CASTLE WEALTH GROUP. LLC
Plan context: CASTLE WEALTH GROUP. LLC 401(K) PLAN
EIN 86-3813079 • Mooresville, NC • 4 filings • 1 plans
Current Snapshot
Latest Year
2025
2025 Participants
5
2025 Assets
$297,867
2025 Contributions
$97,317
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 | 5 | $297,867 | $97,317 | $19,463iApproximate average salary by contribution assumption: employee only about $486,585 at 4% or $324,390 at 6%; with 50% employer match about $324,390 at 4% or $216,260 at 6%; with 100% employer match about $243,293 at 4% or $162,195 at 6%. |
| CASTLE WEALTH GROUP. LLC 401(K) PLAN | - | 5 | $297,867 | $97,317 | $19,463iApproximate average salary by contribution assumption: employee only about $486,585 at 4% or $324,390 at 6%; with 50% employer match about $324,390 at 4% or $216,260 at 6%; with 100% employer match about $243,293 at 4% or $162,195 at 6%. |
| 2024 | 1 | 3 | $166,712 | $55,976 | $18,659iApproximate average salary by contribution assumption: employee only about $466,467 at 4% or $310,978 at 6%; with 50% employer match about $310,978 at 4% or $207,319 at 6%; with 100% employer match about $233,233 at 4% or $155,489 at 6%. |
| CASTLE WEALTH GROUP. LLC 401(K) PLAN | - | 3 | $166,712 | $55,976 | $18,659iApproximate average salary by contribution assumption: employee only about $466,467 at 4% or $310,978 at 6%; with 50% employer match about $310,978 at 4% or $207,319 at 6%; with 100% employer match about $233,233 at 4% or $155,489 at 6%. |
| 2023 | 1 | 3 | $103,193 | $55,156 | $18,385iApproximate average salary by contribution assumption: employee only about $459,633 at 4% or $306,422 at 6%; with 50% employer match about $306,422 at 4% or $204,281 at 6%; with 100% employer match about $229,817 at 4% or $153,211 at 6%. |
| CASTLE WEALTH GROUP. LLC 401(K) PLAN | - | 3 | $103,193 | $55,156 | $18,385iApproximate average salary by contribution assumption: employee only about $459,633 at 4% or $306,422 at 6%; with 50% employer match about $306,422 at 4% or $204,281 at 6%; with 100% employer match about $229,817 at 4% or $153,211 at 6%. |
| 2022 | 1 | 3 | $36,359 | $36,871 | $12,290iApproximate average salary by contribution assumption: employee only about $307,258 at 4% or $204,839 at 6%; with 50% employer match about $204,839 at 4% or $136,559 at 6%; with 100% employer match about $153,629 at 4% or $102,419 at 6%. |
| CASTLE WEALTH GROUP. LLC 401(K) PLAN | - | 3 | $36,359 | $36,871 | $12,290iApproximate average salary by contribution assumption: employee only about $307,258 at 4% or $204,839 at 6%; with 50% employer match about $204,839 at 4% or $136,559 at 6%; with 100% employer match about $153,629 at 4% or $102,419 at 6%. |