Civic Intelligence

Castle Inc.

Plan context: The Castle Inc. 401(K)

EIN 68-0103954 • Petaluma, CA • 23 filings • 6 plans

1364 N Mcdowell BlvdSuite 1Petaluma, CA 94954
Current Snapshot

Latest Year

2025

2025 Participants

13

2025 Assets

$1,910,305

2025 Contributions

$106,284

Historical Graphs

Total Assets Over Time

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

$1,910,305$955,153$0199920162025YearValue
$1,910,305Latest year 2025

Participants Over Time

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

1790199920152025YearValue
13Latest 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
2025113$1,910,305$106,284$8,176iApproximate average salary by contribution assumption: employee only about $204,392 at 4% or $136,262 at 6%; with 50% employer match about $136,262 at 4% or $90,841 at 6%; with 100% employer match about $102,196 at 4% or $68,131 at 6%.
The Castle Inc. 401(K)-13$1,910,305$106,284$8,176iApproximate average salary by contribution assumption: employee only about $204,392 at 4% or $136,262 at 6%; with 50% employer match about $136,262 at 4% or $90,841 at 6%; with 100% employer match about $102,196 at 4% or $68,131 at 6%.
2024111$1,591,242$113,517$10,320iApproximate average salary by contribution assumption: employee only about $257,993 at 4% or $171,995 at 6%; with 50% employer match about $171,995 at 4% or $114,664 at 6%; with 100% employer match about $128,997 at 4% or $85,998 at 6%.
The Castle Inc. 401(K)-11$1,591,242$113,517$10,320iApproximate average salary by contribution assumption: employee only about $257,993 at 4% or $171,995 at 6%; with 50% employer match about $171,995 at 4% or $114,664 at 6%; with 100% employer match about $128,997 at 4% or $85,998 at 6%.
2023117$1,366,559$128,846$7,579iApproximate average salary by contribution assumption: employee only about $189,479 at 4% or $126,320 at 6%; with 50% employer match about $126,320 at 4% or $84,213 at 6%; with 100% employer match about $94,740 at 4% or $63,160 at 6%.
The Castle Inc. 401(K)-17$1,366,559$128,846$7,579iApproximate average salary by contribution assumption: employee only about $189,479 at 4% or $126,320 at 6%; with 50% employer match about $126,320 at 4% or $84,213 at 6%; with 100% employer match about $94,740 at 4% or $63,160 at 6%.
2022117$1,075,693$236,666$13,922iApproximate average salary by contribution assumption: employee only about $348,038 at 4% or $232,025 at 6%; with 50% employer match about $232,025 at 4% or $154,684 at 6%; with 100% employer match about $174,019 at 4% or $116,013 at 6%.
The Castle Inc. 401(K)-17$1,075,693$236,666$13,922iApproximate average salary by contribution assumption: employee only about $348,038 at 4% or $232,025 at 6%; with 50% employer match about $232,025 at 4% or $154,684 at 6%; with 100% employer match about $174,019 at 4% or $116,013 at 6%.
2021115$1,090,845$111,114$7,408iApproximate average salary by contribution assumption: employee only about $185,190 at 4% or $123,460 at 6%; with 50% employer match about $123,460 at 4% or $82,307 at 6%; with 100% employer match about $92,595 at 4% or $61,730 at 6%.
The Castle Inc. 401(K)-15$1,090,845$111,114$7,408iApproximate average salary by contribution assumption: employee only about $185,190 at 4% or $123,460 at 6%; with 50% employer match about $123,460 at 4% or $82,307 at 6%; with 100% employer match about $92,595 at 4% or $61,730 at 6%.
2020111$870,635$105,712$9,610iApproximate average salary by contribution assumption: employee only about $240,255 at 4% or $160,170 at 6%; with 50% employer match about $160,170 at 4% or $106,780 at 6%; with 100% employer match about $120,127 at 4% or $80,085 at 6%.
The Castle Inc. 401(K)-11$870,635$105,712$9,610iApproximate average salary by contribution assumption: employee only about $240,255 at 4% or $160,170 at 6%; with 50% employer match about $160,170 at 4% or $106,780 at 6%; with 100% employer match about $120,127 at 4% or $80,085 at 6%.
2019113$711,752$59,130$4,548iApproximate average salary by contribution assumption: employee only about $113,712 at 4% or $75,808 at 6%; with 50% employer match about $75,808 at 4% or $50,538 at 6%; with 100% employer match about $56,856 at 4% or $37,904 at 6%.
The Castle Inc. 401(K)-13$711,752$59,130$4,548iApproximate average salary by contribution assumption: employee only about $113,712 at 4% or $75,808 at 6%; with 50% employer match about $75,808 at 4% or $50,538 at 6%; with 100% employer match about $56,856 at 4% or $37,904 at 6%.
2018115$551,141$47,180$3,145iApproximate average salary by contribution assumption: employee only about $78,633 at 4% or $52,422 at 6%; with 50% employer match about $52,422 at 4% or $34,948 at 6%; with 100% employer match about $39,317 at 4% or $26,211 at 6%.
The Castle Inc. 401(K)-15$551,141$47,180$3,145iApproximate average salary by contribution assumption: employee only about $78,633 at 4% or $52,422 at 6%; with 50% employer match about $52,422 at 4% or $34,948 at 6%; with 100% employer match about $39,317 at 4% or $26,211 at 6%.
2017112$546,264$94,039$7,837iApproximate average salary by contribution assumption: employee only about $195,915 at 4% or $130,610 at 6%; with 50% employer match about $130,610 at 4% or $87,073 at 6%; with 100% employer match about $97,957 at 4% or $65,305 at 6%.
The Castle Inc. 401(K)-12$546,264$94,039$7,837iApproximate average salary by contribution assumption: employee only about $195,915 at 4% or $130,610 at 6%; with 50% employer match about $130,610 at 4% or $87,073 at 6%; with 100% employer match about $97,957 at 4% or $65,305 at 6%.
2016114$413,899$100,123$7,152iApproximate average salary by contribution assumption: employee only about $178,791 at 4% or $119,194 at 6%; with 50% employer match about $119,194 at 4% or $79,463 at 6%; with 100% employer match about $89,396 at 4% or $59,597 at 6%.
The Castle Inc. 401(K)-14$413,899$100,123$7,152iApproximate average salary by contribution assumption: employee only about $178,791 at 4% or $119,194 at 6%; with 50% employer match about $119,194 at 4% or $79,463 at 6%; with 100% employer match about $89,396 at 4% or $59,597 at 6%.
2015110$282,995$115,328$11,533iApproximate average salary by contribution assumption: employee only about $288,320 at 4% or $192,213 at 6%; with 50% employer match about $192,213 at 4% or $128,142 at 6%; with 100% employer match about $144,160 at 4% or $96,107 at 6%.
The Castle Inc. 401(K)-10$282,995$115,328$11,533iApproximate average salary by contribution assumption: employee only about $288,320 at 4% or $192,213 at 6%; with 50% employer match about $192,213 at 4% or $128,142 at 6%; with 100% employer match about $144,160 at 4% or $96,107 at 6%.
2014110$182,397$7,858$786iApproximate average salary by contribution assumption: employee only about $19,645 at 4% or $13,097 at 6%; with 50% employer match about $13,097 at 4% or $8,731 at 6%; with 100% employer match about $9,823 at 4% or $6,548 at 6%.
THE CASTLE, INC. (2014)-10$182,397$7,858$786iApproximate average salary by contribution assumption: employee only about $19,645 at 4% or $13,097 at 6%; with 50% employer match about $13,097 at 4% or $8,731 at 6%; with 100% employer match about $9,823 at 4% or $6,548 at 6%.
2013110$179,168$73,346$7,335iApproximate average salary by contribution assumption: employee only about $183,365 at 4% or $122,243 at 6%; with 50% employer match about $122,243 at 4% or $81,496 at 6%; with 100% employer match about $91,683 at 4% or $61,122 at 6%.
The Castle Inc. 401(K)-10$179,168$73,346$7,335iApproximate average salary by contribution assumption: employee only about $183,365 at 4% or $122,243 at 6%; with 50% employer match about $122,243 at 4% or $81,496 at 6%; with 100% employer match about $91,683 at 4% or $61,122 at 6%.
2012110$87,333$11,972$1,197iApproximate average salary by contribution assumption: employee only about $29,930 at 4% or $19,953 at 6%; with 50% employer match about $19,953 at 4% or $13,302 at 6%; with 100% employer match about $14,965 at 4% or $9,977 at 6%.
The Castle Inc. 401(K)-10$87,333$11,972$1,197iApproximate average salary by contribution assumption: employee only about $29,930 at 4% or $19,953 at 6%; with 50% employer match about $19,953 at 4% or $13,302 at 6%; with 100% employer match about $14,965 at 4% or $9,977 at 6%.
2011110$68,395$3,582$358iApproximate average salary by contribution assumption: employee only about $8,955 at 4% or $5,970 at 6%; with 50% employer match about $5,970 at 4% or $3,980 at 6%; with 100% employer match about $4,478 at 4% or $2,985 at 6%.
The Castle Inc. 401(K)-10$68,395$3,582$358iApproximate average salary by contribution assumption: employee only about $8,955 at 4% or $5,970 at 6%; with 50% employer match about $5,970 at 4% or $3,980 at 6%; with 100% employer match about $4,478 at 4% or $2,985 at 6%.
201019$70,438$0-
The Castle Inc. 401(K)-9$70,438--
200919$58,739$1,888$210iApproximate average salary by contribution assumption: employee only about $5,244 at 4% or $3,496 at 6%; with 50% employer match about $3,496 at 4% or $2,331 at 6%; with 100% employer match about $2,622 at 4% or $1,748 at 6%.
The Castle Inc. 401(K)-9$58,739$1,888$210iApproximate average salary by contribution assumption: employee only about $5,244 at 4% or $3,496 at 6%; with 50% employer match about $3,496 at 4% or $2,331 at 6%; with 100% employer match about $2,622 at 4% or $1,748 at 6%.
2008110$0$0-
The Castle Inc. 401(K)-10---
200510$138,730$9,484-
The Castle Inc. 401(K)-0$138,730$9,484-
200419$122,324$17,807$1,979iApproximate average salary by contribution assumption: employee only about $49,464 at 4% or $32,976 at 6%; with 50% employer match about $32,976 at 4% or $21,984 at 6%; with 100% employer match about $24,732 at 4% or $16,488 at 6%.
The Castle Inc. 401(K)-9$122,324$17,807$1,979iApproximate average salary by contribution assumption: employee only about $49,464 at 4% or $32,976 at 6%; with 50% employer match about $32,976 at 4% or $21,984 at 6%; with 100% employer match about $24,732 at 4% or $16,488 at 6%.
200116$0$0-
The Castle Inc. 401(K)-6---
2000110$0$0-
The Castle Inc. 401(K)-10---
199919$94,218$55,389$6,154iApproximate average salary by contribution assumption: employee only about $153,858 at 4% or $102,572 at 6%; with 50% employer match about $102,572 at 4% or $68,381 at 6%; with 100% employer match about $76,929 at 4% or $51,286 at 6%.
The Castle Inc. 401(K)-9$94,218$55,389$6,154iApproximate average salary by contribution assumption: employee only about $153,858 at 4% or $102,572 at 6%; with 50% employer match about $102,572 at 4% or $68,381 at 6%; with 100% employer match about $76,929 at 4% or $51,286 at 6%.