Civic Intelligence

Castle & Associates

Plan context: Castle & Associates Discretionary Defined Contribution/401(K) Plan

EIN 84-1663414 • Beverly Hills, CA • 22 filings • 4 plans

8383 Wilshire Blvd., Suite 810Beverly Hills, CA 90211
Current Snapshot

Latest Year

2019

2019 Participants

12

2019 Assets

$1,636,411

2019 Contributions

$62,200

Historical Graphs

Total Assets Over Time

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

$2,792,484$1,396,242$0200920142018YearValue
$1,636,411Latest year 2018

Participants Over Time

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

20100200920142018YearValue
12Latest year 2018

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
201920$0$62,200-
Castle & Associates PC. Discretionary Defined Contribution Plan-0$0--
Castle & Associates Discretionary Defined Contribution/401(K) Plan-0$0$62,200-
2018212$1,636,411$93,568$7,797iApproximate average salary by contribution assumption: employee only about $194,933 at 4% or $129,956 at 6%; with 50% employer match about $129,956 at 4% or $86,637 at 6%; with 100% employer match about $97,467 at 4% or $64,978 at 6%.
Castle & Associates Discretionary Defined Contribution/401(K) Plan-12$1,368,748$93,568$7,797iApproximate average salary by contribution assumption: employee only about $194,933 at 4% or $129,956 at 6%; with 50% employer match about $129,956 at 4% or $86,637 at 6%; with 100% employer match about $97,467 at 4% or $64,978 at 6%.
Castle & Associates PC. Discretionary Defined Contribution Plan-3$267,663--
2017217$2,143,363$240,900$14,171iApproximate average salary by contribution assumption: employee only about $354,265 at 4% or $236,176 at 6%; with 50% employer match about $236,176 at 4% or $157,451 at 6%; with 100% employer match about $177,132 at 4% or $118,088 at 6%.
Castle & Associates Discretionary Defined Contribution/401(K) Plan-17$1,730,435$118,223$6,954iApproximate average salary by contribution assumption: employee only about $173,857 at 4% or $115,905 at 6%; with 50% employer match about $115,905 at 4% or $77,270 at 6%; with 100% employer match about $86,929 at 4% or $57,952 at 6%.
Castle & Associates PC. Discretionary Defined Contribution Plan-5$412,928$122,677$24,535iApproximate average salary by contribution assumption: employee only about $613,385 at 4% or $408,923 at 6%; with 50% employer match about $408,923 at 4% or $272,616 at 6%; with 100% employer match about $306,693 at 4% or $204,462 at 6%.
2016218$1,730,856$220,812$12,267iApproximate average salary by contribution assumption: employee only about $306,683 at 4% or $204,456 at 6%; with 50% employer match about $204,456 at 4% or $136,304 at 6%; with 100% employer match about $153,342 at 4% or $102,228 at 6%.
Castle & Associates Discretionary Defined Contribution/401(K) Plan-18$1,444,080$146,427$8,135iApproximate average salary by contribution assumption: employee only about $203,371 at 4% or $135,581 at 6%; with 50% employer match about $135,581 at 4% or $90,387 at 6%; with 100% employer match about $101,685 at 4% or $67,790 at 6%.
Castle & Associates PC. Discretionary Defined Contribution Plan-5$286,776$74,385$14,877iApproximate average salary by contribution assumption: employee only about $371,925 at 4% or $247,950 at 6%; with 50% employer match about $247,950 at 4% or $165,300 at 6%; with 100% employer match about $185,963 at 4% or $123,975 at 6%.
2015216$2,792,484$200,848$12,553iApproximate average salary by contribution assumption: employee only about $313,825 at 4% or $209,217 at 6%; with 50% employer match about $209,217 at 4% or $139,478 at 6%; with 100% employer match about $156,913 at 4% or $104,608 at 6%.
Castle & Associates Discretionary Defined Contribution/401(K) Plan-16$1,544,826$128,286$8,018iApproximate average salary by contribution assumption: employee only about $200,447 at 4% or $133,631 at 6%; with 50% employer match about $133,631 at 4% or $89,088 at 6%; with 100% employer match about $100,223 at 4% or $66,816 at 6%.
Castle & Associates PC. Discretionary Defined Contribution Plan-4$1,247,658$72,562$18,141iApproximate average salary by contribution assumption: employee only about $453,513 at 4% or $302,342 at 6%; with 50% employer match about $302,342 at 4% or $201,561 at 6%; with 100% employer match about $226,756 at 4% or $151,171 at 6%.
2014214$2,639,760$179,640$12,831iApproximate average salary by contribution assumption: employee only about $320,786 at 4% or $213,857 at 6%; with 50% employer match about $213,857 at 4% or $142,571 at 6%; with 100% employer match about $160,393 at 4% or $106,929 at 6%.
Castle & Associates Discretionary Defined Contribution/401(K) Plan-14$1,430,931$106,736$7,624iApproximate average salary by contribution assumption: employee only about $190,600 at 4% or $127,067 at 6%; with 50% employer match about $127,067 at 4% or $84,711 at 6%; with 100% employer match about $95,300 at 4% or $63,533 at 6%.
Castle & Associates PC. Discretionary Defined Contribution Plan-5$1,208,829$72,904$14,581iApproximate average salary by contribution assumption: employee only about $364,520 at 4% or $243,013 at 6%; with 50% employer match about $243,013 at 4% or $162,009 at 6%; with 100% employer match about $182,260 at 4% or $121,507 at 6%.
2013214$2,293,197$178,754$12,768iApproximate average salary by contribution assumption: employee only about $319,204 at 4% or $212,802 at 6%; with 50% employer match about $212,802 at 4% or $141,868 at 6%; with 100% employer match about $159,602 at 4% or $106,401 at 6%.
Castle & Associates Discretionary Defined Contribution/401(K) Plan-14$1,244,305$106,636$7,617iApproximate average salary by contribution assumption: employee only about $190,421 at 4% or $126,948 at 6%; with 50% employer match about $126,948 at 4% or $84,632 at 6%; with 100% employer match about $95,211 at 4% or $63,474 at 6%.
Castle & Associates PC. Discretionary Defined Contribution Plan-5$1,048,892$72,118$14,424iApproximate average salary by contribution assumption: employee only about $360,590 at 4% or $240,393 at 6%; with 50% employer match about $240,393 at 4% or $160,262 at 6%; with 100% employer match about $180,295 at 4% or $120,197 at 6%.
2012214$1,690,088$171,009$12,215iApproximate average salary by contribution assumption: employee only about $305,373 at 4% or $203,582 at 6%; with 50% employer match about $203,582 at 4% or $135,721 at 6%; with 100% employer match about $152,687 at 4% or $101,791 at 6%.
Castle & Associates Discretionary Defined Contribution/401(K) Plan-14$920,254$102,069$7,291iApproximate average salary by contribution assumption: employee only about $182,266 at 4% or $121,511 at 6%; with 50% employer match about $121,511 at 4% or $81,007 at 6%; with 100% employer match about $91,133 at 4% or $60,755 at 6%.
Castle & Associates PC. Discretionary Defined Contribution Plan-5$769,834$68,940$13,788iApproximate average salary by contribution assumption: employee only about $344,700 at 4% or $229,800 at 6%; with 50% employer match about $229,800 at 4% or $153,200 at 6%; with 100% employer match about $172,350 at 4% or $114,900 at 6%.
2011215$1,320,266$165,880$11,059iApproximate average salary by contribution assumption: employee only about $276,467 at 4% or $184,311 at 6%; with 50% employer match about $184,311 at 4% or $122,874 at 6%; with 100% employer match about $138,233 at 4% or $92,156 at 6%.
Castle & Associates Discretionary Defined Contribution/401(K) Plan-15$706,401$98,328$6,555iApproximate average salary by contribution assumption: employee only about $163,880 at 4% or $109,253 at 6%; with 50% employer match about $109,253 at 4% or $72,836 at 6%; with 100% employer match about $81,940 at 4% or $54,627 at 6%.
Castle & Associates PC. Discretionary Defined Contribution Plan-5$613,865$67,552$13,510iApproximate average salary by contribution assumption: employee only about $337,760 at 4% or $225,173 at 6%; with 50% employer match about $225,173 at 4% or $150,116 at 6%; with 100% employer match about $168,880 at 4% or $112,587 at 6%.
2010217$1,231,947$166,678$9,805iApproximate average salary by contribution assumption: employee only about $245,115 at 4% or $163,410 at 6%; with 50% employer match about $163,410 at 4% or $108,940 at 6%; with 100% employer match about $122,557 at 4% or $81,705 at 6%.
Castle & Associates Discretionary Defined Contribution/401(K) Plan-17$679,029$98,878$5,816iApproximate average salary by contribution assumption: employee only about $145,409 at 4% or $96,939 at 6%; with 50% employer match about $96,939 at 4% or $64,626 at 6%; with 100% employer match about $72,704 at 4% or $48,470 at 6%.
Castle & Associates PC. Discretionary Defined Contribution Plan-5$552,918$67,800$13,560iApproximate average salary by contribution assumption: employee only about $339,000 at 4% or $226,000 at 6%; with 50% employer match about $226,000 at 4% or $150,667 at 6%; with 100% employer match about $169,500 at 4% or $113,000 at 6%.
2009220$1,027,514$174,732$8,737iApproximate average salary by contribution assumption: employee only about $218,415 at 4% or $145,610 at 6%; with 50% employer match about $145,610 at 4% or $97,073 at 6%; with 100% employer match about $109,208 at 4% or $72,805 at 6%.
Castle & Associates Discretionary Defined Contribution/401(K) Plan-20$602,119$108,128$5,406iApproximate average salary by contribution assumption: employee only about $135,160 at 4% or $90,107 at 6%; with 50% employer match about $90,107 at 4% or $60,071 at 6%; with 100% employer match about $67,580 at 4% or $45,053 at 6%.
Castle & Associates PC. Discretionary Defined Contribution Plan-5$425,395$66,604$13,321iApproximate average salary by contribution assumption: employee only about $333,020 at 4% or $222,013 at 6%; with 50% employer match about $222,013 at 4% or $148,009 at 6%; with 100% employer match about $166,510 at 4% or $111,007 at 6%.