Castle-Pierce Corporation — Form 5500 filings & benefit plans

Form 5500 plan sponsor 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 (EIN 39-0200860) is a plan sponsor located in Oshkosh, WI with 2 reported benefit plan(s) in the loaded dataset. The latest loaded Form 5500 filing year is 2023.

Company overview (based on loaded 2023 public filings)

EIN
39-0200860
Location
Oshkosh, WI
Loaded plans
2
Latest filing year
2023

Reported financial aggregate (2023)

Reported net position

Total reported assets (EOY)
$10,131,650
Total reported net assets (EOY)
$10,131,650

Contributions & income

Employer contributions
$78,996
Participant contributions
$584,966
Total income / additions
$2,720,777

Expenses & distributions

Benefits paid / distributions
$409,028
Total expenses
$464,748
Net increase / (decrease)
$2,256,029

Coverage

Total reported participants
287
Plans with financial statements
1
Plans with provider compensation
1

Totals sum the latest loaded 2023 public Form 5500 filing per plan for this company's plans — one filing per plan, so multiple years are never double-counted. Figures are reported values from loaded Schedule H / I (and Schedule C for provider compensation); fields a plan did not report are treated as missing, not zero. These are not audited or official totals.

Largest loaded plans by reported assets

Castle-Pierce Corporation plans by reported end-of-year assets
PlanPlan #ParticipantsReported assets (EOY)Year
Castle-Pierce Corporation Profit Sharing 401(K) Plan001158$10,131,6502023
Castle-Pierce Employee Benefits Plan502129not reported in the loaded dataset2023

Search all 2 loaded plans for this company →

Latest loaded filings

Most recent loaded Form 5500 filings for Castle-Pierce Corporation
YearPlanParticipantsSchedulesFiling
2023Castle-Pierce Employee Benefits Plan12920250708150856NAL0007133840001
2023Castle-Pierce Corporation Profit Sharing 401(K) Plan158H, C20250709100901NAL0007454800001

Related Form 5500 pages