Civic Intelligence

Roger T Castle P C

Plan context: Roger T Castle P C Profit Sharing Plan and Trust

EIN 84-0974111 • Greenwood Village, CO • 23 filings • 6 plans

7375 E. Orchard RoadSte 300Greenwood Village, CO 80111
Current Snapshot

Latest Year

2021

2021 Participants

1

2021 Assets

$2,798,369

2021 Contributions

$66,246

Historical Graphs

Total Assets Over Time

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

$2,798,369$1,399,185$0199920112021YearValue
$2,798,369Latest year 2021

Participants Over Time

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

210200020112021YearValue
1Latest year 2021

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
202111$2,798,369$0-
Roger T Castle P C Profit Sharing Plan and Trust-1$2,798,369--
202012$2,764,045$66,246$33,123iApproximate average salary by contribution assumption: employee only about $828,075 at 4% or $552,050 at 6%; with 50% employer match about $552,050 at 4% or $368,033 at 6%; with 100% employer match about $414,038 at 4% or $276,025 at 6%.
Roger T Castle P C Profit Sharing Plan and Trust-2$2,764,045$66,246$33,123iApproximate average salary by contribution assumption: employee only about $828,075 at 4% or $552,050 at 6%; with 50% employer match about $552,050 at 4% or $368,033 at 6%; with 100% employer match about $414,038 at 4% or $276,025 at 6%.
201912$2,369,455$0-
Roger T Castle P C Profit Sharing Plan and Trust-2$2,369,455--
201812$1,935,116$70,918$35,459iApproximate average salary by contribution assumption: employee only about $886,475 at 4% or $590,983 at 6%; with 50% employer match about $590,983 at 4% or $393,989 at 6%; with 100% employer match about $443,238 at 4% or $295,492 at 6%.
Roger T Castle P C Profit Sharing Plan and Trust-2$1,935,116$70,918$35,459iApproximate average salary by contribution assumption: employee only about $886,475 at 4% or $590,983 at 6%; with 50% employer match about $590,983 at 4% or $393,989 at 6%; with 100% employer match about $443,238 at 4% or $295,492 at 6%.
201712$1,941,761$70,284$35,142iApproximate average salary by contribution assumption: employee only about $878,550 at 4% or $585,700 at 6%; with 50% employer match about $585,700 at 4% or $390,467 at 6%; with 100% employer match about $439,275 at 4% or $292,850 at 6%.
Roger T Castle P C Profit Sharing Plan and Trust-2$1,941,761$70,284$35,142iApproximate average salary by contribution assumption: employee only about $878,550 at 4% or $585,700 at 6%; with 50% employer match about $585,700 at 4% or $390,467 at 6%; with 100% employer match about $439,275 at 4% or $292,850 at 6%.
201612$1,559,381$71,345$35,673iApproximate average salary by contribution assumption: employee only about $891,813 at 4% or $594,542 at 6%; with 50% employer match about $594,542 at 4% or $396,361 at 6%; with 100% employer match about $445,906 at 4% or $297,271 at 6%.
Roger T Castle P C Profit Sharing Plan and Trust-2$1,559,381$71,345$35,673iApproximate average salary by contribution assumption: employee only about $891,813 at 4% or $594,542 at 6%; with 50% employer match about $594,542 at 4% or $396,361 at 6%; with 100% employer match about $445,906 at 4% or $297,271 at 6%.
201512$1,373,933$15,995$7,998iApproximate average salary by contribution assumption: employee only about $199,938 at 4% or $133,292 at 6%; with 50% employer match about $133,292 at 4% or $88,861 at 6%; with 100% employer match about $99,969 at 4% or $66,646 at 6%.
Roger T Castle P C Profit Sharing Plan and Trust-2$1,373,933$15,995$7,998iApproximate average salary by contribution assumption: employee only about $199,938 at 4% or $133,292 at 6%; with 50% employer match about $133,292 at 4% or $88,861 at 6%; with 100% employer match about $99,969 at 4% or $66,646 at 6%.
201412$1,362,132$35,686$17,843iApproximate average salary by contribution assumption: employee only about $446,075 at 4% or $297,383 at 6%; with 50% employer match about $297,383 at 4% or $198,256 at 6%; with 100% employer match about $223,038 at 4% or $148,692 at 6%.
Roger T Castle P C Profit Sharing Plan and Trust-2$1,362,132$35,686$17,843iApproximate average salary by contribution assumption: employee only about $446,075 at 4% or $297,383 at 6%; with 50% employer match about $297,383 at 4% or $198,256 at 6%; with 100% employer match about $223,038 at 4% or $148,692 at 6%.
201312$1,208,740$23,352$11,676iApproximate average salary by contribution assumption: employee only about $291,900 at 4% or $194,600 at 6%; with 50% employer match about $194,600 at 4% or $129,733 at 6%; with 100% employer match about $145,950 at 4% or $97,300 at 6%.
Roger T Castle P C Profit Sharing Plan and Trust-2$1,208,740$23,352$11,676iApproximate average salary by contribution assumption: employee only about $291,900 at 4% or $194,600 at 6%; with 50% employer match about $194,600 at 4% or $129,733 at 6%; with 100% employer match about $145,950 at 4% or $97,300 at 6%.
201212$943,216$0-
Roger T Castle P C Profit Sharing Plan and Trust-2$943,216--
201112$822,604$0-
Roger T Castle P C Profit Sharing Plan and Trust-2$822,604--
201012$819,148$0-
Roger T Castle P C Profit Sharing Plan and Trust-2$819,148--
200912$708,907$15,000$7,500iApproximate average salary by contribution assumption: employee only about $187,500 at 4% or $125,000 at 6%; with 50% employer match about $125,000 at 4% or $83,333 at 6%; with 100% employer match about $93,750 at 4% or $62,500 at 6%.
Roger T Castle P C Profit Sharing Plan and Trust-2$708,907$15,000$7,500iApproximate average salary by contribution assumption: employee only about $187,500 at 4% or $125,000 at 6%; with 50% employer match about $125,000 at 4% or $83,333 at 6%; with 100% employer match about $93,750 at 4% or $62,500 at 6%.
200812$566,106$54,337$27,169iApproximate average salary by contribution assumption: employee only about $679,213 at 4% or $452,808 at 6%; with 50% employer match about $452,808 at 4% or $301,872 at 6%; with 100% employer match about $339,606 at 4% or $226,404 at 6%.
Roger T Castle P C Profit Sharing Plan and Trust-2$566,106$54,337$27,169iApproximate average salary by contribution assumption: employee only about $679,213 at 4% or $452,808 at 6%; with 50% employer match about $452,808 at 4% or $301,872 at 6%; with 100% employer match about $339,606 at 4% or $226,404 at 6%.
200712$0$0-
Roger T Castle P C Profit Sharing Plan and Trust-2---
200612$641,123$51,282$25,641iApproximate average salary by contribution assumption: employee only about $641,025 at 4% or $427,350 at 6%; with 50% employer match about $427,350 at 4% or $284,900 at 6%; with 100% employer match about $320,513 at 4% or $213,675 at 6%.
Roger T Castle P C Profit Sharing Plan and Trust-2$641,123$51,282$25,641iApproximate average salary by contribution assumption: employee only about $641,025 at 4% or $427,350 at 6%; with 50% employer match about $427,350 at 4% or $284,900 at 6%; with 100% employer match about $320,513 at 4% or $213,675 at 6%.
200512$521,568$50,296$25,148iApproximate average salary by contribution assumption: employee only about $628,700 at 4% or $419,133 at 6%; with 50% employer match about $419,133 at 4% or $279,422 at 6%; with 100% employer match about $314,350 at 4% or $209,567 at 6%.
Roger T Castle P C Profit Sharing Plan and Trust-2$521,568$50,296$25,148iApproximate average salary by contribution assumption: employee only about $628,700 at 4% or $419,133 at 6%; with 50% employer match about $419,133 at 4% or $279,422 at 6%; with 100% employer match about $314,350 at 4% or $209,567 at 6%.
200412$447,466$47,488$23,744iApproximate average salary by contribution assumption: employee only about $593,600 at 4% or $395,733 at 6%; with 50% employer match about $395,733 at 4% or $263,822 at 6%; with 100% employer match about $296,800 at 4% or $197,867 at 6%.
Roger T Castle P C Profit Sharing Plan and Trust-2$447,466$47,488$23,744iApproximate average salary by contribution assumption: employee only about $593,600 at 4% or $395,733 at 6%; with 50% employer match about $395,733 at 4% or $263,822 at 6%; with 100% employer match about $296,800 at 4% or $197,867 at 6%.
200310$375,463$0-
Roger T Castle P C Profit Sharing Plan and Trust-0$375,463--
200212$296,700$48,917$24,459iApproximate average salary by contribution assumption: employee only about $611,463 at 4% or $407,642 at 6%; with 50% employer match about $407,642 at 4% or $271,761 at 6%; with 100% employer match about $305,731 at 4% or $203,821 at 6%.
Roger T Castle P C Profit Sharing Plan and Trust-2$296,700$48,917$24,459iApproximate average salary by contribution assumption: employee only about $611,463 at 4% or $407,642 at 6%; with 50% employer match about $407,642 at 4% or $271,761 at 6%; with 100% employer match about $305,731 at 4% or $203,821 at 6%.
200112$254,988$30,724$15,362iApproximate average salary by contribution assumption: employee only about $384,050 at 4% or $256,033 at 6%; with 50% employer match about $256,033 at 4% or $170,689 at 6%; with 100% employer match about $192,025 at 4% or $128,017 at 6%.
Roger T Castle P C Profit Sharing Plan and Trust-2$254,988$30,724$15,362iApproximate average salary by contribution assumption: employee only about $384,050 at 4% or $256,033 at 6%; with 50% employer match about $256,033 at 4% or $170,689 at 6%; with 100% employer match about $192,025 at 4% or $128,017 at 6%.
200012$216,094$27,190$13,595iApproximate average salary by contribution assumption: employee only about $339,875 at 4% or $226,583 at 6%; with 50% employer match about $226,583 at 4% or $151,056 at 6%; with 100% employer match about $169,938 at 4% or $113,292 at 6%.
Roger T Castle P C Profit Sharing Plan and Trust-2$216,094$27,190$13,595iApproximate average salary by contribution assumption: employee only about $339,875 at 4% or $226,583 at 6%; with 50% employer match about $226,583 at 4% or $151,056 at 6%; with 100% employer match about $169,938 at 4% or $113,292 at 6%.
199910$191,875$24,000-
Roger T Castle P C Profit Sharing Plan and Trust-0$191,875$24,000-