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CASTLETON CAPITAL FINANCIAL SOLUTIONS INC

Company Details

Entity Name: CASTLETON CAPITAL FINANCIAL SOLUTIONS INC
Jurisdiction: FLORIDA
Filing Type: Domestic Profit
Status: Active
Date Filed: 26 Aug 2010 (14 years ago)
Document Number: P10000070036
FEI/EIN Number 273377516
Address: 15550 MCGREGOR BLVD, SUITE 104, FORT MYERS, FL, 33908
Mail Address: 15550 MCGREGOR BLVD, SUITE 104, FORT MYERS, FL, 33908
ZIP code: 33908
County: Lee
Place of Formation: FLORIDA

form 5500

Plan Name Plan Year EIN/PN Received Sponsor Total number of participants
CASTLETON CAPITAL FINANCIAL SOLUTIONS 401(K) PLAN 2023 273377516 2024-04-11 CASTLETON CAPITAL FINANCIAL SOLUTIONS, INC. 5
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2015-01-01
Business code 522300
Sponsor’s telephone number 2392679800
Plan sponsor’s address 15550 MCGREGOR BLVD., SUITE 104, FORT MYERS, FL, 33908
CASTLETON CAPITAL FINANCIAL SOLUTIONS 401(K) PLAN 2022 273377516 2023-04-12 CASTLETON CAPITAL FINANCIAL SOLUTIONS, INC. 6
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2015-01-01
Business code 522300
Sponsor’s telephone number 2392679800
Plan sponsor’s address 15550 MCGREGOR BLVD., SUITE 104, FORT MYERS, FL, 33908
CASTLETON CAPITAL FINANCIAL SOLUTIONS 401(K) PLAN 2021 273377516 2022-04-04 CASTLETON CAPITAL FINANCIAL SOLUTIONS, INC. 6
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2015-01-01
Business code 522300
Sponsor’s telephone number 2392679800
Plan sponsor’s address 15550 MCGREGOR BLVD., SUITE 104, FORT MYERS, FL, 33908
CASTLETON CAPITAL FINANCIAL SOLUTIONS 401(K) PLAN 2020 273377516 2021-01-26 CASTLETON CAPITAL FINANCIAL SOLUTIONS, INC. 5
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2015-01-01
Business code 522300
Sponsor’s telephone number 2392679800
Plan sponsor’s address 15550 MCGREGOR BLVD., SUITE 104, FORT MYERS, FL, 33908
CASTLETON CAPITAL FINANCIAL SOLUTIONS 401(K) PLAN 2019 273377516 2020-02-17 CASTLETON CAPITAL FINANCIAL SOLUTIONS, INC. 6
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2015-01-01
Business code 522300
Sponsor’s telephone number 2392679800
Plan sponsor’s address 15550 MCGREGOR BLVD., SUITE 104, FORT MYERS, FL, 33908
CASTLETON CAPITAL FINANCIAL SOLUTIONS 401(K) PLAN 2018 273377516 2019-02-06 CASTLETON CAPITAL FINANCIAL SOLUTIONS, INC. 6
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2015-01-01
Business code 522300
Sponsor’s telephone number 2392679800
Plan sponsor’s address 15550 MCGREGOR BLVD., SUITE 104, FORT MYERS, FL, 33908
CASTLETON CAPITAL FINANCIAL SOLUTIONS 401(K) PLAN 2017 273377516 2018-02-26 CASTLETON CAPITAL FINANCIAL SOLUTIONS, INC. 7
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2015-01-01
Business code 522300
Sponsor’s telephone number 2392679800
Plan sponsor’s address 15550 MCGREGOR BLVD., SUITE 104, FORT MYERS, FL, 33908
CASTLETON CAPITAL FINANCIAL SOLUTIONS 401(K) PLAN 2016 273377516 2017-02-10 CASTLETON CAPITAL FINANCIAL SOLUTIONS, INC. 9
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2015-01-01
Business code 522300
Sponsor’s telephone number 2392679800
Plan sponsor’s address 15550 MCGREGOR BLVD., SUITE 104, FORT MYERS, FL, 33908

Signature of

Role Plan administrator
Date 2017-02-10
Name of individual signing DOUGLASS J. CONGRESS
Valid signature Filed with authorized/valid electronic signature
CASTLETON CAPITAL FINANCIAL SOLUTIONS 401(K) PLAN 2015 273377516 2016-04-15 CASTLETON CAPITAL FINANCIAL SOLUTIONS, INC. 6
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2015-01-01
Business code 522300
Sponsor’s telephone number 2392679800
Plan sponsor’s address 15550 MCGREGOR BLVD., SUITE 104, FORT MYERS, FL, 33908

Signature of

Role Plan administrator
Date 2016-04-15
Name of individual signing DOUGLASS J. CONGRESS
Valid signature Filed with authorized/valid electronic signature

Agent

Name Role Address
CONGRESS DOUG Agent 1054 SEAHAWK LANE, SANIBEL ISLAND, FL, 33957

President

Name Role Address
RUANE KEVIN B President 6000 Tarpon Estates Blvd, Cape Coral, FL, 33914

Treasurer

Name Role Address
CONGRESS DOUG Treasurer 1054 SEAHAWK LNAE, SANIBEL ISLAND, FL, 33957

Events

Event Type Filed Date Value Description
CHANGE OF PRINCIPAL ADDRESS 2011-02-21 15550 MCGREGOR BLVD, SUITE 104, FORT MYERS, FL 33908 No data
CHANGE OF MAILING ADDRESS 2011-02-21 15550 MCGREGOR BLVD, SUITE 104, FORT MYERS, FL 33908 No data

Documents

Name Date
ANNUAL REPORT 2024-02-05
ANNUAL REPORT 2023-02-20
ANNUAL REPORT 2022-01-26
ANNUAL REPORT 2021-01-12
ANNUAL REPORT 2020-01-16
ANNUAL REPORT 2019-01-17
ANNUAL REPORT 2018-01-15
ANNUAL REPORT 2017-01-06
ANNUAL REPORT 2016-01-16
ANNUAL REPORT 2015-01-09

Date of last update: 02 Feb 2025

Sources: Florida Department of State