Castle Branch, Inc. 401(k) Plan (terminated 2023): Login, Facts & Contact Information
This plan was terminated. Its final Form 5500 covers plan year 2023, when $7.84 million was transferred out of the plan. Assets moved to the BUILDWISE (sponsored by PLAN PROFESSIONALS, LLC). If you had an account, your balance was transferred or paid out; Beagle can help you find where it went.
Castle Branch, Inc. 401(k) Login
Retirement plan providers can change. This information is from the plan's 2023 filing.
Castle Branch, Inc. 401(k) Plan Facts (plan year 2023)
Source: Form 5500 for plan year 2023 (Jan 1, 2023 – Apr 30, 2023), filed Dec 9, 2024. Public filing with the U.S. Department of Labor.
Money in and out in plan year 2023
- $328,556 went into the plan in contributions, $84,137 of it from the employer (26%).
- $781,714 was paid out to participants.
- Investment and other income added $510,992.
How the Castle Branch, Inc. 401(k) changed, 2018–2023
| Plan year | Participants | Plan assets | Employer contributions | Benefits paid |
|---|---|---|---|---|
| 2018 | 415 | $4.06 million | $210,514 | $702,231 |
| 2019 | 427 | $5.60 million | $293,162 | $520,813 |
| 2020 | 422 | $7.24 million | $265,888 | $473,563 |
| 2021 | 531 | $9.00 million | $292,024 | $719,791 |
| 2022 | 485 | $7.78 million | $282,502 | $997,025 |
| 2023 (final) | 476 | $0 | $84,137 | $781,714 |
Castle Branch, Inc. 401(k) Contact Information
Questions about the Castle Branch, Inc. 401(k)
Is the Castle Branch, Inc 401(k) plan still active?
No. The plan's final Form 5500 was filed for plan year 2023. Its assets were transferred to the BUILDWISE.
Does Castle Branch, Inc contribute to the 401(k)?
Yes. The plan reports an employer contribution arrangement. In plan year 2023 the employer contributed $84,137, 26% of all contributions.
Does the Castle Branch, Inc 401(k) have automatic enrollment?
Yes. The plan reports automatic enrollment of eligible employees.
How many people are in the Castle Branch, Inc 401(k) plan?
476 participants at the start of plan year 2023.
Who manages the Castle Branch, Inc 401(k) accounts?
The Standard (listed on the filing as STANCORP FINANCIAL GROUP) is the plan's recordkeeper, which is where participants log in to see their balance.