Case Investment Three LLC
Plan context: Case Investments Three LLC Profit Sharing Plan
EIN 43-1174210 • Springfield, MO • 16 filings • 3 plans
Current Snapshot
Latest Year
2024
2024 Participants
3
2024 Assets
$1,536,721
2024 Contributions
$1,237,777
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 | 3 | $1,536,721 | $0 | - |
| Case Investments Three LLC Profit Sharing Plan | - | 3 | $1,536,721 | - | - |
| 2023 | 1 | 3 | $1,696,125 | $0 | - |
| Case Investments Three LLC Profit Sharing Plan | - | 3 | $1,696,125 | - | - |
| 2022 | 1 | 3 | $1,668,223 | $0 | - |
| Case Investments Three LLC Profit Sharing Plan | - | 3 | $1,668,223 | - | - |
| 2021 | 1 | 3 | $1,777,383 | $0 | - |
| Case Investments Three LLC Profit Sharing Plan | - | 3 | $1,777,383 | - | - |
| 2009 | 1 | 1 | $1,646,195 | $0 | - |
| Case Investments Three LLC Profit Sharing Plan | - | 1 | $1,646,195 | - | - |
| 2008 | 1 | 1 | $2,210,496 | $0 | - |
| Case Investments Three LLC Profit Sharing Plan | - | 1 | $2,210,496 | - | - |
| 2007 | 1 | 1 | $2,378,180 | $0 | - |
| Case Investments Three LLC Profit Sharing Plan | - | 1 | $2,378,180 | - | - |
| 2006 | 1 | 1 | $2,046,772 | $0 | - |
| Case Investments Three LLC Profit Sharing Plan | - | 1 | $2,046,772 | - | - |
| 2005 | 1 | 1 | $1,411,848 | $0 | - |
| Case Investments Three LLC Profit Sharing Plan | - | 1 | $1,411,848 | - | - |
| 2004 | 2 | 1 | $1,321,021 | $1,237,777 | $1,237,777iApproximate average salary by contribution assumption: employee only about $30,944,425 at 4% or $20,629,617 at 6%; with 50% employer match about $20,629,617 at 4% or $13,753,078 at 6%; with 100% employer match about $15,472,213 at 4% or $10,314,808 at 6%. |
| Case Investments Three LLC Profit Sharing Plan | - | 1 | $1,321,021 | $1,237,777 | $1,237,777iApproximate average salary by contribution assumption: employee only about $30,944,425 at 4% or $20,629,617 at 6%; with 50% employer match about $20,629,617 at 4% or $13,753,078 at 6%; with 100% employer match about $15,472,213 at 4% or $10,314,808 at 6%. |
| Case Investments Defined Benefit Pension Plan | - | 0 | - | - | - |
| 2003 | 1 | 1 | $1,659,336 | $10,000 | $10,000iApproximate average salary by contribution assumption: employee only about $250,000 at 4% or $166,667 at 6%; with 50% employer match about $166,667 at 4% or $111,111 at 6%; with 100% employer match about $125,000 at 4% or $83,333 at 6%. |
| Case Investments Defined Benefit Pension Plan | - | 1 | $1,659,336 | $10,000 | $10,000iApproximate average salary by contribution assumption: employee only about $250,000 at 4% or $166,667 at 6%; with 50% employer match about $166,667 at 4% or $111,111 at 6%; with 100% employer match about $125,000 at 4% or $83,333 at 6%. |
| 2002 | 1 | 1 | $1,692,982 | $8,000 | $8,000iApproximate average salary by contribution assumption: employee only about $200,000 at 4% or $133,333 at 6%; with 50% employer match about $133,333 at 4% or $88,889 at 6%; with 100% employer match about $100,000 at 4% or $66,667 at 6%. |
| Case Investments Defined Benefit Pension Plan | - | 1 | $1,692,982 | $8,000 | $8,000iApproximate average salary by contribution assumption: employee only about $200,000 at 4% or $133,333 at 6%; with 50% employer match about $133,333 at 4% or $88,889 at 6%; with 100% employer match about $100,000 at 4% or $66,667 at 6%. |
| 2001 | 1 | 1 | $0 | $0 | - |
| Case Investments Defined Benefit Pension Plan | - | 1 | - | - | - |
| 2000 | 1 | 1 | $823,146 | $0 | - |
| Case Investments Defined Benefit Pension Plan | - | 1 | $823,146 | - | - |
| 1999 | 1 | 1 | $519,233 | $10,000 | $10,000iApproximate average salary by contribution assumption: employee only about $250,000 at 4% or $166,667 at 6%; with 50% employer match about $166,667 at 4% or $111,111 at 6%; with 100% employer match about $125,000 at 4% or $83,333 at 6%. |
| Case Investments Defined Benefit Pension Plan | - | 1 | $519,233 | $10,000 | $10,000iApproximate average salary by contribution assumption: employee only about $250,000 at 4% or $166,667 at 6%; with 50% employer match about $166,667 at 4% or $111,111 at 6%; with 100% employer match about $125,000 at 4% or $83,333 at 6%. |