Civic Intelligence

Crestwood Advisors LLC

Plan context: Crestwood Advisors LLC

EIN 02-0670973 • Boston, MA • 11 filings • 4 plans

50 Federal St Ste 803Boston, MA 02110-2509
Current Snapshot

Latest Year

2016

2016 Participants

22

2016 Assets

$3,993,137

2016 Contributions

$655,285

Historical Graphs

Total Assets Over Time

Aggregate end-of-year assets by filing year, excluding zero-asset years

$3,993,137$1,996,569$0200620112016YearValue
$3,993,137Latest year 2016

Participants Over Time

Largest reported end-of-year plan headcount by filing year, used to avoid double-counting participants across overlapping plans

22110200620112016YearValue
22Latest year 2016

Company Timeline

Year summaries and individual filings are combined here so you can stay in one place while moving across years and plan filings.

Year / FilingFilingsParticipantsAssetsContributionsContrib./Participant
2016122$3,993,137$655,285$29,786iApproximate average salary by contribution assumption: employee only about $744,642 at 4% or $496,428 at 6%; with 50% employer match about $496,428 at 4% or $330,952 at 6%; with 100% employer match about $372,321 at 4% or $248,214 at 6%.
Crestwood Advisors LLC-22$3,993,137$655,285$29,786iApproximate average salary by contribution assumption: employee only about $744,642 at 4% or $496,428 at 6%; with 50% employer match about $496,428 at 4% or $330,952 at 6%; with 100% employer match about $372,321 at 4% or $248,214 at 6%.
2015122$3,278,240$668,085$30,368iApproximate average salary by contribution assumption: employee only about $759,188 at 4% or $506,125 at 6%; with 50% employer match about $506,125 at 4% or $337,417 at 6%; with 100% employer match about $379,594 at 4% or $253,063 at 6%.
Crestwood Advisors LLC-22$3,278,240$668,085$30,368iApproximate average salary by contribution assumption: employee only about $759,188 at 4% or $506,125 at 6%; with 50% employer match about $506,125 at 4% or $337,417 at 6%; with 100% employer match about $379,594 at 4% or $253,063 at 6%.
2014116$2,641,108$462,503$28,906iApproximate average salary by contribution assumption: employee only about $722,661 at 4% or $481,774 at 6%; with 50% employer match about $481,774 at 4% or $321,183 at 6%; with 100% employer match about $361,330 at 4% or $240,887 at 6%.
Crestwood Advisors LLC-16$2,641,108$462,503$28,906iApproximate average salary by contribution assumption: employee only about $722,661 at 4% or $481,774 at 6%; with 50% employer match about $481,774 at 4% or $321,183 at 6%; with 100% employer match about $361,330 at 4% or $240,887 at 6%.
2013118$2,143,129$463,051$25,725iApproximate average salary by contribution assumption: employee only about $643,126 at 4% or $428,751 at 6%; with 50% employer match about $428,751 at 4% or $285,834 at 6%; with 100% employer match about $321,563 at 4% or $214,375 at 6%.
Crestwood Advisors LLC-18$2,143,129$463,051$25,725iApproximate average salary by contribution assumption: employee only about $643,126 at 4% or $428,751 at 6%; with 50% employer match about $428,751 at 4% or $285,834 at 6%; with 100% employer match about $321,563 at 4% or $214,375 at 6%.
2012114$1,467,922$393,834$28,131iApproximate average salary by contribution assumption: employee only about $703,275 at 4% or $468,850 at 6%; with 50% employer match about $468,850 at 4% or $312,567 at 6%; with 100% employer match about $351,638 at 4% or $234,425 at 6%.
Crestwood Advisors LLC-14$1,467,922$393,834$28,131iApproximate average salary by contribution assumption: employee only about $703,275 at 4% or $468,850 at 6%; with 50% employer match about $468,850 at 4% or $312,567 at 6%; with 100% employer match about $351,638 at 4% or $234,425 at 6%.
2011114$972,171$346,353$24,740iApproximate average salary by contribution assumption: employee only about $618,488 at 4% or $412,325 at 6%; with 50% employer match about $412,325 at 4% or $274,883 at 6%; with 100% employer match about $309,244 at 4% or $206,163 at 6%.
Crestwood Advisors LLC-14$972,171$346,353$24,740iApproximate average salary by contribution assumption: employee only about $618,488 at 4% or $412,325 at 6%; with 50% employer match about $412,325 at 4% or $274,883 at 6%; with 100% employer match about $309,244 at 4% or $206,163 at 6%.
2010112$674,497$258,974$21,581iApproximate average salary by contribution assumption: employee only about $539,529 at 4% or $359,686 at 6%; with 50% employer match about $359,686 at 4% or $239,791 at 6%; with 100% employer match about $269,765 at 4% or $179,843 at 6%.
Crestwood Advisors LLC-12$674,497$258,974$21,581iApproximate average salary by contribution assumption: employee only about $539,529 at 4% or $359,686 at 6%; with 50% employer match about $359,686 at 4% or $239,791 at 6%; with 100% employer match about $269,765 at 4% or $179,843 at 6%.
2009110$365,467$68,575$6,858iApproximate average salary by contribution assumption: employee only about $171,438 at 4% or $114,292 at 6%; with 50% employer match about $114,292 at 4% or $76,194 at 6%; with 100% employer match about $85,719 at 4% or $57,146 at 6%.
Crestwood Advisors LLC-10$365,467$68,575$6,858iApproximate average salary by contribution assumption: employee only about $171,438 at 4% or $114,292 at 6%; with 50% employer match about $114,292 at 4% or $76,194 at 6%; with 100% employer match about $85,719 at 4% or $57,146 at 6%.
2008110$197,056$168,677$16,868iApproximate average salary by contribution assumption: employee only about $421,693 at 4% or $281,128 at 6%; with 50% employer match about $281,128 at 4% or $187,419 at 6%; with 100% employer match about $210,846 at 4% or $140,564 at 6%.
Crestwood Advisors LLC-10$197,056$168,677$16,868iApproximate average salary by contribution assumption: employee only about $421,693 at 4% or $281,128 at 6%; with 50% employer match about $281,128 at 4% or $187,419 at 6%; with 100% employer match about $210,846 at 4% or $140,564 at 6%.
200716$118,352$81,550$13,592iApproximate average salary by contribution assumption: employee only about $339,792 at 4% or $226,528 at 6%; with 50% employer match about $226,528 at 4% or $151,019 at 6%; with 100% employer match about $169,896 at 4% or $113,264 at 6%.
Crestwood Advisors LLC-6$118,352$81,550$13,592iApproximate average salary by contribution assumption: employee only about $339,792 at 4% or $226,528 at 6%; with 50% employer match about $226,528 at 4% or $151,019 at 6%; with 100% employer match about $169,896 at 4% or $113,264 at 6%.
200615$31,247$31,161$6,232iApproximate average salary by contribution assumption: employee only about $155,805 at 4% or $103,870 at 6%; with 50% employer match about $103,870 at 4% or $69,247 at 6%; with 100% employer match about $77,903 at 4% or $51,935 at 6%.
Crestwood Advisors LLC-5$31,247$31,161$6,232iApproximate average salary by contribution assumption: employee only about $155,805 at 4% or $103,870 at 6%; with 50% employer match about $103,870 at 4% or $69,247 at 6%; with 100% employer match about $77,903 at 4% or $51,935 at 6%.