Castle-Pierce Corporation Profit Sharing 401(K) Plan — Form 5500 plan (Castle-Pierce Corporation)
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-Pierce Corporation Profit Sharing 401(K) Plan is a benefit plan reported by Castle-Pierce Corporation under EIN 39-0200860 and plan number 001. The latest loaded filing year is 2023. The filing reports 158 participants and $10,131,650 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Castle-Pierce Corporation
- EIN
- 39-0200860
- Plan number
- 001
- Plan type
- 2
- Location
- Oshkosh, WI
- Latest filing year
- 2023
- Participants
- 158
- End-of-year plan assets
- $10,131,650
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 158 | H, C | 20250709100901NAL0007454800001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $10,131,650
- Net assets (EOY)
- $10,131,650
- Net assets (BOY)
- $7,875,621
Income & contributions
- Employer contributions
- $78,996
- Participant contributions
- $584,966
- Total contributions
- $751,311
- Total income / additions
- $2,720,777
Expenses & distributions
- Benefits paid
- $409,028
- Administrative expenses
- $49,634
- Total expenses
- $464,748
- Net increase / (decrease)
- $2,256,029
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Denali Wealth Management | INVESTMENT ADVISOR | $26,126 | $0 | 2023 |
| Empower Advisory Group, LLC | INVESTMENT MG | $15,269 | $0 | 2023 |
| Blue Chip Retirement Plans Inc | CONTRACT ADMIN | $8,917 | $0 | 2023 |
| Empower Annuity Insurance Company | RECORDKEEPER | $1,976 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Castle-Pierce Corporation
- 2023 Form 5500 filing
- Form 5500 filings in WI
- 401(k) and benefit plan filings in Oshkosh, WI
- Denali Wealth Management — Schedule C compensation
- Empower Advisory Group, LLC — Schedule C compensation
- Blue Chip Retirement Plans Inc — Schedule C compensation
- Empower Annuity Insurance Company — Schedule C compensation