CASTLE ROCK WEALTH MANAGEMENT has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan CASTLE ROCK WEALTH MANAGEMENT DEFINED BENEFIT PLAN
| Measure | Date | Value |
|---|
| 2025 : CASTLE ROCK WEALTH MANAGEMENT DEFINED BENEFIT PLAN 2025 401k financial data |
|---|
| Total liabilities as of the end of the plan year | 2025-09-22 | 0 |
| Total liabilities as of the beginning of the plan year | 2025-09-22 | 0 |
| Total expenses incurred by plan in this plan year | 2025-09-22 | 0 |
| Net assets as of the end of the plan year | 2025-09-22 | 617599 |
| Total assets as of the beginning of the plan year | 2025-09-22 | 491664 |
| Value of plan covered by a fidelity bond | 2025-09-22 | 84000 |
| Participant contributions to plan in this plan year | 2025-09-22 | 0 |
| Other expenses paid from plan in this plan year | 2025-09-22 | 0 |
| Other contributions to plan in this plan year | 2025-09-22 | 0 |
| Other income to plan in this plan year | 2025-09-22 | 75935 |
| Plan net income in this plan year | 2025-09-22 | 125935 |
| Net assets as of the end of the plan year | 2025-09-22 | 617599 |
| Net assets as of the beginning of the plan year | 2025-09-22 | 491664 |
| Employer contributions to plan in this plan year | 2025-09-22 | 50000 |
| 2024 : CASTLE ROCK WEALTH MANAGEMENT DEFINED BENEFIT PLAN 2024 401k financial data |
|---|
| Total liabilities as of the end of the plan year | 2024-09-17 | 0 |
| Total liabilities as of the beginning of the plan year | 2024-09-17 | 0 |
| Total expenses incurred by plan in this plan year | 2024-09-17 | 0 |
| Net assets as of the end of the plan year | 2024-09-17 | 491664 |
| Total assets as of the beginning of the plan year | 2024-09-17 | 371444 |
| Value of plan covered by a fidelity bond | 2024-09-17 | 40000 |
| Participant contributions to plan in this plan year | 2024-09-17 | 0 |
| Other contributions to plan in this plan year | 2024-09-17 | 0 |
| Other income to plan in this plan year | 2024-09-17 | 20220 |
| Plan net income in this plan year | 2024-09-17 | 120220 |
| Net assets as of the end of the plan year | 2024-09-17 | 491664 |
| Net assets as of the beginning of the plan year | 2024-09-17 | 371444 |
| Employer contributions to plan in this plan year | 2024-09-17 | 100000 |
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