The Case Group LLC
Plan context: The Case Group LLC 401(K) Profit Sharing Plan
EIN 14-1836306 • Green Island, NY • 20 filings • 5 plans
Current Snapshot
Latest Year
2024
2024 Participants
65
2024 Assets
$3,782,622
2024 Contributions
$159,837
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 |
|---|---|---|---|---|---|
| 2024 | 1 | 65 | $3,782,622 | $159,837 | $2,459iApproximate average salary by contribution assumption: employee only about $61,476 at 4% or $40,984 at 6%; with 50% employer match about $40,984 at 4% or $27,323 at 6%; with 100% employer match about $30,738 at 4% or $20,492 at 6%. |
| The Case Group LLC 401(K) Profit Sharing Plan | - | 65 | $3,782,622 | $159,837 | $2,459iApproximate average salary by contribution assumption: employee only about $61,476 at 4% or $40,984 at 6%; with 50% employer match about $40,984 at 4% or $27,323 at 6%; with 100% employer match about $30,738 at 4% or $20,492 at 6%. |
| 2023 | 1 | 64 | $3,686,611 | $157,936 | $2,468iApproximate average salary by contribution assumption: employee only about $61,694 at 4% or $41,129 at 6%; with 50% employer match about $41,129 at 4% or $27,419 at 6%; with 100% employer match about $30,847 at 4% or $20,565 at 6%. |
| The Case Group LLC 401(K) Profit Sharing Plan | - | 64 | $3,686,611 | $157,936 | $2,468iApproximate average salary by contribution assumption: employee only about $61,694 at 4% or $41,129 at 6%; with 50% employer match about $41,129 at 4% or $27,419 at 6%; with 100% employer match about $30,847 at 4% or $20,565 at 6%. |
| 2022 | 1 | 63 | $3,093,070 | $163,889 | $2,601iApproximate average salary by contribution assumption: employee only about $65,035 at 4% or $43,357 at 6%; with 50% employer match about $43,357 at 4% or $28,905 at 6%; with 100% employer match about $32,518 at 4% or $21,678 at 6%. |
| The Case Group LLC 401(K) Profit Sharing Plan | - | 63 | $3,093,070 | $163,889 | $2,601iApproximate average salary by contribution assumption: employee only about $65,035 at 4% or $43,357 at 6%; with 50% employer match about $43,357 at 4% or $28,905 at 6%; with 100% employer match about $32,518 at 4% or $21,678 at 6%. |
| 2021 | 1 | 48 | $3,590,904 | $146,326 | $3,048iApproximate average salary by contribution assumption: employee only about $76,211 at 4% or $50,808 at 6%; with 50% employer match about $50,808 at 4% or $33,872 at 6%; with 100% employer match about $38,106 at 4% or $25,404 at 6%. |
| The Case Group LLC 401(K) Profit Sharing Plan | - | 48 | $3,590,904 | $146,326 | $3,048iApproximate average salary by contribution assumption: employee only about $76,211 at 4% or $50,808 at 6%; with 50% employer match about $50,808 at 4% or $33,872 at 6%; with 100% employer match about $38,106 at 4% or $25,404 at 6%. |
| 2020 | 1 | 41 | $3,072,145 | $175,073 | $4,270iApproximate average salary by contribution assumption: employee only about $106,752 at 4% or $71,168 at 6%; with 50% employer match about $71,168 at 4% or $47,445 at 6%; with 100% employer match about $53,376 at 4% or $35,584 at 6%. |
| The Case Group LLC 401(K) Profit Sharing Plan | - | 41 | $3,072,145 | $175,073 | $4,270iApproximate average salary by contribution assumption: employee only about $106,752 at 4% or $71,168 at 6%; with 50% employer match about $71,168 at 4% or $47,445 at 6%; with 100% employer match about $53,376 at 4% or $35,584 at 6%. |
| 2019 | 1 | 45 | $3,421,613 | $410,844 | $9,130iApproximate average salary by contribution assumption: employee only about $228,247 at 4% or $152,164 at 6%; with 50% employer match about $152,164 at 4% or $101,443 at 6%; with 100% employer match about $114,123 at 4% or $76,082 at 6%. |
| The Case Group LLC 401(K) Profit Sharing Plan | - | 45 | $3,421,613 | $410,844 | $9,130iApproximate average salary by contribution assumption: employee only about $228,247 at 4% or $152,164 at 6%; with 50% employer match about $152,164 at 4% or $101,443 at 6%; with 100% employer match about $114,123 at 4% or $76,082 at 6%. |
| 2018 | 1 | 41 | $2,450,890 | $274,301 | $6,690iApproximate average salary by contribution assumption: employee only about $167,257 at 4% or $111,504 at 6%; with 50% employer match about $111,504 at 4% or $74,336 at 6%; with 100% employer match about $83,628 at 4% or $55,752 at 6%. |
| The Case Group LLC 401(K) Profit Sharing Plan | - | 41 | $2,450,890 | $274,301 | $6,690iApproximate average salary by contribution assumption: employee only about $167,257 at 4% or $111,504 at 6%; with 50% employer match about $111,504 at 4% or $74,336 at 6%; with 100% employer match about $83,628 at 4% or $55,752 at 6%. |
| 2017 | 1 | 40 | $2,512,653 | $293,373 | $7,334iApproximate average salary by contribution assumption: employee only about $183,358 at 4% or $122,239 at 6%; with 50% employer match about $122,239 at 4% or $81,493 at 6%; with 100% employer match about $91,679 at 4% or $61,119 at 6%. |
| The Case Group LLC 401(K) Profit Sharing Plan | - | 40 | $2,512,653 | $293,373 | $7,334iApproximate average salary by contribution assumption: employee only about $183,358 at 4% or $122,239 at 6%; with 50% employer match about $122,239 at 4% or $81,493 at 6%; with 100% employer match about $91,679 at 4% or $61,119 at 6%. |
| 2016 | 1 | 39 | $1,889,644 | $183,870 | $4,715iApproximate average salary by contribution assumption: employee only about $117,865 at 4% or $78,577 at 6%; with 50% employer match about $78,577 at 4% or $52,385 at 6%; with 100% employer match about $58,933 at 4% or $39,288 at 6%. |
| The Case Group LLC 401(K) Profit Sharing Plan | - | 39 | $1,889,644 | $183,870 | $4,715iApproximate average salary by contribution assumption: employee only about $117,865 at 4% or $78,577 at 6%; with 50% employer match about $78,577 at 4% or $52,385 at 6%; with 100% employer match about $58,933 at 4% or $39,288 at 6%. |
| 2015 | 1 | 36 | $1,588,665 | $227,695 | $6,325iApproximate average salary by contribution assumption: employee only about $158,122 at 4% or $105,414 at 6%; with 50% employer match about $105,414 at 4% or $70,276 at 6%; with 100% employer match about $79,061 at 4% or $52,707 at 6%. |
| The Case Group LLC 401(K) Profit Sharing Plan | - | 36 | $1,588,665 | $227,695 | $6,325iApproximate average salary by contribution assumption: employee only about $158,122 at 4% or $105,414 at 6%; with 50% employer match about $105,414 at 4% or $70,276 at 6%; with 100% employer match about $79,061 at 4% or $52,707 at 6%. |
| 2014 | 1 | 34 | $1,475,012 | $256,789 | $7,553iApproximate average salary by contribution assumption: employee only about $188,815 at 4% or $125,877 at 6%; with 50% employer match about $125,877 at 4% or $83,918 at 6%; with 100% employer match about $94,408 at 4% or $62,938 at 6%. |
| The Case Group LLC 401(K) Profit Sharing Plan | - | 34 | $1,475,012 | $256,789 | $7,553iApproximate average salary by contribution assumption: employee only about $188,815 at 4% or $125,877 at 6%; with 50% employer match about $125,877 at 4% or $83,918 at 6%; with 100% employer match about $94,408 at 4% or $62,938 at 6%. |
| 2013 | 1 | 31 | $1,221,185 | $79,956 | $2,579iApproximate average salary by contribution assumption: employee only about $64,481 at 4% or $42,987 at 6%; with 50% employer match about $42,987 at 4% or $28,658 at 6%; with 100% employer match about $32,240 at 4% or $21,494 at 6%. |
| The Case Group LLC 401(K) Profit Sharing Plan | - | 31 | $1,221,185 | $79,956 | $2,579iApproximate average salary by contribution assumption: employee only about $64,481 at 4% or $42,987 at 6%; with 50% employer match about $42,987 at 4% or $28,658 at 6%; with 100% employer match about $32,240 at 4% or $21,494 at 6%. |
| 2012 | 1 | 31 | $984,680 | $165,000 | $5,323iApproximate average salary by contribution assumption: employee only about $133,065 at 4% or $88,710 at 6%; with 50% employer match about $88,710 at 4% or $59,140 at 6%; with 100% employer match about $66,532 at 4% or $44,355 at 6%. |
| The Case Group LLC 401(K) Profit Sharing Plan | - | 31 | $984,680 | $165,000 | $5,323iApproximate average salary by contribution assumption: employee only about $133,065 at 4% or $88,710 at 6%; with 50% employer match about $88,710 at 4% or $59,140 at 6%; with 100% employer match about $66,532 at 4% or $44,355 at 6%. |
| 2011 | 1 | 26 | $879,868 | $220,723 | $8,489iApproximate average salary by contribution assumption: employee only about $212,234 at 4% or $141,489 at 6%; with 50% employer match about $141,489 at 4% or $94,326 at 6%; with 100% employer match about $106,117 at 4% or $70,745 at 6%. |
| The Case Group LLC 401(K) Profit Sharing Plan | - | 26 | $879,868 | $220,723 | $8,489iApproximate average salary by contribution assumption: employee only about $212,234 at 4% or $141,489 at 6%; with 50% employer match about $141,489 at 4% or $94,326 at 6%; with 100% employer match about $106,117 at 4% or $70,745 at 6%. |
| 2010 | 1 | 21 | $693,316 | $191,436 | $9,116iApproximate average salary by contribution assumption: employee only about $227,900 at 4% or $151,933 at 6%; with 50% employer match about $151,933 at 4% or $101,289 at 6%; with 100% employer match about $113,950 at 4% or $75,967 at 6%. |
| The Case Group LLC 401(K) Profit Sharing Plan | - | 21 | $693,316 | $191,436 | $9,116iApproximate average salary by contribution assumption: employee only about $227,900 at 4% or $151,933 at 6%; with 50% employer match about $151,933 at 4% or $101,289 at 6%; with 100% employer match about $113,950 at 4% or $75,967 at 6%. |
| 2009 | 1 | 23 | $437,869 | $57,545 | $2,502iApproximate average salary by contribution assumption: employee only about $62,549 at 4% or $41,699 at 6%; with 50% employer match about $41,699 at 4% or $27,800 at 6%; with 100% employer match about $31,274 at 4% or $20,850 at 6%. |
| The Case Group LLC 401(K) Profit Sharing Plan | - | 23 | $437,869 | $57,545 | $2,502iApproximate average salary by contribution assumption: employee only about $62,549 at 4% or $41,699 at 6%; with 50% employer match about $41,699 at 4% or $27,800 at 6%; with 100% employer match about $31,274 at 4% or $20,850 at 6%. |
| 2008 | 1 | 17 | $320,686 | $95,480 | $5,616iApproximate average salary by contribution assumption: employee only about $140,412 at 4% or $93,608 at 6%; with 50% employer match about $93,608 at 4% or $62,405 at 6%; with 100% employer match about $70,206 at 4% or $46,804 at 6%. |
| The Case Group LLC 401(K) Profit Sharing Plan | - | 17 | $320,686 | $95,480 | $5,616iApproximate average salary by contribution assumption: employee only about $140,412 at 4% or $93,608 at 6%; with 50% employer match about $93,608 at 4% or $62,405 at 6%; with 100% employer match about $70,206 at 4% or $46,804 at 6%. |
| 2007 | 1 | 18 | $403,060 | $53,676 | $2,982iApproximate average salary by contribution assumption: employee only about $74,550 at 4% or $49,700 at 6%; with 50% employer match about $49,700 at 4% or $33,133 at 6%; with 100% employer match about $37,275 at 4% or $24,850 at 6%. |
| The Case Group LLC 401(K) Profit Sharing Plan | - | 18 | $403,060 | $53,676 | $2,982iApproximate average salary by contribution assumption: employee only about $74,550 at 4% or $49,700 at 6%; with 50% employer match about $49,700 at 4% or $33,133 at 6%; with 100% employer match about $37,275 at 4% or $24,850 at 6%. |
| 2006 | 1 | 19 | $323,741 | $55,466 | $2,919iApproximate average salary by contribution assumption: employee only about $72,982 at 4% or $48,654 at 6%; with 50% employer match about $48,654 at 4% or $32,436 at 6%; with 100% employer match about $36,491 at 4% or $24,327 at 6%. |
| The Case Group LLC 401(K) Profit Sharing Plan | - | 19 | $323,741 | $55,466 | $2,919iApproximate average salary by contribution assumption: employee only about $72,982 at 4% or $48,654 at 6%; with 50% employer match about $48,654 at 4% or $32,436 at 6%; with 100% employer match about $36,491 at 4% or $24,327 at 6%. |
| 2004 | 1 | 13 | $199,934 | $25,890 | $1,992iApproximate average salary by contribution assumption: employee only about $49,788 at 4% or $33,192 at 6%; with 50% employer match about $33,192 at 4% or $22,128 at 6%; with 100% employer match about $24,894 at 4% or $16,596 at 6%. |
| The Case Group LLC 401(K) Profit Sharing Plan | - | 13 | $199,934 | $25,890 | $1,992iApproximate average salary by contribution assumption: employee only about $49,788 at 4% or $33,192 at 6%; with 50% employer match about $33,192 at 4% or $22,128 at 6%; with 100% employer match about $24,894 at 4% or $16,596 at 6%. |