Civic Intelligence

Castle Financial Management LLC

Plan context: Castle Financial Management LLC 401(K) Plan

EIN 37-1489407 • Teaneck, NJ • 18 filings • 2 plans

300 Frank W Burr BlvdSuite 37Teaneck, NJ 07666
Current Snapshot

Latest Year

2024

2024 Participants

18

2024 Assets

$8,433,571

2024 Contributions

$527,246

Historical Graphs

Total Assets Over Time

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

$8,433,571$4,216,786$0200620162024YearValue
$8,433,571Latest year 2024

Participants Over Time

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

19100200620162024YearValue
18Latest 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
2024118$8,433,571$527,246$29,291iApproximate average salary by contribution assumption: employee only about $732,286 at 4% or $488,191 at 6%; with 50% employer match about $488,191 at 4% or $325,460 at 6%; with 100% employer match about $366,143 at 4% or $244,095 at 6%.
Castle Financial Management LLC 401(K) Plan-18$8,433,571$527,246$29,291iApproximate average salary by contribution assumption: employee only about $732,286 at 4% or $488,191 at 6%; with 50% employer match about $488,191 at 4% or $325,460 at 6%; with 100% employer match about $366,143 at 4% or $244,095 at 6%.
2023118$6,643,757$480,849$26,714iApproximate average salary by contribution assumption: employee only about $667,846 at 4% or $445,231 at 6%; with 50% employer match about $445,231 at 4% or $296,820 at 6%; with 100% employer match about $333,923 at 4% or $222,615 at 6%.
Castle Financial Management LLC 401(K) Plan-18$6,643,757$480,849$26,714iApproximate average salary by contribution assumption: employee only about $667,846 at 4% or $445,231 at 6%; with 50% employer match about $445,231 at 4% or $296,820 at 6%; with 100% employer match about $333,923 at 4% or $222,615 at 6%.
2022118$4,992,433$442,265$24,570iApproximate average salary by contribution assumption: employee only about $614,257 at 4% or $409,505 at 6%; with 50% employer match about $409,505 at 4% or $273,003 at 6%; with 100% employer match about $307,128 at 4% or $204,752 at 6%.
Castle Financial Management LLC 401(K) Plan-18$4,992,433$442,265$24,570iApproximate average salary by contribution assumption: employee only about $614,257 at 4% or $409,505 at 6%; with 50% employer match about $409,505 at 4% or $273,003 at 6%; with 100% employer match about $307,128 at 4% or $204,752 at 6%.
2021118$5,891,110$498,258$27,681iApproximate average salary by contribution assumption: employee only about $692,025 at 4% or $461,350 at 6%; with 50% employer match about $461,350 at 4% or $307,567 at 6%; with 100% employer match about $346,013 at 4% or $230,675 at 6%.
Castle Financial Management LLC 401(K) Plan-18$5,891,110$498,258$27,681iApproximate average salary by contribution assumption: employee only about $692,025 at 4% or $461,350 at 6%; with 50% employer match about $461,350 at 4% or $307,567 at 6%; with 100% employer match about $346,013 at 4% or $230,675 at 6%.
2020119$4,492,257$374,500$19,711iApproximate average salary by contribution assumption: employee only about $492,763 at 4% or $328,509 at 6%; with 50% employer match about $328,509 at 4% or $219,006 at 6%; with 100% employer match about $246,382 at 4% or $164,254 at 6%.
Castle Financial Management LLC 401(K) Plan-19$4,492,257$374,500$19,711iApproximate average salary by contribution assumption: employee only about $492,763 at 4% or $328,509 at 6%; with 50% employer match about $328,509 at 4% or $219,006 at 6%; with 100% employer match about $246,382 at 4% or $164,254 at 6%.
2019117$3,497,091$303,657$17,862iApproximate average salary by contribution assumption: employee only about $446,554 at 4% or $297,703 at 6%; with 50% employer match about $297,703 at 4% or $198,469 at 6%; with 100% employer match about $223,277 at 4% or $148,851 at 6%.
Castle Financial Management LLC 401(K) Plan-17$3,497,091$303,657$17,862iApproximate average salary by contribution assumption: employee only about $446,554 at 4% or $297,703 at 6%; with 50% employer match about $297,703 at 4% or $198,469 at 6%; with 100% employer match about $223,277 at 4% or $148,851 at 6%.
2018118$2,539,731$306,238$17,013iApproximate average salary by contribution assumption: employee only about $425,331 at 4% or $283,554 at 6%; with 50% employer match about $283,554 at 4% or $189,036 at 6%; with 100% employer match about $212,665 at 4% or $141,777 at 6%.
Castle Financial Management LLC 401(K) Plan-18$2,539,731$306,238$17,013iApproximate average salary by contribution assumption: employee only about $425,331 at 4% or $283,554 at 6%; with 50% employer match about $283,554 at 4% or $189,036 at 6%; with 100% employer match about $212,665 at 4% or $141,777 at 6%.
2017117$2,411,643$225,208$13,248iApproximate average salary by contribution assumption: employee only about $331,188 at 4% or $220,792 at 6%; with 50% employer match about $220,792 at 4% or $147,195 at 6%; with 100% employer match about $165,594 at 4% or $110,396 at 6%.
Castle Financial Management LLC 401(K) Plan-17$2,411,643$225,208$13,248iApproximate average salary by contribution assumption: employee only about $331,188 at 4% or $220,792 at 6%; with 50% employer match about $220,792 at 4% or $147,195 at 6%; with 100% employer match about $165,594 at 4% or $110,396 at 6%.
2016113$1,810,019$156,922$12,071iApproximate average salary by contribution assumption: employee only about $301,773 at 4% or $201,182 at 6%; with 50% employer match about $201,182 at 4% or $134,121 at 6%; with 100% employer match about $150,887 at 4% or $100,591 at 6%.
Castle Financial Management LLC 401(K) Plan-13$1,810,019$156,922$12,071iApproximate average salary by contribution assumption: employee only about $301,773 at 4% or $201,182 at 6%; with 50% employer match about $201,182 at 4% or $134,121 at 6%; with 100% employer match about $150,887 at 4% or $100,591 at 6%.
2015115$1,507,086$144,301$9,620iApproximate average salary by contribution assumption: employee only about $240,502 at 4% or $160,334 at 6%; with 50% employer match about $160,334 at 4% or $106,890 at 6%; with 100% employer match about $120,251 at 4% or $80,167 at 6%.
Castle Financial Management LLC 401(K) Plan-15$1,507,086$144,301$9,620iApproximate average salary by contribution assumption: employee only about $240,502 at 4% or $160,334 at 6%; with 50% employer match about $160,334 at 4% or $106,890 at 6%; with 100% employer match about $120,251 at 4% or $80,167 at 6%.
2014111$1,390,643$115,906$10,537iApproximate average salary by contribution assumption: employee only about $263,423 at 4% or $175,615 at 6%; with 50% employer match about $175,615 at 4% or $117,077 at 6%; with 100% employer match about $131,711 at 4% or $87,808 at 6%.
Castle Financial Management LLC 401(K) Plan-11$1,390,643$115,906$10,537iApproximate average salary by contribution assumption: employee only about $263,423 at 4% or $175,615 at 6%; with 50% employer match about $175,615 at 4% or $117,077 at 6%; with 100% employer match about $131,711 at 4% or $87,808 at 6%.
2013112$1,163,130$486,255$40,521iApproximate average salary by contribution assumption: employee only about $1,013,031 at 4% or $675,354 at 6%; with 50% employer match about $675,354 at 4% or $450,236 at 6%; with 100% employer match about $506,516 at 4% or $337,677 at 6%.
Castle Financial Management LLC 401(K) Plan-12$1,163,130$486,255$40,521iApproximate average salary by contribution assumption: employee only about $1,013,031 at 4% or $675,354 at 6%; with 50% employer match about $675,354 at 4% or $450,236 at 6%; with 100% employer match about $506,516 at 4% or $337,677 at 6%.
2012112$506,070$121,949$10,162iApproximate average salary by contribution assumption: employee only about $254,060 at 4% or $169,374 at 6%; with 50% employer match about $169,374 at 4% or $112,916 at 6%; with 100% employer match about $127,030 at 4% or $84,687 at 6%.
Castle Financial Management LLC 401(K) Plan-12$506,070$121,949$10,162iApproximate average salary by contribution assumption: employee only about $254,060 at 4% or $169,374 at 6%; with 50% employer match about $169,374 at 4% or $112,916 at 6%; with 100% employer match about $127,030 at 4% or $84,687 at 6%.
201117$331,247$71,444$10,206iApproximate average salary by contribution assumption: employee only about $255,157 at 4% or $170,105 at 6%; with 50% employer match about $170,105 at 4% or $113,403 at 6%; with 100% employer match about $127,579 at 4% or $85,052 at 6%.
Castle Financial Management LLC 401(K) Plan-7$331,247$71,444$10,206iApproximate average salary by contribution assumption: employee only about $255,157 at 4% or $170,105 at 6%; with 50% employer match about $170,105 at 4% or $113,403 at 6%; with 100% employer match about $127,579 at 4% or $85,052 at 6%.
201016$284,110$108,983$18,164iApproximate average salary by contribution assumption: employee only about $454,096 at 4% or $302,731 at 6%; with 50% employer match about $302,731 at 4% or $201,820 at 6%; with 100% employer match about $227,048 at 4% or $151,365 at 6%.
Castle Financial Management LLC 401(K) Plan-6$284,110$108,983$18,164iApproximate average salary by contribution assumption: employee only about $454,096 at 4% or $302,731 at 6%; with 50% employer match about $302,731 at 4% or $201,820 at 6%; with 100% employer match about $227,048 at 4% or $151,365 at 6%.
200915$140,550$51,494$10,299iApproximate average salary by contribution assumption: employee only about $257,470 at 4% or $171,647 at 6%; with 50% employer match about $171,647 at 4% or $114,431 at 6%; with 100% employer match about $128,735 at 4% or $85,823 at 6%.
Castle Financial Management LLC 401(K) Plan-5$140,550$51,494$10,299iApproximate average salary by contribution assumption: employee only about $257,470 at 4% or $171,647 at 6%; with 50% employer match about $171,647 at 4% or $114,431 at 6%; with 100% employer match about $128,735 at 4% or $85,823 at 6%.
200714$0$0-
Castle Financial Management LLC 401(K) Plan-4---
200614$16,426$15,219$3,805iApproximate average salary by contribution assumption: employee only about $95,119 at 4% or $63,413 at 6%; with 50% employer match about $63,413 at 4% or $42,275 at 6%; with 100% employer match about $47,559 at 4% or $31,706 at 6%.
Castle Financial Management LLC 401(K) Plan-4$16,426$15,219$3,805iApproximate average salary by contribution assumption: employee only about $95,119 at 4% or $63,413 at 6%; with 50% employer match about $63,413 at 4% or $42,275 at 6%; with 100% employer match about $47,559 at 4% or $31,706 at 6%.