Civic Intelligence

Crestone Partners LLC

Plan context: Crestone Partners LLC 401K Plan

EIN 20-5702595 • Denver, CO • 19 filings • 1 plans

1401 Wynkoop StreetSuite 100Denver, CO 80202
Current Snapshot

Latest Year

2025

2025 Participants

14

2025 Assets

$708,358

2025 Contributions

$77,815

Historical Graphs

Total Assets Over Time

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

$708,358$354,179$0200820172025YearValue
$708,358Latest year 2025

Participants Over Time

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

1680200720162025YearValue
14Latest 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
2025114$708,358$77,815$5,558iApproximate average salary by contribution assumption: employee only about $138,955 at 4% or $92,637 at 6%; with 50% employer match about $92,637 at 4% or $61,758 at 6%; with 100% employer match about $69,478 at 4% or $46,318 at 6%.
Crestone Partners LLC 401K Plan-14$708,358$77,815$5,558iApproximate average salary by contribution assumption: employee only about $138,955 at 4% or $92,637 at 6%; with 50% employer match about $92,637 at 4% or $61,758 at 6%; with 100% employer match about $69,478 at 4% or $46,318 at 6%.
2024112$603,217$80,564$6,714iApproximate average salary by contribution assumption: employee only about $167,842 at 4% or $111,894 at 6%; with 50% employer match about $111,894 at 4% or $74,596 at 6%; with 100% employer match about $83,921 at 4% or $55,947 at 6%.
Crestone Partners LLC 401K Plan-12$603,217$80,564$6,714iApproximate average salary by contribution assumption: employee only about $167,842 at 4% or $111,894 at 6%; with 50% employer match about $111,894 at 4% or $74,596 at 6%; with 100% employer match about $83,921 at 4% or $55,947 at 6%.
2023112$504,476$66,805$5,567iApproximate average salary by contribution assumption: employee only about $139,177 at 4% or $92,785 at 6%; with 50% employer match about $92,785 at 4% or $61,856 at 6%; with 100% employer match about $69,589 at 4% or $46,392 at 6%.
Crestone Partners LLC 401K Plan-12$504,476$66,805$5,567iApproximate average salary by contribution assumption: employee only about $139,177 at 4% or $92,785 at 6%; with 50% employer match about $92,785 at 4% or $61,856 at 6%; with 100% employer match about $69,589 at 4% or $46,392 at 6%.
2022115$451,779$59,753$3,984iApproximate average salary by contribution assumption: employee only about $99,588 at 4% or $66,392 at 6%; with 50% employer match about $66,392 at 4% or $44,261 at 6%; with 100% employer match about $49,794 at 4% or $33,196 at 6%.
Crestone Partners LLC 401K Plan-15$451,779$59,753$3,984iApproximate average salary by contribution assumption: employee only about $99,588 at 4% or $66,392 at 6%; with 50% employer match about $66,392 at 4% or $44,261 at 6%; with 100% employer match about $49,794 at 4% or $33,196 at 6%.
2021114$574,508$77,826$5,559iApproximate average salary by contribution assumption: employee only about $138,975 at 4% or $92,650 at 6%; with 50% employer match about $92,650 at 4% or $61,767 at 6%; with 100% employer match about $69,488 at 4% or $46,325 at 6%.
Crestone Partners LLC 401K Plan-14$574,508$77,826$5,559iApproximate average salary by contribution assumption: employee only about $138,975 at 4% or $92,650 at 6%; with 50% employer match about $92,650 at 4% or $61,767 at 6%; with 100% employer match about $69,488 at 4% or $46,325 at 6%.
2020114$474,508$84,310$6,022iApproximate average salary by contribution assumption: employee only about $150,554 at 4% or $100,369 at 6%; with 50% employer match about $100,369 at 4% or $66,913 at 6%; with 100% employer match about $75,277 at 4% or $50,185 at 6%.
Crestone Partners LLC 401K Plan-14$474,508$84,310$6,022iApproximate average salary by contribution assumption: employee only about $150,554 at 4% or $100,369 at 6%; with 50% employer match about $100,369 at 4% or $66,913 at 6%; with 100% employer match about $75,277 at 4% or $50,185 at 6%.
2019113$389,650$98,560$7,582iApproximate average salary by contribution assumption: employee only about $189,538 at 4% or $126,359 at 6%; with 50% employer match about $126,359 at 4% or $84,239 at 6%; with 100% employer match about $94,769 at 4% or $63,179 at 6%.
Crestone Partners LLC 401K Plan-13$389,650$98,560$7,582iApproximate average salary by contribution assumption: employee only about $189,538 at 4% or $126,359 at 6%; with 50% employer match about $126,359 at 4% or $84,239 at 6%; with 100% employer match about $94,769 at 4% or $63,179 at 6%.
2018116$319,933$71,810$4,488iApproximate average salary by contribution assumption: employee only about $112,203 at 4% or $74,802 at 6%; with 50% employer match about $74,802 at 4% or $49,868 at 6%; with 100% employer match about $56,102 at 4% or $37,401 at 6%.
Crestone Partners LLC 401K Plan-16$319,933$71,810$4,488iApproximate average salary by contribution assumption: employee only about $112,203 at 4% or $74,802 at 6%; with 50% employer match about $74,802 at 4% or $49,868 at 6%; with 100% employer match about $56,102 at 4% or $37,401 at 6%.
2017114$288,936$58,608$4,186iApproximate average salary by contribution assumption: employee only about $104,657 at 4% or $69,771 at 6%; with 50% employer match about $69,771 at 4% or $46,514 at 6%; with 100% employer match about $52,329 at 4% or $34,886 at 6%.
Crestone Partners LLC 401K Plan-14$288,936$58,608$4,186iApproximate average salary by contribution assumption: employee only about $104,657 at 4% or $69,771 at 6%; with 50% employer match about $69,771 at 4% or $46,514 at 6%; with 100% employer match about $52,329 at 4% or $34,886 at 6%.
2016113$279,043$55,791$4,292iApproximate average salary by contribution assumption: employee only about $107,290 at 4% or $71,527 at 6%; with 50% employer match about $71,527 at 4% or $47,685 at 6%; with 100% employer match about $53,645 at 4% or $35,763 at 6%.
Crestone Partners LLC 401K Plan-13$279,043$55,791$4,292iApproximate average salary by contribution assumption: employee only about $107,290 at 4% or $71,527 at 6%; with 50% employer match about $71,527 at 4% or $47,685 at 6%; with 100% employer match about $53,645 at 4% or $35,763 at 6%.
201519$256,366$53,204$5,912iApproximate average salary by contribution assumption: employee only about $147,789 at 4% or $98,526 at 6%; with 50% employer match about $98,526 at 4% or $65,684 at 6%; with 100% employer match about $73,894 at 4% or $49,263 at 6%.
Crestone Partners LLC 401K Plan-9$256,366$53,204$5,912iApproximate average salary by contribution assumption: employee only about $147,789 at 4% or $98,526 at 6%; with 50% employer match about $98,526 at 4% or $65,684 at 6%; with 100% employer match about $73,894 at 4% or $49,263 at 6%.
201418$212,601$38,743$4,843iApproximate average salary by contribution assumption: employee only about $121,072 at 4% or $80,715 at 6%; with 50% employer match about $80,715 at 4% or $53,810 at 6%; with 100% employer match about $60,536 at 4% or $40,357 at 6%.
Crestone Partners LLC 401K Plan-8$212,601$38,743$4,843iApproximate average salary by contribution assumption: employee only about $121,072 at 4% or $80,715 at 6%; with 50% employer match about $80,715 at 4% or $53,810 at 6%; with 100% employer match about $60,536 at 4% or $40,357 at 6%.
201318$176,917$36,119$4,515iApproximate average salary by contribution assumption: employee only about $112,872 at 4% or $75,248 at 6%; with 50% employer match about $75,248 at 4% or $50,165 at 6%; with 100% employer match about $56,436 at 4% or $37,624 at 6%.
Crestone Partners LLC 401K Plan-8$176,917$36,119$4,515iApproximate average salary by contribution assumption: employee only about $112,872 at 4% or $75,248 at 6%; with 50% employer match about $75,248 at 4% or $50,165 at 6%; with 100% employer match about $56,436 at 4% or $37,624 at 6%.
201218$139,423$39,360$4,920iApproximate average salary by contribution assumption: employee only about $123,000 at 4% or $82,000 at 6%; with 50% employer match about $82,000 at 4% or $54,667 at 6%; with 100% employer match about $61,500 at 4% or $41,000 at 6%.
Crestone Partners LLC 401K Plan-8$139,423$39,360$4,920iApproximate average salary by contribution assumption: employee only about $123,000 at 4% or $82,000 at 6%; with 50% employer match about $82,000 at 4% or $54,667 at 6%; with 100% employer match about $61,500 at 4% or $41,000 at 6%.
201119$202,129$43,020$4,780iApproximate average salary by contribution assumption: employee only about $119,500 at 4% or $79,667 at 6%; with 50% employer match about $79,667 at 4% or $53,111 at 6%; with 100% employer match about $59,750 at 4% or $39,833 at 6%.
Crestone Partners LLC 401K Plan-9$202,129$43,020$4,780iApproximate average salary by contribution assumption: employee only about $119,500 at 4% or $79,667 at 6%; with 50% employer match about $79,667 at 4% or $53,111 at 6%; with 100% employer match about $59,750 at 4% or $39,833 at 6%.
201019$159,751$38,451$4,272iApproximate average salary by contribution assumption: employee only about $106,808 at 4% or $71,206 at 6%; with 50% employer match about $71,206 at 4% or $47,470 at 6%; with 100% employer match about $53,404 at 4% or $35,603 at 6%.
Crestone Partners LLC 401K Plan-9$159,751$38,451$4,272iApproximate average salary by contribution assumption: employee only about $106,808 at 4% or $71,206 at 6%; with 50% employer match about $71,206 at 4% or $47,470 at 6%; with 100% employer match about $53,404 at 4% or $35,603 at 6%.
200917$121,351$32,308$4,615iApproximate average salary by contribution assumption: employee only about $115,386 at 4% or $76,924 at 6%; with 50% employer match about $76,924 at 4% or $51,283 at 6%; with 100% employer match about $57,693 at 4% or $38,462 at 6%.
Crestone Partners LLC 401K Plan-7$121,351$32,308$4,615iApproximate average salary by contribution assumption: employee only about $115,386 at 4% or $76,924 at 6%; with 50% employer match about $76,924 at 4% or $51,283 at 6%; with 100% employer match about $57,693 at 4% or $38,462 at 6%.
200816$89,032$144,764$24,127iApproximate average salary by contribution assumption: employee only about $603,183 at 4% or $402,122 at 6%; with 50% employer match about $402,122 at 4% or $268,081 at 6%; with 100% employer match about $301,592 at 4% or $201,061 at 6%.
Crestone Partners LLC 401K Plan-6$89,032$144,764$24,127iApproximate average salary by contribution assumption: employee only about $603,183 at 4% or $402,122 at 6%; with 50% employer match about $402,122 at 4% or $268,081 at 6%; with 100% employer match about $301,592 at 4% or $201,061 at 6%.
2007112$0$0-
Crestone Partners LLC 401K Plan-12---