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 401(K) PROFIT SHARING PLAN
| Measure | Date | Value |
|---|
| 2025 : CASTLE ROCK WEALTH MANAGEMENT 401(K) PROFIT SHARING 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 | 214731 |
| Total assets as of the beginning of the plan year | 2025-09-22 | 170489 |
| Value of plan covered by a fidelity bond | 2025-09-22 | 84000 |
| Participant contributions to plan in this plan year | 2025-09-22 | 6750 |
| 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 | 33397 |
| Plan net income in this plan year | 2025-09-22 | 44242 |
| Net assets as of the end of the plan year | 2025-09-22 | 214731 |
| Net assets as of the beginning of the plan year | 2025-09-22 | 170489 |
| Employer contributions to plan in this plan year | 2025-09-22 | 4095 |
| 2024 : CASTLE ROCK WEALTH MANAGEMENT 401(K) PROFIT SHARING 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 | 1079 |
| Net assets as of the end of the plan year | 2024-09-17 | 170489 |
| Total assets as of the beginning of the plan year | 2024-09-17 | 103173 |
| Value of plan covered by a fidelity bond | 2024-09-17 | 17000 |
| Participant contributions to plan in this plan year | 2024-09-17 | 45938 |
| Other contributions to plan in this plan year | 2024-09-17 | 0 |
| Other income to plan in this plan year | 2024-09-17 | 18799 |
| Plan net income in this plan year | 2024-09-17 | 67316 |
| Net assets as of the end of the plan year | 2024-09-17 | 170489 |
| Net assets as of the beginning of the plan year | 2024-09-17 | 103173 |
| Employer contributions to plan in this plan year | 2024-09-17 | 3658 |
Information Disclaimer
The information provided on this website is not advice, endorsement or recommendation
The information published is supplied by third parties so we make no warranty on the accuracy, completeness etc. This information is provided "as-is". The information is subject to change as we obtain updates and corrections from the primary information sources.
You are free to use the information for your own personal research on the understanding to do so is at your own risk.
See full terms and conditions
