Civic Intelligence

Castle Investment Co Inc

Plan context: Castle Investment Co. Inc 401K Plan

EIN 39-1145927 • San Diego, CA • 13 filings • 1 plans

1761 Hotel Circle South Ste 240San Diego, CA 92108
Current Snapshot

Latest Year

2025

2025 Participants

11

2025 Assets

$1,201,379

2025 Contributions

$78,022

Historical Graphs

Total Assets Over Time

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

$1,201,379$600,690$0201320192025YearValue
$1,201,379Latest year 2025

Participants Over Time

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

1160201320192025YearValue
11Latest year 2025

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
2025111$1,201,379$78,022$7,093iApproximate average salary by contribution assumption: employee only about $177,323 at 4% or $118,215 at 6%; with 50% employer match about $118,215 at 4% or $78,810 at 6%; with 100% employer match about $88,661 at 4% or $59,108 at 6%.
Castle Investment Co. Inc 401K Plan-11$1,201,379$78,022$7,093iApproximate average salary by contribution assumption: employee only about $177,323 at 4% or $118,215 at 6%; with 50% employer match about $118,215 at 4% or $78,810 at 6%; with 100% employer match about $88,661 at 4% or $59,108 at 6%.
2024111$1,002,870$79,006$7,182iApproximate average salary by contribution assumption: employee only about $179,559 at 4% or $119,706 at 6%; with 50% employer match about $119,706 at 4% or $79,804 at 6%; with 100% employer match about $89,780 at 4% or $59,853 at 6%.
Castle Investment Co. Inc 401K Plan-11$1,002,870$79,006$7,182iApproximate average salary by contribution assumption: employee only about $179,559 at 4% or $119,706 at 6%; with 50% employer match about $119,706 at 4% or $79,804 at 6%; with 100% employer match about $89,780 at 4% or $59,853 at 6%.
2023111$852,806$123,312$11,210iApproximate average salary by contribution assumption: employee only about $280,255 at 4% or $186,836 at 6%; with 50% employer match about $186,836 at 4% or $124,558 at 6%; with 100% employer match about $140,127 at 4% or $93,418 at 6%.
Castle Investment Co. Inc 401K Plan-11$852,806$123,312$11,210iApproximate average salary by contribution assumption: employee only about $280,255 at 4% or $186,836 at 6%; with 50% employer match about $186,836 at 4% or $124,558 at 6%; with 100% employer match about $140,127 at 4% or $93,418 at 6%.
2022111$643,527$59,873$5,443iApproximate average salary by contribution assumption: employee only about $136,075 at 4% or $90,717 at 6%; with 50% employer match about $90,717 at 4% or $60,478 at 6%; with 100% employer match about $68,038 at 4% or $45,358 at 6%.
Castle Investment Co. Inc 401K Plan-11$643,527$59,873$5,443iApproximate average salary by contribution assumption: employee only about $136,075 at 4% or $90,717 at 6%; with 50% employer match about $90,717 at 4% or $60,478 at 6%; with 100% employer match about $68,038 at 4% or $45,358 at 6%.
202119$689,336$64,458$7,162iApproximate average salary by contribution assumption: employee only about $179,050 at 4% or $119,367 at 6%; with 50% employer match about $119,367 at 4% or $79,578 at 6%; with 100% employer match about $89,525 at 4% or $59,683 at 6%.
Castle Investment Co. Inc 401K Plan-9$689,336$64,458$7,162iApproximate average salary by contribution assumption: employee only about $179,050 at 4% or $119,367 at 6%; with 50% employer match about $119,367 at 4% or $79,578 at 6%; with 100% employer match about $89,525 at 4% or $59,683 at 6%.
202017$566,297$58,787$8,398iApproximate average salary by contribution assumption: employee only about $209,954 at 4% or $139,969 at 6%; with 50% employer match about $139,969 at 4% or $93,313 at 6%; with 100% employer match about $104,977 at 4% or $69,985 at 6%.
Castle Investment Co. Inc 401K Plan-7$566,297$58,787$8,398iApproximate average salary by contribution assumption: employee only about $209,954 at 4% or $139,969 at 6%; with 50% employer match about $139,969 at 4% or $93,313 at 6%; with 100% employer match about $104,977 at 4% or $69,985 at 6%.
201917$445,153$61,270$8,753iApproximate average salary by contribution assumption: employee only about $218,821 at 4% or $145,881 at 6%; with 50% employer match about $145,881 at 4% or $97,254 at 6%; with 100% employer match about $109,411 at 4% or $72,940 at 6%.
Castle Investment Co. Inc 401K Plan-7$445,153$61,270$8,753iApproximate average salary by contribution assumption: employee only about $218,821 at 4% or $145,881 at 6%; with 50% employer match about $145,881 at 4% or $97,254 at 6%; with 100% employer match about $109,411 at 4% or $72,940 at 6%.
201814$320,367$55,969$13,992iApproximate average salary by contribution assumption: employee only about $349,806 at 4% or $233,204 at 6%; with 50% employer match about $233,204 at 4% or $155,469 at 6%; with 100% employer match about $174,903 at 4% or $116,602 at 6%.
Castle Investment Co. Inc 401K Plan-4$320,367$55,969$13,992iApproximate average salary by contribution assumption: employee only about $349,806 at 4% or $233,204 at 6%; with 50% employer match about $233,204 at 4% or $155,469 at 6%; with 100% employer match about $174,903 at 4% or $116,602 at 6%.
201712$284,296$57,120$28,560iApproximate average salary by contribution assumption: employee only about $714,000 at 4% or $476,000 at 6%; with 50% employer match about $476,000 at 4% or $317,333 at 6%; with 100% employer match about $357,000 at 4% or $238,000 at 6%.
Castle Investment Co. Inc 401K Plan-2$284,296$57,120$28,560iApproximate average salary by contribution assumption: employee only about $714,000 at 4% or $476,000 at 6%; with 50% employer match about $476,000 at 4% or $317,333 at 6%; with 100% employer match about $357,000 at 4% or $238,000 at 6%.
201612$197,615$51,750$25,875iApproximate average salary by contribution assumption: employee only about $646,875 at 4% or $431,250 at 6%; with 50% employer match about $431,250 at 4% or $287,500 at 6%; with 100% employer match about $323,438 at 4% or $215,625 at 6%.
Castle Investment Co. Inc 401K Plan-2$197,615$51,750$25,875iApproximate average salary by contribution assumption: employee only about $646,875 at 4% or $431,250 at 6%; with 50% employer match about $431,250 at 4% or $287,500 at 6%; with 100% employer match about $323,438 at 4% or $215,625 at 6%.
201512$135,484$55,503$27,752iApproximate average salary by contribution assumption: employee only about $693,788 at 4% or $462,525 at 6%; with 50% employer match about $462,525 at 4% or $308,350 at 6%; with 100% employer match about $346,894 at 4% or $231,263 at 6%.
Castle Investment Co. Inc 401K Plan-2$135,484$55,503$27,752iApproximate average salary by contribution assumption: employee only about $693,788 at 4% or $462,525 at 6%; with 50% employer match about $462,525 at 4% or $308,350 at 6%; with 100% employer match about $346,894 at 4% or $231,263 at 6%.
201412$82,573$32,525$16,263iApproximate average salary by contribution assumption: employee only about $406,563 at 4% or $271,042 at 6%; with 50% employer match about $271,042 at 4% or $180,694 at 6%; with 100% employer match about $203,281 at 4% or $135,521 at 6%.
Castle Investment Co. Inc 401K Plan-2$82,573$32,525$16,263iApproximate average salary by contribution assumption: employee only about $406,563 at 4% or $271,042 at 6%; with 50% employer match about $271,042 at 4% or $180,694 at 6%; with 100% employer match about $203,281 at 4% or $135,521 at 6%.
201312$45,627$42,541$21,271iApproximate average salary by contribution assumption: employee only about $531,763 at 4% or $354,508 at 6%; with 50% employer match about $354,508 at 4% or $236,339 at 6%; with 100% employer match about $265,881 at 4% or $177,254 at 6%.
Castle Investment Co. Inc 401K Plan-2$45,627$42,541$21,271iApproximate average salary by contribution assumption: employee only about $531,763 at 4% or $354,508 at 6%; with 50% employer match about $354,508 at 4% or $236,339 at 6%; with 100% employer match about $265,881 at 4% or $177,254 at 6%.