Civic Intelligence

Crosstree Capital Partners Inc.

Plan context: Crosstree Capital Partners Inc. Cash Balance Plan

EIN 20-0712019 • Tampa, FL • 17 filings • 2 plans

5411 Skycenter Drive,Suite 625Tampa, FL 33607
Current Snapshot

Latest Year

2025

2025 Participants

18

2025 Assets

$3,471,748

2025 Contributions

$368,552

Historical Graphs

Total Assets Over Time

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

$5,009,087$2,504,544$0201520202025YearValue
$3,471,748Latest year 2025

Participants Over Time

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

48240201520202025YearValue
18Latest year 2025

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
2025118$3,471,748$0-
Crosstree Capital Partners Inc. Cash Balance Plan-18$3,471,748$0-
2024248$5,009,087$368,552$7,678iApproximate average salary by contribution assumption: employee only about $191,954 at 4% or $127,969 at 6%; with 50% employer match about $127,969 at 4% or $85,313 at 6%; with 100% employer match about $95,977 at 4% or $63,985 at 6%.
Crosstree Capital Partners Inc. Cash Balance Plan-18$3,071,787$0-
Crosstree Capital Partners Inc. 401(K) Plan-48$1,937,300$368,552$7,678iApproximate average salary by contribution assumption: employee only about $191,954 at 4% or $127,969 at 6%; with 50% employer match about $127,969 at 4% or $85,313 at 6%; with 100% employer match about $95,977 at 4% or $63,985 at 6%.
2023232$4,406,224$500,594$15,644iApproximate average salary by contribution assumption: employee only about $391,089 at 4% or $260,726 at 6%; with 50% employer match about $260,726 at 4% or $173,817 at 6%; with 100% employer match about $195,545 at 4% or $130,363 at 6%.
Crosstree Capital Partners Inc. Cash Balance Plan-18$2,788,554$0-
Crosstree Capital Partners Inc. 401(K) Plan-32$1,617,670$500,594$15,644iApproximate average salary by contribution assumption: employee only about $391,089 at 4% or $260,726 at 6%; with 50% employer match about $260,726 at 4% or $173,817 at 6%; with 100% employer match about $195,545 at 4% or $130,363 at 6%.
2022219$3,491,402$871,843$45,886iApproximate average salary by contribution assumption: employee only about $1,147,162 at 4% or $764,775 at 6%; with 50% employer match about $764,775 at 4% or $509,850 at 6%; with 100% employer match about $573,581 at 4% or $382,387 at 6%.
Crosstree Capital Partners Inc. Cash Balance Plan-19$2,485,942$595,352$31,334iApproximate average salary by contribution assumption: employee only about $783,358 at 4% or $522,239 at 6%; with 50% employer match about $522,239 at 4% or $348,159 at 6%; with 100% employer match about $391,679 at 4% or $261,119 at 6%.
Crosstree Capital Partners Inc. 401(K) Plan-14$1,005,460$276,491$19,749iApproximate average salary by contribution assumption: employee only about $493,734 at 4% or $329,156 at 6%; with 50% employer match about $329,156 at 4% or $219,437 at 6%; with 100% employer match about $246,867 at 4% or $164,578 at 6%.
2021114$882,437$204,445$14,603iApproximate average salary by contribution assumption: employee only about $365,080 at 4% or $243,387 at 6%; with 50% employer match about $243,387 at 4% or $162,258 at 6%; with 100% employer match about $182,540 at 4% or $121,693 at 6%.
Crosstree Capital Partners Inc. 401(K) Plan-14$882,437$204,445$14,603iApproximate average salary by contribution assumption: employee only about $365,080 at 4% or $243,387 at 6%; with 50% employer match about $243,387 at 4% or $162,258 at 6%; with 100% employer match about $182,540 at 4% or $121,693 at 6%.
2020212$2,163,997$731,096$60,925iApproximate average salary by contribution assumption: employee only about $1,523,117 at 4% or $1,015,411 at 6%; with 50% employer match about $1,015,411 at 4% or $676,941 at 6%; with 100% employer match about $761,558 at 4% or $507,706 at 6%.
Crosstree Capital Partners Inc. Cash Balance Plan-7$1,379,150$578,479$82,640iApproximate average salary by contribution assumption: employee only about $2,065,996 at 4% or $1,377,331 at 6%; with 50% employer match about $1,377,331 at 4% or $918,221 at 6%; with 100% employer match about $1,032,998 at 4% or $688,665 at 6%.
Crosstree Capital Partners Inc. 401(K) Plan-12$784,847$152,617$12,718iApproximate average salary by contribution assumption: employee only about $317,952 at 4% or $211,968 at 6%; with 50% employer match about $211,968 at 4% or $141,312 at 6%; with 100% employer match about $158,976 at 4% or $105,984 at 6%.
201929$1,313,444$380,317$42,257iApproximate average salary by contribution assumption: employee only about $1,056,436 at 4% or $704,291 at 6%; with 50% employer match about $704,291 at 4% or $469,527 at 6%; with 100% employer match about $528,218 at 4% or $352,145 at 6%.
Crosstree Capital Partners Inc. Cash Balance Plan-9$722,075$206,197$22,911iApproximate average salary by contribution assumption: employee only about $572,769 at 4% or $381,846 at 6%; with 50% employer match about $381,846 at 4% or $254,564 at 6%; with 100% employer match about $286,385 at 4% or $190,923 at 6%.
Crosstree Capital Partners Inc. 401(K) Plan-7$591,369$174,120$24,874iApproximate average salary by contribution assumption: employee only about $621,857 at 4% or $414,571 at 6%; with 50% employer match about $414,571 at 4% or $276,381 at 6%; with 100% employer match about $310,929 at 4% or $207,286 at 6%.
201829$867,126$605,107$67,234iApproximate average salary by contribution assumption: employee only about $1,680,853 at 4% or $1,120,569 at 6%; with 50% employer match about $1,120,569 at 4% or $747,046 at 6%; with 100% employer match about $840,426 at 4% or $560,284 at 6%.
Crosstree Capital Partners Inc. Cash Balance Plan-4$482,414$256,498$64,125iApproximate average salary by contribution assumption: employee only about $1,603,113 at 4% or $1,068,742 at 6%; with 50% employer match about $1,068,742 at 4% or $712,494 at 6%; with 100% employer match about $801,556 at 4% or $534,371 at 6%.
Crosstree Capital Partners Inc. 401(K) Plan-9$384,712$348,609$38,734iApproximate average salary by contribution assumption: employee only about $968,358 at 4% or $645,572 at 6%; with 50% employer match about $645,572 at 4% or $430,381 at 6%; with 100% employer match about $484,179 at 4% or $322,786 at 6%.
201714$241,992$241,992$60,498iApproximate average salary by contribution assumption: employee only about $1,512,450 at 4% or $1,008,300 at 6%; with 50% employer match about $1,008,300 at 4% or $672,200 at 6%; with 100% employer match about $756,225 at 4% or $504,150 at 6%.
Crosstree Capital Partners Inc. Cash Balance Plan-4$241,992$241,992$60,498iApproximate average salary by contribution assumption: employee only about $1,512,450 at 4% or $1,008,300 at 6%; with 50% employer match about $1,008,300 at 4% or $672,200 at 6%; with 100% employer match about $756,225 at 4% or $504,150 at 6%.
201616$149,197$86,717$14,453iApproximate average salary by contribution assumption: employee only about $361,321 at 4% or $240,881 at 6%; with 50% employer match about $240,881 at 4% or $160,587 at 6%; with 100% employer match about $180,660 at 4% or $120,440 at 6%.
Crosstree Capital Partners Inc. 401(K) Plan-6$149,197$86,717$14,453iApproximate average salary by contribution assumption: employee only about $361,321 at 4% or $240,881 at 6%; with 50% employer match about $240,881 at 4% or $160,587 at 6%; with 100% employer match about $180,660 at 4% or $120,440 at 6%.
201514$55,998$56,738$14,185iApproximate average salary by contribution assumption: employee only about $354,613 at 4% or $236,408 at 6%; with 50% employer match about $236,408 at 4% or $157,606 at 6%; with 100% employer match about $177,306 at 4% or $118,204 at 6%.
Crosstree Capital Partners Inc. 401(K) Plan-4$55,998$56,738$14,185iApproximate average salary by contribution assumption: employee only about $354,613 at 4% or $236,408 at 6%; with 50% employer match about $236,408 at 4% or $157,606 at 6%; with 100% employer match about $177,306 at 4% or $118,204 at 6%.