A & B Casey INC. 401(k) Plan

Form 5500 filing data for plan year 2024.

Plan Snapshot

  • Plan Sponsor: A & B Casey INC.
  • Sponsor EIN: 852950738
  • Sponsor Address: 4439 N ORACLE ROAD, TUCSON, AZ, 85705
  • Plan Type: 401(k)
  • Total Participants: 2
  • Total Assets: $521,550

Key Plan Design Features

  • Auto-Enrollment: Yes
  • Auto-Escalation: No
  • Allows Roth Contributions: No
  • Participant Loans: Yes
  • Participant-Directed Investments: No
  • ERISA Section 404(c) Fiduciary Safe Harbor: Yes

Plan Financials by Year

YearParticipantsTotal AssetsEmployer Contrib.Employee Contrib.
20242$521,550$3,781$10,141
20232$521,550$3,781$10,141
20223$590,375$2,992$10,618

Similar Plans