Civic Intelligence

Castalia Advisors LLC

Plan context: Castalia Advisors LLC Profit Sharing 401(K) Plan

EIN 30-0208528 • Pound Ridge, NY • 18 filings • 2 plans

11 Apple Tree LanePound Ridge, NY 10576-2338
Current Snapshot

Latest Year

2024

2024 Participants

3

2024 Assets

$1,620,076

2024 Contributions

$213,272

Historical Graphs

Total Assets Over Time

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

$2,238,293$1,119,147$0200920172024YearValue
$1,620,076Latest year 2024

Participants Over Time

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

420200720162024YearValue
3Latest 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
202413$1,620,076$0-
Castalia Advisors LLC Profit Sharing 401(K) Plan-3$1,620,076--
202313$1,577,012$0-
Castalia Advisors LLC Profit Sharing 401(K) Plan-3$1,577,012--
202213$1,464,281$0-
Castalia Advisors LLC Profit Sharing 401(K) Plan-3$1,464,281$0-
202113$1,426,719$0-
Castalia Advisors LLC Profit Sharing 401(K) Plan-3$1,426,719--
202013$1,390,702$0-
Castalia Advisors LLC Profit Sharing 401(K) Plan-3$1,390,702--
201913$1,328,779$213,272$71,091iApproximate average salary by contribution assumption: employee only about $1,777,267 at 4% or $1,184,844 at 6%; with 50% employer match about $1,184,844 at 4% or $789,896 at 6%; with 100% employer match about $888,633 at 4% or $592,422 at 6%.
Castalia Advisors LLC Profit Sharing 401(K) Plan-3$1,328,779$213,272$71,091iApproximate average salary by contribution assumption: employee only about $1,777,267 at 4% or $1,184,844 at 6%; with 50% employer match about $1,184,844 at 4% or $789,896 at 6%; with 100% employer match about $888,633 at 4% or $592,422 at 6%.
201813$1,251,714$0-
Castalia Advisors LLC Profit Sharing 401(K) Plan-3$1,251,714--
201713$1,327,505$0-
Castalia Advisors LLC Profit Sharing 401(K) Plan-3$1,327,505--
201613$1,201,899$0-
Castalia Advisors LLC Profit Sharing 401(K) Plan-3$1,201,899--
201513$1,615,911$0-
Castalia Advisors LLC Profit Sharing 401(K) Plan-3$1,615,911$0-
201413$1,708,927$100$33iApproximate average salary by contribution assumption: employee only about $833 at 4% or $556 at 6%; with 50% employer match about $556 at 4% or $370 at 6%; with 100% employer match about $417 at 4% or $278 at 6%.
Castalia Advisors LLC Profit Sharing 401(K) Plan-3$1,708,927$100$33iApproximate average salary by contribution assumption: employee only about $833 at 4% or $556 at 6%; with 50% employer match about $556 at 4% or $370 at 6%; with 100% employer match about $417 at 4% or $278 at 6%.
201313$2,132,155$1,600$533iApproximate average salary by contribution assumption: employee only about $13,333 at 4% or $8,889 at 6%; with 50% employer match about $8,889 at 4% or $5,926 at 6%; with 100% employer match about $6,667 at 4% or $4,444 at 6%.
Castalia Advisors LLC Profit Sharing 401(K) Plan-3$2,132,155$1,600$533iApproximate average salary by contribution assumption: employee only about $13,333 at 4% or $8,889 at 6%; with 50% employer match about $8,889 at 4% or $5,926 at 6%; with 100% employer match about $6,667 at 4% or $4,444 at 6%.
201213$2,238,293$1,784,881$594,960iApproximate average salary by contribution assumption: employee only about $14,874,008 at 4% or $9,916,006 at 6%; with 50% employer match about $9,916,006 at 4% or $6,610,670 at 6%; with 100% employer match about $7,437,004 at 4% or $4,958,003 at 6%.
Castalia Advisors LLC Profit Sharing 401(K) Plan-3$2,238,293$1,784,881$594,960iApproximate average salary by contribution assumption: employee only about $14,874,008 at 4% or $9,916,006 at 6%; with 50% employer match about $9,916,006 at 4% or $6,610,670 at 6%; with 100% employer match about $7,437,004 at 4% or $4,958,003 at 6%.
201113$400,709$27,161$9,054iApproximate average salary by contribution assumption: employee only about $226,342 at 4% or $150,894 at 6%; with 50% employer match about $150,894 at 4% or $100,596 at 6%; with 100% employer match about $113,171 at 4% or $75,447 at 6%.
Castalia Advisors LLC Profit Sharing 401(K) Plan-3$400,709$27,161$9,054iApproximate average salary by contribution assumption: employee only about $226,342 at 4% or $150,894 at 6%; with 50% employer match about $150,894 at 4% or $100,596 at 6%; with 100% employer match about $113,171 at 4% or $75,447 at 6%.
201014$596,024$83,320$20,830iApproximate average salary by contribution assumption: employee only about $520,750 at 4% or $347,167 at 6%; with 50% employer match about $347,167 at 4% or $231,444 at 6%; with 100% employer match about $260,375 at 4% or $173,583 at 6%.
Castalia Advisors LLC Profit Sharing 401(K) Plan-4$596,024$83,320$20,830iApproximate average salary by contribution assumption: employee only about $520,750 at 4% or $347,167 at 6%; with 50% employer match about $347,167 at 4% or $231,444 at 6%; with 100% employer match about $260,375 at 4% or $173,583 at 6%.
200914$466,532$72,104$18,026iApproximate average salary by contribution assumption: employee only about $450,650 at 4% or $300,433 at 6%; with 50% employer match about $300,433 at 4% or $200,289 at 6%; with 100% employer match about $225,325 at 4% or $150,217 at 6%.
Castalia Advisors LLC Profit Sharing 401(K) Plan-4$466,532$72,104$18,026iApproximate average salary by contribution assumption: employee only about $450,650 at 4% or $300,433 at 6%; with 50% employer match about $300,433 at 4% or $200,289 at 6%; with 100% employer match about $225,325 at 4% or $150,217 at 6%.
200813$0$0-
Castalia Advisors LLC Profit Sharing 401(K) Plan-3---
200713$0$0-
Castalia Advisors LLC Profit Sharing 401(K) Plan-3---