Original filing (PDF)20260302085609NAL0000932641001

AA CASEY COMPANY

Name: AA CASEY COMPANY — A.A. CASEY COMPANY PROFIT SHARING PLAN AND TRUST, Form 5500 (2024)
Creator: AA CASEY COMPANY

Form 5500-SF

FILING_RECEIVED

A.A. CASEY COMPANY PROFIT SHARING PLAN AND TRUST

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$3.8M

Net assets (EOY)

$3.8M

Plan health score (directional)

/ 100

Grade A

Top-tier plan health

Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.

Compliance & disclosures

100

Concentration risk

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for AA CASEY COMPANY.

Plan sponsor

Name

AA CASEY COMPANY

EIN

59-0900523

Address

5124 N NEBRASKA AVE · TAMPA, FL · 336032364

Phone

(813) 234-8831

Industry

Retail Tradesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-05-01

Tax period

2025-04-30

Filed

2026-03-02

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2T · Default investment account (QDIA)

3D · Pre-approved plan (master / prototype / VS)

3H · Sponsor in controlled / affiliated group

Service providers (Schedule C)

Small plans don't disclose service providers

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