Civic Intelligence

Cranbrook Wealth Management LLC

Plan context: Cranbrook Wealth Management LLC 401(K) Plan

EIN 20-1198595 • Bloomfield Hills, MI • 20 filings • 4 plans

36330 Woodward Ave Ste 200Bloomfield Hills, MI 48304
Current Snapshot

Latest Year

2025

2025 Participants

6

2025 Assets

$1,315,912

2025 Contributions

$221,002

Historical Graphs

Total Assets Over Time

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

$2,896,032$1,448,016$0201020182025YearValue
$1,315,912Latest year 2025

Participants Over Time

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

740201020182025YearValue
6Latest 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
202516$1,315,912$221,002$36,834iApproximate average salary by contribution assumption: employee only about $920,842 at 4% or $613,894 at 6%; with 50% employer match about $613,894 at 4% or $409,263 at 6%; with 100% employer match about $460,421 at 4% or $306,947 at 6%.
Cranbrook Wealth Management LLC 401(K) Plan-6$1,315,912$221,002$36,834iApproximate average salary by contribution assumption: employee only about $920,842 at 4% or $613,894 at 6%; with 50% employer match about $613,894 at 4% or $409,263 at 6%; with 100% employer match about $460,421 at 4% or $306,947 at 6%.
202426$2,307,875$278,331$46,389iApproximate average salary by contribution assumption: employee only about $1,159,713 at 4% or $773,142 at 6%; with 50% employer match about $773,142 at 4% or $515,428 at 6%; with 100% employer match about $579,856 at 4% or $386,571 at 6%.
Cranbrook Wealth Management LLC 401(K) Plan-6$2,307,875$278,331$46,389iApproximate average salary by contribution assumption: employee only about $1,159,713 at 4% or $773,142 at 6%; with 50% employer match about $773,142 at 4% or $515,428 at 6%; with 100% employer match about $579,856 at 4% or $386,571 at 6%.
CRANBROOK WEALTH MANAGEMENT, LLC CASH BALANCE PLAN-0$0$0-
202327$2,896,032$541,305$77,329iApproximate average salary by contribution assumption: employee only about $1,933,232 at 4% or $1,288,821 at 6%; with 50% employer match about $1,288,821 at 4% or $859,214 at 6%; with 100% employer match about $966,616 at 4% or $644,411 at 6%.
Cranbrook Wealth Management LLC 401(K) Plan-7$1,899,847$241,305$34,472iApproximate average salary by contribution assumption: employee only about $861,804 at 4% or $574,536 at 6%; with 50% employer match about $574,536 at 4% or $383,024 at 6%; with 100% employer match about $430,902 at 4% or $287,268 at 6%.
CRANBROOK WEALTH MANAGEMENT, LLC CASH BALANCE PLAN-4$996,185$300,000$75,000iApproximate average salary by contribution assumption: employee only about $1,875,000 at 4% or $1,250,000 at 6%; with 50% employer match about $1,250,000 at 4% or $833,333 at 6%; with 100% employer match about $937,500 at 4% or $625,000 at 6%.
202225$2,020,167$518,966$103,793iApproximate average salary by contribution assumption: employee only about $2,594,830 at 4% or $1,729,887 at 6%; with 50% employer match about $1,729,887 at 4% or $1,153,258 at 6%; with 100% employer match about $1,297,415 at 4% or $864,943 at 6%.
Cranbrook Wealth Management LLC 401(K) Plan-5$1,412,916$194,645$38,929iApproximate average salary by contribution assumption: employee only about $973,225 at 4% or $648,817 at 6%; with 50% employer match about $648,817 at 4% or $432,544 at 6%; with 100% employer match about $486,613 at 4% or $324,408 at 6%.
CRANBROOK WEALTH MANAGEMENT, LLC CASH BALANCE PLAN-3$607,251$324,321$108,107iApproximate average salary by contribution assumption: employee only about $2,702,675 at 4% or $1,801,783 at 6%; with 50% employer match about $1,801,783 at 4% or $1,201,189 at 6%; with 100% employer match about $1,351,338 at 4% or $900,892 at 6%.
202126$2,651,798$590,668$98,445iApproximate average salary by contribution assumption: employee only about $2,461,117 at 4% or $1,640,744 at 6%; with 50% employer match about $1,640,744 at 4% or $1,093,830 at 6%; with 100% employer match about $1,230,558 at 4% or $820,372 at 6%.
Cranbrook Wealth Management LLC 401(K) Plan-6$2,355,173$294,043$49,007iApproximate average salary by contribution assumption: employee only about $1,225,179 at 4% or $816,786 at 6%; with 50% employer match about $816,786 at 4% or $544,524 at 6%; with 100% employer match about $612,590 at 4% or $408,393 at 6%.
CRANBROOK WEALTH MANAGEMENT, LLC CASH BALANCE PLAN-5$296,625$296,625$59,325iApproximate average salary by contribution assumption: employee only about $1,483,125 at 4% or $988,750 at 6%; with 50% employer match about $988,750 at 4% or $659,167 at 6%; with 100% employer match about $741,563 at 4% or $494,375 at 6%.
202015$1,786,528$174,047$34,809iApproximate average salary by contribution assumption: employee only about $870,235 at 4% or $580,157 at 6%; with 50% employer match about $580,157 at 4% or $386,771 at 6%; with 100% employer match about $435,118 at 4% or $290,078 at 6%.
Cranbrook Wealth Management LLC 401(K) Plan-5$1,786,528$174,047$34,809iApproximate average salary by contribution assumption: employee only about $870,235 at 4% or $580,157 at 6%; with 50% employer match about $580,157 at 4% or $386,771 at 6%; with 100% employer match about $435,118 at 4% or $290,078 at 6%.
201914$1,398,609$147,139$36,785iApproximate average salary by contribution assumption: employee only about $919,619 at 4% or $613,079 at 6%; with 50% employer match about $613,079 at 4% or $408,719 at 6%; with 100% employer match about $459,809 at 4% or $306,540 at 6%.
Cranbrook Wealth Management LLC 401(K) Plan-4$1,398,609$147,139$36,785iApproximate average salary by contribution assumption: employee only about $919,619 at 4% or $613,079 at 6%; with 50% employer match about $613,079 at 4% or $408,719 at 6%; with 100% employer match about $459,809 at 4% or $306,540 at 6%.
201815$1,034,013$147,524$29,505iApproximate average salary by contribution assumption: employee only about $737,620 at 4% or $491,747 at 6%; with 50% employer match about $491,747 at 4% or $327,831 at 6%; with 100% employer match about $368,810 at 4% or $245,873 at 6%.
Cranbrook Wealth Management LLC 401(K) Plan-5$1,034,013$147,524$29,505iApproximate average salary by contribution assumption: employee only about $737,620 at 4% or $491,747 at 6%; with 50% employer match about $491,747 at 4% or $327,831 at 6%; with 100% employer match about $368,810 at 4% or $245,873 at 6%.
201715$982,579$131,803$26,361iApproximate average salary by contribution assumption: employee only about $659,015 at 4% or $439,343 at 6%; with 50% employer match about $439,343 at 4% or $292,896 at 6%; with 100% employer match about $329,508 at 4% or $219,672 at 6%.
Cranbrook Wealth Management LLC 401(K) Plan-5$982,579$131,803$26,361iApproximate average salary by contribution assumption: employee only about $659,015 at 4% or $439,343 at 6%; with 50% employer match about $439,343 at 4% or $292,896 at 6%; with 100% employer match about $329,508 at 4% or $219,672 at 6%.
201614$716,754$144,218$36,055iApproximate average salary by contribution assumption: employee only about $901,363 at 4% or $600,908 at 6%; with 50% employer match about $600,908 at 4% or $400,606 at 6%; with 100% employer match about $450,681 at 4% or $300,454 at 6%.
Cranbrook Wealth Management LLC 401(K) Plan-4$716,754$144,218$36,055iApproximate average salary by contribution assumption: employee only about $901,363 at 4% or $600,908 at 6%; with 50% employer match about $600,908 at 4% or $400,606 at 6%; with 100% employer match about $450,681 at 4% or $300,454 at 6%.
201515$699,709$152,495$30,499iApproximate average salary by contribution assumption: employee only about $762,475 at 4% or $508,317 at 6%; with 50% employer match about $508,317 at 4% or $338,878 at 6%; with 100% employer match about $381,238 at 4% or $254,158 at 6%.
Cranbrook Wealth Management LLC 401(K) Plan-5$699,709$152,495$30,499iApproximate average salary by contribution assumption: employee only about $762,475 at 4% or $508,317 at 6%; with 50% employer match about $508,317 at 4% or $338,878 at 6%; with 100% employer match about $381,238 at 4% or $254,158 at 6%.
201415$561,311$147,144$29,429iApproximate average salary by contribution assumption: employee only about $735,720 at 4% or $490,480 at 6%; with 50% employer match about $490,480 at 4% or $326,987 at 6%; with 100% employer match about $367,860 at 4% or $245,240 at 6%.
Cranbrook Wealth Management LLC 401(K) Plan-5$561,311$147,144$29,429iApproximate average salary by contribution assumption: employee only about $735,720 at 4% or $490,480 at 6%; with 50% employer match about $490,480 at 4% or $326,987 at 6%; with 100% employer match about $367,860 at 4% or $245,240 at 6%.
201315$380,993$147,103$29,421iApproximate average salary by contribution assumption: employee only about $735,515 at 4% or $490,343 at 6%; with 50% employer match about $490,343 at 4% or $326,896 at 6%; with 100% employer match about $367,758 at 4% or $245,172 at 6%.
Cranbrook Wealth Management LLC 401(K) Plan-5$380,993$147,103$29,421iApproximate average salary by contribution assumption: employee only about $735,515 at 4% or $490,343 at 6%; with 50% employer match about $490,343 at 4% or $326,896 at 6%; with 100% employer match about $367,758 at 4% or $245,172 at 6%.
201215$188,100$116,735$23,347iApproximate average salary by contribution assumption: employee only about $583,675 at 4% or $389,117 at 6%; with 50% employer match about $389,117 at 4% or $259,411 at 6%; with 100% employer match about $291,838 at 4% or $194,558 at 6%.
Cranbrook Wealth Management LLC 401(K) Plan-5$188,100$116,735$23,347iApproximate average salary by contribution assumption: employee only about $583,675 at 4% or $389,117 at 6%; with 50% employer match about $389,117 at 4% or $259,411 at 6%; with 100% employer match about $291,838 at 4% or $194,558 at 6%.
201114$63,542$57,631$14,408iApproximate average salary by contribution assumption: employee only about $360,194 at 4% or $240,129 at 6%; with 50% employer match about $240,129 at 4% or $160,086 at 6%; with 100% employer match about $180,097 at 4% or $120,065 at 6%.
Cranbrook Wealth Management LLC 401(K) Plan-4$63,542$57,631$14,408iApproximate average salary by contribution assumption: employee only about $360,194 at 4% or $240,129 at 6%; with 50% employer match about $240,129 at 4% or $160,086 at 6%; with 100% employer match about $180,097 at 4% or $120,065 at 6%.
201011$280,362$51,000$51,000iApproximate average salary by contribution assumption: employee only about $1,275,000 at 4% or $850,000 at 6%; with 50% employer match about $850,000 at 4% or $566,667 at 6%; with 100% employer match about $637,500 at 4% or $425,000 at 6%.
CWM SINGLE K-1$280,362$51,000$51,000iApproximate average salary by contribution assumption: employee only about $1,275,000 at 4% or $850,000 at 6%; with 50% employer match about $850,000 at 4% or $566,667 at 6%; with 100% employer match about $637,500 at 4% or $425,000 at 6%.
Cranbrook Wealth Management LLC | EIN 20-1198595 | 2025 Form 5500 Company Profile