Civic Intelligence

Castlekeep Investment Advisors L

Plan context: Castlekeep Investment Advisors LLC 401(K) Plan

EIN 06-1581441 • Westport, CT • 12 filings • 1 plans

257 Riverside AvenueFL 2Westport, CT 06880
Current Snapshot

Latest Year

2024

2024 Participants

7

2024 Assets

$783,736

2024 Contributions

$30,016

Historical Graphs

Total Assets Over Time

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

$783,736$391,868$0201320192024YearValue
$783,736Latest year 2024

Participants Over Time

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

740201320192024YearValue
7Latest 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
202417$783,736$30,016$4,288iApproximate average salary by contribution assumption: employee only about $107,200 at 4% or $71,467 at 6%; with 50% employer match about $71,467 at 4% or $47,644 at 6%; with 100% employer match about $53,600 at 4% or $35,733 at 6%.
Castlekeep Investment Advisors LLC 401(K) Plan-7$783,736$30,016$4,288iApproximate average salary by contribution assumption: employee only about $107,200 at 4% or $71,467 at 6%; with 50% employer match about $71,467 at 4% or $47,644 at 6%; with 100% employer match about $53,600 at 4% or $35,733 at 6%.
202316$698,007$29,995$4,999iApproximate average salary by contribution assumption: employee only about $124,979 at 4% or $83,319 at 6%; with 50% employer match about $83,319 at 4% or $55,546 at 6%; with 100% employer match about $62,490 at 4% or $41,660 at 6%.
Castlekeep Investment Advisors LLC 401(K) Plan-6$698,007$29,995$4,999iApproximate average salary by contribution assumption: employee only about $124,979 at 4% or $83,319 at 6%; with 50% employer match about $83,319 at 4% or $55,546 at 6%; with 100% employer match about $62,490 at 4% or $41,660 at 6%.
202215$592,348$9,412$1,882iApproximate average salary by contribution assumption: employee only about $47,060 at 4% or $31,373 at 6%; with 50% employer match about $31,373 at 4% or $20,916 at 6%; with 100% employer match about $23,530 at 4% or $15,687 at 6%.
Castlekeep Investment Advisors LLC 401(K) Plan-5$592,348$9,412$1,882iApproximate average salary by contribution assumption: employee only about $47,060 at 4% or $31,373 at 6%; with 50% employer match about $31,373 at 4% or $20,916 at 6%; with 100% employer match about $23,530 at 4% or $15,687 at 6%.
202115$718,624$7,944$1,589iApproximate average salary by contribution assumption: employee only about $39,720 at 4% or $26,480 at 6%; with 50% employer match about $26,480 at 4% or $17,653 at 6%; with 100% employer match about $19,860 at 4% or $13,240 at 6%.
Castlekeep Investment Advisors LLC 401(K) Plan-5$718,624$7,944$1,589iApproximate average salary by contribution assumption: employee only about $39,720 at 4% or $26,480 at 6%; with 50% employer match about $26,480 at 4% or $17,653 at 6%; with 100% employer match about $19,860 at 4% or $13,240 at 6%.
202015$605,251$5,274$1,055iApproximate average salary by contribution assumption: employee only about $26,370 at 4% or $17,580 at 6%; with 50% employer match about $17,580 at 4% or $11,720 at 6%; with 100% employer match about $13,185 at 4% or $8,790 at 6%.
Castlekeep Investment Advisors LLC 401(K) Plan-5$605,251$5,274$1,055iApproximate average salary by contribution assumption: employee only about $26,370 at 4% or $17,580 at 6%; with 50% employer match about $17,580 at 4% or $11,720 at 6%; with 100% employer match about $13,185 at 4% or $8,790 at 6%.
201915$569,536$21,198$4,240iApproximate average salary by contribution assumption: employee only about $105,990 at 4% or $70,660 at 6%; with 50% employer match about $70,660 at 4% or $47,107 at 6%; with 100% employer match about $52,995 at 4% or $35,330 at 6%.
Castlekeep Investment Advisors LLC 401(K) Plan-5$569,536$21,198$4,240iApproximate average salary by contribution assumption: employee only about $105,990 at 4% or $70,660 at 6%; with 50% employer match about $70,660 at 4% or $47,107 at 6%; with 100% employer match about $52,995 at 4% or $35,330 at 6%.
201815$445,495$57,719$11,544iApproximate average salary by contribution assumption: employee only about $288,595 at 4% or $192,397 at 6%; with 50% employer match about $192,397 at 4% or $128,264 at 6%; with 100% employer match about $144,298 at 4% or $96,198 at 6%.
Castlekeep Investment Advisors LLC 401(K) Plan-5$445,495$57,719$11,544iApproximate average salary by contribution assumption: employee only about $288,595 at 4% or $192,397 at 6%; with 50% employer match about $192,397 at 4% or $128,264 at 6%; with 100% employer match about $144,298 at 4% or $96,198 at 6%.
201715$429,509$31,475$6,295iApproximate average salary by contribution assumption: employee only about $157,375 at 4% or $104,917 at 6%; with 50% employer match about $104,917 at 4% or $69,944 at 6%; with 100% employer match about $78,688 at 4% or $52,458 at 6%.
Castlekeep Investment Advisors LLC 401(K) Plan-5$429,509$31,475$6,295iApproximate average salary by contribution assumption: employee only about $157,375 at 4% or $104,917 at 6%; with 50% employer match about $104,917 at 4% or $69,944 at 6%; with 100% employer match about $78,688 at 4% or $52,458 at 6%.
201616$449,228$110,219$18,370iApproximate average salary by contribution assumption: employee only about $459,246 at 4% or $306,164 at 6%; with 50% employer match about $306,164 at 4% or $204,109 at 6%; with 100% employer match about $229,623 at 4% or $153,082 at 6%.
Castlekeep Investment Advisors LLC 401(K) Plan-6$449,228$110,219$18,370iApproximate average salary by contribution assumption: employee only about $459,246 at 4% or $306,164 at 6%; with 50% employer match about $306,164 at 4% or $204,109 at 6%; with 100% employer match about $229,623 at 4% or $153,082 at 6%.
201516$300,150$88,546$14,758iApproximate average salary by contribution assumption: employee only about $368,942 at 4% or $245,961 at 6%; with 50% employer match about $245,961 at 4% or $163,974 at 6%; with 100% employer match about $184,471 at 4% or $122,981 at 6%.
Castlekeep Investment Advisors LLC 401(K) Plan-6$300,150$88,546$14,758iApproximate average salary by contribution assumption: employee only about $368,942 at 4% or $245,961 at 6%; with 50% employer match about $245,961 at 4% or $163,974 at 6%; with 100% employer match about $184,471 at 4% or $122,981 at 6%.
201416$221,604$116,523$19,421iApproximate average salary by contribution assumption: employee only about $485,513 at 4% or $323,675 at 6%; with 50% employer match about $323,675 at 4% or $215,783 at 6%; with 100% employer match about $242,756 at 4% or $161,838 at 6%.
Castlekeep Investment Advisors LLC 401(K) Plan-6$221,604$116,523$19,421iApproximate average salary by contribution assumption: employee only about $485,513 at 4% or $323,675 at 6%; with 50% employer match about $323,675 at 4% or $215,783 at 6%; with 100% employer match about $242,756 at 4% or $161,838 at 6%.
201316$98,205$91,046$15,174iApproximate average salary by contribution assumption: employee only about $379,358 at 4% or $252,906 at 6%; with 50% employer match about $252,906 at 4% or $168,604 at 6%; with 100% employer match about $189,679 at 4% or $126,453 at 6%.
Castlekeep Investment Advisors LLC 401(K) Plan-6$98,205$91,046$15,174iApproximate average salary by contribution assumption: employee only about $379,358 at 4% or $252,906 at 6%; with 50% employer match about $252,906 at 4% or $168,604 at 6%; with 100% employer match about $189,679 at 4% or $126,453 at 6%.