Civic Intelligence

Casteel & Associates Inc.

Plan context: Casteel & Associates 401(K) P/S Plan

EIN 75-2360989 • Dallas, TX • 14 filings • 1 plans

11106 Morrison LnDallas, TX 75229
Current Snapshot

Latest Year

2024

2024 Participants

6

2024 Assets

$1,105,094

2024 Contributions

$71,418

Historical Graphs

Total Assets Over Time

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

$1,105,094$552,547$0201120182024YearValue
$1,105,094Latest year 2024

Participants Over Time

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

950201120182024YearValue
6Latest 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
202416$1,105,094$71,418$11,903iApproximate average salary by contribution assumption: employee only about $297,575 at 4% or $198,383 at 6%; with 50% employer match about $198,383 at 4% or $132,256 at 6%; with 100% employer match about $148,788 at 4% or $99,192 at 6%.
Casteel & Associates 401(K) P/S Plan-6$1,105,094$71,418$11,903iApproximate average salary by contribution assumption: employee only about $297,575 at 4% or $198,383 at 6%; with 50% employer match about $198,383 at 4% or $132,256 at 6%; with 100% employer match about $148,788 at 4% or $99,192 at 6%.
202319$935,800$63,598$7,066iApproximate average salary by contribution assumption: employee only about $176,661 at 4% or $117,774 at 6%; with 50% employer match about $117,774 at 4% or $78,516 at 6%; with 100% employer match about $88,331 at 4% or $58,887 at 6%.
Casteel & Associates 401(K) P/S Plan-9$935,800$63,598$7,066iApproximate average salary by contribution assumption: employee only about $176,661 at 4% or $117,774 at 6%; with 50% employer match about $117,774 at 4% or $78,516 at 6%; with 100% employer match about $88,331 at 4% or $58,887 at 6%.
202219$887,434$86,705$9,634iApproximate average salary by contribution assumption: employee only about $240,847 at 4% or $160,565 at 6%; with 50% employer match about $160,565 at 4% or $107,043 at 6%; with 100% employer match about $120,424 at 4% or $80,282 at 6%.
Casteel & Associates 401(K) P/S Plan-9$887,434$86,705$9,634iApproximate average salary by contribution assumption: employee only about $240,847 at 4% or $160,565 at 6%; with 50% employer match about $160,565 at 4% or $107,043 at 6%; with 100% employer match about $120,424 at 4% or $80,282 at 6%.
202118$954,177$83,799$10,475iApproximate average salary by contribution assumption: employee only about $261,872 at 4% or $174,581 at 6%; with 50% employer match about $174,581 at 4% or $116,388 at 6%; with 100% employer match about $130,936 at 4% or $87,291 at 6%.
Casteel & Associates 401(K) P/S Plan-8$954,177$83,799$10,475iApproximate average salary by contribution assumption: employee only about $261,872 at 4% or $174,581 at 6%; with 50% employer match about $174,581 at 4% or $116,388 at 6%; with 100% employer match about $130,936 at 4% or $87,291 at 6%.
202018$771,758$83,728$10,466iApproximate average salary by contribution assumption: employee only about $261,650 at 4% or $174,433 at 6%; with 50% employer match about $174,433 at 4% or $116,289 at 6%; with 100% employer match about $130,825 at 4% or $87,217 at 6%.
Casteel & Associates 401(K) P/S Plan-8$771,758$83,728$10,466iApproximate average salary by contribution assumption: employee only about $261,650 at 4% or $174,433 at 6%; with 50% employer match about $174,433 at 4% or $116,289 at 6%; with 100% employer match about $130,825 at 4% or $87,217 at 6%.
201919$646,528$77,065$8,563iApproximate average salary by contribution assumption: employee only about $214,069 at 4% or $142,713 at 6%; with 50% employer match about $142,713 at 4% or $95,142 at 6%; with 100% employer match about $107,035 at 4% or $71,356 at 6%.
Casteel & Associates 401(K) P/S Plan-9$646,528$77,065$8,563iApproximate average salary by contribution assumption: employee only about $214,069 at 4% or $142,713 at 6%; with 50% employer match about $142,713 at 4% or $95,142 at 6%; with 100% employer match about $107,035 at 4% or $71,356 at 6%.
201816$482,567$65,572$10,929iApproximate average salary by contribution assumption: employee only about $273,217 at 4% or $182,144 at 6%; with 50% employer match about $182,144 at 4% or $121,430 at 6%; with 100% employer match about $136,608 at 4% or $91,072 at 6%.
Casteel & Associates 401(K) P/S Plan-6$482,567$65,572$10,929iApproximate average salary by contribution assumption: employee only about $273,217 at 4% or $182,144 at 6%; with 50% employer match about $182,144 at 4% or $121,430 at 6%; with 100% employer match about $136,608 at 4% or $91,072 at 6%.
201715$436,694$63,720$12,744iApproximate average salary by contribution assumption: employee only about $318,600 at 4% or $212,400 at 6%; with 50% employer match about $212,400 at 4% or $141,600 at 6%; with 100% employer match about $159,300 at 4% or $106,200 at 6%.
Casteel & Associates 401(K) P/S Plan-5$436,694$63,720$12,744iApproximate average salary by contribution assumption: employee only about $318,600 at 4% or $212,400 at 6%; with 50% employer match about $212,400 at 4% or $141,600 at 6%; with 100% employer match about $159,300 at 4% or $106,200 at 6%.
201616$355,986$62,228$10,371iApproximate average salary by contribution assumption: employee only about $259,283 at 4% or $172,856 at 6%; with 50% employer match about $172,856 at 4% or $115,237 at 6%; with 100% employer match about $129,642 at 4% or $86,428 at 6%.
Casteel & Associates 401(K) P/S Plan-6$355,986$62,228$10,371iApproximate average salary by contribution assumption: employee only about $259,283 at 4% or $172,856 at 6%; with 50% employer match about $172,856 at 4% or $115,237 at 6%; with 100% employer match about $129,642 at 4% or $86,428 at 6%.
201516$273,025$62,038$10,340iApproximate average salary by contribution assumption: employee only about $258,492 at 4% or $172,328 at 6%; with 50% employer match about $172,328 at 4% or $114,885 at 6%; with 100% employer match about $129,246 at 4% or $86,164 at 6%.
Casteel & Associates 401(K) P/S Plan-6$273,025$62,038$10,340iApproximate average salary by contribution assumption: employee only about $258,492 at 4% or $172,328 at 6%; with 50% employer match about $172,328 at 4% or $114,885 at 6%; with 100% employer match about $129,246 at 4% or $86,164 at 6%.
201416$210,854$48,374$8,062iApproximate average salary by contribution assumption: employee only about $201,558 at 4% or $134,372 at 6%; with 50% employer match about $134,372 at 4% or $89,581 at 6%; with 100% employer match about $100,779 at 4% or $67,186 at 6%.
Casteel & Associates 401(K) P/S Plan-6$210,854$48,374$8,062iApproximate average salary by contribution assumption: employee only about $201,558 at 4% or $134,372 at 6%; with 50% employer match about $134,372 at 4% or $89,581 at 6%; with 100% employer match about $100,779 at 4% or $67,186 at 6%.
201316$151,564$42,448$7,075iApproximate average salary by contribution assumption: employee only about $176,867 at 4% or $117,911 at 6%; with 50% employer match about $117,911 at 4% or $78,607 at 6%; with 100% employer match about $88,433 at 4% or $58,956 at 6%.
Casteel & Associates 401(K) P/S Plan-6$151,564$42,448$7,075iApproximate average salary by contribution assumption: employee only about $176,867 at 4% or $117,911 at 6%; with 50% employer match about $117,911 at 4% or $78,607 at 6%; with 100% employer match about $88,433 at 4% or $58,956 at 6%.
201216$88,330$41,962$6,994iApproximate average salary by contribution assumption: employee only about $174,842 at 4% or $116,561 at 6%; with 50% employer match about $116,561 at 4% or $77,707 at 6%; with 100% employer match about $87,421 at 4% or $58,281 at 6%.
Casteel & Associates 401(K) P/S Plan-6$88,330$41,962$6,994iApproximate average salary by contribution assumption: employee only about $174,842 at 4% or $116,561 at 6%; with 50% employer match about $116,561 at 4% or $77,707 at 6%; with 100% employer match about $87,421 at 4% or $58,281 at 6%.
201116$39,365$39,560$6,593iApproximate average salary by contribution assumption: employee only about $164,833 at 4% or $109,889 at 6%; with 50% employer match about $109,889 at 4% or $73,259 at 6%; with 100% employer match about $82,417 at 4% or $54,944 at 6%.
Casteel & Associates 401(K) P/S Plan-6$39,365$39,560$6,593iApproximate average salary by contribution assumption: employee only about $164,833 at 4% or $109,889 at 6%; with 50% employer match about $109,889 at 4% or $73,259 at 6%; with 100% employer match about $82,417 at 4% or $54,944 at 6%.