401k Plan data: CASA RETIREMENT & EMPLOYEE SAVINGS PLAN plan

CASA RETIREMENT & EMPLOYEE SAVINGS PLAN 401k Plan overview

Plan Name	CASA RETIREMENT & EMPLOYEE SAVINGS PLAN
Plan identification number	001

CASA RETIREMENT & EMPLOYEE SAVINGS PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
Code section 403(b)(1) arrangement - See Limited Pension Plan Reporting instructions for Code section 403(b)(1) arrangements for certain exempt organizations.
Code section 403(b)(7) accounts - See Limited Pension Plan Reporting instructions for Code section 403(b)(7) custodial accounts for regulated investment company stock for certain exempt organizations.
Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.

401k Sponsoring company profile

COURT APPOINTED SPECIAL ADVOCATE MONTGOMERY COUNTY MARYLAND INC. has sponsored the creation of one or more 401k plans.

Company Name: COURT APPOINTED SPECIAL ADVOCATE MONTGOMERY COUNTY MARYLAND INC.

Employer identification number (EIN): 521639595

NAIC Classification: 624100
NAIC Description: Individual and Family Services

Form 5500 Filing Information

Submission information for form 5500 for 401k plan CASA RETIREMENT & EMPLOYEE SAVINGS PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2023-01-01 FRANCHA DAVIS 2024-07-08
001 2022-01-01 FRANCHA DAVIS 2023-07-17
001 2021-01-01 FRANCHA DAVIS 2022-07-13
001 2020-01-01 FRANCHA DAVIS 2021-07-12
001 2019-01-01 FRANCHA DAVIS 2020-07-24
001 2018-01-01 FRANCHA DAVIS 2019-07-31
001 2017-01-01 FRANCHA DAVIS 2018-08-28
001 2016-01-01 FRANCHA DAVIS 2017-06-30
001 2015-01-01 FRANCHA DAVIS 2016-06-21
001 2014-01-01 FRANCHA DAVIS 2015-07-29
001 2013-01-01 FRANCHA DAVIS 2014-07-31
001 2012-01-01 FRANCHA DAVIS 2013-06-06 FRANCHA DAVIS 2013-06-06
001 2011-01-01 FRANCHA T. DAVIS 2012-07-10 FRANCHA T. DAVIS 2012-07-10
001 2010-01-01 FRANCHA T. DAVIS 2011-06-24
001 2007-01-01 FRANCHA DAVIS

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
001	2023-01-01	FRANCHA DAVIS	2024-07-08
001	2022-01-01	FRANCHA DAVIS	2023-07-17
001	2021-01-01	FRANCHA DAVIS	2022-07-13
001	2020-01-01	FRANCHA DAVIS	2021-07-12
001	2019-01-01	FRANCHA DAVIS	2020-07-24
001	2018-01-01	FRANCHA DAVIS	2019-07-31
001	2017-01-01	FRANCHA DAVIS	2018-08-28
001	2016-01-01	FRANCHA DAVIS	2017-06-30
001	2015-01-01	FRANCHA DAVIS	2016-06-21
001	2014-01-01	FRANCHA DAVIS	2015-07-29
001	2013-01-01	FRANCHA DAVIS	2014-07-31
001	2012-01-01	FRANCHA DAVIS	2013-06-06	FRANCHA DAVIS	2013-06-06
001	2011-01-01	FRANCHA T. DAVIS	2012-07-10	FRANCHA T. DAVIS	2012-07-10
001	2010-01-01	FRANCHA T. DAVIS	2011-06-24
001	2007-01-01	FRANCHA DAVIS

Form 5500 Responses for CASA RETIREMENT & EMPLOYEE SAVINGS PLAN

2007: CASA RETIREMENT & EMPLOYEE SAVINGS PLAN 2007 form 5500 responses
2007-01-01	Type of plan entity	Single employer plan
2007-01-01	Submission has been amended	No
2007-01-01	This submission is the final filing	No
2007-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2007-01-01	Plan is a collectively bargained plan	No

Potentially related plans

CASA RETIREMENT AND EMPLOYEE SAVINGS PLAN [EIN = 521372972]

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Company Name:	COURT APPOINTED SPECIAL ADVOCATE MONTGOMERY COUNTY MARYLAND INC.
Employer identification number (EIN):	521639595
NAIC Classification:	624100
NAIC Description:	Individual and Family Services