Plan5500

Castle Resorts & Hotels 401(K) Retirement Plan — Form 5500 plan (Castle Resorts & Hotels, Inc.)

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 Resorts & Hotels 401(K) Retirement Plan is a benefit plan reported by Castle Resorts & Hotels, Inc. under EIN 99-0310712 and plan number 001. The latest loaded filing year is 2023. The filing reports 435 participants and $7,260,880 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Castle Resorts & Hotels, Inc.
EIN
99-0310712
Plan number
001
Plan type
2
Location
Honolulu, HI
Latest filing year
2023
Participants
435
End-of-year plan assets
$7,260,880

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023435H, C20241004060522NAL0005430739001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$7,260,880
Total liabilities (EOY)
$9,699
Net assets (EOY)
$7,251,181
Net assets (BOY)
$6,924,550

Income & contributions

Employer contributions
$73,391
Participant contributions
$409,291
Total contributions
$553,168
Total income / additions
$1,361,828

Expenses & distributions

Benefits paid
$1,002,666
Administrative expenses
$22,832
Total expenses
$1,035,197
Net increase / (decrease)
$326,631

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Lpl FinancialINVESTMENT MGMT$27,855not reported in the loaded dataset2023
Empower Advisory Group, LLCINVESTMENT MGMT$4,781not reported in the loaded dataset2023
Troug-Ryding CompanyCONTRACT ADMIN$3,816not reported in the loaded dataset2023

Related Form 5500 pages