CASTLEKEEP INVESTMENT ADVISORS L has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan CASTLEKEEP INVESTMENT ADVISORS LLC 401(K) PLAN
| Measure | Date | Value |
|---|
| 2025 : CASTLEKEEP INVESTMENT ADVISORS LLC 401(K) PLAN 2025 401k financial data |
|---|
| Total expenses incurred by plan in this plan year | 2025-06-10 | 46553 |
| Net assets as of the end of the plan year | 2025-06-10 | 783736 |
| Total assets as of the beginning of the plan year | 2025-06-10 | 698007 |
| Value of plan covered by a fidelity bond | 2025-06-10 | 70000 |
| Participant contributions to plan in this plan year | 2025-06-10 | 15008 |
| Value of participant loans at end of plan year | 2025-06-10 | 67668 |
| Other income to plan in this plan year | 2025-06-10 | 102266 |
| Plan net income in this plan year | 2025-06-10 | 85729 |
| Net assets as of the end of the plan year | 2025-06-10 | 783736 |
| Net assets as of the beginning of the plan year | 2025-06-10 | 698007 |
| Employer contributions to plan in this plan year | 2025-06-10 | 15008 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2025-06-10 | 130 |
| 2024 : CASTLEKEEP INVESTMENT ADVISORS LLC 401(K) PLAN 2024 401k financial data |
|---|
| Total expenses incurred by plan in this plan year | 2024-07-04 | 13786 |
| Net assets as of the end of the plan year | 2024-07-04 | 698007 |
| Total assets as of the beginning of the plan year | 2024-07-04 | 592348 |
| Value of plan covered by a fidelity bond | 2024-07-04 | 60000 |
| Participant contributions to plan in this plan year | 2024-07-04 | 14998 |
| Value of participant loans at end of plan year | 2024-07-04 | 83924 |
| Other income to plan in this plan year | 2024-07-04 | 89450 |
| Plan net income in this plan year | 2024-07-04 | 105659 |
| Net assets as of the end of the plan year | 2024-07-04 | 698007 |
| Net assets as of the beginning of the plan year | 2024-07-04 | 592348 |
| Employer contributions to plan in this plan year | 2024-07-04 | 14997 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2024-07-04 | 125 |
| 2022 : CASTLEKEEP INVESTMENT ADVISORS LLC 401(K) PLAN 2022 401k financial data |
|---|
| Total expenses incurred by plan in this plan year | 2022-06-09 | 0 |
| Net assets as of the end of the plan year | 2022-06-09 | 718624 |
| Total assets as of the beginning of the plan year | 2022-06-09 | 605251 |
| Value of plan covered by a fidelity bond | 2022-06-09 | 61000 |
| Participant contributions to plan in this plan year | 2022-06-09 | 3972 |
| Value of participant loans at end of plan year | 2022-06-09 | 85170 |
| Other income to plan in this plan year | 2022-06-09 | 105429 |
| Plan net income in this plan year | 2022-06-09 | 113373 |
| Net assets as of the end of the plan year | 2022-06-09 | 718624 |
| Net assets as of the beginning of the plan year | 2022-06-09 | 605251 |
| Employer contributions to plan in this plan year | 2022-06-09 | 3972 |
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