2023 Form 5500 filing — Castle-Pierce Corporation Profit Sharing 401(K) Plan
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 20250709100901NAL0007454800001) for Castle-Pierce Corporation Profit Sharing 401(K) Plan, reported by Castle-Pierce Corporation under EIN 39-0200860 and plan number 001. It reports 158 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250709100901NAL0007454800001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Castle-Pierce Corporation
- EIN
- 39-0200860
- Plan number
- 001
- Location
- Oshkosh, WI
- Participants
- 158
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $10,131,650
- Net assets (EOY)
- $10,131,650
- Employer contributions
- $78,996
- Participant contributions
- $584,966
- Total income / additions
- $2,720,777
- Benefits paid
- $409,028
- Administrative expenses
- $49,634
- Total expenses
- $464,748
- Net increase / (decrease)
- $2,256,029
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Denali Wealth Management | INVESTMENT ADVISOR | $26,126 | $0 |
| Empower Advisory Group, LLC | INVESTMENT MG | $15,269 | $0 |
| Blue Chip Retirement Plans Inc | CONTRACT ADMIN | $8,917 | $0 |
| Empower Annuity Insurance Company | RECORDKEEPER | $1,976 | $0 |