Civic Intelligence

Crossbridge Wealth Management & Benefits Group

Plan context: Crossbridge Wealth Management & Benefits Group 401(K) Plan

EIN 26-1420550 • Johnson City, TN • 11 filings • 1 plans

119 Boone Ridge Drive, Suite 403Johnson City, TN 37615
Current Snapshot

Latest Year

2024

2024 Participants

8

2024 Assets

$1,452,989

2024 Contributions

$228,516

Historical Graphs

Total Assets Over Time

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

$1,452,989$726,495$0201420192024YearValue
$1,452,989Latest year 2024

Participants Over Time

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

950201420192024YearValue
8Latest 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
202418$1,452,989$228,516$28,565iApproximate average salary by contribution assumption: employee only about $714,113 at 4% or $476,075 at 6%; with 50% employer match about $476,075 at 4% or $317,383 at 6%; with 100% employer match about $357,056 at 4% or $238,038 at 6%.
Crossbridge Wealth Management & Benefits Group 401(K) Plan-8$1,452,989$228,516$28,565iApproximate average salary by contribution assumption: employee only about $714,113 at 4% or $476,075 at 6%; with 50% employer match about $476,075 at 4% or $317,383 at 6%; with 100% employer match about $357,056 at 4% or $238,038 at 6%.
202319$1,125,474$203,460$22,607iApproximate average salary by contribution assumption: employee only about $565,167 at 4% or $376,778 at 6%; with 50% employer match about $376,778 at 4% or $251,185 at 6%; with 100% employer match about $282,583 at 4% or $188,389 at 6%.
Crossbridge Wealth Management & Benefits Group 401(K) Plan-9$1,125,474$203,460$22,607iApproximate average salary by contribution assumption: employee only about $565,167 at 4% or $376,778 at 6%; with 50% employer match about $376,778 at 4% or $251,185 at 6%; with 100% employer match about $282,583 at 4% or $188,389 at 6%.
202219$914,375$150,679$16,742iApproximate average salary by contribution assumption: employee only about $418,553 at 4% or $279,035 at 6%; with 50% employer match about $279,035 at 4% or $186,023 at 6%; with 100% employer match about $209,276 at 4% or $139,518 at 6%.
Crossbridge Wealth Management & Benefits Group 401(K) Plan-9$914,375$150,679$16,742iApproximate average salary by contribution assumption: employee only about $418,553 at 4% or $279,035 at 6%; with 50% employer match about $279,035 at 4% or $186,023 at 6%; with 100% employer match about $209,276 at 4% or $139,518 at 6%.
202119$966,602$205,440$22,827iApproximate average salary by contribution assumption: employee only about $570,667 at 4% or $380,444 at 6%; with 50% employer match about $380,444 at 4% or $253,630 at 6%; with 100% employer match about $285,333 at 4% or $190,222 at 6%.
Crossbridge Wealth Management & Benefits Group 401(K) Plan-9$966,602$205,440$22,827iApproximate average salary by contribution assumption: employee only about $570,667 at 4% or $380,444 at 6%; with 50% employer match about $380,444 at 4% or $253,630 at 6%; with 100% employer match about $285,333 at 4% or $190,222 at 6%.
202017$657,107$126,443$18,063iApproximate average salary by contribution assumption: employee only about $451,582 at 4% or $301,055 at 6%; with 50% employer match about $301,055 at 4% or $200,703 at 6%; with 100% employer match about $225,791 at 4% or $150,527 at 6%.
Crossbridge Wealth Management & Benefits Group 401(K) Plan-7$657,107$126,443$18,063iApproximate average salary by contribution assumption: employee only about $451,582 at 4% or $301,055 at 6%; with 50% employer match about $301,055 at 4% or $200,703 at 6%; with 100% employer match about $225,791 at 4% or $150,527 at 6%.
201917$913,348$117,108$16,730iApproximate average salary by contribution assumption: employee only about $418,243 at 4% or $278,829 at 6%; with 50% employer match about $278,829 at 4% or $185,886 at 6%; with 100% employer match about $209,121 at 4% or $139,414 at 6%.
Crossbridge Wealth Management & Benefits Group 401(K) Plan-7$913,348$117,108$16,730iApproximate average salary by contribution assumption: employee only about $418,243 at 4% or $278,829 at 6%; with 50% employer match about $278,829 at 4% or $185,886 at 6%; with 100% employer match about $209,121 at 4% or $139,414 at 6%.
201817$635,221$100,111$14,302iApproximate average salary by contribution assumption: employee only about $357,539 at 4% or $238,360 at 6%; with 50% employer match about $238,360 at 4% or $158,906 at 6%; with 100% employer match about $178,770 at 4% or $119,180 at 6%.
Crossbridge Wealth Management & Benefits Group 401(K) Plan-7$635,221$100,111$14,302iApproximate average salary by contribution assumption: employee only about $357,539 at 4% or $238,360 at 6%; with 50% employer match about $238,360 at 4% or $158,906 at 6%; with 100% employer match about $178,770 at 4% or $119,180 at 6%.
201717$602,268$84,651$12,093iApproximate average salary by contribution assumption: employee only about $302,325 at 4% or $201,550 at 6%; with 50% employer match about $201,550 at 4% or $134,367 at 6%; with 100% employer match about $151,163 at 4% or $100,775 at 6%.
Crossbridge Wealth Management & Benefits Group 401(K) Plan-7$602,268$84,651$12,093iApproximate average salary by contribution assumption: employee only about $302,325 at 4% or $201,550 at 6%; with 50% employer match about $201,550 at 4% or $134,367 at 6%; with 100% employer match about $151,163 at 4% or $100,775 at 6%.
201617$429,461$79,659$11,380iApproximate average salary by contribution assumption: employee only about $284,496 at 4% or $189,664 at 6%; with 50% employer match about $189,664 at 4% or $126,443 at 6%; with 100% employer match about $142,248 at 4% or $94,832 at 6%.
Crossbridge Wealth Management & Benefits Group 401(K) Plan-7$429,461$79,659$11,380iApproximate average salary by contribution assumption: employee only about $284,496 at 4% or $189,664 at 6%; with 50% employer match about $189,664 at 4% or $126,443 at 6%; with 100% employer match about $142,248 at 4% or $94,832 at 6%.
201517$321,702$77,042$11,006iApproximate average salary by contribution assumption: employee only about $275,150 at 4% or $183,433 at 6%; with 50% employer match about $183,433 at 4% or $122,289 at 6%; with 100% employer match about $137,575 at 4% or $91,717 at 6%.
Crossbridge Wealth Management & Benefits Group 401(K) Plan-7$321,702$77,042$11,006iApproximate average salary by contribution assumption: employee only about $275,150 at 4% or $183,433 at 6%; with 50% employer match about $183,433 at 4% or $122,289 at 6%; with 100% employer match about $137,575 at 4% or $91,717 at 6%.
201416$261,423$65,486$10,914iApproximate average salary by contribution assumption: employee only about $272,858 at 4% or $181,906 at 6%; with 50% employer match about $181,906 at 4% or $121,270 at 6%; with 100% employer match about $136,429 at 4% or $90,953 at 6%.
Crossbridge Wealth Management & Benefits Group 401(K) Plan-6$261,423$65,486$10,914iApproximate average salary by contribution assumption: employee only about $272,858 at 4% or $181,906 at 6%; with 50% employer match about $181,906 at 4% or $121,270 at 6%; with 100% employer match about $136,429 at 4% or $90,953 at 6%.