Civic Intelligence

Crosland Investment Services LLC.

Plan context: Crosland Investment Services LLC 401(K) Profit Sharing Plan and Trust

EIN 27-0388917 • Charlotte, NC • 14 filings • 4 plans

5960 Fairvew RoadSuite 200Charlotte, NC 28210
Current Snapshot

Latest Year

2024

2024 Participants

13

2024 Assets

$4,349,292

2024 Contributions

$129,217

Historical Graphs

Total Assets Over Time

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

$9,298,725$4,649,363$0201120182024YearValue
$4,349,292Latest year 2024

Participants Over Time

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

36180201120182024YearValue
13Latest 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
2024113$4,349,292$129,217$9,940iApproximate average salary by contribution assumption: employee only about $248,494 at 4% or $165,663 at 6%; with 50% employer match about $165,663 at 4% or $110,442 at 6%; with 100% employer match about $124,247 at 4% or $82,831 at 6%.
Crosland Investment Services LLC 401(K) Profit Sharing Plan and Trust-13$4,349,292$129,217$9,940iApproximate average salary by contribution assumption: employee only about $248,494 at 4% or $165,663 at 6%; with 50% employer match about $165,663 at 4% or $110,442 at 6%; with 100% employer match about $124,247 at 4% or $82,831 at 6%.
2023115$4,158,764$136,840$9,123iApproximate average salary by contribution assumption: employee only about $228,067 at 4% or $152,044 at 6%; with 50% employer match about $152,044 at 4% or $101,363 at 6%; with 100% employer match about $114,033 at 4% or $76,022 at 6%.
Crosland Investment Services LLC 401(K) Profit Sharing Plan and Trust-15$4,158,764$136,840$9,123iApproximate average salary by contribution assumption: employee only about $228,067 at 4% or $152,044 at 6%; with 50% employer match about $152,044 at 4% or $101,363 at 6%; with 100% employer match about $114,033 at 4% or $76,022 at 6%.
2022117$3,650,947$144,957$8,527iApproximate average salary by contribution assumption: employee only about $213,172 at 4% or $142,115 at 6%; with 50% employer match about $142,115 at 4% or $94,743 at 6%; with 100% employer match about $106,586 at 4% or $71,057 at 6%.
Crosland Investment Services LLC 401(K) Profit Sharing Plan and Trust-17$3,650,947$144,957$8,527iApproximate average salary by contribution assumption: employee only about $213,172 at 4% or $142,115 at 6%; with 50% employer match about $142,115 at 4% or $94,743 at 6%; with 100% employer match about $106,586 at 4% or $71,057 at 6%.
2021119$4,164,088$125,774$6,620iApproximate average salary by contribution assumption: employee only about $165,492 at 4% or $110,328 at 6%; with 50% employer match about $110,328 at 4% or $73,552 at 6%; with 100% employer match about $82,746 at 4% or $55,164 at 6%.
Crosland Investment Services LLC 401(K) Profit Sharing Plan and Trust-19$4,164,088$125,774$6,620iApproximate average salary by contribution assumption: employee only about $165,492 at 4% or $110,328 at 6%; with 50% employer match about $110,328 at 4% or $73,552 at 6%; with 100% employer match about $82,746 at 4% or $55,164 at 6%.
2020119$3,390,495$121,640$6,402iApproximate average salary by contribution assumption: employee only about $160,053 at 4% or $106,702 at 6%; with 50% employer match about $106,702 at 4% or $71,135 at 6%; with 100% employer match about $80,026 at 4% or $53,351 at 6%.
Crosland Investment Services LLC 401(K) Profit Sharing Plan and Trust-19$3,390,495$121,640$6,402iApproximate average salary by contribution assumption: employee only about $160,053 at 4% or $106,702 at 6%; with 50% employer match about $106,702 at 4% or $71,135 at 6%; with 100% employer match about $80,026 at 4% or $53,351 at 6%.
2019121$3,064,672$107,908$5,138iApproximate average salary by contribution assumption: employee only about $128,462 at 4% or $85,641 at 6%; with 50% employer match about $85,641 at 4% or $57,094 at 6%; with 100% employer match about $64,231 at 4% or $42,821 at 6%.
Crosland Investment Services LLC 401(K) Profit Sharing Plan and Trust-21$3,064,672$107,908$5,138iApproximate average salary by contribution assumption: employee only about $128,462 at 4% or $85,641 at 6%; with 50% employer match about $85,641 at 4% or $57,094 at 6%; with 100% employer match about $64,231 at 4% or $42,821 at 6%.
2018123$2,785,309$90,446$3,932iApproximate average salary by contribution assumption: employee only about $98,311 at 4% or $65,541 at 6%; with 50% employer match about $65,541 at 4% or $43,694 at 6%; with 100% employer match about $49,155 at 4% or $32,770 at 6%.
Crosland Investment Services LLC 401(K) Profit Sharing Plan and Trust-23$2,785,309$90,446$3,932iApproximate average salary by contribution assumption: employee only about $98,311 at 4% or $65,541 at 6%; with 50% employer match about $65,541 at 4% or $43,694 at 6%; with 100% employer match about $49,155 at 4% or $32,770 at 6%.
2017124$2,911,118$105,547$4,398iApproximate average salary by contribution assumption: employee only about $109,945 at 4% or $73,297 at 6%; with 50% employer match about $73,297 at 4% or $48,864 at 6%; with 100% employer match about $54,972 at 4% or $36,648 at 6%.
Crosland Investment Services LLC 401(K) Profit Sharing Plan and Trust-24$2,911,118$105,547$4,398iApproximate average salary by contribution assumption: employee only about $109,945 at 4% or $73,297 at 6%; with 50% employer match about $73,297 at 4% or $48,864 at 6%; with 100% employer match about $54,972 at 4% or $36,648 at 6%.
2016125$2,334,422$103,016$4,121iApproximate average salary by contribution assumption: employee only about $103,016 at 4% or $68,677 at 6%; with 50% employer match about $68,677 at 4% or $45,785 at 6%; with 100% employer match about $51,508 at 4% or $34,339 at 6%.
Crosland Investment Services LLC 401(K) Profit Sharing Plan and Trust-25$2,334,422$103,016$4,121iApproximate average salary by contribution assumption: employee only about $103,016 at 4% or $68,677 at 6%; with 50% employer match about $68,677 at 4% or $45,785 at 6%; with 100% employer match about $51,508 at 4% or $34,339 at 6%.
2015127$2,460,415$111,679$4,136iApproximate average salary by contribution assumption: employee only about $103,406 at 4% or $68,938 at 6%; with 50% employer match about $68,938 at 4% or $45,958 at 6%; with 100% employer match about $51,703 at 4% or $34,469 at 6%.
Crosland Investment Services LLC 401(K) Profit Sharing Plan and Trust-27$2,460,415$111,679$4,136iApproximate average salary by contribution assumption: employee only about $103,406 at 4% or $68,938 at 6%; with 50% employer match about $68,938 at 4% or $45,958 at 6%; with 100% employer match about $51,703 at 4% or $34,469 at 6%.
2014132$3,020,742$101,627$3,176iApproximate average salary by contribution assumption: employee only about $79,396 at 4% or $52,931 at 6%; with 50% employer match about $52,931 at 4% or $35,287 at 6%; with 100% employer match about $39,698 at 4% or $26,465 at 6%.
Crosland Investment Services LLC 401(K) Profit Sharing Plan and Trust-32$3,020,742$101,627$3,176iApproximate average salary by contribution assumption: employee only about $79,396 at 4% or $52,931 at 6%; with 50% employer match about $52,931 at 4% or $35,287 at 6%; with 100% employer match about $39,698 at 4% or $26,465 at 6%.
2013136$3,283,089$129,534$3,598iApproximate average salary by contribution assumption: employee only about $89,954 at 4% or $59,969 at 6%; with 50% employer match about $59,969 at 4% or $39,980 at 6%; with 100% employer match about $44,977 at 4% or $29,985 at 6%.
Crosland Investment Services LLC 401(K) Profit Sharing Plan and Trust-36$3,283,089$129,534$3,598iApproximate average salary by contribution assumption: employee only about $89,954 at 4% or $59,969 at 6%; with 50% employer match about $59,969 at 4% or $39,980 at 6%; with 100% employer match about $44,977 at 4% or $29,985 at 6%.
2012111$4,135,202$115,508$10,501iApproximate average salary by contribution assumption: employee only about $262,518 at 4% or $175,012 at 6%; with 50% employer match about $175,012 at 4% or $116,675 at 6%; with 100% employer match about $131,259 at 4% or $87,506 at 6%.
Crosland Investment Services LLC 401(K) Profit Sharing Plan and Trust-11$4,135,202$115,508$10,501iApproximate average salary by contribution assumption: employee only about $262,518 at 4% or $175,012 at 6%; with 50% employer match about $175,012 at 4% or $116,675 at 6%; with 100% employer match about $131,259 at 4% or $87,506 at 6%.
2011118$9,298,725$380,797$21,155iApproximate average salary by contribution assumption: employee only about $528,885 at 4% or $352,590 at 6%; with 50% employer match about $352,590 at 4% or $235,060 at 6%; with 100% employer match about $264,442 at 4% or $176,295 at 6%.
Crosland Investment Services LLC 401(K) Profit Sharing Plan and Trust-18$9,298,725$380,797$21,155iApproximate average salary by contribution assumption: employee only about $528,885 at 4% or $352,590 at 6%; with 50% employer match about $352,590 at 4% or $235,060 at 6%; with 100% employer match about $264,442 at 4% or $176,295 at 6%.