Civic Intelligence

Casa Financial Services Inc.

Plan context: Casa Financial Services Inc. 401(K) Plan

EIN 83-0344104 • Ronald, WA • 9 filings • 1 plans

P.O. Box 1530Ronald, WA 98940
Current Snapshot

Latest Year

2024

2024 Participants

4

2024 Assets

$1,487,131

2024 Contributions

$3,774

Historical Graphs

Total Assets Over Time

Aggregate end-of-year assets by filing year, excluding zero-asset years

$1,487,131$743,566$0201620202024YearValue
$1,487,131Latest year 2024

Participants Over Time

Largest reported end-of-year plan headcount by filing year, used to avoid double-counting participants across overlapping plans

420201620202024YearValue
4Latest year 2024

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 / FilingFilingsParticipantsAssetsContributionsContrib./Participant
202414$1,487,131$3,774$944iApproximate average salary by contribution assumption: employee only about $23,588 at 4% or $15,725 at 6%; with 50% employer match about $15,725 at 4% or $10,483 at 6%; with 100% employer match about $11,794 at 4% or $7,863 at 6%.
Casa Financial Services Inc. 401(K) Plan-4$1,487,131$3,774$944iApproximate average salary by contribution assumption: employee only about $23,588 at 4% or $15,725 at 6%; with 50% employer match about $15,725 at 4% or $10,483 at 6%; with 100% employer match about $11,794 at 4% or $7,863 at 6%.
202314$1,338,264$9,524$2,381iApproximate average salary by contribution assumption: employee only about $59,525 at 4% or $39,683 at 6%; with 50% employer match about $39,683 at 4% or $26,456 at 6%; with 100% employer match about $29,763 at 4% or $19,842 at 6%.
Casa Financial Services Inc. 401(K) Plan-4$1,338,264$9,524$2,381iApproximate average salary by contribution assumption: employee only about $59,525 at 4% or $39,683 at 6%; with 50% employer match about $39,683 at 4% or $26,456 at 6%; with 100% employer match about $29,763 at 4% or $19,842 at 6%.
202214$1,141,605$77,325$19,331iApproximate average salary by contribution assumption: employee only about $483,281 at 4% or $322,188 at 6%; with 50% employer match about $322,188 at 4% or $214,792 at 6%; with 100% employer match about $241,641 at 4% or $161,094 at 6%.
Casa Financial Services Inc. 401(K) Plan-4$1,141,605$77,325$19,331iApproximate average salary by contribution assumption: employee only about $483,281 at 4% or $322,188 at 6%; with 50% employer match about $322,188 at 4% or $214,792 at 6%; with 100% employer match about $241,641 at 4% or $161,094 at 6%.
202114$1,351,373$116,662$29,166iApproximate average salary by contribution assumption: employee only about $729,138 at 4% or $486,092 at 6%; with 50% employer match about $486,092 at 4% or $324,061 at 6%; with 100% employer match about $364,569 at 4% or $243,046 at 6%.
Casa Financial Services Inc. 401(K) Plan-4$1,351,373$116,662$29,166iApproximate average salary by contribution assumption: employee only about $729,138 at 4% or $486,092 at 6%; with 50% employer match about $486,092 at 4% or $324,061 at 6%; with 100% employer match about $364,569 at 4% or $243,046 at 6%.
202013$1,087,406$76,621$25,540iApproximate average salary by contribution assumption: employee only about $638,508 at 4% or $425,672 at 6%; with 50% employer match about $425,672 at 4% or $283,781 at 6%; with 100% employer match about $319,254 at 4% or $212,836 at 6%.
Casa Financial Services Inc. 401(K) Plan-3$1,087,406$76,621$25,540iApproximate average salary by contribution assumption: employee only about $638,508 at 4% or $425,672 at 6%; with 50% employer match about $425,672 at 4% or $283,781 at 6%; with 100% employer match about $319,254 at 4% or $212,836 at 6%.
201913$831,707$55,520$18,507iApproximate average salary by contribution assumption: employee only about $462,667 at 4% or $308,444 at 6%; with 50% employer match about $308,444 at 4% or $205,630 at 6%; with 100% employer match about $231,333 at 4% or $154,222 at 6%.
Casa Financial Services Inc. 401(K) Plan-3$831,707$55,520$18,507iApproximate average salary by contribution assumption: employee only about $462,667 at 4% or $308,444 at 6%; with 50% employer match about $308,444 at 4% or $205,630 at 6%; with 100% employer match about $231,333 at 4% or $154,222 at 6%.
201813$626,794$54,348$18,116iApproximate average salary by contribution assumption: employee only about $452,900 at 4% or $301,933 at 6%; with 50% employer match about $301,933 at 4% or $201,289 at 6%; with 100% employer match about $226,450 at 4% or $150,967 at 6%.
Casa Financial Services Inc. 401(K) Plan-3$626,794$54,348$18,116iApproximate average salary by contribution assumption: employee only about $452,900 at 4% or $301,933 at 6%; with 50% employer match about $301,933 at 4% or $201,289 at 6%; with 100% employer match about $226,450 at 4% or $150,967 at 6%.
201713$621,139$112,268$37,423iApproximate average salary by contribution assumption: employee only about $935,567 at 4% or $623,711 at 6%; with 50% employer match about $623,711 at 4% or $415,807 at 6%; with 100% employer match about $467,783 at 4% or $311,856 at 6%.
Casa Financial Services Inc. 401(K) Plan-3$621,139$112,268$37,423iApproximate average salary by contribution assumption: employee only about $935,567 at 4% or $623,711 at 6%; with 50% employer match about $623,711 at 4% or $415,807 at 6%; with 100% employer match about $467,783 at 4% or $311,856 at 6%.
201613$420,174$127,615$42,538iApproximate average salary by contribution assumption: employee only about $1,063,458 at 4% or $708,972 at 6%; with 50% employer match about $708,972 at 4% or $472,648 at 6%; with 100% employer match about $531,729 at 4% or $354,486 at 6%.
Casa Financial Services Inc. 401(K) Plan-3$420,174$127,615$42,538iApproximate average salary by contribution assumption: employee only about $1,063,458 at 4% or $708,972 at 6%; with 50% employer match about $708,972 at 4% or $472,648 at 6%; with 100% employer match about $531,729 at 4% or $354,486 at 6%.