Civic Intelligence

Sand Castle Investments LLC

Plan context: Sand Castle Investments LLC 401(K) Retirement Plan

EIN 39-2017200 • Brookfield, WI • 19 filings • 2 plans

175 W. Patrick BlvdBrookfield, WI 53005
Current Snapshot

Latest Year

2024

2024 Participants

69

2024 Assets

$6,658,257

2024 Contributions

$446,565

Historical Graphs

Total Assets Over Time

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

$6,658,257$3,329,129$0200620152024YearValue
$6,658,257Latest year 2024

Participants Over Time

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

73370200620152024YearValue
69Latest 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
2024169$6,658,257$446,565$6,472iApproximate average salary by contribution assumption: employee only about $161,799 at 4% or $107,866 at 6%; with 50% employer match about $107,866 at 4% or $71,911 at 6%; with 100% employer match about $80,899 at 4% or $53,933 at 6%.
Sand Castle Investments LLC 401(K) Retirement Plan-69$6,658,257$446,565$6,472iApproximate average salary by contribution assumption: employee only about $161,799 at 4% or $107,866 at 6%; with 50% employer match about $107,866 at 4% or $71,911 at 6%; with 100% employer match about $80,899 at 4% or $53,933 at 6%.
2023162$5,865,691$369,070$5,953iApproximate average salary by contribution assumption: employee only about $148,819 at 4% or $99,212 at 6%; with 50% employer match about $99,212 at 4% or $66,142 at 6%; with 100% employer match about $74,409 at 4% or $49,606 at 6%.
Sand Castle Investments LLC 401(K) Retirement Plan-62$5,865,691$369,070$5,953iApproximate average salary by contribution assumption: employee only about $148,819 at 4% or $99,212 at 6%; with 50% employer match about $99,212 at 4% or $66,142 at 6%; with 100% employer match about $74,409 at 4% or $49,606 at 6%.
2022151$4,766,796$275,444$5,401iApproximate average salary by contribution assumption: employee only about $135,022 at 4% or $90,014 at 6%; with 50% employer match about $90,014 at 4% or $60,010 at 6%; with 100% employer match about $67,511 at 4% or $45,007 at 6%.
Sand Castle Investments LLC 401(K) Retirement Plan-51$4,766,796$275,444$5,401iApproximate average salary by contribution assumption: employee only about $135,022 at 4% or $90,014 at 6%; with 50% employer match about $90,014 at 4% or $60,010 at 6%; with 100% employer match about $67,511 at 4% or $45,007 at 6%.
2021145$5,574,270$276,833$6,152iApproximate average salary by contribution assumption: employee only about $153,796 at 4% or $102,531 at 6%; with 50% employer match about $102,531 at 4% or $68,354 at 6%; with 100% employer match about $76,898 at 4% or $51,265 at 6%.
Sand Castle Investments LLC 401(K) Retirement Plan-45$5,574,270$276,833$6,152iApproximate average salary by contribution assumption: employee only about $153,796 at 4% or $102,531 at 6%; with 50% employer match about $102,531 at 4% or $68,354 at 6%; with 100% employer match about $76,898 at 4% or $51,265 at 6%.
2020148$4,791,911$277,822$5,788iApproximate average salary by contribution assumption: employee only about $144,699 at 4% or $96,466 at 6%; with 50% employer match about $96,466 at 4% or $64,311 at 6%; with 100% employer match about $72,349 at 4% or $48,233 at 6%.
Sand Castle Investments LLC 401(K) Retirement Plan-48$4,791,911$277,822$5,788iApproximate average salary by contribution assumption: employee only about $144,699 at 4% or $96,466 at 6%; with 50% employer match about $96,466 at 4% or $64,311 at 6%; with 100% employer match about $72,349 at 4% or $48,233 at 6%.
2019159$4,646,572$333,441$5,652iApproximate average salary by contribution assumption: employee only about $141,289 at 4% or $94,192 at 6%; with 50% employer match about $94,192 at 4% or $62,795 at 6%; with 100% employer match about $70,644 at 4% or $47,096 at 6%.
Sand Castle Investments LLC 401(K) Retirement Plan-59$4,646,572$333,441$5,652iApproximate average salary by contribution assumption: employee only about $141,289 at 4% or $94,192 at 6%; with 50% employer match about $94,192 at 4% or $62,795 at 6%; with 100% employer match about $70,644 at 4% or $47,096 at 6%.
2018161$3,549,766$451,603$7,403iApproximate average salary by contribution assumption: employee only about $185,083 at 4% or $123,389 at 6%; with 50% employer match about $123,389 at 4% or $82,259 at 6%; with 100% employer match about $92,542 at 4% or $61,694 at 6%.
Sand Castle Investments LLC 401(K) Retirement Plan-61$3,549,766$451,603$7,403iApproximate average salary by contribution assumption: employee only about $185,083 at 4% or $123,389 at 6%; with 50% employer match about $123,389 at 4% or $82,259 at 6%; with 100% employer match about $92,542 at 4% or $61,694 at 6%.
2017163$3,407,448$277,515$4,405iApproximate average salary by contribution assumption: employee only about $110,125 at 4% or $73,417 at 6%; with 50% employer match about $73,417 at 4% or $48,944 at 6%; with 100% employer match about $55,063 at 4% or $36,708 at 6%.
Sand Castle Investments LLC 401(K) Retirement Plan-63$3,407,448$277,515$4,405iApproximate average salary by contribution assumption: employee only about $110,125 at 4% or $73,417 at 6%; with 50% employer match about $73,417 at 4% or $48,944 at 6%; with 100% employer match about $55,063 at 4% or $36,708 at 6%.
2016173$2,997,635$302,843$4,149iApproximate average salary by contribution assumption: employee only about $103,713 at 4% or $69,142 at 6%; with 50% employer match about $69,142 at 4% or $46,095 at 6%; with 100% employer match about $51,857 at 4% or $34,571 at 6%.
Sand Castle Investments LLC 401(K) Retirement Plan-73$2,997,635$302,843$4,149iApproximate average salary by contribution assumption: employee only about $103,713 at 4% or $69,142 at 6%; with 50% employer match about $69,142 at 4% or $46,095 at 6%; with 100% employer match about $51,857 at 4% or $34,571 at 6%.
2015150$2,507,247$415,579$8,312iApproximate average salary by contribution assumption: employee only about $207,790 at 4% or $138,526 at 6%; with 50% employer match about $138,526 at 4% or $92,351 at 6%; with 100% employer match about $103,895 at 4% or $69,263 at 6%.
Sand Castle Investments LLC 401(K) Retirement Plan-50$2,507,247$415,579$8,312iApproximate average salary by contribution assumption: employee only about $207,790 at 4% or $138,526 at 6%; with 50% employer match about $138,526 at 4% or $92,351 at 6%; with 100% employer match about $103,895 at 4% or $69,263 at 6%.
2014144$2,209,729$226,862$5,156iApproximate average salary by contribution assumption: employee only about $128,899 at 4% or $85,933 at 6%; with 50% employer match about $85,933 at 4% or $57,288 at 6%; with 100% employer match about $64,449 at 4% or $42,966 at 6%.
Sand Castle Investments LLC 401(K) Retirement Plan-44$2,209,729$226,862$5,156iApproximate average salary by contribution assumption: employee only about $128,899 at 4% or $85,933 at 6%; with 50% employer match about $85,933 at 4% or $57,288 at 6%; with 100% employer match about $64,449 at 4% or $42,966 at 6%.
2013138$1,910,259$215,187$5,663iApproximate average salary by contribution assumption: employee only about $141,570 at 4% or $94,380 at 6%; with 50% employer match about $94,380 at 4% or $62,920 at 6%; with 100% employer match about $70,785 at 4% or $47,190 at 6%.
Sand Castle Investments LLC 401(K) Retirement Plan-38$1,910,259$215,187$5,663iApproximate average salary by contribution assumption: employee only about $141,570 at 4% or $94,380 at 6%; with 50% employer match about $94,380 at 4% or $62,920 at 6%; with 100% employer match about $70,785 at 4% or $47,190 at 6%.
2012137$1,549,618$289,009$7,811iApproximate average salary by contribution assumption: employee only about $195,276 at 4% or $130,184 at 6%; with 50% employer match about $130,184 at 4% or $86,789 at 6%; with 100% employer match about $97,638 at 4% or $65,092 at 6%.
Sand Castle Investments LLC 401(K) Retirement Plan-37$1,549,618$289,009$7,811iApproximate average salary by contribution assumption: employee only about $195,276 at 4% or $130,184 at 6%; with 50% employer match about $130,184 at 4% or $86,789 at 6%; with 100% employer match about $97,638 at 4% or $65,092 at 6%.
2011137$1,134,724$279,416$7,552iApproximate average salary by contribution assumption: employee only about $188,795 at 4% or $125,863 at 6%; with 50% employer match about $125,863 at 4% or $83,909 at 6%; with 100% employer match about $94,397 at 4% or $62,932 at 6%.
Sand Castle Investments LLC 401(K) Retirement Plan-37$1,134,724$279,416$7,552iApproximate average salary by contribution assumption: employee only about $188,795 at 4% or $125,863 at 6%; with 50% employer match about $125,863 at 4% or $83,909 at 6%; with 100% employer match about $94,397 at 4% or $62,932 at 6%.
2010141$923,765$237,676$5,797iApproximate average salary by contribution assumption: employee only about $144,924 at 4% or $96,616 at 6%; with 50% employer match about $96,616 at 4% or $64,411 at 6%; with 100% employer match about $72,462 at 4% or $48,308 at 6%.
Sand Castle Investments LLC 401(K) Retirement Plan-41$923,765$237,676$5,797iApproximate average salary by contribution assumption: employee only about $144,924 at 4% or $96,616 at 6%; with 50% employer match about $96,616 at 4% or $64,411 at 6%; with 100% employer match about $72,462 at 4% or $48,308 at 6%.
2009135$603,627$174,066$4,973iApproximate average salary by contribution assumption: employee only about $124,333 at 4% or $82,889 at 6%; with 50% employer match about $82,889 at 4% or $55,259 at 6%; with 100% employer match about $62,166 at 4% or $41,444 at 6%.
Sand Castle Investments LLC 401(K) Retirement Plan-35$603,627$174,066$4,973iApproximate average salary by contribution assumption: employee only about $124,333 at 4% or $82,889 at 6%; with 50% employer match about $82,889 at 4% or $55,259 at 6%; with 100% employer match about $62,166 at 4% or $41,444 at 6%.
2008126$323,158$137,735$5,298iApproximate average salary by contribution assumption: employee only about $132,438 at 4% or $88,292 at 6%; with 50% employer match about $88,292 at 4% or $58,861 at 6%; with 100% employer match about $66,219 at 4% or $44,146 at 6%.
Sand Castle Investments LLC 401(K) Retirement Plan-26$323,158$137,735$5,298iApproximate average salary by contribution assumption: employee only about $132,438 at 4% or $88,292 at 6%; with 50% employer match about $88,292 at 4% or $58,861 at 6%; with 100% employer match about $66,219 at 4% or $44,146 at 6%.
2007123$309,942$107,672$4,681iApproximate average salary by contribution assumption: employee only about $117,035 at 4% or $78,023 at 6%; with 50% employer match about $78,023 at 4% or $52,015 at 6%; with 100% employer match about $58,517 at 4% or $39,012 at 6%.
Sand Castle Investments LLC 401(K) Retirement Plan-23$309,942$107,672$4,681iApproximate average salary by contribution assumption: employee only about $117,035 at 4% or $78,023 at 6%; with 50% employer match about $78,023 at 4% or $52,015 at 6%; with 100% employer match about $58,517 at 4% or $39,012 at 6%.
2006116$201,008$105,406$6,588iApproximate average salary by contribution assumption: employee only about $164,697 at 4% or $109,798 at 6%; with 50% employer match about $109,798 at 4% or $73,199 at 6%; with 100% employer match about $82,348 at 4% or $54,899 at 6%.
Sand Castle Investments LLC 401(K) Retirement Plan-16$201,008$105,406$6,588iApproximate average salary by contribution assumption: employee only about $164,697 at 4% or $109,798 at 6%; with 50% employer match about $109,798 at 4% or $73,199 at 6%; with 100% employer match about $82,348 at 4% or $54,899 at 6%.