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CASTLE CREEK ADVISORS LLC 401(K) PROFIT SHARING PLAN 401k Plan overview

Plan NameCASTLE CREEK ADVISORS LLC 401(K) PROFIT SHARING PLAN
Plan identification number 001

CASTLE CREEK ADVISORS LLC 401(K) PROFIT SHARING 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.
  • Participant-directed brokerage accounts provided as an investment option under the plan.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • 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.

401k Sponsoring company profile

CASTLE CREEK ADVISORS IV, LLC has sponsored the creation of one or more 401k plans.

Company Name:CASTLE CREEK ADVISORS IV, LLC
Employer identification number (EIN):264347993
NAIC Classification:523900

Additional information about CASTLE CREEK ADVISORS IV, LLC

Jurisdiction of Incorporation: State of Delaware Division of Corporations
Incorporation Date:
Company Identification Number: 4627735

More information about CASTLE CREEK ADVISORS IV, LLC

Form 5500 Filing Information

Submission information for form 5500 for 401k plan CASTLE CREEK ADVISORS LLC 401(K) PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01DEBORAH SYKES2024-05-16
0012022-01-01DEBORAH SYKES2023-06-28
0012021-01-01DEBORAH SYKES2022-06-29
0012020-01-01DEBORAH SYKES2021-07-08 DEBORAH SYKES2021-07-08
0012018-01-01MARTIN J SZUMSKI2019-05-16
0012017-01-01MARTIN J SZUMSKI2018-06-18
0012016-01-01MARTIN J SZUMSKI2017-06-09
0012015-01-01
0012014-01-01
0012013-01-01ROBERT PRESBERG2014-09-23
0012012-01-01ROBERT PRESBERG2013-10-07
0012011-01-01ROBERT PRESBERG2012-10-03

Plan Statistics for CASTLE CREEK ADVISORS LLC 401(K) PROFIT SHARING PLAN

401k plan membership statisitcs for CASTLE CREEK ADVISORS LLC 401(K) PROFIT SHARING PLAN

Measure Date Value
2025: CASTLE CREEK ADVISORS LLC 401(K) PROFIT SHARING PLAN 2025 401k membership
Total number of particpants at beginning of year2025-06-1115
Total number of particpants at end of year2025-06-1115
Number of Participants With Account Balances2025-06-1112
2024: CASTLE CREEK ADVISORS LLC 401(K) PROFIT SHARING PLAN 2024 401k membership
Total number of particpants at beginning of year2024-05-1615
Total number of particpants at end of year2024-05-1615
Number of Participants With Account Balances2024-05-1613

Financial Data on CASTLE CREEK ADVISORS LLC 401(K) PROFIT SHARING PLAN

Measure Date Value
2025 : CASTLE CREEK ADVISORS LLC 401(K) PROFIT SHARING PLAN 2025 401k financial data
Total liabilities as of the beginning of the plan year2025-06-110
Total expenses incurred by plan in this plan year2025-06-111601840
Net assets as of the end of the plan year2025-06-112376621
Total assets as of the beginning of the plan year2025-06-113342509
Value of plan covered by a fidelity bond2025-06-11200000
Participant contributions to plan in this plan year2025-06-1173748
Value of participant loans at end of plan year2025-06-11120361
Other income to plan in this plan year2025-06-11485550
Plan net income in this plan year2025-06-11-965888
Net assets as of the end of the plan year2025-06-112376621
Net assets as of the beginning of the plan year2025-06-113342509
Employer contributions to plan in this plan year2025-06-1176654
Expensese paid to adminstrative service provicers from plan in this plan year2025-06-11300
2024 : CASTLE CREEK ADVISORS LLC 401(K) PROFIT SHARING PLAN 2024 401k financial data
Total liabilities as of the beginning of the plan year2024-05-160
Total expenses incurred by plan in this plan year2024-05-160
Net assets as of the end of the plan year2024-05-163342509
Total assets as of the beginning of the plan year2024-05-162615538
Value of plan covered by a fidelity bond2024-05-16200000
Participant contributions to plan in this plan year2024-05-1682966
Value of participant loans at end of plan year2024-05-1676163
Other income to plan in this plan year2024-05-16548147
Plan net income in this plan year2024-05-16726971
Net assets as of the end of the plan year2024-05-163342509
Net assets as of the beginning of the plan year2024-05-162615538
Employer contributions to plan in this plan year2024-05-1695858
Expensese paid to adminstrative service provicers from plan in this plan year2024-05-160

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