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CASTLE LAW, LLC 401(K) PLAN 401k Plan overview

Plan NameCASTLE LAW, LLC 401(K) PLAN
Plan identification number 001

CASTLE LAW, LLC 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.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.

401k Sponsoring company profile

CASTLE LAW, LLC has sponsored the creation of one or more 401k plans.

Company Name:CASTLE LAW, LLC
Employer identification number (EIN):202154670
NAIC Classification:541110
NAIC Description:Offices of Lawyers

Form 5500 Filing Information

Submission information for form 5500 for 401k plan CASTLE LAW, LLC 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01EDWARD JAROT2024-05-09
0012022-01-01EDWARD JAROT2023-06-05
0012021-01-01EDWARD JAROT2022-06-08
0012020-01-01EDWARD JAROT2021-04-21
0012019-01-01EDWARD JAROT2020-07-20
0012018-01-01SARAH VAHEY2019-06-11
0012017-01-01SARAH VAHEY2018-06-01
0012016-01-01SARAH VAHEY2017-07-14
0012015-01-01
0012014-01-01FRANK ANDREANO2015-07-13
0012013-01-01FRANK ANDREANO2014-06-19 FRANK ANDREANO2014-06-19
0012012-01-01JAMES R. BRUMUND2013-04-19 JAMES R. BRUMUND2013-04-19
0012011-01-01JAMES R. BRUMUND2012-06-26 JAMES R. BRUMUND2012-06-26
0012010-01-01JAMES R. BRUMUND2011-09-01 JAMES R. BRUMUND2011-09-01

Plan Statistics for CASTLE LAW, LLC 401(K) PLAN

401k plan membership statisitcs for CASTLE LAW, LLC 401(K) PLAN

Measure Date Value
2025: CASTLE LAW, LLC 401(K) PLAN 2025 401k membership
Total number of particpants at beginning of year2025-04-2439
Total number of particpants at end of year2025-04-2439
Number of Participants With Account Balances2025-04-2431
2024: CASTLE LAW, LLC 401(K) PLAN 2024 401k membership
Total number of particpants at beginning of year2024-05-0938
Total number of particpants at end of year2024-05-0939
Number of Participants With Account Balances2024-05-0935

Financial Data on CASTLE LAW, LLC 401(K) PLAN

Measure Date Value
2025 : CASTLE LAW, LLC 401(K) PLAN 2025 401k financial data
Total liabilities as of the end of the plan year2025-04-2445964
Total liabilities as of the beginning of the plan year2025-04-2445744
Total expenses incurred by plan in this plan year2025-04-2421479
Net assets as of the end of the plan year2025-04-24857466
Total assets as of the beginning of the plan year2025-04-24724199
Value of plan covered by a fidelity bond2025-04-24100000
Participant contributions to plan in this plan year2025-04-2465338
Value of participant loans at end of plan year2025-04-2488305
Other income to plan in this plan year2025-04-2480775
Plan net income in this plan year2025-04-24133047
Net assets as of the end of the plan year2025-04-24811502
Net assets as of the beginning of the plan year2025-04-24678455
Employer contributions to plan in this plan year2025-04-248413
Fees paid to broker by Benefit Provider2025-04-242079
Expensese paid to adminstrative service provicers from plan in this plan year2025-04-24110
2024 : CASTLE LAW, LLC 401(K) PLAN 2024 401k financial data
Total liabilities as of the end of the plan year2024-05-0945744
Total liabilities as of the beginning of the plan year2024-05-0945219
Total expenses incurred by plan in this plan year2024-05-0978725
Net assets as of the end of the plan year2024-05-09724199
Total assets as of the beginning of the plan year2024-05-09647087
Value of plan covered by a fidelity bond2024-05-09100000
Participant contributions to plan in this plan year2024-05-0946843
Value of participant loans at end of plan year2024-05-0968676
Other income to plan in this plan year2024-05-0997643
Plan net income in this plan year2024-05-0976587
Net assets as of the end of the plan year2024-05-09678455
Net assets as of the beginning of the plan year2024-05-09601868
Employer contributions to plan in this plan year2024-05-0910826
Fees paid to broker by Benefit Provider2024-05-091925
Expensese paid to adminstrative service provicers from plan in this plan year2024-05-0990

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