Castle Lake Insurance, LLC 401(k) Plan

Form 5500 filing data for plan year 2023.

Plan Snapshot

  • Plan Sponsor: Castle Lake Insurance, LLC
  • Sponsor EIN: 820503381
  • Sponsor Address: 1601 ANTLER DR, IDAHO FALLS, ID, 83404
  • Plan Type: 401(k)
  • Total Participants: 8
  • Total Assets: $586,040

Key Plan Design Features

  • Auto-Enrollment: No
  • Auto-Escalation: No
  • Allows Roth Contributions: No
  • Participant Loans: No
  • Participant-Directed Investments: No
  • ERISA Section 404(c) Fiduciary Safe Harbor: No

Plan Financials by Year

YearParticipantsTotal AssetsEmployer Contrib.Employee Contrib.
20238$586,040$11,366$12,240
20227$572,896$16,247$19,047

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