Civic Intelligence

Crown Consulting Services Inc.

Plan context: Marotta Valuation Advisors Inc. 401(K) P/S Plan

EIN 04-3178346 • Waltham, MA • 18 filings • 4 plans

260 Bear Hill Rd Ste 106Waltham, MA 02451
Current Snapshot

Latest Year

2024

2024 Participants

1

2024 Assets

$681,866

2024 Contributions

$36,120

Historical Graphs

Total Assets Over Time

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

$681,866$340,933$0199920172024YearValue
$681,866Latest year 2024

Participants Over Time

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

530199920162024YearValue
1Latest 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
202411$681,866$36,120$36,120iApproximate average salary by contribution assumption: employee only about $903,000 at 4% or $602,000 at 6%; with 50% employer match about $602,000 at 4% or $401,333 at 6%; with 100% employer match about $451,500 at 4% or $301,000 at 6%.
Marotta Valuation Advisors Inc. 401(K) P/S Plan-1$681,866$36,120$36,120iApproximate average salary by contribution assumption: employee only about $903,000 at 4% or $602,000 at 6%; with 50% employer match about $602,000 at 4% or $401,333 at 6%; with 100% employer match about $451,500 at 4% or $301,000 at 6%.
202311$569,977$33,200$33,200iApproximate average salary by contribution assumption: employee only about $830,000 at 4% or $553,333 at 6%; with 50% employer match about $553,333 at 4% or $368,889 at 6%; with 100% employer match about $415,000 at 4% or $276,667 at 6%.
Marotta Valuation Advisors Inc. 401(K) P/S Plan-1$569,977$33,200$33,200iApproximate average salary by contribution assumption: employee only about $830,000 at 4% or $553,333 at 6%; with 50% employer match about $553,333 at 4% or $368,889 at 6%; with 100% employer match about $415,000 at 4% or $276,667 at 6%.
202211$453,812$32,880$32,880iApproximate average salary by contribution assumption: employee only about $822,000 at 4% or $548,000 at 6%; with 50% employer match about $548,000 at 4% or $365,333 at 6%; with 100% employer match about $411,000 at 4% or $274,000 at 6%.
Marotta Valuation Advisors Inc. 401(K) P/S Plan-1$453,812$32,880$32,880iApproximate average salary by contribution assumption: employee only about $822,000 at 4% or $548,000 at 6%; with 50% employer match about $548,000 at 4% or $365,333 at 6%; with 100% employer match about $411,000 at 4% or $274,000 at 6%.
202111$516,392$31,712$31,712iApproximate average salary by contribution assumption: employee only about $792,800 at 4% or $528,533 at 6%; with 50% employer match about $528,533 at 4% or $352,356 at 6%; with 100% employer match about $396,400 at 4% or $264,267 at 6%.
Marotta Valuation Advisors Inc. 401(K) P/S Plan-1$516,392$31,712$31,712iApproximate average salary by contribution assumption: employee only about $792,800 at 4% or $528,533 at 6%; with 50% employer match about $528,533 at 4% or $352,356 at 6%; with 100% employer match about $396,400 at 4% or $264,267 at 6%.
202011$417,490$32,502$32,502iApproximate average salary by contribution assumption: employee only about $812,550 at 4% or $541,700 at 6%; with 50% employer match about $541,700 at 4% or $361,133 at 6%; with 100% employer match about $406,275 at 4% or $270,850 at 6%.
Marotta Valuation Advisors Inc. 401(K) P/S Plan-1$417,490$32,502$32,502iApproximate average salary by contribution assumption: employee only about $812,550 at 4% or $541,700 at 6%; with 50% employer match about $541,700 at 4% or $361,133 at 6%; with 100% employer match about $406,275 at 4% or $270,850 at 6%.
201911$357,103$37,418$37,418iApproximate average salary by contribution assumption: employee only about $935,450 at 4% or $623,633 at 6%; with 50% employer match about $623,633 at 4% or $415,756 at 6%; with 100% employer match about $467,725 at 4% or $311,817 at 6%.
Marotta Valuation Advisors Inc. 401(K) P/S Plan-1$357,103$37,418$37,418iApproximate average salary by contribution assumption: employee only about $935,450 at 4% or $623,633 at 6%; with 50% employer match about $623,633 at 4% or $415,756 at 6%; with 100% employer match about $467,725 at 4% or $311,817 at 6%.
201812$250,283$40,806$20,403iApproximate average salary by contribution assumption: employee only about $510,075 at 4% or $340,050 at 6%; with 50% employer match about $340,050 at 4% or $226,700 at 6%; with 100% employer match about $255,038 at 4% or $170,025 at 6%.
Marotta Valuation Advisors Inc. 401(K) P/S Plan-2$250,283$40,806$20,403iApproximate average salary by contribution assumption: employee only about $510,075 at 4% or $340,050 at 6%; with 50% employer match about $340,050 at 4% or $226,700 at 6%; with 100% employer match about $255,038 at 4% or $170,025 at 6%.
201711$225,957$27,600$27,600iApproximate average salary by contribution assumption: employee only about $690,000 at 4% or $460,000 at 6%; with 50% employer match about $460,000 at 4% or $306,667 at 6%; with 100% employer match about $345,000 at 4% or $230,000 at 6%.
Marotta Valuation Advisors Inc. 401(K) P/S Plan-1$225,957$27,600$27,600iApproximate average salary by contribution assumption: employee only about $690,000 at 4% or $460,000 at 6%; with 50% employer match about $460,000 at 4% or $306,667 at 6%; with 100% employer match about $345,000 at 4% or $230,000 at 6%.
201611$163,368$27,600$27,600iApproximate average salary by contribution assumption: employee only about $690,000 at 4% or $460,000 at 6%; with 50% employer match about $460,000 at 4% or $306,667 at 6%; with 100% employer match about $345,000 at 4% or $230,000 at 6%.
Marotta Valuation Advisors Inc. 401(K) P/S Plan-1$163,368$27,600$27,600iApproximate average salary by contribution assumption: employee only about $690,000 at 4% or $460,000 at 6%; with 50% employer match about $460,000 at 4% or $306,667 at 6%; with 100% employer match about $345,000 at 4% or $230,000 at 6%.
201511$124,019$23,400$23,400iApproximate average salary by contribution assumption: employee only about $585,000 at 4% or $390,000 at 6%; with 50% employer match about $390,000 at 4% or $260,000 at 6%; with 100% employer match about $292,500 at 4% or $195,000 at 6%.
Marotta Valuation Advisors Inc. 401(K) P/S Plan-1$124,019$23,400$23,400iApproximate average salary by contribution assumption: employee only about $585,000 at 4% or $390,000 at 6%; with 50% employer match about $390,000 at 4% or $260,000 at 6%; with 100% employer match about $292,500 at 4% or $195,000 at 6%.
201411$105,763$25,560$25,560iApproximate average salary by contribution assumption: employee only about $639,000 at 4% or $426,000 at 6%; with 50% employer match about $426,000 at 4% or $284,000 at 6%; with 100% employer match about $319,500 at 4% or $213,000 at 6%.
Marotta Valuation Advisors Inc. 401(K) P/S Plan-1$105,763$25,560$25,560iApproximate average salary by contribution assumption: employee only about $639,000 at 4% or $426,000 at 6%; with 50% employer match about $426,000 at 4% or $284,000 at 6%; with 100% employer match about $319,500 at 4% or $213,000 at 6%.
201311$75,702$21,600$21,600iApproximate average salary by contribution assumption: employee only about $540,000 at 4% or $360,000 at 6%; with 50% employer match about $360,000 at 4% or $240,000 at 6%; with 100% employer match about $270,000 at 4% or $180,000 at 6%.
Marotta Valuation Advisors Inc. 401(K) P/S Plan-1$75,702$21,600$21,600iApproximate average salary by contribution assumption: employee only about $540,000 at 4% or $360,000 at 6%; with 50% employer match about $360,000 at 4% or $240,000 at 6%; with 100% employer match about $270,000 at 4% or $180,000 at 6%.
201211$43,681$21,600$21,600iApproximate average salary by contribution assumption: employee only about $540,000 at 4% or $360,000 at 6%; with 50% employer match about $360,000 at 4% or $240,000 at 6%; with 100% employer match about $270,000 at 4% or $180,000 at 6%.
Marotta Valuation Advisors Inc. 401(K) P/S Plan-1$43,681$21,600$21,600iApproximate average salary by contribution assumption: employee only about $540,000 at 4% or $360,000 at 6%; with 50% employer match about $360,000 at 4% or $240,000 at 6%; with 100% employer match about $270,000 at 4% or $180,000 at 6%.
201111$18,163$18,500$18,500iApproximate average salary by contribution assumption: employee only about $462,500 at 4% or $308,333 at 6%; with 50% employer match about $308,333 at 4% or $205,556 at 6%; with 100% employer match about $231,250 at 4% or $154,167 at 6%.
Crown Consulting Services Inc. Simple 401K Plan-1$18,163$18,500$18,500iApproximate average salary by contribution assumption: employee only about $462,500 at 4% or $308,333 at 6%; with 50% employer match about $308,333 at 4% or $205,556 at 6%; with 100% employer match about $231,250 at 4% or $154,167 at 6%.
200210$0$0-
Crown Consulting Services Inc. Simple 401K Plan-0---
200112$0$0-
Crown Consulting Services Inc. Simple 401K Plan-2---
200014$46,685$1,583$396iApproximate average salary by contribution assumption: employee only about $9,894 at 4% or $6,596 at 6%; with 50% employer match about $6,596 at 4% or $4,397 at 6%; with 100% employer match about $4,947 at 4% or $3,298 at 6%.
Crown Consulting Services Inc. Simple 401K Plan-4$46,685$1,583$396iApproximate average salary by contribution assumption: employee only about $9,894 at 4% or $6,596 at 6%; with 50% employer match about $6,596 at 4% or $4,397 at 6%; with 100% employer match about $4,947 at 4% or $3,298 at 6%.
199915$45,361$19,353$3,871iApproximate average salary by contribution assumption: employee only about $96,765 at 4% or $64,510 at 6%; with 50% employer match about $64,510 at 4% or $43,007 at 6%; with 100% employer match about $48,383 at 4% or $32,255 at 6%.
Crown Consulting Services Inc. Simple 401K Plan-5$45,361$19,353$3,871iApproximate average salary by contribution assumption: employee only about $96,765 at 4% or $64,510 at 6%; with 50% employer match about $64,510 at 4% or $43,007 at 6%; with 100% employer match about $48,383 at 4% or $32,255 at 6%.