Civic Intelligence

Crossbridge Financial Group LLC

Plan context: Crossbridge Financial Group LLC 401(K) Plan

EIN 16-1539815 • Rochester, NY • 22 filings • 2 plans

290 Linden OaksSuite 320Rochester, NY 14625
Current Snapshot

Latest Year

2024

2024 Participants

11

2024 Assets

$4,971,231

2024 Contributions

$324,012

Historical Graphs

Total Assets Over Time

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

$4,971,231$2,485,616$0200320142024YearValue
$4,971,231Latest year 2024

Participants Over Time

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

1160200320142024YearValue
11Latest 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
2024111$4,971,231$324,012$29,456iApproximate average salary by contribution assumption: employee only about $736,391 at 4% or $490,927 at 6%; with 50% employer match about $490,927 at 4% or $327,285 at 6%; with 100% employer match about $368,195 at 4% or $245,464 at 6%.
Crossbridge Financial Group LLC 401(K) Plan-11$4,971,231$324,012$29,456iApproximate average salary by contribution assumption: employee only about $736,391 at 4% or $490,927 at 6%; with 50% employer match about $490,927 at 4% or $327,285 at 6%; with 100% employer match about $368,195 at 4% or $245,464 at 6%.
2023111$4,071,687$318,876$28,989iApproximate average salary by contribution assumption: employee only about $724,718 at 4% or $483,145 at 6%; with 50% employer match about $483,145 at 4% or $322,097 at 6%; with 100% employer match about $362,359 at 4% or $241,573 at 6%.
Crossbridge Financial Group LLC 401(K) Plan-11$4,071,687$318,876$28,989iApproximate average salary by contribution assumption: employee only about $724,718 at 4% or $483,145 at 6%; with 50% employer match about $483,145 at 4% or $322,097 at 6%; with 100% employer match about $362,359 at 4% or $241,573 at 6%.
2022110$3,221,334$259,823$25,982iApproximate average salary by contribution assumption: employee only about $649,558 at 4% or $433,038 at 6%; with 50% employer match about $433,038 at 4% or $288,692 at 6%; with 100% employer match about $324,779 at 4% or $216,519 at 6%.
Crossbridge Financial Group LLC 401(K) Plan-10$3,221,334$259,823$25,982iApproximate average salary by contribution assumption: employee only about $649,558 at 4% or $433,038 at 6%; with 50% employer match about $433,038 at 4% or $288,692 at 6%; with 100% employer match about $324,779 at 4% or $216,519 at 6%.
2021110$3,653,031$261,649$26,165iApproximate average salary by contribution assumption: employee only about $654,123 at 4% or $436,082 at 6%; with 50% employer match about $436,082 at 4% or $290,721 at 6%; with 100% employer match about $327,061 at 4% or $218,041 at 6%.
Crossbridge Financial Group LLC 401(K) Plan-10$3,653,031$261,649$26,165iApproximate average salary by contribution assumption: employee only about $654,123 at 4% or $436,082 at 6%; with 50% employer match about $436,082 at 4% or $290,721 at 6%; with 100% employer match about $327,061 at 4% or $218,041 at 6%.
202019$2,935,122$270,165$30,018iApproximate average salary by contribution assumption: employee only about $750,458 at 4% or $500,306 at 6%; with 50% employer match about $500,306 at 4% or $333,537 at 6%; with 100% employer match about $375,229 at 4% or $250,153 at 6%.
Crossbridge Financial Group LLC 401(K) Plan-9$2,935,122$270,165$30,018iApproximate average salary by contribution assumption: employee only about $750,458 at 4% or $500,306 at 6%; with 50% employer match about $500,306 at 4% or $333,537 at 6%; with 100% employer match about $375,229 at 4% or $250,153 at 6%.
201919$2,268,186$261,523$29,058iApproximate average salary by contribution assumption: employee only about $726,453 at 4% or $484,302 at 6%; with 50% employer match about $484,302 at 4% or $322,868 at 6%; with 100% employer match about $363,226 at 4% or $242,151 at 6%.
Crossbridge Financial Group LLC 401(K) Plan-9$2,268,186$261,523$29,058iApproximate average salary by contribution assumption: employee only about $726,453 at 4% or $484,302 at 6%; with 50% employer match about $484,302 at 4% or $322,868 at 6%; with 100% employer match about $363,226 at 4% or $242,151 at 6%.
2018111$3,705,253$479,538$43,594iApproximate average salary by contribution assumption: employee only about $1,089,859 at 4% or $726,573 at 6%; with 50% employer match about $726,573 at 4% or $484,382 at 6%; with 100% employer match about $544,930 at 4% or $363,286 at 6%.
Crossbridge Financial Group LLC 401(K) Plan-11$3,705,253$479,538$43,594iApproximate average salary by contribution assumption: employee only about $1,089,859 at 4% or $726,573 at 6%; with 50% employer match about $726,573 at 4% or $484,382 at 6%; with 100% employer match about $544,930 at 4% or $363,286 at 6%.
201719$3,579,520$126,139$14,015iApproximate average salary by contribution assumption: employee only about $350,386 at 4% or $233,591 at 6%; with 50% employer match about $233,591 at 4% or $155,727 at 6%; with 100% employer match about $175,193 at 4% or $116,795 at 6%.
Crossbridge Financial Group LLC 401(K) Plan-9$3,579,520$126,139$14,015iApproximate average salary by contribution assumption: employee only about $350,386 at 4% or $233,591 at 6%; with 50% employer match about $233,591 at 4% or $155,727 at 6%; with 100% employer match about $175,193 at 4% or $116,795 at 6%.
2016110$3,033,858$293,871$29,387iApproximate average salary by contribution assumption: employee only about $734,678 at 4% or $489,785 at 6%; with 50% employer match about $489,785 at 4% or $326,523 at 6%; with 100% employer match about $367,339 at 4% or $244,893 at 6%.
Crossbridge Financial Group LLC 401(K) Plan-10$3,033,858$293,871$29,387iApproximate average salary by contribution assumption: employee only about $734,678 at 4% or $489,785 at 6%; with 50% employer match about $489,785 at 4% or $326,523 at 6%; with 100% employer match about $367,339 at 4% or $244,893 at 6%.
201518$2,592,028$271,881$33,985iApproximate average salary by contribution assumption: employee only about $849,628 at 4% or $566,419 at 6%; with 50% employer match about $566,419 at 4% or $377,613 at 6%; with 100% employer match about $424,814 at 4% or $283,209 at 6%.
Crossbridge Financial Group LLC 401(K) Plan-8$2,592,028$271,881$33,985iApproximate average salary by contribution assumption: employee only about $849,628 at 4% or $566,419 at 6%; with 50% employer match about $566,419 at 4% or $377,613 at 6%; with 100% employer match about $424,814 at 4% or $283,209 at 6%.
201416$2,396,777$196,634$32,772iApproximate average salary by contribution assumption: employee only about $819,308 at 4% or $546,206 at 6%; with 50% employer match about $546,206 at 4% or $364,137 at 6%; with 100% employer match about $409,654 at 4% or $273,103 at 6%.
Crossbridge Financial Group LLC 401(K) Plan-6$2,396,777$196,634$32,772iApproximate average salary by contribution assumption: employee only about $819,308 at 4% or $546,206 at 6%; with 50% employer match about $546,206 at 4% or $364,137 at 6%; with 100% employer match about $409,654 at 4% or $273,103 at 6%.
201317$2,173,292$196,415$28,059iApproximate average salary by contribution assumption: employee only about $701,482 at 4% or $467,655 at 6%; with 50% employer match about $467,655 at 4% or $311,770 at 6%; with 100% employer match about $350,741 at 4% or $233,827 at 6%.
Crossbridge Financial Group LLC 401(K) Plan-7$2,173,292$196,415$28,059iApproximate average salary by contribution assumption: employee only about $701,482 at 4% or $467,655 at 6%; with 50% employer match about $467,655 at 4% or $311,770 at 6%; with 100% employer match about $350,741 at 4% or $233,827 at 6%.
201218$2,449,562$239,948$29,994iApproximate average salary by contribution assumption: employee only about $749,838 at 4% or $499,892 at 6%; with 50% employer match about $499,892 at 4% or $333,261 at 6%; with 100% employer match about $374,919 at 4% or $249,946 at 6%.
Crossbridge Financial Group LLC 401(K) Plan-8$2,449,562$239,948$29,994iApproximate average salary by contribution assumption: employee only about $749,838 at 4% or $499,892 at 6%; with 50% employer match about $499,892 at 4% or $333,261 at 6%; with 100% employer match about $374,919 at 4% or $249,946 at 6%.
201117$1,997,584$280,370$40,053iApproximate average salary by contribution assumption: employee only about $1,001,321 at 4% or $667,548 at 6%; with 50% employer match about $667,548 at 4% or $445,032 at 6%; with 100% employer match about $500,661 at 4% or $333,774 at 6%.
Crossbridge Financial Group LLC 401(K) Plan-7$1,997,584$280,370$40,053iApproximate average salary by contribution assumption: employee only about $1,001,321 at 4% or $667,548 at 6%; with 50% employer match about $667,548 at 4% or $445,032 at 6%; with 100% employer match about $500,661 at 4% or $333,774 at 6%.
201017$1,821,205$224,981$32,140iApproximate average salary by contribution assumption: employee only about $803,504 at 4% or $535,669 at 6%; with 50% employer match about $535,669 at 4% or $357,113 at 6%; with 100% employer match about $401,752 at 4% or $267,835 at 6%.
Crossbridge Financial Group LLC 401(K) Plan-7$1,821,205$224,981$32,140iApproximate average salary by contribution assumption: employee only about $803,504 at 4% or $535,669 at 6%; with 50% employer match about $535,669 at 4% or $357,113 at 6%; with 100% employer match about $401,752 at 4% or $267,835 at 6%.
200918$1,408,120$217,390$27,174iApproximate average salary by contribution assumption: employee only about $679,344 at 4% or $452,896 at 6%; with 50% employer match about $452,896 at 4% or $301,931 at 6%; with 100% employer match about $339,672 at 4% or $226,448 at 6%.
Crossbridge Financial Group LLC 401(K) Plan-8$1,408,120$217,390$27,174iApproximate average salary by contribution assumption: employee only about $679,344 at 4% or $452,896 at 6%; with 50% employer match about $452,896 at 4% or $301,931 at 6%; with 100% employer match about $339,672 at 4% or $226,448 at 6%.
200818$951,127$216,307$27,038iApproximate average salary by contribution assumption: employee only about $675,959 at 4% or $450,640 at 6%; with 50% employer match about $450,640 at 4% or $300,426 at 6%; with 100% employer match about $337,980 at 4% or $225,320 at 6%.
Crossbridge Financial Group LLC 401(K) Plan-8$951,127$216,307$27,038iApproximate average salary by contribution assumption: employee only about $675,959 at 4% or $450,640 at 6%; with 50% employer match about $450,640 at 4% or $300,426 at 6%; with 100% employer match about $337,980 at 4% or $225,320 at 6%.
200719$1,183,776$345,802$38,422iApproximate average salary by contribution assumption: employee only about $960,561 at 4% or $640,374 at 6%; with 50% employer match about $640,374 at 4% or $426,916 at 6%; with 100% employer match about $480,281 at 4% or $320,187 at 6%.
Crossbridge Financial Group LLC 401(K) Plan-9$1,183,776$345,802$38,422iApproximate average salary by contribution assumption: employee only about $960,561 at 4% or $640,374 at 6%; with 50% employer match about $640,374 at 4% or $426,916 at 6%; with 100% employer match about $480,281 at 4% or $320,187 at 6%.
200619$775,770$204,296$22,700iApproximate average salary by contribution assumption: employee only about $567,489 at 4% or $378,326 at 6%; with 50% employer match about $378,326 at 4% or $252,217 at 6%; with 100% employer match about $283,744 at 4% or $189,163 at 6%.
Crossbridge Financial Group LLC 401(K) Plan-9$775,770$204,296$22,700iApproximate average salary by contribution assumption: employee only about $567,489 at 4% or $378,326 at 6%; with 50% employer match about $378,326 at 4% or $252,217 at 6%; with 100% employer match about $283,744 at 4% or $189,163 at 6%.
200518$494,528$161,956$20,245iApproximate average salary by contribution assumption: employee only about $506,113 at 4% or $337,408 at 6%; with 50% employer match about $337,408 at 4% or $224,939 at 6%; with 100% employer match about $253,056 at 4% or $168,704 at 6%.
Crossbridge Financial Group LLC 401(K) Plan-8$494,528$161,956$20,245iApproximate average salary by contribution assumption: employee only about $506,113 at 4% or $337,408 at 6%; with 50% employer match about $337,408 at 4% or $224,939 at 6%; with 100% employer match about $253,056 at 4% or $168,704 at 6%.
200417$294,516$184,513$26,359iApproximate average salary by contribution assumption: employee only about $658,975 at 4% or $439,317 at 6%; with 50% employer match about $439,317 at 4% or $292,878 at 6%; with 100% employer match about $329,488 at 4% or $219,658 at 6%.
Crossbridge Financial Group LLC 401(K) Plan-7$294,516$184,513$26,359iApproximate average salary by contribution assumption: employee only about $658,975 at 4% or $439,317 at 6%; with 50% employer match about $439,317 at 4% or $292,878 at 6%; with 100% employer match about $329,488 at 4% or $219,658 at 6%.
200317$86,588$86,588$12,370iApproximate average salary by contribution assumption: employee only about $309,243 at 4% or $206,162 at 6%; with 50% employer match about $206,162 at 4% or $137,441 at 6%; with 100% employer match about $154,621 at 4% or $103,081 at 6%.
Crossbridge Financial Group LLC 401(K) Plan-7$86,588$86,588$12,370iApproximate average salary by contribution assumption: employee only about $309,243 at 4% or $206,162 at 6%; with 50% employer match about $206,162 at 4% or $137,441 at 6%; with 100% employer match about $154,621 at 4% or $103,081 at 6%.