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CASTELLON AND COMPANY PL 401(K) PLAN 401k Plan overview

Plan NameCASTELLON AND COMPANY PL 401(K) PLAN
Plan identification number 001

CASTELLON AND COMPANY PL 401(K) PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Age/Service Weighted or new comparability or similar plan - Age/Service Weighted Plan: Allocations are based on age, service, or age and service. New comparability or similar plan: Allocations are based on participant classifications and a classification(s) consists entirely or predominantly of highly compensated employees; or the plan provides an additional allocation rate on compensation above a specified threshold, and the theshold or additional rate exceeds the maximum threshold or rate allowed under the permitted disparity rules of section 401(l).
  • 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.
  • 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

CASTELLON AND COMPANY PL has sponsored the creation of one or more 401k plans.

Company Name:CASTELLON AND COMPANY PL
Employer identification number (EIN):462448304
NAIC Classification:541211
NAIC Description:Offices of Certified Public Accountants

Form 5500 Filing Information

Submission information for form 5500 for 401k plan CASTELLON AND COMPANY PL 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01CARLOS CASTELLON2024-10-04
0012022-01-01CARLOS CASTELLON2023-10-05
0012021-01-01CARLOS CASTELLON2022-06-29
0012020-01-01CARLOS CASTELLON2021-08-20
0012019-01-01CARLOS CASTELLON2020-10-14
0012018-01-01CARLOS CASTELLON2019-10-07
0012017-01-01CARLOS CASTELLON2018-10-05
0012016-01-01CARLOS CASTELLON2017-09-20
0012015-01-01CARLOS CASTELLON2016-10-10
0012014-01-01CARLOS CASTELLON2015-10-09
0012013-08-01CARLOS CASTELLON2014-06-03

Financial Data on CASTELLON AND COMPANY PL 401(K) PLAN

Measure Date Value
2025 : CASTELLON AND COMPANY PL 401(K) PLAN 2025 401k financial data
Total expenses incurred by plan in this plan year2025-07-1513596
Net assets as of the end of the plan year2025-07-151591694
Total assets as of the beginning of the plan year2025-07-151296713
Value of plan covered by a fidelity bond2025-07-15385000
Participant contributions to plan in this plan year2025-07-15106711
Other income to plan in this plan year2025-07-15154821
Plan net income in this plan year2025-07-15294981
Net assets as of the end of the plan year2025-07-151591694
Net assets as of the beginning of the plan year2025-07-151296713
Employer contributions to plan in this plan year2025-07-1547045
Expensese paid to adminstrative service provicers from plan in this plan year2025-07-1513596
2024 : CASTELLON AND COMPANY PL 401(K) PLAN 2024 401k financial data
Total expenses incurred by plan in this plan year2024-10-0411581
Net assets as of the end of the plan year2024-10-041296713
Total assets as of the beginning of the plan year2024-10-041029130
Value of plan covered by a fidelity bond2024-10-04385000
Participant contributions to plan in this plan year2024-10-0481332
Other income to plan in this plan year2024-10-04172904
Plan net income in this plan year2024-10-04267583
Net assets as of the end of the plan year2024-10-041296713
Net assets as of the beginning of the plan year2024-10-041029130
Employer contributions to plan in this plan year2024-10-0424928
Expensese paid to adminstrative service provicers from plan in this plan year2024-10-0411581
2022 : CASTELLON AND COMPANY PL 401(K) PLAN 2022 401k financial data
Total liabilities as of the end of the plan year2022-06-290
Total liabilities as of the beginning of the plan year2022-06-290
Total expenses incurred by plan in this plan year2022-06-2911190
Net assets as of the end of the plan year2022-06-291134765
Total assets as of the beginning of the plan year2022-06-29943486
Value of plan covered by a fidelity bond2022-06-29385000
Participant contributions to plan in this plan year2022-06-2971783
Value of participant loans at end of plan year2022-06-29258
Other income to plan in this plan year2022-06-29109184
Plan net income in this plan year2022-06-29191279
Net assets as of the end of the plan year2022-06-291134765
Net assets as of the beginning of the plan year2022-06-29943486
Value of contributions failed to transmitted timely2022-06-2918
Employer contributions to plan in this plan year2022-06-2921502
Expensese paid to adminstrative service provicers from plan in this plan year2022-06-2911190

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