Castlebar Asset Management
Plan context: Castlebar Asset Management 401(K) Plan
EIN 45-4530625 • Overland Park, KS • 5 filings • 1 plans
Current Snapshot
Latest Year
2025
2025 Participants
3
2025 Assets
$463,726
2025 Contributions
$70,254
Historical Graphs
Total Assets Over Time
Aggregate end-of-year assets by filing year, excluding zero-asset years
Participants Over Time
Largest reported end-of-year plan headcount by filing year, used to avoid double-counting participants across overlapping plans
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 / Filing | Filings | Participants | Assets | Contributions | Contrib./Participant |
|---|---|---|---|---|---|
| 2025 | 1 | 3 | $463,726 | $70,254 | $23,418iApproximate average salary by contribution assumption: employee only about $585,450 at 4% or $390,300 at 6%; with 50% employer match about $390,300 at 4% or $260,200 at 6%; with 100% employer match about $292,725 at 4% or $195,150 at 6%. |
| Castlebar Asset Management 401(K) Plan | - | 3 | $463,726 | $70,254 | $23,418iApproximate average salary by contribution assumption: employee only about $585,450 at 4% or $390,300 at 6%; with 50% employer match about $390,300 at 4% or $260,200 at 6%; with 100% employer match about $292,725 at 4% or $195,150 at 6%. |
| 2024 | 1 | 2 | $319,995 | $67,043 | $33,522iApproximate average salary by contribution assumption: employee only about $838,038 at 4% or $558,692 at 6%; with 50% employer match about $558,692 at 4% or $372,461 at 6%; with 100% employer match about $419,019 at 4% or $279,346 at 6%. |
| Castlebar Asset Management 401(K) Plan | - | 2 | $319,995 | $67,043 | $33,522iApproximate average salary by contribution assumption: employee only about $838,038 at 4% or $558,692 at 6%; with 50% employer match about $558,692 at 4% or $372,461 at 6%; with 100% employer match about $419,019 at 4% or $279,346 at 6%. |
| 2023 | 1 | 3 | $221,458 | $65,644 | $21,881iApproximate average salary by contribution assumption: employee only about $547,033 at 4% or $364,689 at 6%; with 50% employer match about $364,689 at 4% or $243,126 at 6%; with 100% employer match about $273,517 at 4% or $182,344 at 6%. |
| Castlebar Asset Management 401(K) Plan | - | 3 | $221,458 | $65,644 | $21,881iApproximate average salary by contribution assumption: employee only about $547,033 at 4% or $364,689 at 6%; with 50% employer match about $364,689 at 4% or $243,126 at 6%; with 100% employer match about $273,517 at 4% or $182,344 at 6%. |
| 2022 | 1 | 2 | $123,326 | $88,523 | $44,262iApproximate average salary by contribution assumption: employee only about $1,106,538 at 4% or $737,692 at 6%; with 50% employer match about $737,692 at 4% or $491,794 at 6%; with 100% employer match about $553,269 at 4% or $368,846 at 6%. |
| Castlebar Asset Management 401(K) Plan | - | 2 | $123,326 | $88,523 | $44,262iApproximate average salary by contribution assumption: employee only about $1,106,538 at 4% or $737,692 at 6%; with 50% employer match about $737,692 at 4% or $491,794 at 6%; with 100% employer match about $553,269 at 4% or $368,846 at 6%. |
| 2021 | 1 | 3 | $51,943 | $48,166 | $16,055iApproximate average salary by contribution assumption: employee only about $401,383 at 4% or $267,589 at 6%; with 50% employer match about $267,589 at 4% or $178,393 at 6%; with 100% employer match about $200,692 at 4% or $133,794 at 6%. |
| Castlebar Asset Management 401(K) Plan | - | 3 | $51,943 | $48,166 | $16,055iApproximate average salary by contribution assumption: employee only about $401,383 at 4% or $267,589 at 6%; with 50% employer match about $267,589 at 4% or $178,393 at 6%; with 100% employer match about $200,692 at 4% or $133,794 at 6%. |