Newcastle Mortgage LLC
Plan context: Newcastle Mortgage LLC 401(K) Plan
EIN 74-2846447 • Albuquerque, NM • 22 filings • 2 plans
Current Snapshot
Latest Year
2025
2025 Participants
2
2025 Assets
$831,339
2025 Contributions
$6,801
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 | 2 | $831,339 | $6,801 | $3,401iApproximate average salary by contribution assumption: employee only about $85,013 at 4% or $56,675 at 6%; with 50% employer match about $56,675 at 4% or $37,783 at 6%; with 100% employer match about $42,506 at 4% or $28,338 at 6%. |
| Newcastle Mortgage LLC 401(K) Plan | - | 2 | $831,339 | $6,801 | $3,401iApproximate average salary by contribution assumption: employee only about $85,013 at 4% or $56,675 at 6%; with 50% employer match about $56,675 at 4% or $37,783 at 6%; with 100% employer match about $42,506 at 4% or $28,338 at 6%. |
| 2024 | 1 | 2 | $737,125 | $5,084 | $2,542iApproximate average salary by contribution assumption: employee only about $63,550 at 4% or $42,367 at 6%; with 50% employer match about $42,367 at 4% or $28,244 at 6%; with 100% employer match about $31,775 at 4% or $21,183 at 6%. |
| Newcastle Mortgage LLC 401(K) Plan | - | 2 | $737,125 | $5,084 | $2,542iApproximate average salary by contribution assumption: employee only about $63,550 at 4% or $42,367 at 6%; with 50% employer match about $42,367 at 4% or $28,244 at 6%; with 100% employer match about $31,775 at 4% or $21,183 at 6%. |
| 2023 | 1 | 2 | $626,775 | $3,272 | $1,636iApproximate average salary by contribution assumption: employee only about $40,900 at 4% or $27,267 at 6%; with 50% employer match about $27,267 at 4% or $18,178 at 6%; with 100% employer match about $20,450 at 4% or $13,633 at 6%. |
| Newcastle Mortgage LLC 401(K) Plan | - | 2 | $626,775 | $3,272 | $1,636iApproximate average salary by contribution assumption: employee only about $40,900 at 4% or $27,267 at 6%; with 50% employer match about $27,267 at 4% or $18,178 at 6%; with 100% employer match about $20,450 at 4% or $13,633 at 6%. |
| 2022 | 1 | 2 | $521,791 | $9,518 | $4,759iApproximate average salary by contribution assumption: employee only about $118,975 at 4% or $79,317 at 6%; with 50% employer match about $79,317 at 4% or $52,878 at 6%; with 100% employer match about $59,488 at 4% or $39,658 at 6%. |
| Newcastle Mortgage LLC 401(K) Plan | - | 2 | $521,791 | $9,518 | $4,759iApproximate average salary by contribution assumption: employee only about $118,975 at 4% or $79,317 at 6%; with 50% employer match about $79,317 at 4% or $52,878 at 6%; with 100% employer match about $59,488 at 4% or $39,658 at 6%. |
| 2021 | 1 | 3 | $695,745 | $16,616 | $5,539iApproximate average salary by contribution assumption: employee only about $138,467 at 4% or $92,311 at 6%; with 50% employer match about $92,311 at 4% or $61,541 at 6%; with 100% employer match about $69,233 at 4% or $46,156 at 6%. |
| Newcastle Mortgage LLC 401(K) Plan | - | 3 | $695,745 | $16,616 | $5,539iApproximate average salary by contribution assumption: employee only about $138,467 at 4% or $92,311 at 6%; with 50% employer match about $92,311 at 4% or $61,541 at 6%; with 100% employer match about $69,233 at 4% or $46,156 at 6%. |
| 2020 | 1 | 3 | $587,815 | $17,430 | $5,810iApproximate average salary by contribution assumption: employee only about $145,250 at 4% or $96,833 at 6%; with 50% employer match about $96,833 at 4% or $64,556 at 6%; with 100% employer match about $72,625 at 4% or $48,417 at 6%. |
| Newcastle Mortgage LLC 401(K) Plan | - | 3 | $587,815 | $17,430 | $5,810iApproximate average salary by contribution assumption: employee only about $145,250 at 4% or $96,833 at 6%; with 50% employer match about $96,833 at 4% or $64,556 at 6%; with 100% employer match about $72,625 at 4% or $48,417 at 6%. |
| 2019 | 1 | 3 | $455,408 | $12,631 | $4,210iApproximate average salary by contribution assumption: employee only about $105,258 at 4% or $70,172 at 6%; with 50% employer match about $70,172 at 4% or $46,781 at 6%; with 100% employer match about $52,629 at 4% or $35,086 at 6%. |
| Newcastle Mortgage LLC 401(K) Plan | - | 3 | $455,408 | $12,631 | $4,210iApproximate average salary by contribution assumption: employee only about $105,258 at 4% or $70,172 at 6%; with 50% employer match about $70,172 at 4% or $46,781 at 6%; with 100% employer match about $52,629 at 4% or $35,086 at 6%. |
| 2018 | 1 | 3 | $349,656 | $6,628 | $2,209iApproximate average salary by contribution assumption: employee only about $55,233 at 4% or $36,822 at 6%; with 50% employer match about $36,822 at 4% or $24,548 at 6%; with 100% employer match about $27,617 at 4% or $18,411 at 6%. |
| Newcastle Mortgage LLC 401(K) Plan | - | 3 | $349,656 | $6,628 | $2,209iApproximate average salary by contribution assumption: employee only about $55,233 at 4% or $36,822 at 6%; with 50% employer match about $36,822 at 4% or $24,548 at 6%; with 100% employer match about $27,617 at 4% or $18,411 at 6%. |
| 2017 | 1 | 3 | $377,250 | $8,831 | $2,944iApproximate average salary by contribution assumption: employee only about $73,592 at 4% or $49,061 at 6%; with 50% employer match about $49,061 at 4% or $32,707 at 6%; with 100% employer match about $36,796 at 4% or $24,531 at 6%. |
| Newcastle Mortgage LLC 401(K) Plan | - | 3 | $377,250 | $8,831 | $2,944iApproximate average salary by contribution assumption: employee only about $73,592 at 4% or $49,061 at 6%; with 50% employer match about $49,061 at 4% or $32,707 at 6%; with 100% employer match about $36,796 at 4% or $24,531 at 6%. |
| 2016 | 1 | 3 | $298,507 | $11,803 | $3,934iApproximate average salary by contribution assumption: employee only about $98,358 at 4% or $65,572 at 6%; with 50% employer match about $65,572 at 4% or $43,715 at 6%; with 100% employer match about $49,179 at 4% or $32,786 at 6%. |
| Newcastle Mortgage LLC 401(K) Plan | - | 3 | $298,507 | $11,803 | $3,934iApproximate average salary by contribution assumption: employee only about $98,358 at 4% or $65,572 at 6%; with 50% employer match about $65,572 at 4% or $43,715 at 6%; with 100% employer match about $49,179 at 4% or $32,786 at 6%. |
| 2015 | 1 | 2 | $276,963 | $10,701 | $5,351iApproximate average salary by contribution assumption: employee only about $133,763 at 4% or $89,175 at 6%; with 50% employer match about $89,175 at 4% or $59,450 at 6%; with 100% employer match about $66,881 at 4% or $44,588 at 6%. |
| Newcastle Mortgage LLC 401(K) Plan | - | 2 | $276,963 | $10,701 | $5,351iApproximate average salary by contribution assumption: employee only about $133,763 at 4% or $89,175 at 6%; with 50% employer match about $89,175 at 4% or $59,450 at 6%; with 100% employer match about $66,881 at 4% or $44,588 at 6%. |
| 2014 | 1 | 2 | $270,396 | $9,635 | $4,818iApproximate average salary by contribution assumption: employee only about $120,438 at 4% or $80,292 at 6%; with 50% employer match about $80,292 at 4% or $53,528 at 6%; with 100% employer match about $60,219 at 4% or $40,146 at 6%. |
| Newcastle Mortgage LLC 401(K) Plan | - | 2 | $270,396 | $9,635 | $4,818iApproximate average salary by contribution assumption: employee only about $120,438 at 4% or $80,292 at 6%; with 50% employer match about $80,292 at 4% or $53,528 at 6%; with 100% employer match about $60,219 at 4% or $40,146 at 6%. |
| 2013 | 1 | 3 | $401,777 | $12,195 | $4,065iApproximate average salary by contribution assumption: employee only about $101,625 at 4% or $67,750 at 6%; with 50% employer match about $67,750 at 4% or $45,167 at 6%; with 100% employer match about $50,813 at 4% or $33,875 at 6%. |
| Newcastle Mortgage LLC 401(K) Plan | - | 3 | $401,777 | $12,195 | $4,065iApproximate average salary by contribution assumption: employee only about $101,625 at 4% or $67,750 at 6%; with 50% employer match about $67,750 at 4% or $45,167 at 6%; with 100% employer match about $50,813 at 4% or $33,875 at 6%. |
| 2012 | 1 | 4 | $316,373 | $13,178 | $3,295iApproximate average salary by contribution assumption: employee only about $82,363 at 4% or $54,908 at 6%; with 50% employer match about $54,908 at 4% or $36,606 at 6%; with 100% employer match about $41,181 at 4% or $27,454 at 6%. |
| Newcastle Mortgage LLC 401(K) Plan | - | 4 | $316,373 | $13,178 | $3,295iApproximate average salary by contribution assumption: employee only about $82,363 at 4% or $54,908 at 6%; with 50% employer match about $54,908 at 4% or $36,606 at 6%; with 100% employer match about $41,181 at 4% or $27,454 at 6%. |
| 2011 | 1 | 4 | $272,927 | $9,241 | $2,310iApproximate average salary by contribution assumption: employee only about $57,756 at 4% or $38,504 at 6%; with 50% employer match about $38,504 at 4% or $25,669 at 6%; with 100% employer match about $28,878 at 4% or $19,252 at 6%. |
| Newcastle Mortgage LLC 401(K) Plan | - | 4 | $272,927 | $9,241 | $2,310iApproximate average salary by contribution assumption: employee only about $57,756 at 4% or $38,504 at 6%; with 50% employer match about $38,504 at 4% or $25,669 at 6%; with 100% employer match about $28,878 at 4% or $19,252 at 6%. |
| 2010 | 1 | 6 | $389,684 | $28,608 | $4,768iApproximate average salary by contribution assumption: employee only about $119,200 at 4% or $79,467 at 6%; with 50% employer match about $79,467 at 4% or $52,978 at 6%; with 100% employer match about $59,600 at 4% or $39,733 at 6%. |
| Newcastle Mortgage LLC 401(K) Plan | - | 6 | $389,684 | $28,608 | $4,768iApproximate average salary by contribution assumption: employee only about $119,200 at 4% or $79,467 at 6%; with 50% employer match about $79,467 at 4% or $52,978 at 6%; with 100% employer match about $59,600 at 4% or $39,733 at 6%. |
| 2009 | 1 | 6 | $311,865 | $60,497 | $10,083iApproximate average salary by contribution assumption: employee only about $252,071 at 4% or $168,047 at 6%; with 50% employer match about $168,047 at 4% or $112,031 at 6%; with 100% employer match about $126,035 at 4% or $84,024 at 6%. |
| Newcastle Mortgage LLC 401(K) Plan | - | 6 | $311,865 | $60,497 | $10,083iApproximate average salary by contribution assumption: employee only about $252,071 at 4% or $168,047 at 6%; with 50% employer match about $168,047 at 4% or $112,031 at 6%; with 100% employer match about $126,035 at 4% or $84,024 at 6%. |
| 2008 | 1 | 7 | $249,856 | $69,838 | $9,977iApproximate average salary by contribution assumption: employee only about $249,421 at 4% or $166,281 at 6%; with 50% employer match about $166,281 at 4% or $110,854 at 6%; with 100% employer match about $124,711 at 4% or $83,140 at 6%. |
| Newcastle Mortgage LLC 401(K) Plan | - | 7 | $249,856 | $69,838 | $9,977iApproximate average salary by contribution assumption: employee only about $249,421 at 4% or $166,281 at 6%; with 50% employer match about $166,281 at 4% or $110,854 at 6%; with 100% employer match about $124,711 at 4% or $83,140 at 6%. |
| 2007 | 1 | 7 | $340,946 | $78,987 | $11,284iApproximate average salary by contribution assumption: employee only about $282,096 at 4% or $188,064 at 6%; with 50% employer match about $188,064 at 4% or $125,376 at 6%; with 100% employer match about $141,048 at 4% or $94,032 at 6%. |
| Newcastle Mortgage LLC 401(K) Plan | - | 7 | $340,946 | $78,987 | $11,284iApproximate average salary by contribution assumption: employee only about $282,096 at 4% or $188,064 at 6%; with 50% employer match about $188,064 at 4% or $125,376 at 6%; with 100% employer match about $141,048 at 4% or $94,032 at 6%. |
| 2006 | 1 | 7 | $236,510 | $92,996 | $13,285iApproximate average salary by contribution assumption: employee only about $332,129 at 4% or $221,419 at 6%; with 50% employer match about $221,419 at 4% or $147,613 at 6%; with 100% employer match about $166,064 at 4% or $110,710 at 6%. |
| Newcastle Mortgage LLC 401(K) Plan | - | 7 | $236,510 | $92,996 | $13,285iApproximate average salary by contribution assumption: employee only about $332,129 at 4% or $221,419 at 6%; with 50% employer match about $221,419 at 4% or $147,613 at 6%; with 100% employer match about $166,064 at 4% or $110,710 at 6%. |
| 2005 | 1 | 8 | $142,392 | $80,373 | $10,047iApproximate average salary by contribution assumption: employee only about $251,166 at 4% or $167,444 at 6%; with 50% employer match about $167,444 at 4% or $111,629 at 6%; with 100% employer match about $125,583 at 4% or $83,722 at 6%. |
| Newcastle Mortgage LLC 401(K) Plan | - | 8 | $142,392 | $80,373 | $10,047iApproximate average salary by contribution assumption: employee only about $251,166 at 4% or $167,444 at 6%; with 50% employer match about $167,444 at 4% or $111,629 at 6%; with 100% employer match about $125,583 at 4% or $83,722 at 6%. |
| 2004 | 1 | 8 | $78,478 | $74,132 | $9,267iApproximate average salary by contribution assumption: employee only about $231,663 at 4% or $154,442 at 6%; with 50% employer match about $154,442 at 4% or $102,961 at 6%; with 100% employer match about $115,831 at 4% or $77,221 at 6%. |
| Newcastle Mortgage LLC 401(K) Plan | - | 8 | $78,478 | $74,132 | $9,267iApproximate average salary by contribution assumption: employee only about $231,663 at 4% or $154,442 at 6%; with 50% employer match about $154,442 at 4% or $102,961 at 6%; with 100% employer match about $115,831 at 4% or $77,221 at 6%. |