Kastle Systems International LLC Retirement Plan — Form 5500 plan (Kastle Systems International LLC)
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, Kastle Systems International LLC Retirement Plan is a benefit plan reported by Kastle Systems International LLC under EIN 54-2026653 and plan number 001. The latest loaded filing year is 2023. The filing reports 937 participants and $42,485,360 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Kastle Systems International LLC
- EIN
- 54-2026653
- Plan number
- 001
- Plan type
- 2
- Location
- Falls Church, VA
- Latest filing year
- 2023
- Participants
- 937
- End-of-year plan assets
- $42,485,360
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 937 | H, C | 20241008174400NAL0009947219001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $42,485,360
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $42,485,360
- Net assets (BOY)
- $36,408,999
Income & contributions
- Participant contributions
- $4,501,642
- Total contributions
- $4,745,972
- Total income / additions
- $10,353,833
Expenses & distributions
- Benefits paid
- $4,123,805
- Administrative expenses
- $150,644
- Total expenses
- $4,277,472
- Net increase / (decrease)
- $6,076,361
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $150,644 | $0 | 2023 |
| Wells Fargo Advisors Fin Network | INVESTMENT ADVISORY | $0 | $68,010 | 2023 |