2023 Form 5500 filing — Caastle 401(K) Retirement Savings Plan For Corporate Employees
Plain-English filing 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, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20240926090730NAL0000263251001) for Caastle 401(K) Retirement Savings Plan For Corporate Employees, reported by Caastle, Inc. under EIN 45-3507457 and plan number 002. It reports 212 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240926090730NAL0000263251001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Caastle, Inc.
- EIN
- 45-3507457
- Plan number
- 002
- Location
- New York, NY
- Participants
- 212
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $9,091,697
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $9,091,697
- Employer contributions
- $159,417
- Participant contributions
- $1,599,513
- Total income / additions
- $3,312,053
- Benefits paid
- $1,429,591
- Administrative expenses
- $7,642
- Total expenses
- $1,437,233
- Net increase / (decrease)
- $1,874,820
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Hightower Advisors, LLC | INVESTMENT ADVISORY | $0 | $23,053 |
| The Benefit Practice | THIRD PARTY ADMIN | $4,872 | $3,866 |
| Principal Life Insurance Company | CONTRACT ADMININSTRATOR | $2,770 | $0 |