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 Management, LLC 401(K) Plan is a benefit plan reported by Castle Management, LLC under EIN 61-1608997 and plan number 001. The latest loaded filing year is 2023. The filing reports 2,159 participants and $14,395,678 in end-of-year plan assets, where available in the loaded dataset.
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $14,395,678
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $14,395,678
- Net assets (BOY)
- $10,551,545
Income & contributions
- Employer contributions
- $387,741
- Participant contributions
- $2,399,816
- Total contributions
- $3,330,782
- Total income / additions
- $5,275,285
Expenses & distributions
- Benefits paid
- $1,304,082
- Administrative expenses
- $98,484
- Total expenses
- $1,431,152
- Net increase / (decrease)
- $3,844,133