Cas Investments
Plan context: Cas Investments 401K Plan
EIN 03-0507034 • Lake Forest, CA • 7 filings • 2 plans
Current Snapshot
Latest Year
2019
2019 Participants
2
2019 Assets
$172,509
2019 Contributions
$53,093
Historical Graphs
Total Assets Over Time
Aggregate end-of-year assets by filing year, excluding zero-asset years
Participants Over Time
Largest reported end-of-year plan headcount by filing year, used to avoid double-counting participants across overlapping plans
Company Timeline
Year summaries and individual filings are combined here so you can stay in one place while moving across years and plan filings.
| Year / Filing | Filings | Participants | Assets | Contributions | Contrib./Participant |
|---|---|---|---|---|---|
| 2019 | 1 | 0 | $0 | $53,093 | - |
| Cas Investments 401K Plan | - | 0 | $0 | $53,093 | - |
| 2018 | 1 | 2 | $172,509 | $56,070 | $28,035iApproximate average salary by contribution assumption: employee only about $700,875 at 4% or $467,250 at 6%; with 50% employer match about $467,250 at 4% or $311,500 at 6%; with 100% employer match about $350,438 at 4% or $233,625 at 6%. |
| Cas Investments 401K Plan | - | 2 | $172,509 | $56,070 | $28,035iApproximate average salary by contribution assumption: employee only about $700,875 at 4% or $467,250 at 6%; with 50% employer match about $467,250 at 4% or $311,500 at 6%; with 100% employer match about $350,438 at 4% or $233,625 at 6%. |
| 2017 | 1 | 2 | $127,909 | $55,540 | $27,770iApproximate average salary by contribution assumption: employee only about $694,250 at 4% or $462,833 at 6%; with 50% employer match about $462,833 at 4% or $308,556 at 6%; with 100% employer match about $347,125 at 4% or $231,417 at 6%. |
| Cas Investments 401K Plan | - | 2 | $127,909 | $55,540 | $27,770iApproximate average salary by contribution assumption: employee only about $694,250 at 4% or $462,833 at 6%; with 50% employer match about $462,833 at 4% or $308,556 at 6%; with 100% employer match about $347,125 at 4% or $231,417 at 6%. |
| 2016 | 1 | 2 | $58,538 | $55,922 | $27,961iApproximate average salary by contribution assumption: employee only about $699,025 at 4% or $466,017 at 6%; with 50% employer match about $466,017 at 4% or $310,678 at 6%; with 100% employer match about $349,513 at 4% or $233,008 at 6%. |
| Cas Investments 401K Plan | - | 2 | $58,538 | $55,922 | $27,961iApproximate average salary by contribution assumption: employee only about $699,025 at 4% or $466,017 at 6%; with 50% employer match about $466,017 at 4% or $310,678 at 6%; with 100% employer match about $349,513 at 4% or $233,008 at 6%. |
| 2008 | 1 | 0 | $0 | $72,694 | - |
| CAS INVESTMENTS, INC SINGLE EMPLOYER WELFARE BENEFIT PLAN AND TRUST | - | 0 | - | $72,694 | - |
| 2007 | 1 | 1 | $0 | $0 | - |
| CAS INVESTMENTS, INC SINGLE EMPLOYER WELFARE BENEFIT PLAN AND TRUST | - | 1 | - | - | - |
| 2006 | 1 | 1 | $0 | $72,844 | $72,844iApproximate average salary by contribution assumption: employee only about $1,821,100 at 4% or $1,214,067 at 6%; with 50% employer match about $1,214,067 at 4% or $809,378 at 6%; with 100% employer match about $910,550 at 4% or $607,033 at 6%. |
| CAS INVESTMENTS, INC SINGLE EMPLOYER WELFARE BENEFIT PLAN AND TRUST | - | 1 | - | $72,844 | $72,844iApproximate average salary by contribution assumption: employee only about $1,821,100 at 4% or $1,214,067 at 6%; with 50% employer match about $1,214,067 at 4% or $809,378 at 6%; with 100% employer match about $910,550 at 4% or $607,033 at 6%. |