CASTRO & COMPANY, LLC has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan CASTRO & COMPANY, LLC 401(K) PLAN
| Measure | Date | Value |
|---|
| 2025 : CASTRO & COMPANY, LLC 401(K) PLAN 2025 401k financial data |
|---|
| Total expenses incurred by plan in this plan year | 2025-04-25 | 121827 |
| Net assets as of the end of the plan year | 2025-04-25 | 5294794 |
| Total assets as of the beginning of the plan year | 2025-04-25 | 3902978 |
| Value of plan covered by a fidelity bond | 2025-04-25 | 1000000 |
| Participant contributions to plan in this plan year | 2025-04-25 | 573522 |
| Value of participant loans at end of plan year | 2025-04-25 | 43327 |
| Other contributions to plan in this plan year | 2025-04-25 | 41630 |
| Other income to plan in this plan year | 2025-04-25 | 623256 |
| Plan net income in this plan year | 2025-04-25 | 1391816 |
| Net assets as of the end of the plan year | 2025-04-25 | 5294794 |
| Net assets as of the beginning of the plan year | 2025-04-25 | 3902978 |
| Employer contributions to plan in this plan year | 2025-04-25 | 275235 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2025-04-25 | 353 |
| 2024 : CASTRO & COMPANY, LLC 401(K) PLAN 2024 401k financial data |
|---|
| Total liabilities as of the beginning of the plan year | 2024-05-24 | 0 |
| Total expenses incurred by plan in this plan year | 2024-05-24 | 102101 |
| Net assets as of the end of the plan year | 2024-05-24 | 3902978 |
| Total assets as of the beginning of the plan year | 2024-05-24 | 2712533 |
| Value of plan covered by a fidelity bond | 2024-05-24 | 385000 |
| Participant contributions to plan in this plan year | 2024-05-24 | 425655 |
| Value of participant loans at end of plan year | 2024-05-24 | 42141 |
| Other contributions to plan in this plan year | 2024-05-24 | 57234 |
| Other income to plan in this plan year | 2024-05-24 | 569810 |
| Plan net income in this plan year | 2024-05-24 | 1190445 |
| Net assets as of the end of the plan year | 2024-05-24 | 3902978 |
| Net assets as of the beginning of the plan year | 2024-05-24 | 2712533 |
| Value of contributions failed to transmitted timely | 2024-05-24 | 693 |
| Employer contributions to plan in this plan year | 2024-05-24 | 239847 |
| 2022 : CASTRO & COMPANY, LLC 401(K) PLAN 2022 401k financial data |
|---|
| Total liabilities as of the end of the plan year | 2022-06-01 | 6871 |
| Total liabilities as of the beginning of the plan year | 2022-06-01 | 364 |
| Total expenses incurred by plan in this plan year | 2022-06-01 | 108874 |
| Net assets as of the end of the plan year | 2022-06-01 | 2909815 |
| Total assets as of the beginning of the plan year | 2022-06-01 | 2120505 |
| Value of plan covered by a fidelity bond | 2022-06-01 | 385000 |
| Participant contributions to plan in this plan year | 2022-06-01 | 357837 |
| Value of participant loans at end of plan year | 2022-06-01 | 24089 |
| Other income to plan in this plan year | 2022-06-01 | 364668 |
| Plan net income in this plan year | 2022-06-01 | 782803 |
| Net assets as of the end of the plan year | 2022-06-01 | 2902944 |
| Net assets as of the beginning of the plan year | 2022-06-01 | 2120141 |
| Employer contributions to plan in this plan year | 2022-06-01 | 169172 |
| Fees paid to broker by Benefit Provider | 2022-06-01 | 221 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2022-06-01 | 245 |
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