2023 Form 5500 filing — Castle Lake Insurance, LLC Safe Harbor 401(K)
Plain-English filing 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, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20241015174508NAL0029294353004) for Castle Lake Insurance, LLC Safe Harbor 401(K), reported by Castle Lake Insurance, LLC under EIN 82-0503381 and plan number 001. It reports 9 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials).
Form 5500 2 · 2023
Filing snapshot
Net assets (EOY)$586KReported net assets$586,040
Participants9
Provider compensationNone reported
Schedules filedSchedule ILoaded schedules
- EFAST2 acknowledgement
- 20241015174508NAL0029294353004
- Plan sponsor
- Castle Lake Insurance, LLC
- EIN
- 82-0503381
- Plan number
- 001
- Location
- Idaho Falls, ID
- Received date
- not reported in the loaded dataset
How to read this filing
- This is a single annual Form 5500 filing, identified by its EFAST2 acknowledgement id.
- Schedule chips (Sch H / I / C) show which schedules this filing includes.
- Net assets = total assets minus total liabilities (Schedule H/I).
- Fields a filing did not report are labeled not reported in the loaded dataset — never estimated.
- For the plan's full history, open the plan profile.
Schedule I · 2023
Reported financial snapshot
Reported figures as filed, in whole dollars. Only fields the filing reports are shown.
Reported balance (end of year)$586K total assets
Net assets$586KLiabilities—
Full reported line items
- Total assets (EOY)
- $586,040
- Net assets (EOY)
- $586,040
- Employer contributions
- $11,366
- Participant contributions
- $12,240
- Total income / additions
- $114,905
- Benefits paid
- $101,601
- Total expenses
- $101,761
- Net increase / (decrease)
- $13,144
Frequently asked questions
- What does EFAST2 acknowledgement 20241015174508NAL0029294353004 cover?
- It is the 2023 Form 5500 filing for Castle Lake Insurance, LLC Safe Harbor 401(K), reported by Castle Lake Insurance, LLC (EIN 82-0503381).
- Which Form 5500 schedules are attached to this 2023 filing?
- Attached schedules in the loaded dataset include Schedule I (small plan financials).