Civic Intelligence

Castle Peak Capital Advisors, LLC

Plan context: Castle Peak Capital Advisors LLC Retirement Plan and Trust

EIN 80-0150688 • 11 filings • 1 plans

Current Snapshot

Latest Year

2021

2021 Participants

12

2021 Assets

$354,831

2021 Contributions

$144,573

Historical Graphs

Total Assets Over Time

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

$1,420,701$710,351$0200920142020YearValue
$354,831Latest year 2020

Participants Over Time

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

1370200920132017YearValue
12Latest year 2017

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
202110$0$0-
Castle Peak Capital Advisors LLC Retirement Plan and Trust-0---
202010$354,831$0-
Castle Peak Capital Advisors LLC Retirement Plan and Trust-0$354,831--
201910$905,557$0-
Castle Peak Capital Advisors LLC Retirement Plan and Trust-0$905,557--
2017112$1,418,444$0-
Castle Peak Capital Advisors LLC Retirement Plan and Trust-12$1,418,444--
2016112$1,420,701$0-
Castle Peak Capital Advisors LLC Retirement Plan and Trust-12$1,420,701--
2014112$1,325,909$144,573$12,048iApproximate average salary by contribution assumption: employee only about $301,194 at 4% or $200,796 at 6%; with 50% employer match about $200,796 at 4% or $133,864 at 6%; with 100% employer match about $150,597 at 4% or $100,398 at 6%.
Castle Peak Capital Advisors LLC Retirement Plan and Trust-12$1,325,909$144,573$12,048iApproximate average salary by contribution assumption: employee only about $301,194 at 4% or $200,796 at 6%; with 50% employer match about $200,796 at 4% or $133,864 at 6%; with 100% employer match about $150,597 at 4% or $100,398 at 6%.
2013112$1,088,041$186,043$15,504iApproximate average salary by contribution assumption: employee only about $387,590 at 4% or $258,393 at 6%; with 50% employer match about $258,393 at 4% or $172,262 at 6%; with 100% employer match about $193,795 at 4% or $129,197 at 6%.
Castle Peak Capital Advisors LLC Retirement Plan and Trust-12$1,088,041$186,043$15,504iApproximate average salary by contribution assumption: employee only about $387,590 at 4% or $258,393 at 6%; with 50% employer match about $258,393 at 4% or $172,262 at 6%; with 100% employer match about $193,795 at 4% or $129,197 at 6%.
2012110$783,094$168,491$16,849iApproximate average salary by contribution assumption: employee only about $421,227 at 4% or $280,818 at 6%; with 50% employer match about $280,818 at 4% or $187,212 at 6%; with 100% employer match about $210,614 at 4% or $140,409 at 6%.
Castle Peak Capital Advisors LLC Retirement Plan and Trust-10$783,094$168,491$16,849iApproximate average salary by contribution assumption: employee only about $421,227 at 4% or $280,818 at 6%; with 50% employer match about $280,818 at 4% or $187,212 at 6%; with 100% employer match about $210,614 at 4% or $140,409 at 6%.
201119$560,278$145,260$16,140iApproximate average salary by contribution assumption: employee only about $403,500 at 4% or $269,000 at 6%; with 50% employer match about $269,000 at 4% or $179,333 at 6%; with 100% employer match about $201,750 at 4% or $134,500 at 6%.
Castle Peak Capital Advisors LLC Retirement Plan and Trust-9$560,278$145,260$16,140iApproximate average salary by contribution assumption: employee only about $403,500 at 4% or $269,000 at 6%; with 50% employer match about $269,000 at 4% or $179,333 at 6%; with 100% employer match about $201,750 at 4% or $134,500 at 6%.
201019$431,330$144,993$16,110iApproximate average salary by contribution assumption: employee only about $402,758 at 4% or $268,506 at 6%; with 50% employer match about $268,506 at 4% or $179,004 at 6%; with 100% employer match about $201,379 at 4% or $134,253 at 6%.
Castle Peak Capital Advisors LLC Retirement Plan and Trust-9$431,330$144,993$16,110iApproximate average salary by contribution assumption: employee only about $402,758 at 4% or $268,506 at 6%; with 50% employer match about $268,506 at 4% or $179,004 at 6%; with 100% employer match about $201,379 at 4% or $134,253 at 6%.
2009113$303,974$290,065$22,313iApproximate average salary by contribution assumption: employee only about $557,817 at 4% or $371,878 at 6%; with 50% employer match about $371,878 at 4% or $247,919 at 6%; with 100% employer match about $278,909 at 4% or $185,939 at 6%.
Castle Peak Capital Advisors LLC Retirement Plan and Trust-13$303,974$290,065$22,313iApproximate average salary by contribution assumption: employee only about $557,817 at 4% or $371,878 at 6%; with 50% employer match about $371,878 at 4% or $247,919 at 6%; with 100% employer match about $278,909 at 4% or $185,939 at 6%.