· 2022–2024 · DOL EFAST2

A.A. CASEY COMPANY OF DAYTONA — A.A. CASEY COMPANY OF DAYTONA PROFIT SHARING PLAN AND TRUST, Form 5500 (2024)

Original filing (PDF)20260203134631NAL0003564483001

A.A. CASEY COMPANY OF DAYTONA

Form 5500-SF

FILING_RECEIVED

A.A. CASEY COMPANY OF DAYTONA PROFIT SHARING PLAN AND TRUST

Defined-contribution retirement plan

Active participants

7

Accounts w/ balance

5

Plan assets (EOY)

$105K

Net assets (EOY)

$105K

Plan health score

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

51

Vendor & structure

100

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for A.A. CASEY COMPANY OF DAYTONA.

Plan sponsor

Name

A.A. CASEY COMPANY OF DAYTONA

EIN

59-1438352

Address

1100 N NOVA RD · DAYTONA BEACH, FL · 321174124

Phone

(904) 253-6158

Industry

Retail Tradesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

002

Plan year

2024

Plan year begin

2024-05-01

Tax period

2025-04-30

Filed

2026-02-03

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2T · Default investment account (QDIA)

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

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

—

Trustee phone

—

Small plan (5500-SF) — Schedule H data not available.

Service providers (Schedule C)

Small plans don't disclose service providers

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