Castle Personnel Group, LLC 401(K) Plan — Form 5500 plan (Castle Personnel Group, LLC)

Plain-English plan 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 Personnel Group, LLC 401(K) Plan is a benefit plan reported by Castle Personnel Group, LLC under EIN 26-4776137 and plan number 001. The latest loaded filing year is 2023. The filing reports 415 participants and $14,694,127 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Castle Personnel Group, LLC
EIN
26-4776137
Plan number
001
Plan type
2
Location
Meridian, MS
Latest filing year
2023
Participants
415
End-of-year plan assets
$14,694,127

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023415H, C20241009085247NAL0010449619001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$14,694,127
Total liabilities (EOY)
$0
Net assets (EOY)
$14,694,127
Net assets (BOY)
$12,344,567

Income & contributions

Employer contributions
$494,866
Participant contributions
$1,005,523
Total contributions
$1,525,145
Total income / additions
$3,865,995

Expenses & distributions

Benefits paid
$1,512,681
Administrative expenses
$3,754
Total expenses
$1,516,435
Net increase / (decrease)
$2,349,560

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Fidelity Investments InstitutionalRECORDKEEPER$2,195$02023

Related Form 5500 pages