Civic Intelligence

Castle Branch

Plan context: Castle Branch Inc. 401(K) Plan

EIN 56-2169613 • Wilmington, NC • 56 filings • 9 plans

1844 Sir Tyler DriveWilmington, NC 28405
Current Snapshot

Latest Year

2024

2024 Participants

54

2024 Assets

$7,784,739

2024 Contributions

$328,556

Historical Graphs

Total Assets Over Time

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

$8,998,806$4,499,403$0200220122022YearValue
$7,784,739Latest year 2022

Participants Over Time

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

3961980200020122024YearValue
54Latest 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
2024354$0$0-
Castle Branch Group Dental, Life and Disability Plan-54---
Castle Branch Group Medical Plan-43---
Castle Branch Group Vision Plan-41---
20234283$0$328,556$1,161iApproximate average salary by contribution assumption: employee only about $29,024 at 4% or $19,350 at 6%; with 50% employer match about $19,350 at 4% or $12,900 at 6%; with 100% employer match about $14,512 at 4% or $9,675 at 6%.
Castle Branch Group Dental, Life and Disability Plan-283---
Castle Branch Group Medical Plan-204---
Castle Branch Group Vision Plan-236---
Castle Branch Inc. 401(K) Plan-0-$328,556-
20224351$7,784,739$1,418,611$4,042iApproximate average salary by contribution assumption: employee only about $101,041 at 4% or $67,360 at 6%; with 50% employer match about $67,360 at 4% or $44,907 at 6%; with 100% employer match about $50,520 at 4% or $33,680 at 6%.
Castle Branch Inc. 401(K) Plan-350$7,784,739$1,418,611$4,053iApproximate average salary by contribution assumption: employee only about $101,329 at 4% or $67,553 at 6%; with 50% employer match about $67,553 at 4% or $45,035 at 6%; with 100% employer match about $50,665 at 4% or $33,776 at 6%.
Castle Branch Group Dental, Life and Disability Plan-351---
Castle Branch Group Medical Plan-261---
Castle Branch Group Vision Plan-258---
20214360$8,998,806$1,359,748$3,777iApproximate average salary by contribution assumption: employee only about $94,427 at 4% or $62,951 at 6%; with 50% employer match about $62,951 at 4% or $41,968 at 6%; with 100% employer match about $47,213 at 4% or $31,476 at 6%.
Castle Branch Inc. 401(K) Plan-337$8,998,806$1,359,748$4,035iApproximate average salary by contribution assumption: employee only about $100,872 at 4% or $67,248 at 6%; with 50% employer match about $67,248 at 4% or $44,832 at 6%; with 100% employer match about $50,436 at 4% or $33,624 at 6%.
Castle Branch Group Dental, Life and Disability Plan-360---
Castle Branch Group Medical Plan-265---
Castle Branch Group Vision Plan-233---
20204396$7,242,106$1,181,781$2,984iApproximate average salary by contribution assumption: employee only about $74,607 at 4% or $49,738 at 6%; with 50% employer match about $49,738 at 4% or $33,159 at 6%; with 100% employer match about $37,304 at 4% or $24,869 at 6%.
Castle Branch Inc. 401(K) Plan-396$7,242,106$1,181,781$2,984iApproximate average salary by contribution assumption: employee only about $74,607 at 4% or $49,738 at 6%; with 50% employer match about $49,738 at 4% or $33,159 at 6%; with 100% employer match about $37,304 at 4% or $24,869 at 6%.
Castle Branch Group Medical Plan-321---
Castle Branch Group Vision Plan-277---
Castle Branch Group Dental, Life and Disability Plan-360---
20194319$5,603,529$1,075,925$3,373iApproximate average salary by contribution assumption: employee only about $84,320 at 4% or $56,213 at 6%; with 50% employer match about $56,213 at 4% or $37,476 at 6%; with 100% employer match about $42,160 at 4% or $28,107 at 6%.
Castle Branch Inc. 401(K) Plan-319$5,603,529$1,075,925$3,373iApproximate average salary by contribution assumption: employee only about $84,320 at 4% or $56,213 at 6%; with 50% employer match about $56,213 at 4% or $37,476 at 6%; with 100% employer match about $42,160 at 4% or $28,107 at 6%.
Castle Branch Group Dental, Life and Disability Plan-265---
Castle Branch Group Medical Plan-259---
Castle Branch Group Vision Plan-211---
20183348$4,064,886$903,099$2,595iApproximate average salary by contribution assumption: employee only about $64,878 at 4% or $43,252 at 6%; with 50% employer match about $43,252 at 4% or $28,835 at 6%; with 100% employer match about $32,439 at 4% or $21,626 at 6%.
Castle Branch Inc. 401(K) Plan-348$4,064,886$903,099$2,595iApproximate average salary by contribution assumption: employee only about $64,878 at 4% or $43,252 at 6%; with 50% employer match about $43,252 at 4% or $28,835 at 6%; with 100% employer match about $32,439 at 4% or $21,626 at 6%.
Castle Branch Group Dental, Life and Disability Plan-282---
Castle Branch Group Medical Plan-270---
20173332$4,155,759$836,293$2,519iApproximate average salary by contribution assumption: employee only about $62,974 at 4% or $41,983 at 6%; with 50% employer match about $41,983 at 4% or $27,988 at 6%; with 100% employer match about $31,487 at 4% or $20,991 at 6%.
Castle Branch Inc. 401(K) Plan-332$4,155,759$836,293$2,519iApproximate average salary by contribution assumption: employee only about $62,974 at 4% or $41,983 at 6%; with 50% employer match about $41,983 at 4% or $27,988 at 6%; with 100% employer match about $31,487 at 4% or $20,991 at 6%.
Castle Branch Group Dental, Life and Disability Plan-270---
Castle Branch Group Medical Plan-269---
20163271$3,124,907$601,083$2,218iApproximate average salary by contribution assumption: employee only about $55,450 at 4% or $36,967 at 6%; with 50% employer match about $36,967 at 4% or $24,645 at 6%; with 100% employer match about $27,725 at 4% or $18,483 at 6%.
Castle Branch Inc. 401(K) Plan-271$3,124,907$601,083$2,218iApproximate average salary by contribution assumption: employee only about $55,450 at 4% or $36,967 at 6%; with 50% employer match about $36,967 at 4% or $24,645 at 6%; with 100% employer match about $27,725 at 4% or $18,483 at 6%.
Castle Branch Group Medical Plan-248---
Castle Branch Group Dental, Life and Disability Plan-244---
20153257$2,809,152$450,814$1,754iApproximate average salary by contribution assumption: employee only about $43,854 at 4% or $29,236 at 6%; with 50% employer match about $29,236 at 4% or $19,490 at 6%; with 100% employer match about $21,927 at 4% or $14,618 at 6%.
Castle Branch Inc. 401(K) Plan-180$2,809,152$450,814$2,505iApproximate average salary by contribution assumption: employee only about $62,613 at 4% or $41,742 at 6%; with 50% employer match about $41,742 at 4% or $27,828 at 6%; with 100% employer match about $31,307 at 4% or $20,871 at 6%.
Castle Branch Group Dental, Life and Disability Plan-257---
Castle Branch Group Medical Plan-224---
20143206$2,850,486$420,206$2,040iApproximate average salary by contribution assumption: employee only about $50,996 at 4% or $33,997 at 6%; with 50% employer match about $33,997 at 4% or $22,665 at 6%; with 100% employer match about $25,498 at 4% or $16,999 at 6%.
Castle Branch Inc. 401(K) Plan-168$2,850,486$420,206$2,501iApproximate average salary by contribution assumption: employee only about $62,531 at 4% or $41,687 at 6%; with 50% employer match about $41,687 at 4% or $27,791 at 6%; with 100% employer match about $31,265 at 4% or $20,844 at 6%.
Castle Branch Group Dental, Life and Disability Plan-198---
Castle Branch Group Medical Plan-206---
20133164$2,342,377$371,340$2,264iApproximate average salary by contribution assumption: employee only about $56,607 at 4% or $37,738 at 6%; with 50% employer match about $37,738 at 4% or $25,159 at 6%; with 100% employer match about $28,303 at 4% or $18,869 at 6%.
Castle Branch Inc. 401(K) Plan-126$2,342,377$371,340$2,947iApproximate average salary by contribution assumption: employee only about $73,679 at 4% or $49,119 at 6%; with 50% employer match about $49,119 at 4% or $32,746 at 6%; with 100% employer match about $36,839 at 4% or $24,560 at 6%.
Castle Branch Group Dental, Life and Disability Plan-164---
Castle Branch Group Medical Plan-153---
20123159$1,756,344$281,135$1,768iApproximate average salary by contribution assumption: employee only about $44,204 at 4% or $29,469 at 6%; with 50% employer match about $29,469 at 4% or $19,646 at 6%; with 100% employer match about $22,102 at 4% or $14,735 at 6%.
Castle Branch Inc. 401(K) Plan-92$1,756,344$281,135$3,056iApproximate average salary by contribution assumption: employee only about $76,395 at 4% or $50,930 at 6%; with 50% employer match about $50,930 at 4% or $33,954 at 6%; with 100% employer match about $38,198 at 4% or $25,465 at 6%.
Castle Branch Group Dental, Life and Disability Plan-159---
Castle Branch Group Medical Plan-135---
2011180$1,355,205$264,530$3,307iApproximate average salary by contribution assumption: employee only about $82,666 at 4% or $55,110 at 6%; with 50% employer match about $55,110 at 4% or $36,740 at 6%; with 100% employer match about $41,333 at 4% or $27,555 at 6%.
Castle Branch Inc. 401(K) Plan-80$1,355,205$264,530$3,307iApproximate average salary by contribution assumption: employee only about $82,666 at 4% or $55,110 at 6%; with 50% employer match about $55,110 at 4% or $36,740 at 6%; with 100% employer match about $41,333 at 4% or $27,555 at 6%.
2010176$1,333,236$213,388$2,808iApproximate average salary by contribution assumption: employee only about $70,193 at 4% or $46,796 at 6%; with 50% employer match about $46,796 at 4% or $31,197 at 6%; with 100% employer match about $35,097 at 4% or $23,398 at 6%.
Castle Branch Inc. 401(K) Plan-76$1,333,236$213,388$2,808iApproximate average salary by contribution assumption: employee only about $70,193 at 4% or $46,796 at 6%; with 50% employer match about $46,796 at 4% or $31,197 at 6%; with 100% employer match about $35,097 at 4% or $23,398 at 6%.
2009159$1,043,327$199,427$3,380iApproximate average salary by contribution assumption: employee only about $84,503 at 4% or $56,335 at 6%; with 50% employer match about $56,335 at 4% or $37,557 at 6%; with 100% employer match about $42,251 at 4% or $28,168 at 6%.
Castle Branch Inc. 401(K) Plan-59$1,043,327$199,427$3,380iApproximate average salary by contribution assumption: employee only about $84,503 at 4% or $56,335 at 6%; with 50% employer match about $56,335 at 4% or $37,557 at 6%; with 100% employer match about $42,251 at 4% or $28,168 at 6%.
2008158$751,597$296,275$5,108iApproximate average salary by contribution assumption: employee only about $127,705 at 4% or $85,136 at 6%; with 50% employer match about $85,136 at 4% or $56,758 at 6%; with 100% employer match about $63,852 at 4% or $42,568 at 6%.
Castle Branch Inc. 401(K) Plan-58$751,597$296,275$5,108iApproximate average salary by contribution assumption: employee only about $127,705 at 4% or $85,136 at 6%; with 50% employer match about $85,136 at 4% or $56,758 at 6%; with 100% employer match about $63,852 at 4% or $42,568 at 6%.
2007143$883,796$281,836$6,554iApproximate average salary by contribution assumption: employee only about $163,858 at 4% or $109,239 at 6%; with 50% employer match about $109,239 at 4% or $72,826 at 6%; with 100% employer match about $81,929 at 4% or $54,619 at 6%.
Castle Branch Inc. 401(K) Plan-43$883,796$281,836$6,554iApproximate average salary by contribution assumption: employee only about $163,858 at 4% or $109,239 at 6%; with 50% employer match about $109,239 at 4% or $72,826 at 6%; with 100% employer match about $81,929 at 4% or $54,619 at 6%.
2006146$745,632$264,162$5,743iApproximate average salary by contribution assumption: employee only about $143,566 at 4% or $95,711 at 6%; with 50% employer match about $95,711 at 4% or $63,807 at 6%; with 100% employer match about $71,783 at 4% or $47,855 at 6%.
Castle Branch Inc. 401(K) Plan-46$745,632$264,162$5,743iApproximate average salary by contribution assumption: employee only about $143,566 at 4% or $95,711 at 6%; with 50% employer match about $95,711 at 4% or $63,807 at 6%; with 100% employer match about $71,783 at 4% or $47,855 at 6%.
2005152$542,269$243,218$4,677iApproximate average salary by contribution assumption: employee only about $116,932 at 4% or $77,954 at 6%; with 50% employer match about $77,954 at 4% or $51,970 at 6%; with 100% employer match about $58,466 at 4% or $38,977 at 6%.
Castle Branch Inc. 401(K) Plan-52$542,269$243,218$4,677iApproximate average salary by contribution assumption: employee only about $116,932 at 4% or $77,954 at 6%; with 50% employer match about $77,954 at 4% or $51,970 at 6%; with 100% employer match about $58,466 at 4% or $38,977 at 6%.
2004154$294,309$169,271$3,135iApproximate average salary by contribution assumption: employee only about $78,366 at 4% or $52,244 at 6%; with 50% employer match about $52,244 at 4% or $34,829 at 6%; with 100% employer match about $39,183 at 4% or $26,122 at 6%.
Castle Branch Inc. 401(K) Plan-54$294,309$169,271$3,135iApproximate average salary by contribution assumption: employee only about $78,366 at 4% or $52,244 at 6%; with 50% employer match about $52,244 at 4% or $34,829 at 6%; with 100% employer match about $39,183 at 4% or $26,122 at 6%.
2003118$115,454$20,542$1,141iApproximate average salary by contribution assumption: employee only about $28,531 at 4% or $19,020 at 6%; with 50% employer match about $19,020 at 4% or $12,680 at 6%; with 100% employer match about $14,265 at 4% or $9,510 at 6%.
Castle Branch Inc. 401(K) Plan-18$115,454$20,542$1,141iApproximate average salary by contribution assumption: employee only about $28,531 at 4% or $19,020 at 6%; with 50% employer match about $19,020 at 4% or $12,680 at 6%; with 100% employer match about $14,265 at 4% or $9,510 at 6%.
2002113$82,236$14,212$1,093iApproximate average salary by contribution assumption: employee only about $27,331 at 4% or $18,221 at 6%; with 50% employer match about $18,221 at 4% or $12,147 at 6%; with 100% employer match about $13,665 at 4% or $9,110 at 6%.
Castle Branch Inc. 401(K) Plan-13$82,236$14,212$1,093iApproximate average salary by contribution assumption: employee only about $27,331 at 4% or $18,221 at 6%; with 50% employer match about $18,221 at 4% or $12,147 at 6%; with 100% employer match about $13,665 at 4% or $9,110 at 6%.
2001112$0$0-
Castle Branch Inc. 401(K) Plan-12---
2000120$0$0-
Castle Branch Inc. 401(K) Plan-20---