Civic Intelligence

Cross Financial Management

Plan context: Cross Financial Management 401(K) Plan Qrp

EIN 02-0699855 • 13 filings • 2 plans

Current Snapshot

Latest Year

2024

2024 Participants

5

2024 Assets

$1,544,231

2024 Contributions

$114,162

Historical Graphs

Total Assets Over Time

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

$1,820,836$910,418$0201320192024YearValue
$1,544,231Latest year 2024

Participants Over Time

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

530201320192024YearValue
5Latest year 2024

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
202415$1,544,231$114,162$22,832iApproximate average salary by contribution assumption: employee only about $570,810 at 4% or $380,540 at 6%; with 50% employer match about $380,540 at 4% or $253,693 at 6%; with 100% employer match about $285,405 at 4% or $190,270 at 6%.
Cross Financial Management 401(K) Plan Qrp-5$1,544,231$114,162$22,832iApproximate average salary by contribution assumption: employee only about $570,810 at 4% or $380,540 at 6%; with 50% employer match about $380,540 at 4% or $253,693 at 6%; with 100% employer match about $285,405 at 4% or $190,270 at 6%.
202315$1,281,372$146,295$29,259iApproximate average salary by contribution assumption: employee only about $731,475 at 4% or $487,650 at 6%; with 50% employer match about $487,650 at 4% or $325,100 at 6%; with 100% employer match about $365,738 at 4% or $243,825 at 6%.
Cross Financial Management 401(K) Plan Qrp-5$1,281,372$146,295$29,259iApproximate average salary by contribution assumption: employee only about $731,475 at 4% or $487,650 at 6%; with 50% employer match about $487,650 at 4% or $325,100 at 6%; with 100% employer match about $365,738 at 4% or $243,825 at 6%.
202215$1,008,320$156,163$31,233iApproximate average salary by contribution assumption: employee only about $780,815 at 4% or $520,543 at 6%; with 50% employer match about $520,543 at 4% or $347,029 at 6%; with 100% employer match about $390,408 at 4% or $260,272 at 6%.
Cross Financial Management 401(K) Plan Qrp-5$1,008,320$156,163$31,233iApproximate average salary by contribution assumption: employee only about $780,815 at 4% or $520,543 at 6%; with 50% employer match about $520,543 at 4% or $347,029 at 6%; with 100% employer match about $390,408 at 4% or $260,272 at 6%.
202115$1,140,563$170,702$34,140iApproximate average salary by contribution assumption: employee only about $853,510 at 4% or $569,007 at 6%; with 50% employer match about $569,007 at 4% or $379,338 at 6%; with 100% employer match about $426,755 at 4% or $284,503 at 6%.
Cross Financial Management 401(K) Plan Qrp-5$1,140,563$170,702$34,140iApproximate average salary by contribution assumption: employee only about $853,510 at 4% or $569,007 at 6%; with 50% employer match about $569,007 at 4% or $379,338 at 6%; with 100% employer match about $426,755 at 4% or $284,503 at 6%.
202013$1,189,043$49,923$16,641iApproximate average salary by contribution assumption: employee only about $416,025 at 4% or $277,350 at 6%; with 50% employer match about $277,350 at 4% or $184,900 at 6%; with 100% employer match about $208,013 at 4% or $138,675 at 6%.
Cross Financial Management 401(K) Plan Qrp-3$1,189,043$49,923$16,641iApproximate average salary by contribution assumption: employee only about $416,025 at 4% or $277,350 at 6%; with 50% employer match about $277,350 at 4% or $184,900 at 6%; with 100% employer match about $208,013 at 4% or $138,675 at 6%.
201914$1,100,351$54,864$13,716iApproximate average salary by contribution assumption: employee only about $342,900 at 4% or $228,600 at 6%; with 50% employer match about $228,600 at 4% or $152,400 at 6%; with 100% employer match about $171,450 at 4% or $114,300 at 6%.
Cross Financial Management 401(K) Plan Qrp-4$1,100,351$54,864$13,716iApproximate average salary by contribution assumption: employee only about $342,900 at 4% or $228,600 at 6%; with 50% employer match about $228,600 at 4% or $152,400 at 6%; with 100% employer match about $171,450 at 4% or $114,300 at 6%.
201814$864,688$52,978$13,245iApproximate average salary by contribution assumption: employee only about $331,113 at 4% or $220,742 at 6%; with 50% employer match about $220,742 at 4% or $147,161 at 6%; with 100% employer match about $165,556 at 4% or $110,371 at 6%.
Cross Financial Management 401(K) Plan Qrp-4$864,688$52,978$13,245iApproximate average salary by contribution assumption: employee only about $331,113 at 4% or $220,742 at 6%; with 50% employer match about $220,742 at 4% or $147,161 at 6%; with 100% employer match about $165,556 at 4% or $110,371 at 6%.
201724$1,820,836$98,464$24,616iApproximate average salary by contribution assumption: employee only about $615,400 at 4% or $410,267 at 6%; with 50% employer match about $410,267 at 4% or $273,511 at 6%; with 100% employer match about $307,700 at 4% or $205,133 at 6%.
Cross Financial Management 401(K) Plan Qrp-4$910,418$49,232$12,308iApproximate average salary by contribution assumption: employee only about $307,700 at 4% or $205,133 at 6%; with 50% employer match about $205,133 at 4% or $136,756 at 6%; with 100% employer match about $153,850 at 4% or $102,567 at 6%.
Cross Financial Management 401(K) Plan Qrp-4$910,418$49,232$12,308iApproximate average salary by contribution assumption: employee only about $307,700 at 4% or $205,133 at 6%; with 50% employer match about $205,133 at 4% or $136,756 at 6%; with 100% employer match about $153,850 at 4% or $102,567 at 6%.
201614$759,107$48,406$12,102iApproximate average salary by contribution assumption: employee only about $302,538 at 4% or $201,692 at 6%; with 50% employer match about $201,692 at 4% or $134,461 at 6%; with 100% employer match about $151,269 at 4% or $100,846 at 6%.
Cross Financial Management 401(K) Plan Qrp-4$759,107$48,406$12,102iApproximate average salary by contribution assumption: employee only about $302,538 at 4% or $201,692 at 6%; with 50% employer match about $201,692 at 4% or $134,461 at 6%; with 100% employer match about $151,269 at 4% or $100,846 at 6%.
201513$653,952$44,362$14,787iApproximate average salary by contribution assumption: employee only about $369,683 at 4% or $246,456 at 6%; with 50% employer match about $246,456 at 4% or $164,304 at 6%; with 100% employer match about $184,842 at 4% or $123,228 at 6%.
Cross Financial Management 401(K) Plan Qrp-3$653,952$44,362$14,787iApproximate average salary by contribution assumption: employee only about $369,683 at 4% or $246,456 at 6%; with 50% employer match about $246,456 at 4% or $164,304 at 6%; with 100% employer match about $184,842 at 4% or $123,228 at 6%.
201413$644,292$44,603$14,868iApproximate average salary by contribution assumption: employee only about $371,692 at 4% or $247,794 at 6%; with 50% employer match about $247,794 at 4% or $165,196 at 6%; with 100% employer match about $185,846 at 4% or $123,897 at 6%.
Cross Financial Management 401(K) Plan Qrp-3$644,292$44,603$14,868iApproximate average salary by contribution assumption: employee only about $371,692 at 4% or $247,794 at 6%; with 50% employer match about $247,794 at 4% or $165,196 at 6%; with 100% employer match about $185,846 at 4% or $123,897 at 6%.
201313$526,323$87,649$29,216iApproximate average salary by contribution assumption: employee only about $730,408 at 4% or $486,939 at 6%; with 50% employer match about $486,939 at 4% or $324,626 at 6%; with 100% employer match about $365,204 at 4% or $243,469 at 6%.
Cross Financial Management 401(K) Plan Qrp-3$526,323$87,649$29,216iApproximate average salary by contribution assumption: employee only about $730,408 at 4% or $486,939 at 6%; with 50% employer match about $486,939 at 4% or $324,626 at 6%; with 100% employer match about $365,204 at 4% or $243,469 at 6%.