Civic Intelligence

Castle Valley Consultants Inc.

Plan context: Castle Valley Consultants Inc. 401(K) Profit Sharing Plan

EIN 23-2935394 • New Britain, PA • 23 filings • 5 plans

10 Beulah RoadNew Britain, PA 18901
Current Snapshot

Latest Year

2023

2023 Participants

10

2023 Assets

$3,065,322

2023 Contributions

$51,124

Historical Graphs

Total Assets Over Time

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

$6,243,672$3,121,836$0200120122022YearValue
$3,065,322Latest year 2022

Participants Over Time

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

21110200120122022YearValue
10Latest year 2022

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
202310$0$51,124-
Castle Valley Consultants Inc. 401(K) Profit Sharing Plan-0$0$51,124-
2022110$3,065,322$144,869$14,487iApproximate average salary by contribution assumption: employee only about $362,173 at 4% or $241,448 at 6%; with 50% employer match about $241,448 at 4% or $160,966 at 6%; with 100% employer match about $181,086 at 4% or $120,724 at 6%.
Castle Valley Consultants Inc. 401(K) Profit Sharing Plan-10$3,065,322$144,869$14,487iApproximate average salary by contribution assumption: employee only about $362,173 at 4% or $241,448 at 6%; with 50% employer match about $241,448 at 4% or $160,966 at 6%; with 100% employer match about $181,086 at 4% or $120,724 at 6%.
2021111$6,243,672$141,956$12,905iApproximate average salary by contribution assumption: employee only about $322,627 at 4% or $215,085 at 6%; with 50% employer match about $215,085 at 4% or $143,390 at 6%; with 100% employer match about $161,314 at 4% or $107,542 at 6%.
Castle Valley Consultants Inc. 401(K) Profit Sharing Plan-11$6,243,672$141,956$12,905iApproximate average salary by contribution assumption: employee only about $322,627 at 4% or $215,085 at 6%; with 50% employer match about $215,085 at 4% or $143,390 at 6%; with 100% employer match about $161,314 at 4% or $107,542 at 6%.
202018$5,169,838$144,369$18,046iApproximate average salary by contribution assumption: employee only about $451,153 at 4% or $300,769 at 6%; with 50% employer match about $300,769 at 4% or $200,513 at 6%; with 100% employer match about $225,577 at 4% or $150,384 at 6%.
Castle Valley Consultants Inc. 401(K) Profit Sharing Plan-8$5,169,838$144,369$18,046iApproximate average salary by contribution assumption: employee only about $451,153 at 4% or $300,769 at 6%; with 50% employer match about $300,769 at 4% or $200,513 at 6%; with 100% employer match about $225,577 at 4% or $150,384 at 6%.
201918$4,448,184$118,527$14,816iApproximate average salary by contribution assumption: employee only about $370,397 at 4% or $246,931 at 6%; with 50% employer match about $246,931 at 4% or $164,621 at 6%; with 100% employer match about $185,198 at 4% or $123,466 at 6%.
Castle Valley Consultants Inc. 401(K) Profit Sharing Plan-8$4,448,184$118,527$14,816iApproximate average salary by contribution assumption: employee only about $370,397 at 4% or $246,931 at 6%; with 50% employer match about $246,931 at 4% or $164,621 at 6%; with 100% employer match about $185,198 at 4% or $123,466 at 6%.
201819$3,563,668$105,145$11,683iApproximate average salary by contribution assumption: employee only about $292,069 at 4% or $194,713 at 6%; with 50% employer match about $194,713 at 4% or $129,809 at 6%; with 100% employer match about $146,035 at 4% or $97,356 at 6%.
Castle Valley Consultants Inc. 401(K) Profit Sharing Plan-9$3,563,668$105,145$11,683iApproximate average salary by contribution assumption: employee only about $292,069 at 4% or $194,713 at 6%; with 50% employer match about $194,713 at 4% or $129,809 at 6%; with 100% employer match about $146,035 at 4% or $97,356 at 6%.
2017110$4,252,690$87,095$8,710iApproximate average salary by contribution assumption: employee only about $217,738 at 4% or $145,158 at 6%; with 50% employer match about $145,158 at 4% or $96,772 at 6%; with 100% employer match about $108,869 at 4% or $72,579 at 6%.
Castle Valley Consultants Inc. 401(K) Profit Sharing Plan-10$4,252,690$87,095$8,710iApproximate average salary by contribution assumption: employee only about $217,738 at 4% or $145,158 at 6%; with 50% employer match about $145,158 at 4% or $96,772 at 6%; with 100% employer match about $108,869 at 4% or $72,579 at 6%.
2016110$3,523,098$96,292$9,629iApproximate average salary by contribution assumption: employee only about $240,730 at 4% or $160,487 at 6%; with 50% employer match about $160,487 at 4% or $106,991 at 6%; with 100% employer match about $120,365 at 4% or $80,243 at 6%.
Castle Valley Consultants Inc. 401(K) Profit Sharing Plan-10$3,523,098$96,292$9,629iApproximate average salary by contribution assumption: employee only about $240,730 at 4% or $160,487 at 6%; with 50% employer match about $160,487 at 4% or $106,991 at 6%; with 100% employer match about $120,365 at 4% or $80,243 at 6%.
2015110$3,374,815$83,995$8,400iApproximate average salary by contribution assumption: employee only about $209,988 at 4% or $139,992 at 6%; with 50% employer match about $139,992 at 4% or $93,328 at 6%; with 100% employer match about $104,994 at 4% or $69,996 at 6%.
Castle Valley Consultants Inc. 401(K) Profit Sharing Plan-10$3,374,815$83,995$8,400iApproximate average salary by contribution assumption: employee only about $209,988 at 4% or $139,992 at 6%; with 50% employer match about $139,992 at 4% or $93,328 at 6%; with 100% employer match about $104,994 at 4% or $69,996 at 6%.
201419$3,142,268$80,232$8,915iApproximate average salary by contribution assumption: employee only about $222,867 at 4% or $148,578 at 6%; with 50% employer match about $148,578 at 4% or $99,052 at 6%; with 100% employer match about $111,433 at 4% or $74,289 at 6%.
Castle Valley Consultants Inc. 401(K) Profit Sharing Plan-9$3,142,268$80,232$8,915iApproximate average salary by contribution assumption: employee only about $222,867 at 4% or $148,578 at 6%; with 50% employer match about $148,578 at 4% or $99,052 at 6%; with 100% employer match about $111,433 at 4% or $74,289 at 6%.
201319$2,615,546$81,614$9,068iApproximate average salary by contribution assumption: employee only about $226,706 at 4% or $151,137 at 6%; with 50% employer match about $151,137 at 4% or $100,758 at 6%; with 100% employer match about $113,353 at 4% or $75,569 at 6%.
Castle Valley Consultants Inc. 401(K) Profit Sharing Plan-9$2,615,546$81,614$9,068iApproximate average salary by contribution assumption: employee only about $226,706 at 4% or $151,137 at 6%; with 50% employer match about $151,137 at 4% or $100,758 at 6%; with 100% employer match about $113,353 at 4% or $75,569 at 6%.
2012110$2,046,876$65,426$6,543iApproximate average salary by contribution assumption: employee only about $163,565 at 4% or $109,043 at 6%; with 50% employer match about $109,043 at 4% or $72,696 at 6%; with 100% employer match about $81,783 at 4% or $54,522 at 6%.
Castle Valley Consultants Inc. 401(K) Profit Sharing Plan-10$2,046,876$65,426$6,543iApproximate average salary by contribution assumption: employee only about $163,565 at 4% or $109,043 at 6%; with 50% employer match about $109,043 at 4% or $72,696 at 6%; with 100% employer match about $81,783 at 4% or $54,522 at 6%.
2011111$1,755,346$64,489$5,863iApproximate average salary by contribution assumption: employee only about $146,566 at 4% or $97,711 at 6%; with 50% employer match about $97,711 at 4% or $65,140 at 6%; with 100% employer match about $73,283 at 4% or $48,855 at 6%.
Castle Valley Consultants Inc. 401(K) Profit Sharing Plan-11$1,755,346$64,489$5,863iApproximate average salary by contribution assumption: employee only about $146,566 at 4% or $97,711 at 6%; with 50% employer match about $97,711 at 4% or $65,140 at 6%; with 100% employer match about $73,283 at 4% or $48,855 at 6%.
2010112$1,651,455$81,336$6,778iApproximate average salary by contribution assumption: employee only about $169,450 at 4% or $112,967 at 6%; with 50% employer match about $112,967 at 4% or $75,311 at 6%; with 100% employer match about $84,725 at 4% or $56,483 at 6%.
Castle Valley Consultants Inc. 401(K) Profit Sharing Plan-12$1,651,455$81,336$6,778iApproximate average salary by contribution assumption: employee only about $169,450 at 4% or $112,967 at 6%; with 50% employer match about $112,967 at 4% or $75,311 at 6%; with 100% employer match about $84,725 at 4% or $56,483 at 6%.
2009114$1,549,732$93,730$6,695iApproximate average salary by contribution assumption: employee only about $167,375 at 4% or $111,583 at 6%; with 50% employer match about $111,583 at 4% or $74,389 at 6%; with 100% employer match about $83,688 at 4% or $55,792 at 6%.
Castle Valley Consultants Inc. 401(K) Profit Sharing Plan-14$1,549,732$93,730$6,695iApproximate average salary by contribution assumption: employee only about $167,375 at 4% or $111,583 at 6%; with 50% employer match about $111,583 at 4% or $74,389 at 6%; with 100% employer match about $83,688 at 4% or $55,792 at 6%.
2008115$1,384,354$186,176$12,412iApproximate average salary by contribution assumption: employee only about $310,293 at 4% or $206,862 at 6%; with 50% employer match about $206,862 at 4% or $137,908 at 6%; with 100% employer match about $155,147 at 4% or $103,431 at 6%.
Castle Valley Consultants Inc. 401(K) Profit Sharing Plan-15$1,384,354$186,176$12,412iApproximate average salary by contribution assumption: employee only about $310,293 at 4% or $206,862 at 6%; with 50% employer match about $206,862 at 4% or $137,908 at 6%; with 100% employer match about $155,147 at 4% or $103,431 at 6%.
2007117$1,653,802$198,994$11,706iApproximate average salary by contribution assumption: employee only about $292,638 at 4% or $195,092 at 6%; with 50% employer match about $195,092 at 4% or $130,061 at 6%; with 100% employer match about $146,319 at 4% or $97,546 at 6%.
Castle Valley Consultants Inc. 401(K) Profit Sharing Plan-17$1,653,802$198,994$11,706iApproximate average salary by contribution assumption: employee only about $292,638 at 4% or $195,092 at 6%; with 50% employer match about $195,092 at 4% or $130,061 at 6%; with 100% employer match about $146,319 at 4% or $97,546 at 6%.
2006119$1,581,228$216,718$11,406iApproximate average salary by contribution assumption: employee only about $285,155 at 4% or $190,104 at 6%; with 50% employer match about $190,104 at 4% or $126,736 at 6%; with 100% employer match about $142,578 at 4% or $95,052 at 6%.
Castle Valley Consultants Inc. 401(K) Profit Sharing Plan-19$1,581,228$216,718$11,406iApproximate average salary by contribution assumption: employee only about $285,155 at 4% or $190,104 at 6%; with 50% employer match about $190,104 at 4% or $126,736 at 6%; with 100% employer match about $142,578 at 4% or $95,052 at 6%.
2005120$1,188,778$220,634$11,032iApproximate average salary by contribution assumption: employee only about $275,793 at 4% or $183,862 at 6%; with 50% employer match about $183,862 at 4% or $122,574 at 6%; with 100% employer match about $137,896 at 4% or $91,931 at 6%.
Castle Valley Consultants Inc. 401(K) Profit Sharing Plan-20$1,188,778$220,634$11,032iApproximate average salary by contribution assumption: employee only about $275,793 at 4% or $183,862 at 6%; with 50% employer match about $183,862 at 4% or $122,574 at 6%; with 100% employer match about $137,896 at 4% or $91,931 at 6%.
2004120$904,079$214,570$10,729iApproximate average salary by contribution assumption: employee only about $268,213 at 4% or $178,808 at 6%; with 50% employer match about $178,808 at 4% or $119,206 at 6%; with 100% employer match about $134,106 at 4% or $89,404 at 6%.
Castle Valley Consultants Inc. 401(K) Profit Sharing Plan-20$904,079$214,570$10,729iApproximate average salary by contribution assumption: employee only about $268,213 at 4% or $178,808 at 6%; with 50% employer match about $178,808 at 4% or $119,206 at 6%; with 100% employer match about $134,106 at 4% or $89,404 at 6%.
2003120$0$0-
Castle Valley Consultants Inc. 401(K) Profit Sharing Plan-20---
2002121$273,121$191,712$9,129iApproximate average salary by contribution assumption: employee only about $228,229 at 4% or $152,152 at 6%; with 50% employer match about $152,152 at 4% or $101,435 at 6%; with 100% employer match about $114,114 at 4% or $76,076 at 6%.
Castle Valley Consultants Inc. 401(K) Profit Sharing Plan-21$273,121$191,712$9,129iApproximate average salary by contribution assumption: employee only about $228,229 at 4% or $152,152 at 6%; with 50% employer match about $152,152 at 4% or $101,435 at 6%; with 100% employer match about $114,114 at 4% or $76,076 at 6%.
2001120$95,682$98,833$4,942iApproximate average salary by contribution assumption: employee only about $123,541 at 4% or $82,361 at 6%; with 50% employer match about $82,361 at 4% or $54,907 at 6%; with 100% employer match about $61,771 at 4% or $41,180 at 6%.
Castle Valley Consultants Inc. 401(K) Profit Sharing Plan-20$95,682$98,833$4,942iApproximate average salary by contribution assumption: employee only about $123,541 at 4% or $82,361 at 6%; with 50% employer match about $82,361 at 4% or $54,907 at 6%; with 100% employer match about $61,771 at 4% or $41,180 at 6%.