Casa De La Luz, L.l.c. 401(k) Plan (terminated 2021): Login, Facts & Contact Information

Plan terminated

This plan was terminated. Its final Form 5500 covers plan year 2021. If you had an account, your balance was transferred or paid out; Beagle can help you find where it went.

Casa De La Luz, L.l.c. 401(k) Plan Facts (plan year 2021)

Plan name
CASA DE LA LUZ, L.L.C. 401(K) RETIREMENT PLAN
Plan type
401(k) with employer contributions and profit sharing
Plan sponsor
CASA DE LA LUZ, L.L.C.
Participants
272
Former employees with a balance
0
Employer contributions
$160,222 in plan year 2021 (30% of all contributions)
Recordkeeper
Great-west Life & Annuity Insurance
Plan year
Jan 1, 2021 – Sep 30, 2021
Plan established
Jan 1, 2002
✓ Employer contributions— Automatic enrollment✓ Default investment for undecided participants✓ Participants choose their own investments— Self-directed brokerage window✓ Profit sharing— Company stock (ESOP)

Source: Form 5500 for plan year 2021 (Jan 1, 2021 – Sep 30, 2021), filed Jul 13, 2022. Public filing with the U.S. Department of Labor.

Money in and out in plan year 2021

  • $527,876 went into the plan in contributions, $160,222 of it from the employer (30%).
  • $9.29 million was paid out to participants.
  • Investment and other income added $671,430.

How the Casa De La Luz, L.l.c. 401(k) changed, 2016–2021

Plan yearParticipantsPlan assetsEmployer contributionsBenefits paid
2016227$5.63 million$110,664$110,191
2017252$6.12 million$128,739$904,922
2018321$5.88 million$0$630,322
2019282$6.85 million$0$877,152
2020280$8.13 million$93,712$360,872
2021 (final)272$0$160,222$9.29 million

Casa De La Luz, L.l.c. 401(k) Contact Information

Phone
520-544-9890
Mailing address
7740 NORTH ORACLE ROAD, TUCSON AZ 85704
Plan sponsor
CASA DE LA LUZ, L.L.C.
Employer identification number (EIN)
86-0936880
Plan number
002

Questions about the Casa De La Luz, L.l.c. 401(k)

Is the Casa De La Luz, L.l.c 401(k) plan still active?

No. The plan's final Form 5500 was filed for plan year 2021.

Does Casa De La Luz, L.l.c contribute to the 401(k)?

Yes. The plan reports an employer contribution arrangement. In plan year 2021 the employer contributed $160,222, 30% of all contributions.

Does the Casa De La Luz, L.l.c 401(k) have automatic enrollment?

No. The plan does not report automatic enrollment; employees enroll themselves.

How many people are in the Casa De La Luz, L.l.c 401(k) plan?

272 participants at the start of plan year 2021.

Who manages the Casa De La Luz, L.l.c 401(k) accounts?

Empower (listed on the filing as GREAT-WEST LIFE & ANNUITY INSURANCE) is the plan's recordkeeper, which is where participants log in to see their balance.

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