Plan5500

Castle Branch, Inc — Form 5500 filings & benefit plans

Form 5500 plan sponsor summary

According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, Castle Branch, Inc (EIN 56-2169613) is a plan sponsor located in Wilmington, NC with 1 reported benefit plan(s) in the loaded dataset. The latest loaded Form 5500 filing year is 2023.

Company overview (based on loaded 2023 public filings)

EIN
56-2169613
Location
Wilmington, NC
Loaded plans
4
Latest filing year
2023

This is a company / sponsor profile — aggregate totals across all of this employer's loaded plans. Open an individual plan below for its own full financial statement.

What stands out for Castle Branch, Inc

  • 4 loaded plans hold $0 in reported assets.
  • Plans cover 1,374 reported participants.
  • 1 of 4 plans report full financial statements.
  • 1 report Schedule C provider compensation.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$0Summed across loaded plans
Total reported assets$0
Total reported participants1.4K1,374
Total reported liabilities$0

Reported net position

Contributions & income
Employer contributions$84.1K
Participant contributions$243.3K
Total income / additions$839.5K
Expenses & distributions
Benefits paid / distributions$781.7K
Total expenses$785.3K
Net increase / (decrease)$54.3K

Data coverage

Plans with financial statements1 / 4 (25%)
Plans with provider compensation1 / 4 (25%)

Totals sum the latest loaded 2023 public Form 5500 filing per plan for this company's plans — one filing per plan, so multiple years are never double-counted. Figures are reported values from loaded Schedule H / I (and Schedule C for provider compensation); fields a plan did not report are treated as missing, not zero. These are not audited or official totals.

Computed from loaded plans

Portfolio comparison

Participants per plan344Average across loaded plans
Loaded plans4
Ranked by reported assets

Largest loaded plans

Bars show each plan's reported end-of-year assets relative to the largest.

  1. 1
    Castle Branch, Inc 401(K) Plan$0
    Plan #001 · 476 participants · 2023
  2. 2
    Castle Branch Group Dental, Life And Disability Plannot reported in the loaded dataset
    Plan #501 · 354 participants · 2023
  3. 3
    Castle Branch Group Medical Plannot reported in the loaded dataset
    Plan #502 · 274 participants · 2023
  4. 4
    Castle Branch Group Vision Plannot reported in the loaded dataset
    Plan #503 · 270 participants · 2023

All loaded plans by assets → · By participants → · With financial statements → · With provider compensation →

EFAST2 filings

Latest loaded filings

Most recent loaded Form 5500 filings for Castle Branch, Inc. Open one for its full reported snapshot.

  1. 2023
    Castle Branch Group Dental, Life And Disability Plan354 participants · 2No schedules
    View filing →
  2. 2023
    Castle Branch Group Medical Plan274 participants · 2No schedules
    View filing →
  3. 2023
    Castle Branch Group Vision Plan270 participants · 2No schedules
    View filing →
  4. 2023
    Castle Branch, Inc 401(K) Plan476 participants · 2Sch HSch C
    View filing →

What to inspect next

Frequently asked questions

How many benefit plans does Castle Branch, Inc report on Form 5500?
Castle Branch, Inc (EIN 56-2169613) reports 1 benefit plan(s) in the loaded Form 5500 dataset.
What is the EIN for Castle Branch, Inc?
The Employer Identification Number (EIN) reported for Castle Branch, Inc is 56-2169613.
What is the latest Form 5500 filing year for Castle Branch, Inc?
The latest loaded Form 5500 filing year for Castle Branch, Inc is 2023.

Related Form 5500 pages