Civic Intelligence

North Castle Partners LLC

Plan context: North Castle Partners LLC 401(K) Retirement Plan

EIN 06-1496890 • Norwalk, CT • 24 filings • 3 plans

383 Main Avenue8th FloorNorwalk, CT 06851
Current Snapshot

Latest Year

2024

2024 Participants

22

2024 Assets

$21,840,171

2024 Contributions

$582,048

Historical Graphs

Total Assets Over Time

Aggregate end-of-year assets by filing year, excluding zero-asset years

$21,840,171$10,920,086$0200220132024YearValue
$21,840,171Latest year 2024

Participants Over Time

Largest reported end-of-year plan headcount by filing year, used to avoid double-counting participants across overlapping plans

25130200020132024YearValue
22Latest year 2024

Company Timeline

Year summaries and individual filings are combined here so you can stay in one place while moving across years and plan filings.

Year / FilingFilingsParticipantsAssetsContributionsContrib./Participant
2024122$21,840,171$582,048$26,457iApproximate average salary by contribution assumption: employee only about $661,418 at 4% or $440,945 at 6%; with 50% employer match about $440,945 at 4% or $293,964 at 6%; with 100% employer match about $330,709 at 4% or $220,473 at 6%.
North Castle Partners LLC 401(K) Retirement Plan-22$21,840,171$582,048$26,457iApproximate average salary by contribution assumption: employee only about $661,418 at 4% or $440,945 at 6%; with 50% employer match about $440,945 at 4% or $293,964 at 6%; with 100% employer match about $330,709 at 4% or $220,473 at 6%.
2023122$17,843,999$593,775$26,990iApproximate average salary by contribution assumption: employee only about $674,744 at 4% or $449,830 at 6%; with 50% employer match about $449,830 at 4% or $299,886 at 6%; with 100% employer match about $337,372 at 4% or $224,915 at 6%.
North Castle Partners LLC 401(K) Retirement Plan-22$17,843,999$593,775$26,990iApproximate average salary by contribution assumption: employee only about $674,744 at 4% or $449,830 at 6%; with 50% employer match about $449,830 at 4% or $299,886 at 6%; with 100% employer match about $337,372 at 4% or $224,915 at 6%.
2022123$14,178,402$571,148$24,833iApproximate average salary by contribution assumption: employee only about $620,813 at 4% or $413,875 at 6%; with 50% employer match about $413,875 at 4% or $275,917 at 6%; with 100% employer match about $310,407 at 4% or $206,938 at 6%.
North Castle Partners LLC 401(K) Retirement Plan-23$14,178,402$571,148$24,833iApproximate average salary by contribution assumption: employee only about $620,813 at 4% or $413,875 at 6%; with 50% employer match about $413,875 at 4% or $275,917 at 6%; with 100% employer match about $310,407 at 4% or $206,938 at 6%.
2021123$17,971,603$618,856$26,907iApproximate average salary by contribution assumption: employee only about $672,670 at 4% or $448,446 at 6%; with 50% employer match about $448,446 at 4% or $298,964 at 6%; with 100% employer match about $336,335 at 4% or $224,223 at 6%.
North Castle Partners LLC 401(K) Retirement Plan-23$17,971,603$618,856$26,907iApproximate average salary by contribution assumption: employee only about $672,670 at 4% or $448,446 at 6%; with 50% employer match about $448,446 at 4% or $298,964 at 6%; with 100% employer match about $336,335 at 4% or $224,223 at 6%.
2020122$15,447,995$581,399$26,427iApproximate average salary by contribution assumption: employee only about $660,681 at 4% or $440,454 at 6%; with 50% employer match about $440,454 at 4% or $293,636 at 6%; with 100% employer match about $330,340 at 4% or $220,227 at 6%.
North Castle Partners LLC 401(K) Retirement Plan-22$15,447,995$581,399$26,427iApproximate average salary by contribution assumption: employee only about $660,681 at 4% or $440,454 at 6%; with 50% employer match about $440,454 at 4% or $293,636 at 6%; with 100% employer match about $330,340 at 4% or $220,227 at 6%.
2019123$12,279,335$544,487$23,673iApproximate average salary by contribution assumption: employee only about $591,834 at 4% or $394,556 at 6%; with 50% employer match about $394,556 at 4% or $263,037 at 6%; with 100% employer match about $295,917 at 4% or $197,278 at 6%.
North Castle Partners LLC 401(K) Retirement Plan-23$12,279,335$544,487$23,673iApproximate average salary by contribution assumption: employee only about $591,834 at 4% or $394,556 at 6%; with 50% employer match about $394,556 at 4% or $263,037 at 6%; with 100% employer match about $295,917 at 4% or $197,278 at 6%.
2018122$9,822,658$508,589$23,118iApproximate average salary by contribution assumption: employee only about $577,942 at 4% or $385,295 at 6%; with 50% employer match about $385,295 at 4% or $256,863 at 6%; with 100% employer match about $288,971 at 4% or $192,647 at 6%.
North Castle Partners LLC 401(K) Retirement Plan-22$9,822,658$508,589$23,118iApproximate average salary by contribution assumption: employee only about $577,942 at 4% or $385,295 at 6%; with 50% employer match about $385,295 at 4% or $256,863 at 6%; with 100% employer match about $288,971 at 4% or $192,647 at 6%.
2017122$10,222,419$466,500$21,205iApproximate average salary by contribution assumption: employee only about $530,114 at 4% or $353,409 at 6%; with 50% employer match about $353,409 at 4% or $235,606 at 6%; with 100% employer match about $265,057 at 4% or $176,705 at 6%.
North Castle Partners LLC 401(K) Retirement Plan-22$10,222,419$466,500$21,205iApproximate average salary by contribution assumption: employee only about $530,114 at 4% or $353,409 at 6%; with 50% employer match about $353,409 at 4% or $235,606 at 6%; with 100% employer match about $265,057 at 4% or $176,705 at 6%.
2016122$9,112,572$443,477$20,158iApproximate average salary by contribution assumption: employee only about $503,951 at 4% or $335,967 at 6%; with 50% employer match about $335,967 at 4% or $223,978 at 6%; with 100% employer match about $251,976 at 4% or $167,984 at 6%.
North Castle Partners LLC 401(K) Retirement Plan-22$9,112,572$443,477$20,158iApproximate average salary by contribution assumption: employee only about $503,951 at 4% or $335,967 at 6%; with 50% employer match about $335,967 at 4% or $223,978 at 6%; with 100% employer match about $251,976 at 4% or $167,984 at 6%.
2015119$8,155,701$486,925$25,628iApproximate average salary by contribution assumption: employee only about $640,691 at 4% or $427,127 at 6%; with 50% employer match about $427,127 at 4% or $284,751 at 6%; with 100% employer match about $320,345 at 4% or $213,564 at 6%.
North Castle Partners LLC 401(K) Retirement Plan-19$8,155,701$486,925$25,628iApproximate average salary by contribution assumption: employee only about $640,691 at 4% or $427,127 at 6%; with 50% employer match about $427,127 at 4% or $284,751 at 6%; with 100% employer match about $320,345 at 4% or $213,564 at 6%.
2014118$7,674,084$193,175$10,732iApproximate average salary by contribution assumption: employee only about $268,299 at 4% or $178,866 at 6%; with 50% employer match about $178,866 at 4% or $119,244 at 6%; with 100% employer match about $134,149 at 4% or $89,433 at 6%.
North Castle Partners LLC 401(K) Retirement Plan-18$7,674,084$193,175$10,732iApproximate average salary by contribution assumption: employee only about $268,299 at 4% or $178,866 at 6%; with 50% employer match about $178,866 at 4% or $119,244 at 6%; with 100% employer match about $134,149 at 4% or $89,433 at 6%.
2013117$6,965,222$274,658$16,156iApproximate average salary by contribution assumption: employee only about $403,909 at 4% or $269,273 at 6%; with 50% employer match about $269,273 at 4% or $179,515 at 6%; with 100% employer match about $201,954 at 4% or $134,636 at 6%.
North Castle Partners LLC 401(K) Retirement Plan-17$6,965,222$274,658$16,156iApproximate average salary by contribution assumption: employee only about $403,909 at 4% or $269,273 at 6%; with 50% employer match about $269,273 at 4% or $179,515 at 6%; with 100% employer match about $201,954 at 4% or $134,636 at 6%.
2012116$5,212,108$321,388$20,087iApproximate average salary by contribution assumption: employee only about $502,169 at 4% or $334,779 at 6%; with 50% employer match about $334,779 at 4% or $223,186 at 6%; with 100% employer match about $251,084 at 4% or $167,390 at 6%.
North Castle Partners LLC 401(K) Retirement Plan-16$5,212,108$321,388$20,087iApproximate average salary by contribution assumption: employee only about $502,169 at 4% or $334,779 at 6%; with 50% employer match about $334,779 at 4% or $223,186 at 6%; with 100% employer match about $251,084 at 4% or $167,390 at 6%.
2011119$4,408,195$312,688$16,457iApproximate average salary by contribution assumption: employee only about $411,432 at 4% or $274,288 at 6%; with 50% employer match about $274,288 at 4% or $182,858 at 6%; with 100% employer match about $205,716 at 4% or $137,144 at 6%.
North Castle Partners LLC 401(K) Retirement Plan-19$4,408,195$312,688$16,457iApproximate average salary by contribution assumption: employee only about $411,432 at 4% or $274,288 at 6%; with 50% employer match about $274,288 at 4% or $182,858 at 6%; with 100% employer match about $205,716 at 4% or $137,144 at 6%.
2010122$4,700,254$249,986$11,363iApproximate average salary by contribution assumption: employee only about $284,075 at 4% or $189,383 at 6%; with 50% employer match about $189,383 at 4% or $126,256 at 6%; with 100% employer match about $142,038 at 4% or $94,692 at 6%.
North Castle Partners LLC 401(K) Retirement Plan-22$4,700,254$249,986$11,363iApproximate average salary by contribution assumption: employee only about $284,075 at 4% or $189,383 at 6%; with 50% employer match about $189,383 at 4% or $126,256 at 6%; with 100% employer match about $142,038 at 4% or $94,692 at 6%.
2009122$3,792,529$405,290$18,422iApproximate average salary by contribution assumption: employee only about $460,557 at 4% or $307,038 at 6%; with 50% employer match about $307,038 at 4% or $204,692 at 6%; with 100% employer match about $230,278 at 4% or $153,519 at 6%.
North Castle Partners LLC 401(K) Retirement Plan-22$3,792,529$405,290$18,422iApproximate average salary by contribution assumption: employee only about $460,557 at 4% or $307,038 at 6%; with 50% employer match about $307,038 at 4% or $204,692 at 6%; with 100% employer match about $230,278 at 4% or $153,519 at 6%.
2008115$2,683,013$450,500$30,033iApproximate average salary by contribution assumption: employee only about $750,833 at 4% or $500,556 at 6%; with 50% employer match about $500,556 at 4% or $333,704 at 6%; with 100% employer match about $375,417 at 4% or $250,278 at 6%.
North Castle Partners LLC 401(K) Retirement Plan-15$2,683,013$450,500$30,033iApproximate average salary by contribution assumption: employee only about $750,833 at 4% or $500,556 at 6%; with 50% employer match about $500,556 at 4% or $333,704 at 6%; with 100% employer match about $375,417 at 4% or $250,278 at 6%.
2007119$4,454,909$582,921$30,680iApproximate average salary by contribution assumption: employee only about $767,001 at 4% or $511,334 at 6%; with 50% employer match about $511,334 at 4% or $340,889 at 6%; with 100% employer match about $383,501 at 4% or $255,667 at 6%.
North Castle Partners LLC 401(K) Retirement Plan-19$4,454,909$582,921$30,680iApproximate average salary by contribution assumption: employee only about $767,001 at 4% or $511,334 at 6%; with 50% employer match about $511,334 at 4% or $340,889 at 6%; with 100% employer match about $383,501 at 4% or $255,667 at 6%.
2006120$3,917,728$598,665$29,933iApproximate average salary by contribution assumption: employee only about $748,331 at 4% or $498,888 at 6%; with 50% employer match about $498,888 at 4% or $332,592 at 6%; with 100% employer match about $374,166 at 4% or $249,444 at 6%.
North Castle Partners LLC 401(K) Retirement Plan-20$3,917,728$598,665$29,933iApproximate average salary by contribution assumption: employee only about $748,331 at 4% or $498,888 at 6%; with 50% employer match about $498,888 at 4% or $332,592 at 6%; with 100% employer match about $374,166 at 4% or $249,444 at 6%.
2005124$4,380,483$698,476$29,103iApproximate average salary by contribution assumption: employee only about $727,579 at 4% or $485,053 at 6%; with 50% employer match about $485,053 at 4% or $323,369 at 6%; with 100% employer match about $363,790 at 4% or $242,526 at 6%.
North Castle Partners LLC 401(K) Retirement Plan-24$4,380,483$698,476$29,103iApproximate average salary by contribution assumption: employee only about $727,579 at 4% or $485,053 at 6%; with 50% employer match about $485,053 at 4% or $323,369 at 6%; with 100% employer match about $363,790 at 4% or $242,526 at 6%.
2004125$3,689,343$705,261$28,210iApproximate average salary by contribution assumption: employee only about $705,261 at 4% or $470,174 at 6%; with 50% employer match about $470,174 at 4% or $313,449 at 6%; with 100% employer match about $352,631 at 4% or $235,087 at 6%.
North Castle Partners LLC 401(K) Retirement Plan-25$3,689,343$705,261$28,210iApproximate average salary by contribution assumption: employee only about $705,261 at 4% or $470,174 at 6%; with 50% employer match about $470,174 at 4% or $313,449 at 6%; with 100% employer match about $352,631 at 4% or $235,087 at 6%.
2003124$2,726,809$616,575$25,691iApproximate average salary by contribution assumption: employee only about $642,266 at 4% or $428,177 at 6%; with 50% employer match about $428,177 at 4% or $285,451 at 6%; with 100% employer match about $321,133 at 4% or $214,089 at 6%.
North Castle Partners LLC 401(K) Retirement Plan-24$2,726,809$616,575$25,691iApproximate average salary by contribution assumption: employee only about $642,266 at 4% or $428,177 at 6%; with 50% employer match about $428,177 at 4% or $285,451 at 6%; with 100% employer match about $321,133 at 4% or $214,089 at 6%.
200210$1,780,124$597,153-
North Castle Partners LLC 401(K) Retirement Plan-0$1,780,124$597,153-
2000122$0$0-
North Castle Partners LLC 401(K) Retirement Plan-22---