default or uncollectible2023-12-31No
Investment advisory and management fees2023-12-31$39,312
Value of interest in registered invesment companies (eg mutual funds) at end of year2023-12-31$32,082,077
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2023-12-31$28,924,476
Value of interest in pooled separate accounts at end of year2023-12-31$49,215,271
Value of interest in pooled separate accounts at beginning of year2023-12-31$40,809,092
Interest on participant loans2023-12-31$352,079
Interest earned on other investments2023-12-31$212,075
Value of interest in common/collective trusts at end of year2023-12-31$111,357,541
Value of interest in common/collective trusts at beginning of year2023-12-31$87,926,804
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2023-12-31$12,225,887
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2023-12-31$12,652,929
Net investment gain/loss from registered investment companies (e.g. mutual funds)2023-12-31$4,203,562
Net investment gain/loss from pooled separate accounts2023-12-31$8,200,307
Net investment gain or loss from common/collective trusts2023-12-31$15,133,962
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2023-12-31Yes
Was there a failure to transmit to the plan any participant contributions2023-12-31Yes
Has the plan failed to provide any benefit when due under the plan2023-12-31No
Assets. Invements in employer securities at end of year2023-12-31$199,762,311
Assets. Invements in employer securities at beginning of year2023-12-31$169,953,469
Contributions received in cash from employer2023-12-31$12,940,454
Employer contributions (assets) at end of year2023-12-31$262,614
Employer contributions (assets) at beginning of year2023-12-31$387,114
Income. Dividends from common stock2023-12-31$1,210,177
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2023-12-31$40,169,997
Contract administrator fees2023-12-31$501,004
Did the plan have assets held for investment2023-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2023-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2023-12-31No
Aggregate proceeds on sale of assets2023-12-31$24,618,158
Aggregate carrying amount (costs) on sale of assets2023-12-31$22,366,234
Opinion of an independent qualified public accountant for this plan2023-12-31Unqualified
Accountancy firm name2023-12-31UHY LLP
Accountancy firm EIN2023-12-31200694403
2022 : CASEY'S GENERAL STORES 401(K) PLAN 2022 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2022-12-31$19,848,914
Total unrealized appreciation/depreciation of assets2022-12-31$19,848,914
Total transfer of assets to this plan2022-12-31$2,149,921
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total income from all sources (including contributions)2022-12-31$27,571,488
Total loss/gain on sale of assets2022-12-31$1,659,868
Total of all expenses incurred2022-12-31$48,248,953
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$47,650,046
Expenses. Certain deemed distributions of participant loans2022-12-31$67,046
Value of total corrective distributions2022-12-31$23,037
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$36,537,629
Value of total assets at end of year2022-12-31$345,842,212
Value of total assets at beginning of year2022-12-31$364,369,756
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$508,824
Total interest from all sources2022-12-31$374,033
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$1,554,588
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2022-12-31$384,222
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$10,000,000
If this is an individual account plan, was there a blackout period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Contributions received from participants2022-12-31$17,775,709
Participant contributions at end of year2022-12-31$5,188,301
Participant contributions at beginning of year2022-12-31$5,129,964
Participant contributions at end of year2022-12-31$27
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$7,008,230
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2022-12-31$2,417
Other income not declared elsewhere2022-12-31$7,864
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-20,677,465
Value of net assets at end of year (total assets less liabilities)2022-12-31$345,842,212
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$364,369,756
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Investment advisory and management fees2022-12-31$44,861
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$28,924,476
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$36,915,048
Value of interest in pooled separate accounts at end of year2022-12-31$40,809,092
Value of interest in pooled separate accounts at beginning of year2022-12-31$49,652,763
Interest on participant loans2022-12-31$190,919
Interest earned on other investments2022-12-31$183,114
Value of interest in common/collective trusts at end of year2022-12-31$87,926,804
Value of interest in common/collective trusts at beginning of year2022-12-31$99,104,062
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-12-31$12,652,929
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-12-31$10,456,804
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-6,212,360
Net investment gain/loss from pooled separate accounts2022-12-31$-9,033,714
Net investment gain or loss from common/collective trusts2022-12-31$-17,165,334
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31Yes
Was there a failure to transmit to the plan any participant contributions2022-12-31No
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Assets. Invements in employer securities at end of year2022-12-31$169,953,469
Assets. Invements in employer securities at beginning of year2022-12-31$163,006,703
Contributions received in cash from employer2022-12-31$11,753,690
Employer contributions (assets) at end of year2022-12-31$387,114
Employer contributions (assets) at beginning of year2022-12-31$104,412
Income. Dividends from common stock2022-12-31$1,170,366
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$47,647,629
Contract administrator fees2022-12-31$463,963
Did the plan have assets held for investment2022-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Aggregate proceeds on sale of assets2022-12-31$28,984,132
Aggregate carrying amount (costs) on sale of assets2022-12-31$27,324,264
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31UHY LLP
Accountancy firm EIN2022-12-31200694403
2021 : CASEY'S GENERAL STORES 401(K) PLAN 2021 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2021-12-31$13,847,724
Total unrealized appreciation/depreciation of assets2021-12-31$13,847,724
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total income from all sources (including contributions)2021-12-31$81,841,457
Total loss/gain on sale of assets2021-12-31$6,339,922
Total of all expenses incurred2021-12-31$88,905,514
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$88,375,164
Expenses. Certain deemed distributions of participant loans2021-12-31$23,180
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$32,615,938
Value of total assets at end of year2021-12-31$364,369,756
Value of total assets at beginning of year2021-12-31$371,433,813
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$507,170
Total interest from all sources2021-12-31$382,731
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$1,576,255
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2021-12-31$337,995
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$10,000,000
If this is an individual account plan, was there a blackout period2021-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$16,303,903
Participant contributions at end of year2021-12-31$5,129,964
Participant contributions at beginning of year2021-12-31$5,662,202
Participant contributions at beginning of year2021-12-31$197
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$5,510,333
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2021-12-31$1,118
Other income not declared elsewhere2021-12-31$4,855
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$-7,064,057
Value of net assets at end of year (total assets less liabilities)2021-12-31$364,369,756
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$371,433,813
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Investment advisory and management fees2021-12-31$44,858
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$36,915,048
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$35,459,781
Value of interest in pooled separate accounts at end of year2021-12-31$49,652,763
Value of interest in pooled separate accounts at beginning of year2021-12-31$44,476,778
Interest on participant loans2021-12-31$196,488
Interest earned on other investments2021-12-31$186,243
Value of interest in common/collective trusts at end of year2021-12-31$99,104,062
Value of interest in common/collective trusts at beginning of year2021-12-31$88,398,242
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-12-31$10,456,804
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-12-31$12,986,344
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$5,534,921
Net investment gain/loss from pooled separate accounts2021-12-31$9,222,394
Net investment gain or loss from common/collective trusts2021-12-31$12,316,717
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31Yes
Was there a failure to transmit to the plan any participant contributions2021-12-31No
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Assets. Invements in employer securities at end of year2021-12-31$163,006,703
Assets. Invements in employer securities at beginning of year2021-12-31$184,450,120
Contributions received in cash from employer2021-12-31$10,801,702
Employer contributions (assets) at end of year2021-12-31$104,412
Employer contributions (assets) at beginning of year2021-12-31$149
Income. Dividends from common stock2021-12-31$1,238,260
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$88,374,046
Contract administrator fees2021-12-31$462,312
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Aggregate proceeds on sale of assets2021-12-31$55,561,950
Aggregate carrying amount (costs) on sale of assets2021-12-31$49,222,028
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31UHY LLP
Accountancy firm EIN2021-12-31200694403
2020 : CASEY'S GENERAL STORES 401(K) PLAN 2020 401k financial data
Unrealized appreciation/depreciation of real estate assets2020-12-31$0
Unrealized appreciation/depreciation of other (non real estate) assets2020-12-31$19,775,886
Total unrealized appreciation/depreciation of assets2020-12-31$19,775,886
Total transfer of assets to this plan2020-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total income from all sources (including contributions)2020-12-31$74,215,948
Total loss/gain on sale of assets2020-12-31$1,866,576
Total of all expenses incurred2020-12-31$58,954,045
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$58,527,939
Expenses. Certain deemed distributions of participant loans2020-12-31$5,665
Value of total corrective distributions2020-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$27,075,741
Value of total assets at end of year2020-12-31$371,433,813
Value of total assets at beginning of year2020-12-31$356,171,910
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$420,441
Total income from rents2020-12-31$0
Total interest from all sources2020-12-31$522,921
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$1,825,973
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2020-12-31$413,168
Administrative expenses professional fees incurred2020-12-31$0
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$10,000,000
If this is an individual account plan, was there a blackout period2020-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Amount of non-exempt transactions with any party-in-interest2020-12-31$0
Contributions received from participants2020-12-31$14,377,833
Participant contributions at end of year2020-12-31$5,662,202
Participant contributions at beginning of year2020-12-31$6,181,125
Participant contributions at end of year2020-12-31$197
Participant contributions at beginning of year2020-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$2,143,536
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2020-12-31$21
Value of other receiveables (less allowance for doubtful accounts) at end of year2020-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2020-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2020-12-31$0
Other income not declared elsewhere2020-12-31$4,468
Administrative expenses (other) incurred2020-12-31$0
Liabilities. Value of operating payables at beginning of year2020-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$15,261,903
Value of net assets at end of year (total assets less liabilities)2020-12-31$371,433,813
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$356,171,910
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Amount of loans by the plan or fixed income obligations due to the plan which were in default/classified-as-uncollectible as of the close of the plan year2020-12-31$0
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Amount of leases to which the plan was a party which were in default/classified-as-uncollectible during the year2020-12-31$0
Investment advisory and management fees2020-12-31$22,418
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$35,459,781
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$36,969,221
Value of interest in pooled separate accounts at end of year2020-12-31$44,476,778
Value of interest in pooled separate accounts at beginning of year2020-12-31$42,026,849
Interest on participant loans2020-12-31$270,956
Income. Interest from loans (other than to participants)2020-12-31$0
Interest earned on other investments2020-12-31$251,965
Income. Interest from US Government securities2020-12-31$0
Income. Interest from corporate debt instruments2020-12-31$0
Value of interest in common/collective trusts at end of year2020-12-31$88,398,242
Value of interest in common/collective trusts at beginning of year2020-12-31$71,726,142
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2020-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-12-31$12,986,344
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-12-31$14,577,274
Expenses. Payments to insurance carriers foe the provision of benefits2020-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$5,995,092
Net investment gain/loss from pooled separate accounts2020-12-31$6,483,960
Net investment gain or loss from common/collective trusts2020-12-31$10,665,331
Net gain/loss from 103.12 investment entities2020-12-31$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31Yes
Was there a failure to transmit to the plan any participant contributions2020-12-31No
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Assets. Invements in employer securities at end of year2020-12-31$184,450,120
Assets. Invements in employer securities at beginning of year2020-12-31$184,691,299
Contributions received in cash from employer2020-12-31$10,554,372
Employer contributions (assets) at end of year2020-12-31$149
Employer contributions (assets) at beginning of year2020-12-31$0
Income. Dividends from preferred stock2020-12-31$0
Income. Dividends from common stock2020-12-31$1,412,805
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$58,527,918
Contract administrator fees2020-12-31$398,023
Liabilities. Value of benefit claims payable at beginning of year2020-12-31$0
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Aggregate proceeds on sale of assets2020-12-31$36,230,835
Aggregate carrying amount (costs) on sale of assets2020-12-31$34,364,259
Liabilities. Value of acquisition indebtedness at beginning of year2020-12-31$0
Opinion of an independent qualified public accountant for this plan2020-12-31Disclaimer
Accountancy firm name2020-12-31LWBJ, LLP
Accountancy firm EIN2020-12-31421462849
2019 : CASEY'S GENERAL STORES 401(K) PLAN 2019 401k financial data
Unrealized appreciation/depreciation of real estate assets2019-12-31$0
Unrealized appreciation/depreciation of other (non real estate) assets2019-12-31$34,009,980
Total unrealized appreciation/depreciation of assets2019-12-31$34,009,980
Total transfer of assets to this plan2019-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total income from all sources (including contributions)2019-12-31$96,034,406
Total loss/gain on sale of assets2019-12-31$5,303,925
Total of all expenses incurred2019-12-31$41,886,154
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$41,465,240
Expenses. Certain deemed distributions of participant loans2019-12-31$31,394
Value of total corrective distributions2019-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$27,007,710
Value of total assets at end of year2019-12-31$356,171,910
Value of total assets at beginning of year2019-12-31$302,023,658
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$389,520
Total income from rents2019-12-31$0
Total interest from all sources2019-12-31$550,117
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$1,992,263
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$480,473
Administrative expenses professional fees incurred2019-12-31$0
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$10,000,000
If this is an individual account plan, was there a blackout period2019-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Amount of non-exempt transactions with any party-in-interest2019-12-31$0
Contributions received from participants2019-12-31$13,672,650
Participant contributions at end of year2019-12-31$6,181,125
Participant contributions at beginning of year2019-12-31$5,313,820
Participant contributions at end of year2019-12-31$0
Participant contributions at beginning of year2019-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$3,202,362
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2019-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2019-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2019-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2019-12-31$0
Other income not declared elsewhere2019-12-31$4,896
Administrative expenses (other) incurred2019-12-31$0
Liabilities. Value of operating payables at beginning of year2019-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$54,148,252
Value of net assets at end of year (total assets less liabilities)2019-12-31$356,171,910
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$302,023,658
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Amount of loans by the plan or fixed income obligations due to the plan which were in default/classified-as-uncollectible as of the close of the plan year2019-12-31$0
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Amount of leases to which the plan was a party which were in default/classified-as-uncollectible during the year2019-12-31$0
Investment advisory and management fees2019-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$36,969,221
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$30,315,222
Value of interest in pooled separate accounts at end of year2019-12-31$42,026,849
Value of interest in pooled separate accounts at beginning of year2019-12-31$33,774,055
Interest on participant loans2019-12-31$281,349
Income. Interest from loans (other than to participants)2019-12-31$0
Interest earned on other investments2019-12-31$268,768
Income. Interest from US Government securities2019-12-31$0
Income. Interest from corporate debt instruments2019-12-31$0
Value of interest in common/collective trusts at end of year2019-12-31$71,726,142
Value of interest in common/collective trusts at beginning of year2019-12-31$52,858,564
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2019-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$14,577,274
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$13,639,609
Expenses. Payments to insurance carriers foe the provision of benefits2019-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$7,400,464
Net investment gain/loss from pooled separate accounts2019-12-31$8,404,645
Net investment gain or loss from common/collective trusts2019-12-31$11,360,406
Net gain/loss from 103.12 investment entities2019-12-31$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31Yes
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Assets. Invements in employer securities at end of year2019-12-31$184,691,299
Assets. Invements in employer securities at beginning of year2019-12-31$166,122,388
Contributions received in cash from employer2019-12-31$10,132,698
Employer contributions (assets) at end of year2019-12-31$0
Employer contributions (assets) at beginning of year2019-12-31$0
Income. Dividends from preferred stock2019-12-31$0
Income. Dividends from common stock2019-12-31$1,511,790
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$41,465,240
Contract administrator fees2019-12-31$389,520
Liabilities. Value of benefit claims payable at beginning of year2019-12-31$0
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Aggregate proceeds on sale of assets2019-12-31$34,419,431
Aggregate carrying amount (costs) on sale of assets2019-12-31$29,115,506
Liabilities. Value of acquisition indebtedness at beginning of year2019-12-31$0
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31LWBJ, LLP
Accountancy firm EIN2019-12-31421462849
2018 : CASEY'S GENERAL STORES 401(K) PLAN 2018 401k financial data
Unrealized appreciation/depreciation of real estate assets2018-12-31$0
Unrealized appreciation/depreciation of other (non real estate) assets2018-12-31$20,718,555
Total unrealized appreciation/depreciation of assets2018-12-31$20,718,555
Total transfer of assets to this plan2018-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total income from all sources (including contributions)2018-12-31$39,669,418
Total loss/gain on sale of assets2018-12-31$1,019,002
Total of all expenses incurred2018-12-31$32,746,790
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$32,366,083
Expenses. Certain deemed distributions of participant loans2018-12-31$10,502
Value of total corrective distributions2018-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$23,740,097
Value of total assets at end of year2018-12-31$302,023,658
Value of total assets at beginning of year2018-12-31$295,101,030
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$370,205
Total income from rents2018-12-31$0
Total interest from all sources2018-12-31$440,162
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$1,941,358
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2018-12-31$445,374
Administrative expenses professional fees incurred2018-12-31$0
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$10,000,000
If this is an individual account plan, was there a blackout period2018-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Amount of non-exempt transactions with any party-in-interest2018-12-31$0
Contributions received from participants2018-12-31$13,021,353
Participant contributions at end of year2018-12-31$5,313,820
Participant contributions at beginning of year2018-12-31$4,613,392
Participant contributions at end of year2018-12-31$0
Participant contributions at beginning of year2018-12-31$703
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$892,078
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2018-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2018-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2018-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2018-12-31$0
Other income not declared elsewhere2018-12-31$5,384
Administrative expenses (other) incurred2018-12-31$0
Liabilities. Value of operating payables at beginning of year2018-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$6,922,628
Value of net assets at end of year (total assets less liabilities)2018-12-31$302,023,658
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$295,101,030
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Amount of loans by the plan or fixed income obligations due to the plan which were in default/classified-as-uncollectible as of the close of the plan year2018-12-31$0
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Amount of leases to which the plan was a party which were in default/classified-as-uncollectible during the year2018-12-31$0
Investment advisory and management fees2018-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$30,315,222
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$31,856,048
Value of interest in pooled separate accounts at end of year2018-12-31$33,774,055
Value of interest in pooled separate accounts at beginning of year2018-12-31$35,619,927
Interest on participant loans2018-12-31$214,435
Income. Interest from loans (other than to participants)2018-12-31$0
Interest earned on other investments2018-12-31$225,727
Income. Interest from US Government securities2018-12-31$0
Income. Interest from corporate debt instruments2018-12-31$0
Value of interest in common/collective trusts at end of year2018-12-31$52,858,564
Value of interest in common/collective trusts at beginning of year2018-12-31$53,769,988
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2018-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-12-31$13,639,609
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-12-31$13,627,015
Expenses. Payments to insurance carriers foe the provision of benefits2018-12-31$163,573
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-2,015,833
Net investment gain/loss from pooled separate accounts2018-12-31$-2,165,539
Net investment gain or loss from common/collective trusts2018-12-31$-4,013,768
Net gain/loss from 103.12 investment entities2018-12-31$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31Yes
Was there a failure to transmit to the plan any participant contributions2018-12-31No
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Assets. Invements in employer securities at end of year2018-12-31$166,122,388
Assets. Invements in employer securities at beginning of year2018-12-31$155,613,957
Contributions received in cash from employer2018-12-31$9,826,666
Employer contributions (assets) at end of year2018-12-31$0
Employer contributions (assets) at beginning of year2018-12-31$0
Income. Dividends from preferred stock2018-12-31$0
Income. Dividends from common stock2018-12-31$1,495,984
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$32,202,510
Contract administrator fees2018-12-31$370,205
Liabilities. Value of benefit claims payable at beginning of year2018-12-31$0
Did the plan have assets held for investment2018-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Aggregate proceeds on sale of assets2018-12-31$25,006,222
Aggregate carrying amount (costs) on sale of assets2018-12-31$23,987,220
Liabilities. Value of acquisition indebtedness at beginning of year2018-12-31$0
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31Yes
Opinion of an independent qualified public accountant for this plan2018-12-31Disclaimer
Accountancy firm name2018-12-31LWBJ, LLP
Accountancy firm EIN2018-12-31421462849
2017 : CASEY'S GENERAL STORES 401(K) PLAN 2017 401k financial data
Unrealized appreciation/depreciation of real estate assets2017-12-31$0
Unrealized appreciation/depreciation of other (non real estate) assets2017-12-31$-8,819,531
Total unrealized appreciation/depreciation of assets2017-12-31$-8,819,531
Total transfer of assets to this plan2017-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total income from all sources (including contributions)2017-12-31$33,737,798
Total loss/gain on sale of assets2017-12-31$-837,863
Total of all expenses incurred2017-12-31$18,384,298
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$18,082,266
Expenses. Certain deemed distributions of participant loans2017-12-31$3,875
Value of total corrective distributions2017-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$23,718,856
Value of total assets at end of year2017-12-31$295,101,030
Value of total assets at beginning of year2017-12-31$279,747,530
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$298,157
Total income from rents2017-12-31$0
Total interest from all sources2017-12-31$373,312
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$1,795,002
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2017-12-31$392,165
Administrative expenses professional fees incurred2017-12-31$0
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$10,000,000
If this is an individual account plan, was there a blackout period2017-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Amount of non-exempt transactions with any party-in-interest2017-12-31$0
Contributions received from participants2017-12-31$12,315,056
Participant contributions at end of year2017-12-31$4,613,392
Participant contributions at beginning of year2017-12-31$4,487,018
Participant contributions at end of year2017-12-31$703
Participant contributions at beginning of year2017-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$1,969,717
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2017-12-31$62
Value of other receiveables (less allowance for doubtful accounts) at end of year2017-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2017-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2017-12-31$0
Other income not declared elsewhere2017-12-31$21,254
Administrative expenses (other) incurred2017-12-31$0
Liabilities. Value of operating payables at beginning of year2017-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$15,353,500
Value of net assets at end of year (total assets less liabilities)2017-12-31$295,101,030
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$279,747,530
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Amount of loans by the plan or fixed income obligations due to the plan which were in default/classified-as-uncollectible as of the close of the plan year2017-12-31$0
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Amount of leases to which the plan was a party which were in default/classified-as-uncollectible during the year2017-12-31$0
Investment advisory and management fees2017-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$31,856,048
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$26,028,756
Value of interest in pooled separate accounts at end of year2017-12-31$35,619,927
Value of interest in pooled separate accounts at beginning of year2017-12-31$69,621,885
Interest on participant loans2017-12-31$158,769
Income. Interest from loans (other than to participants)2017-12-31$0
Interest earned on other investments2017-12-31$214,543
Income. Interest from US Government securities2017-12-31$0
Income. Interest from corporate debt instruments2017-12-31$0
Value of interest in common/collective trusts at end of year2017-12-31$53,769,988
Value of interest in common/collective trusts at beginning of year2017-12-31$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2017-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-12-31$13,627,015
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-12-31$13,735,572
Expenses. Payments to insurance carriers foe the provision of benefits2017-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$4,645,442
Net investment gain/loss from pooled separate accounts2017-12-31$12,851,781
Net investment gain or loss from common/collective trusts2017-12-31$-10,455
Net gain/loss from 103.12 investment entities2017-12-31$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31Yes
Was there a failure to transmit to the plan any participant contributions2017-12-31Yes
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Assets. Invements in employer securities at end of year2017-12-31$155,613,957
Assets. Invements in employer securities at beginning of year2017-12-31$165,873,986
Contributions received in cash from employer2017-12-31$9,434,083
Employer contributions (assets) at end of year2017-12-31$0
Employer contributions (assets) at beginning of year2017-12-31$313
Income. Dividends from preferred stock2017-12-31$0
Income. Dividends from common stock2017-12-31$1,402,837
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$18,082,204
Contract administrator fees2017-12-31$298,157
Liabilities. Value of benefit claims payable at beginning of year2017-12-31$0
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Aggregate proceeds on sale of assets2017-12-31$13,545,368
Aggregate carrying amount (costs) on sale of assets2017-12-31$14,383,231
Liabilities. Value of acquisition indebtedness at beginning of year2017-12-31$0
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31Yes
Opinion of an independent qualified public accountant for this plan2017-12-31Disclaimer
Accountancy firm name2017-12-31KPMG LLP
Accountancy firm EIN2017-12-31135565207
2016 : CASEY'S GENERAL STORES 401(K) PLAN 2016 401k financial data
Unrealized appreciation/depreciation of real estate assets2016-12-31$0
Unrealized appreciation/depreciation of other (non real estate) assets2016-12-31$-2,050,584
Total unrealized appreciation/depreciation of assets2016-12-31$-2,050,584
Total transfer of assets to this plan2016-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total income from all sources (including contributions)2016-12-31$24,608,957
Total loss/gain on sale of assets2016-12-31$28,226
Total of all expenses incurred2016-12-31$19,418,703
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$19,317,217
Expenses. Certain deemed distributions of participant loans2016-12-31$9,128
Value of total corrective distributions2016-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$18,243,907
Value of total assets at end of year2016-12-31$279,747,530
Value of total assets at beginning of year2016-12-31$274,557,276
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$92,358
Total income from rents2016-12-31$0
Total interest from all sources2016-12-31$309,365
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$1,606,798
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2016-12-31$305,134
Administrative expenses professional fees incurred2016-12-31$0
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$10,000,000
If this is an individual account plan, was there a blackout period2016-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Amount of non-exempt transactions with any party-in-interest2016-12-31$0
Contributions received from participants2016-12-31$9,744,455
Participant contributions at end of year2016-12-31$4,487,018
Participant contributions at beginning of year2016-12-31$4,201,468
Participant contributions at end of year2016-12-31$0
Participant contributions at beginning of year2016-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$1,169,200
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2016-12-31$72
Value of other receiveables (less allowance for doubtful accounts) at end of year2016-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2016-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2016-12-31$0
Other income not declared elsewhere2016-12-31$15,786
Administrative expenses (other) incurred2016-12-31$0
Liabilities. Value of operating payables at beginning of year2016-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$5,190,254
Value of net assets at end of year (total assets less liabilities)2016-12-31$279,747,530
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$274,557,276
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Amount of loans by the plan or fixed income obligations due to the plan which were in default/classified-as-uncollectible as of the close of the plan year2016-12-31$0
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Amount of leases to which the plan was a party which were in default/classified-as-uncollectible during the year2016-12-31$0
Investment advisory and management fees2016-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$26,028,756
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$24,490,799
Value of interest in pooled separate accounts at end of year2016-12-31$69,621,885
Value of interest in pooled separate accounts at beginning of year2016-12-31$59,451,914
Interest on participant loans2016-12-31$137,875
Income. Interest from loans (other than to participants)2016-12-31$0
Interest earned on other investments2016-12-31$171,490
Income. Interest from US Government securities2016-12-31$0
Income. Interest from corporate debt instruments2016-12-31$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2016-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-12-31$13,735,572
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-12-31$13,862,073
Expenses. Payments to insurance carriers foe the provision of benefits2016-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$1,549,454
Net investment gain/loss from pooled separate accounts2016-12-31$4,906,005
Net investment gain or loss from common/collective trusts2016-12-31$0
Net gain/loss from 103.12 investment entities2016-12-31$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31Yes
Was there a failure to transmit to the plan any participant contributions2016-12-31No
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Assets. Invements in employer securities at end of year2016-12-31$165,873,986
Assets. Invements in employer securities at beginning of year2016-12-31$172,495,511
Contributions received in cash from employer2016-12-31$7,330,252
Employer contributions (assets) at end of year2016-12-31$313
Employer contributions (assets) at beginning of year2016-12-31$55,511
Income. Dividends from preferred stock2016-12-31$0
Income. Dividends from common stock2016-12-31$1,301,664
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$19,317,145
Contract administrator fees2016-12-31$92,358
Liabilities. Value of benefit claims payable at beginning of year2016-12-31$0
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Aggregate proceeds on sale of assets2016-12-31$14,856,676
Aggregate carrying amount (costs) on sale of assets2016-12-31$14,828,450
Liabilities. Value of acquisition indebtedness at beginning of year2016-12-31$0
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31Yes
Opinion of an independent qualified public accountant for this plan2016-12-31Disclaimer
Accountancy firm name2016-12-31KPMG LLP
Accountancy firm EIN2016-12-31135565207
2015 : CASEY'S GENERAL STORES 401(K) PLAN 2015 401k financial data
Unrealized appreciation/depreciation of real estate assets2015-12-31$0
Unrealized appreciation/depreciation of other (non real estate) assets2015-12-31$42,382,235
Total unrealized appreciation/depreciation of assets2015-12-31$42,382,235
Total transfer of assets to this plan2015-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total income from all sources (including contributions)2015-12-31$61,074,827
Total loss/gain on sale of assets2015-12-31$1,151,224
Total of all expenses incurred2015-12-31$16,457,942
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$16,355,932
Expenses. Certain deemed distributions of participant loans2015-12-31$0
Value of total corrective distributions2015-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$16,097,431
Value of total assets at end of year2015-12-31$274,557,276
Value of total assets at beginning of year2015-12-31$229,940,391
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$102,010
Total income from rents2015-12-31$0
Total interest from all sources2015-12-31$318,520
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$1,485,826
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2015-12-31$269,720
Administrative expenses professional fees incurred2015-12-31$0
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$5,000,000
If this is an individual account plan, was there a blackout period2015-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Amount of non-exempt transactions with any party-in-interest2015-12-31$0
Contributions received from participants2015-12-31$8,589,219
Participant contributions at end of year2015-12-31$4,201,468
Participant contributions at beginning of year2015-12-31$4,072,445
Participant contributions at end of year2015-12-31$0
Participant contributions at beginning of year2015-12-31$5
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$1,007,606
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2015-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2015-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2015-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2015-12-31$0
Other income not declared elsewhere2015-12-31$22,754
Administrative expenses (other) incurred2015-12-31$0
Liabilities. Value of operating payables at beginning of year2015-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$44,616,885
Value of net assets at end of year (total assets less liabilities)2015-12-31$274,557,276
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$229,940,391
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Amount of loans by the plan or fixed income obligations due to the plan which were in default/classified-as-uncollectible as of the close of the plan year2015-12-31$0
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Amount of leases to which the plan was a party which were in default/classified-as-uncollectible during the year2015-12-31$0
Investment advisory and management fees2015-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$24,490,799
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$23,140,135
Value of interest in pooled separate accounts at end of year2015-12-31$59,451,914
Value of interest in pooled separate accounts at beginning of year2015-12-31$57,252,278
Interest on participant loans2015-12-31$132,708
Income. Interest from loans (other than to participants)2015-12-31$0
Interest earned on other investments2015-12-31$185,812
Income. Interest from US Government securities2015-12-31$0
Income. Interest from corporate debt instruments2015-12-31$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2015-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-12-31$13,862,073
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-12-31$13,472,151
Expenses. Payments to insurance carriers foe the provision of benefits2015-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-180,942
Net investment gain/loss from pooled separate accounts2015-12-31$-202,221
Net investment gain or loss from common/collective trusts2015-12-31$0
Net gain/loss from 103.12 investment entities2015-12-31$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31Yes
Was there a failure to transmit to the plan any participant contributions2015-12-31Yes
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Assets. Invements in employer securities at end of year2015-12-31$172,495,511
Assets. Invements in employer securities at beginning of year2015-12-31$131,959,145
Contributions received in cash from employer2015-12-31$6,500,606
Employer contributions (assets) at end of year2015-12-31$55,511
Employer contributions (assets) at beginning of year2015-12-31$44,232
Income. Dividends from preferred stock2015-12-31$0
Income. Dividends from common stock2015-12-31$1,216,106
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$16,355,932
Contract administrator fees2015-12-31$102,010
Liabilities. Value of benefit claims payable at beginning of year2015-12-31$0
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Aggregate proceeds on sale of assets2015-12-31$12,412,833
Aggregate carrying amount (costs) on sale of assets2015-12-31$11,261,609
Liabilities. Value of acquisition indebtedness at beginning of year2015-12-31$0
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31Yes
Opinion of an independent qualified public accountant for this plan2015-12-31Disclaimer
Accountancy firm name2015-12-31KPMG LLP
Accountancy firm EIN2015-12-31135565207
2014 : CASEY'S GENERAL STORES 401(K) PLAN 2014 401k financial data
Unrealized appreciation/depreciation of real estate assets2014-12-31$0
Unrealized appreciation/depreciation of other (non real estate) assets2014-12-31$29,190,042
Total unrealized appreciation/depreciation of assets2014-12-31$29,190,042
Total transfer of assets to this plan2014-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total income from all sources (including contributions)2014-12-31$50,310,600
Total loss/gain on sale of assets2014-12-31$316,496
Total of all expenses incurred2014-12-31$14,428,623
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$14,297,378
Expenses. Certain deemed distributions of participant loans2014-12-31$0
Value of total corrective distributions2014-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$14,043,799
Value of total assets at end of year2014-12-31$229,940,391
Value of total assets at beginning of year2014-12-31$194,058,414
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$131,245
Total income from rents2014-12-31$0
Total interest from all sources2014-12-31$303,284
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$1,369,520
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2014-12-31$240,448
Administrative expenses professional fees incurred2014-12-31$0
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$5,000,000
If this is an individual account plan, was there a blackout period2014-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Amount of non-exempt transactions with any party-in-interest2014-12-31$0
Contributions received from participants2014-12-31$7,188,085
Participant contributions at end of year2014-12-31$4,072,445
Participant contributions at beginning of year2014-12-31$3,842,964
Participant contributions at end of year2014-12-31$5
Participant contributions at beginning of year2014-12-31$209,220
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$1,408,197
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2014-12-31$7,652
Value of other receiveables (less allowance for doubtful accounts) at end of year2014-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2014-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2014-12-31$0
Other income not declared elsewhere2014-12-31$39,313
Administrative expenses (other) incurred2014-12-31$0
Liabilities. Value of operating payables at beginning of year2014-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$35,881,977
Value of net assets at end of year (total assets less liabilities)2014-12-31$229,940,391
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$194,058,414
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Amount of loans by the plan or fixed income obligations due to the plan which were in default/classified-as-uncollectible as of the close of the plan year2014-12-31$0
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Amount of leases to which the plan was a party which were in default/classified-as-uncollectible during the year2014-12-31$0
Investment advisory and management fees2014-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$23,140,135
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$20,475,723
Value of interest in pooled separate accounts at end of year2014-12-31$57,252,278
Value of interest in pooled separate accounts at beginning of year2014-12-31$51,454,719
Interest on participant loans2014-12-31$126,366
Income. Interest from loans (other than to participants)2014-12-31$0
Interest earned on other investments2014-12-31$176,918
Income. Interest from US Government securities2014-12-31$0
Income. Interest from corporate debt instruments2014-12-31$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2014-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-12-31$13,472,151
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-12-31$12,783,596
Expenses. Payments to insurance carriers foe the provision of benefits2014-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$1,612,272
Net investment gain/loss from pooled separate accounts2014-12-31$3,435,874
Net investment gain or loss from common/collective trusts2014-12-31$0
Net gain/loss from 103.12 investment entities2014-12-31$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31Yes
Was there a failure to transmit to the plan any participant contributions2014-12-31Yes
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Assets. Invements in employer securities at end of year2014-12-31$131,959,145
Assets. Invements in employer securities at beginning of year2014-12-31$105,118,301
Contributions received in cash from employer2014-12-31$5,447,517
Employer contributions (assets) at end of year2014-12-31$44,232
Employer contributions (assets) at beginning of year2014-12-31$173,891
Income. Dividends from preferred stock2014-12-31$0
Income. Dividends from common stock2014-12-31$1,129,072
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$14,289,726
Contract administrator fees2014-12-31$131,245
Liabilities. Value of benefit claims payable at beginning of year2014-12-31$0
Did the plan have assets held for investment2014-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Aggregate proceeds on sale of assets2014-12-31$10,863,137
Aggregate carrying amount (costs) on sale of assets2014-12-31$10,546,641
Liabilities. Value of acquisition indebtedness at beginning of year2014-12-31$0
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31Yes
Opinion of an independent qualified public accountant for this plan2014-12-31Disclaimer
Accountancy firm name2014-12-31KPMG, LLP
Accountancy firm EIN2014-12-31135565207
2013 : CASEY'S GENERAL STORES 401(K) PLAN 2013 401k financial data
Unrealized appreciation/depreciation of real estate assets2013-12-31$0
Unrealized appreciation/depreciation of other (non real estate) assets2013-12-31$24,439,718
Total unrealized appreciation/depreciation of assets2013-12-31$24,439,718
Total transfer of assets to this plan2013-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total income from all sources (including contributions)2013-12-31$51,807,557
Total loss/gain on sale of assets2013-12-31$1,298,213
Total of all expenses incurred2013-12-31$9,261,852
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$9,118,365
Expenses. Certain deemed distributions of participant loans2013-12-31$0
Value of total corrective distributions2013-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$12,272,210
Value of total assets at end of year2013-12-31$194,058,414
Value of total assets at beginning of year2013-12-31$151,512,709
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$143,487
Total income from rents2013-12-31$0
Total interest from all sources2013-12-31$290,195
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$1,236,311
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2013-12-31$205,045
Administrative expenses professional fees incurred2013-12-31$0
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$5,000,000
If this is an individual account plan, was there a blackout period2013-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Amount of non-exempt transactions with any party-in-interest2013-12-31$0
Contributions received from participants2013-12-31$6,876,856
Participant contributions at end of year2013-12-31$3,842,964
Participant contributions at beginning of year2013-12-31$3,859,593
Participant contributions at end of year2013-12-31$209,220
Participant contributions at beginning of year2013-12-31$227,313
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$216,876
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2013-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2013-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2013-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2013-12-31$0
Other income not declared elsewhere2013-12-31$-70,241
Administrative expenses (other) incurred2013-12-31$0
Liabilities. Value of operating payables at beginning of year2013-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Value of net income/loss2013-12-31$42,545,705
Value of net assets at end of year (total assets less liabilities)2013-12-31$194,058,414
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$151,512,709
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Amount of loans by the plan or fixed income obligations due to the plan which were in default/classified-as-uncollectible as of the close of the plan year2013-12-31$0
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Amount of leases to which the plan was a party which were in default/classified-as-uncollectible during the year2013-12-31$0
Investment advisory and management fees2013-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$20,475,723
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$15,772,035
Value of interest in pooled separate accounts at end of year2013-12-31$51,454,719
Value of interest in pooled separate accounts at beginning of year2013-12-31$44,716,606
Interest on participant loans2013-12-31$118,643
Income. Interest from loans (other than to participants)2013-12-31$0
Interest earned on other investments2013-12-31$171,552
Income. Interest from US Government securities2013-12-31$0
Income. Interest from corporate debt instruments2013-12-31$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2013-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-12-31$12,783,596
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-12-31$7,089,333
Expenses. Payments to insurance carriers foe the provision of benefits2013-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$4,366,754
Net investment gain/loss from pooled separate accounts2013-12-31$7,974,397
Net investment gain or loss from common/collective trusts2013-12-31$0
Net gain/loss from 103.12 investment entities2013-12-31$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31Yes
Was there a failure to transmit to the plan any participant contributions2013-12-31No
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Assets. Invements in employer securities at end of year2013-12-31$105,118,301
Assets. Invements in employer securities at beginning of year2013-12-31$79,649,055
Contributions received in cash from employer2013-12-31$5,178,478
Employer contributions (assets) at end of year2013-12-31$173,891
Employer contributions (assets) at beginning of year2013-12-31$198,774
Income. Dividends from preferred stock2013-12-31$0
Income. Dividends from common stock2013-12-31$1,031,266
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$9,118,365
Contract administrator fees2013-12-31$143,487
Liabilities. Value of benefit claims payable at beginning of year2013-12-31$0
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Aggregate proceeds on sale of assets2013-12-31$7,836,791
Aggregate carrying amount (costs) on sale of assets2013-12-31$6,538,578
Liabilities. Value of acquisition indebtedness at beginning of year2013-12-31$0
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31Yes
Opinion of an independent qualified public accountant for this plan2013-12-31Disclaimer
Accountancy firm name2013-12-31KPMG
Accountancy firm EIN2013-12-31135565207
2012 : CASEY'S GENERAL STORES 401(K) PLAN 2012 401k financial data
Unrealized appreciation/depreciation of real estate assets2012-12-31$0
Unrealized appreciation/depreciation of other (non real estate) assets2012-12-31$2,040,934
Total unrealized appreciation/depreciation of assets2012-12-31$2,040,934
Total transfer of assets to this plan2012-12-31$0
Total transfer of assets from this plan2012-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total income from all sources (including contributions)2012-12-31$22,023,195
Total loss/gain on sale of assets2012-12-31$446,454
Total of all expenses incurred2012-12-31$11,062,682
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$10,683,927
Expenses. Certain deemed distributions of participant loans2012-12-31$0
Value of total corrective distributions2012-12-31$235,600
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$11,522,615
Value of total assets at end of year2012-12-31$151,512,709
Value of total assets at beginning of year2012-12-31$140,552,196
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$143,155
Total income from rents2012-12-31$0
Total interest from all sources2012-12-31$244,760
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$1,176,776
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2012-12-31$225,433
Administrative expenses professional fees incurred2012-12-31$0
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$5,000,000
If this is an individual account plan, was there a blackout period2012-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Amount of non-exempt transactions with any party-in-interest2012-12-31$0
Contributions received from participants2012-12-31$6,277,720
Participant contributions at end of year2012-12-31$3,859,593
Participant contributions at beginning of year2012-12-31$3,757,939
Participant contributions at end of year2012-12-31$227,313
Participant contributions at beginning of year2012-12-31$190,036
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$468,731
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2012-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2012-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2012-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2012-12-31$0
Other income not declared elsewhere2012-12-31$-17,017
Administrative expenses (other) incurred2012-12-31$6
Liabilities. Value of operating payables at beginning of year2012-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Value of net income/loss2012-12-31$10,960,513
Value of net assets at end of year (total assets less liabilities)2012-12-31$151,512,709
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$140,552,196
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Amount of loans by the plan or fixed income obligations due to the plan which were in default/classified-as-uncollectible as of the close of the plan year2012-12-31$0
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Amount of leases to which the plan was a party which were in default/classified-as-uncollectible during the year2012-12-31$0
Investment advisory and management fees2012-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$15,772,035
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$13,294,992
Value of interest in pooled separate accounts at end of year2012-12-31$44,716,606
Value of interest in pooled separate accounts at beginning of year2012-12-31$37,958,528
Interest on participant loans2012-12-31$120,128
Income. Interest from loans (other than to participants)2012-12-31$0
Interest earned on other investments2012-12-31$124,632
Income. Interest from US Government securities2012-12-31$0
Income. Interest from corporate debt instruments2012-12-31$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2012-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-12-31$7,089,333
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-12-31$7,173,358
Expenses. Payments to insurance carriers foe the provision of benefits2012-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$1,820,790
Net investment gain/loss from pooled separate accounts2012-12-31$4,787,883
Net investment gain or loss from common/collective trusts2012-12-31$0
Net gain/loss from 103.12 investment entities2012-12-31$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31Yes
Was there a failure to transmit to the plan any participant contributions2012-12-31No
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Assets. Invements in employer securities at end of year2012-12-31$79,649,055
Assets. Invements in employer securities at beginning of year2012-12-31$78,048,231
Contributions received in cash from employer2012-12-31$4,776,164
Employer contributions (assets) at end of year2012-12-31$198,774
Employer contributions (assets) at beginning of year2012-12-31$129,112
Income. Dividends from preferred stock2012-12-31$0
Income. Dividends from common stock2012-12-31$951,343
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$10,683,927
Contract administrator fees2012-12-31$143,149
Liabilities. Value of benefit claims payable at beginning of year2012-12-31$0
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Aggregate proceeds on sale of assets2012-12-31$8,077,639
Aggregate carrying amount (costs) on sale of assets2012-12-31$7,631,185
Liabilities. Value of acquisition indebtedness at beginning of year2012-12-31$0
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31Yes
Opinion of an independent qualified public accountant for this plan2012-12-31Disclaimer
Accountancy firm name2012-12-31KPMG
Accountancy firm EIN2012-12-31135565207
2011 : CASEY'S GENERAL STORES 401(K) PLAN 2011 401k financial data
Unrealized appreciation/depreciation of real estate assets2011-12-31$0
Unrealized appreciation/depreciation of other (non real estate) assets2011-12-31$13,512,206
Total unrealized appreciation/depreciation of assets2011-12-31$13,512,206
Total transfer of assets to this plan2011-12-31$0
Total transfer of assets from this plan2011-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total income from all sources (including contributions)2011-12-31$23,198,619
Total loss/gain on sale of assets2011-12-31$97,721
Total of all expenses incurred2011-12-31$8,715,531
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$8,309,307
Expenses. Certain deemed distributions of participant loans2011-12-31$0
Value of total corrective distributions2011-12-31$208,449
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$8,670,687
Value of total assets at end of year2011-12-31$140,552,196
Value of total assets at beginning of year2011-12-31$126,069,108
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$197,775
Total income from rents2011-12-31$0
Total interest from all sources2011-12-31$277,873
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$1,051,593
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2011-12-31$187,048
Administrative expenses professional fees incurred2011-12-31$0
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$5,000,000
If this is an individual account plan, was there a blackout period2011-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Amount of non-exempt transactions with any party-in-interest2011-12-31$0
Contributions received from participants2011-12-31$5,058,198
Participant contributions at end of year2011-12-31$3,757,939
Participant contributions at beginning of year2011-12-31$3,281,219
Participant contributions at end of year2011-12-31$190,036
Participant contributions at beginning of year2011-12-31$131,385
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$442,856
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2011-12-31$114
Value of other receiveables (less allowance for doubtful accounts) at end of year2011-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2011-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2011-12-31$0
Other income not declared elsewhere2011-12-31$38,081
Administrative expenses (other) incurred2011-12-31$122
Liabilities. Value of operating payables at beginning of year2011-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$14,483,088
Value of net assets at end of year (total assets less liabilities)2011-12-31$140,552,196
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$126,069,108
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Amount of loans by the plan or fixed income obligations due to the plan which were in default/classified-as-uncollectible as of the close of the plan year2011-12-31$0
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Amount of leases to which the plan was a party which were in default/classified-as-uncollectible during the year2011-12-31$0
Investment advisory and management fees2011-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$13,294,992
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$14,568,560
Value of interest in pooled separate accounts at end of year2011-12-31$37,958,528
Value of interest in pooled separate accounts at beginning of year2011-12-31$36,348,740
Interest on participant loans2011-12-31$115,713
Income. Interest from loans (other than to participants)2011-12-31$0
Interest earned on other investments2011-12-31$162,160
Income. Interest from US Government securities2011-12-31$0
Income. Interest from corporate debt instruments2011-12-31$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2011-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-12-31$7,173,358
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-12-31$6,780,311
Expenses. Payments to insurance carriers foe the provision of benefits2011-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-277,849
Net investment gain/loss from pooled separate accounts2011-12-31$-171,693
Net investment gain or loss from common/collective trusts2011-12-31$0
Net gain/loss from 103.12 investment entities2011-12-31$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31Yes
Was there a failure to transmit to the plan any participant contributions2011-12-31No
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Assets. Invements in employer securities at end of year2011-12-31$78,048,231
Assets. Invements in employer securities at beginning of year2011-12-31$64,876,638
Contributions received in cash from employer2011-12-31$3,169,633
Employer contributions (assets) at end of year2011-12-31$129,112
Employer contributions (assets) at beginning of year2011-12-31$82,255
Income. Dividends from preferred stock2011-12-31$0
Income. Dividends from common stock2011-12-31$864,545
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$8,309,193
Contract administrator fees2011-12-31$197,653
Liabilities. Value of benefit claims payable at beginning of year2011-12-31$0
Did the plan have assets held for investment2011-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Aggregate proceeds on sale of assets2011-12-31$5,675,414
Aggregate carrying amount (costs) on sale of assets2011-12-31$5,577,693
Liabilities. Value of acquisition indebtedness at beginning of year2011-12-31$0
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31Yes
Opinion of an independent qualified public accountant for this plan2011-12-31Disclaimer
Accountancy firm name2011-12-31KPMG, LLP
Accountancy firm EIN2011-12-31135565207
2010 : CASEY'S GENERAL STORES 401(K) PLAN 2010 401k financial data
Unrealized appreciation/depreciation of real estate assets2010-12-31$0
Unrealized appreciation/depreciation of other (non real estate) assets2010-12-31$15,201,601
Total unrealized appreciation/depreciation of assets2010-12-31$15,201,601
Total transfer of assets to this plan2010-12-31$0
Total transfer of assets from this plan2010-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total income from all sources (including contributions)2010-12-31$32,132,252
Total loss/gain on sale of assets2010-12-31$2,310,292
Total of all expenses incurred2010-12-31$8,771,512
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$8,289,666
Expenses. Certain deemed distributions of participant loans2010-12-31$0
Value of total corrective distributions2010-12-31$226,058
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$7,888,433
Value of total assets at end of year2010-12-31$126,069,108
Value of total assets at beginning of year2010-12-31$102,708,368
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$255,788
Total income from rents2010-12-31$0
Total interest from all sources2010-12-31$307,177
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$807,972
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2010-12-31$152,477
Administrative expenses professional fees incurred2010-12-31$0
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$5,000,000
If this is an individual account plan, was there a blackout period2010-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Amount of non-exempt transactions with any party-in-interest2010-12-31$0
Contributions received from participants2010-12-31$4,691,628
Participant contributions at end of year2010-12-31$3,281,219
Participant contributions at beginning of year2010-12-31$2,833,171
Participant contributions at end of year2010-12-31$131,385
Participant contributions at beginning of year2010-12-31$120,294
Assets. Other investments not covered elsewhere at end of year2010-12-31$0
Assets. Other investments not covered elsewhere at beginning of year2010-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2010-12-31$220,989
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2010-12-31$245
Value of other receiveables (less allowance for doubtful accounts) at end of year2010-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2010-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2010-12-31$0
Other income not declared elsewhere2010-12-31$10,932
Administrative expenses (other) incurred2010-12-31$96
Liabilities. Value of operating payables at beginning of year2010-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Value of net income/loss2010-12-31$23,360,740
Value of net assets at end of year (total assets less liabilities)2010-12-31$126,069,108
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$102,708,368
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Amount of loans by the plan or fixed income obligations due to the plan which were in default/classified-as-uncollectible as of the close of the plan year2010-12-31$0
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Amount of leases to which the plan was a party which were in default/classified-as-uncollectible during the year2010-12-31$0
Investment advisory and management fees2010-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$14,568,560
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$11,116,235
Value of interest in pooled separate accounts at end of year2010-12-31$36,348,740
Value of interest in pooled separate accounts at beginning of year2010-12-31$28,566,946
Interest on participant loans2010-12-31$111,400
Income. Interest from loans (other than to participants)2010-12-31$0
Interest earned on other investments2010-12-31$195,777
Income. Interest from US Government securities2010-12-31$0
Income. Interest from corporate debt instruments2010-12-31$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2010-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2010-12-31$6,780,311
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2010-12-31$6,221,135
Expenses. Payments to insurance carriers foe the provision of benefits2010-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$1,764,699
Net investment gain/loss from pooled separate accounts2010-12-31$3,841,146
Net investment gain or loss from common/collective trusts2010-12-31$0
Net gain/loss from 103.12 investment entities2010-12-31$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31Yes
Was there a failure to transmit to the plan any participant contributions2010-12-31No
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Assets. Invements in employer securities at end of year2010-12-31$64,876,638
Assets. Invements in employer securities at beginning of year2010-12-31$53,771,345
Contributions received in cash from employer2010-12-31$2,975,816
Employer contributions (assets) at end of year2010-12-31$82,255
Employer contributions (assets) at beginning of year2010-12-31$79,242
Income. Dividends from preferred stock2010-12-31$0
Income. Dividends from common stock2010-12-31$655,495
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$8,289,421
Contract administrator fees2010-12-31$255,692
Liabilities. Value of benefit claims payable at beginning of year2010-12-31$0
Did the plan have assets held for investment2010-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Aggregate proceeds on sale of assets2010-12-31$16,742,814
Aggregate carrying amount (costs) on sale of assets2010-12-31$14,432,522
Liabilities. Value of acquisition indebtedness at beginning of year2010-12-31$0
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31Yes
Opinion of an independent qualified public accountant for this plan2010-12-31Disclaimer
Accountancy firm name2010-12-31KPMG LLP
Accountancy firm EIN2010-12-31135565207
2009 : CASEY'S GENERAL STORES 401(K) PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2009-12-31$0

Form 5500 Responses for CASEY'S GENERAL STORES 401(K) PLAN

2023: CASEY'S GENERAL STORES 401(K) PLAN 2023 form 5500 responses
2023-01-01Type of plan entitySingle employer plan
2023-01-01This submission is the final filingNo
2023-01-01This return/report is a short plan year return/report (less than 12 months)No
2023-01-01Plan is a collectively bargained planNo
2023-01-01Plan funding arrangement – InsuranceYes
2023-01-01Plan funding arrangement – TrustYes
2023-01-01Plan benefit arrangement – InsuranceYes
2023-01-01Plan benefit arrangement - TrustYes
2022: CASEY'S GENERAL STORES 401(K) PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01This submission is the final filingNo
2022-01-01This return/report is a short plan year return/report (less than 12 months)No
2022-01-01Plan is a collectively bargained planNo
2022-01-01Plan funding arrangement – InsuranceYes
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement – InsuranceYes
2022-01-01Plan benefit arrangement - TrustYes
2021: CASEY'S GENERAL STORES 401(K) PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planNo
2021-01-01Plan funding arrangement – InsuranceYes
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement – InsuranceYes
2021-01-01Plan benefit arrangement - TrustYes
2020: CASEY'S GENERAL STORES 401(K) PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planNo
2020-01-01Plan funding arrangement – InsuranceYes
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement – InsuranceYes
2020-01-01Plan benefit arrangement - TrustYes
2019: CASEY'S GENERAL STORES 401(K) PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planNo
2019-01-01Plan funding arrangement – InsuranceYes
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement – InsuranceYes
2019-01-01Plan benefit arrangement - TrustYes
2018: CASEY'S GENERAL STORES 401(K) PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planNo
2018-01-01Plan funding arrangement – InsuranceYes
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement – InsuranceYes
2018-01-01Plan benefit arrangement - TrustYes
2017: CASEY'S GENERAL STORES 401(K) PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – InsuranceYes
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement – InsuranceYes
2017-01-01Plan benefit arrangement - TrustYes
2016: CASEY'S GENERAL STORES 401(K) PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – InsuranceYes
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement – InsuranceYes
2016-01-01Plan benefit arrangement - TrustYes
2015: CASEY'S GENERAL STORES 401(K) PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – InsuranceYes
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement – InsuranceYes
2015-01-01Plan benefit arrangement - TrustYes
2014: CASEY'S GENERAL STORES 401(K) PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – InsuranceYes
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement – InsuranceYes
2014-01-01Plan benefit arrangement - TrustYes
2013: CASEY'S GENERAL STORES 401(K) PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – InsuranceYes
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement – InsuranceYes
2013-01-01Plan benefit arrangement - TrustYes
2012: CASEY'S GENERAL STORES 401(K) PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – InsuranceYes
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement – InsuranceYes
2012-01-01Plan benefit arrangement - TrustYes
2011: CASEY'S GENERAL STORES 401(K) PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – InsuranceYes
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement – InsuranceYes
2011-01-01Plan benefit arrangement - TrustYes
2009: CASEY'S GENERAL STORES 401(K) PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – InsuranceYes
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement – InsuranceYes
2009-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number613953
Policy instance 2
Insurance contract or identification number613953
Number of Individuals Covered35418
Insurance policy start date2023-01-01
Insurance policy end date2023-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number613452
Policy instance 1
Insurance contract or identification number613452
Number of Individuals Covered35418
Insurance policy start date2023-01-01
Insurance policy end date2023-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number613953
Policy instance 2
Insurance contract or identification number613953
Number of Individuals Covered30241
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number613452
Policy instance 1
Insurance contract or identification number613452
Number of Individuals Covered30241
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number613452
Policy instance 1
Insurance contract or identification number613452
Number of Individuals Covered29331
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number613953
Policy instance 2
Insurance contract or identification number613953
Number of Individuals Covered29331
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number613953
Policy instance 2
Insurance contract or identification number613953
Number of Individuals Covered21657
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number613452
Policy instance 1
Insurance contract or identification number613452
Number of Individuals Covered21657
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number613953
Policy instance 2
Insurance contract or identification number613953
Number of Individuals Covered18612
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number613452
Policy instance 1
Insurance contract or identification number613452
Number of Individuals Covered18612
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number613452
Policy instance 1
Insurance contract or identification number613452
Number of Individuals Covered19017
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number613953
Policy instance 2
Insurance contract or identification number613953
Number of Individuals Covered19017
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number613953
Policy instance 2
Insurance contract or identification number613953
Number of Individuals Covered19673
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number613452
Policy instance 1
Insurance contract or identification number613452
Number of Individuals Covered19673
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $54,925
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $0
Amount paid for insurance broker fees54925
Additional information about fees paid to insurance brokerPRORATED INCENTIVE, NOT DEDUCTED FROM PLAN
Insurance broker organization code?3
Insurance broker nameSAPP, ROBERT W.
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number613452
Policy instance 1
Insurance contract or identification number613452
Number of Individuals Covered14144
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $37,630
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $0
Amount paid for insurance broker fees37630
Additional information about fees paid to insurance brokerPRORATED INCENTIVE, NOT DEDUCTED FROM PLAN
Insurance broker organization code?3
Insurance broker nameSAPP, ROBERT W.
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number613953
Policy instance 2
Insurance contract or identification number613953
Number of Individuals Covered14144
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number613953
Policy instance 2
Insurance contract or identification number613953
Number of Individuals Covered12974
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number613452
Policy instance 1
Insurance contract or identification number613452
Number of Individuals Covered12974
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $16,993
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $0
Amount paid for insurance broker fees16993
Additional information about fees paid to insurance brokerPRORATED INCENTIVE, NOT DEDUCTED FROM PLAN
Insurance broker organization code?3
Insurance broker nameSAPP, ROBERT W.
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number613953
Policy instance 2
Insurance contract or identification number613953
Number of Individuals Covered12619
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number613452
Policy instance 1
Insurance contract or identification number613452
Number of Individuals Covered12619
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $6,776
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $0
Amount paid for insurance broker fees6776
Additional information about fees paid to insurance brokerPRORATED INCENTIVE, NOT DEDUCTED FROM PLAN
Insurance broker organization code?3
Insurance broker nameSAPP, ROBERT W.
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number613452
Policy instance 1
Insurance contract or identification number613452
Number of Individuals Covered11873
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $14,652
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $0
Amount paid for insurance broker fees14652
Additional information about fees paid to insurance brokerPRORATED INCENTIVE, NOT DEDUCTED FROM PLAN
Insurance broker organization code?3
Insurance broker nameSAPP, ROBERT W.
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number613452
Policy instance 1
Insurance contract or identification number613452
Number of Individuals Covered10585
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $11,585
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number613452
Policy instance 1
Insurance contract or identification number613452
Number of Individuals Covered11680
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $9,230
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $0
Amount paid for insurance broker fees9230
Additional information about fees paid to insurance brokerPRORATED INCENTIVE, NOT DEDUCTED FROM PLAN
Insurance broker organization code?3
Insurance broker nameROBERT W SAPP CHFC

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