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THE CASTLE GROUP, INC. 401(K) PLAN 401k Plan overview

Plan NameTHE CASTLE GROUP, INC. 401(K) PLAN
Plan identification number 001

THE CASTLE GROUP, INC. 401(K) PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
  • Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
  • Plan covering Self-Employed individuals.
  • Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.
  • Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

THE CASTLE GROUP, INC. has sponsored the creation of one or more 401k plans.

Company Name:THE CASTLE GROUP, INC.
Employer identification number (EIN):043326246
NAIC Classification:541990
NAIC Description:All Other Professional, Scientific, and Technical Services

Form 5500 Filing Information

Submission information for form 5500 for 401k plan THE CASTLE GROUP, INC. 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01WENDY SPIVAK2024-04-22
0012022-01-01WENDY SPIVAK2023-08-07
0012021-01-01WENDY SPIVAK2022-05-03
0012020-01-01
0012019-01-01WENDY SPIVAK2020-04-13
0012018-01-01WENDY SPIVAK2019-05-21
0012017-01-01WENDY SPIVAK2018-05-17
0012016-01-01WENDY SPIVAK2017-06-12
0012015-01-01WENDY SPIVAK2016-05-10
0012014-01-01WENDY SPIVAK2015-06-22
0012013-01-01WENDY SPIVAK2014-05-05
0012012-01-01WENDY SPIVAK2013-04-29
0012011-01-01WENDY SPIVAK2012-06-18
0012010-01-01WENDY SPIVAK2011-07-18 WENDY SPIVAK2011-07-18

Plan Statistics for THE CASTLE GROUP, INC. 401(K) PLAN

401k plan membership statisitcs for THE CASTLE GROUP, INC. 401(K) PLAN

Measure Date Value
2025: THE CASTLE GROUP, INC. 401(K) PLAN 2025 401k membership
Total number of particpants at beginning of year2025-04-1047
Total number of particpants at end of year2025-04-1053
Number of Participants With Account Balances2025-04-1049
2024: THE CASTLE GROUP, INC. 401(K) PLAN 2024 401k membership
Total number of particpants at beginning of year2024-04-2247
Total number of particpants at end of year2024-04-2247
Number of Participants With Account Balances2024-04-2244
2022: THE CASTLE GROUP, INC. 401(K) PLAN 2022 401k membership
Total number of particpants at beginning of year2022-05-0325
Total number of particpants at end of year2022-05-0334
Number of Participants With Account Balances2022-05-0334

Financial Data on THE CASTLE GROUP, INC. 401(K) PLAN

Measure Date Value
2025 : THE CASTLE GROUP, INC. 401(K) PLAN 2025 401k financial data
Total expenses incurred by plan in this plan year2025-04-1044343
Net assets as of the end of the plan year2025-04-103407511
Total assets as of the beginning of the plan year2025-04-102699394
Value of plan covered by a fidelity bond2025-04-10269940
Participant contributions to plan in this plan year2025-04-10230125
Value of participant loans at end of plan year2025-04-1014778
Other income to plan in this plan year2025-04-10378456
Plan net income in this plan year2025-04-10708117
Net assets as of the end of the plan year2025-04-103407511
Net assets as of the beginning of the plan year2025-04-102699394
Employer contributions to plan in this plan year2025-04-10143879
Fees paid to broker by Benefit Provider2025-04-108218
Expensese paid to adminstrative service provicers from plan in this plan year2025-04-1013850
2024 : THE CASTLE GROUP, INC. 401(K) PLAN 2024 401k financial data
Total expenses incurred by plan in this plan year2024-04-2260877
Net assets as of the end of the plan year2024-04-222699394
Total assets as of the beginning of the plan year2024-04-221917530
Value of plan covered by a fidelity bond2024-04-22191753
Participant contributions to plan in this plan year2024-04-22219429
Value of participant loans at end of plan year2024-04-2235921
Other contributions to plan in this plan year2024-04-2292474
Other income to plan in this plan year2024-04-22385301
Plan net income in this plan year2024-04-22781864
Net assets as of the end of the plan year2024-04-222699394
Net assets as of the beginning of the plan year2024-04-221917530
Employer contributions to plan in this plan year2024-04-22145537
Fees paid to broker by Benefit Provider2024-04-225864
Expensese paid to adminstrative service provicers from plan in this plan year2024-04-2211357
2022 : THE CASTLE GROUP, INC. 401(K) PLAN 2022 401k financial data
Total expenses incurred by plan in this plan year2022-05-0324194
Net assets as of the end of the plan year2022-05-032056408
Total assets as of the beginning of the plan year2022-05-031612306
Value of plan covered by a fidelity bond2022-05-03161231
Participant contributions to plan in this plan year2022-05-03151963
Value of participant loans at end of plan year2022-05-0375661
Other contributions to plan in this plan year2022-05-03372
Other income to plan in this plan year2022-05-03241300
Plan net income in this plan year2022-05-03444102
Net assets as of the end of the plan year2022-05-032056408
Net assets as of the beginning of the plan year2022-05-031612306
Employer contributions to plan in this plan year2022-05-0374661
Fees paid to broker by Benefit Provider2022-05-034639
Expensese paid to adminstrative service provicers from plan in this plan year2022-05-039757

Potentially related plans

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