Crabtree Financial Services LLC
Plan context: Crabtree Financial Services LLC 401(K) Profit-Sharing Plan & Trust
EIN 27-0558136 • Normal, IL • 14 filings • 2 plans
Current Snapshot
Latest Year
2024
2024 Participants
13
2024 Assets
$2,371,316
2024 Contributions
$162,182
Historical Graphs
Total Assets Over Time
Aggregate end-of-year assets by filing year, excluding zero-asset years
Participants Over Time
Largest reported end-of-year plan headcount by filing year, used to avoid double-counting participants across overlapping plans
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 / Filing | Filings | Participants | Assets | Contributions | Contrib./Participant |
|---|---|---|---|---|---|
| 2024 | 1 | 13 | $2,371,316 | $162,182 | $12,476iApproximate average salary by contribution assumption: employee only about $311,888 at 4% or $207,926 at 6%; with 50% employer match about $207,926 at 4% or $138,617 at 6%; with 100% employer match about $155,944 at 4% or $103,963 at 6%. |
| Crabtree Financial Services LLC 401(K) Profit-Sharing Plan & Trust | - | 13 | $2,371,316 | $162,182 | $12,476iApproximate average salary by contribution assumption: employee only about $311,888 at 4% or $207,926 at 6%; with 50% employer match about $207,926 at 4% or $138,617 at 6%; with 100% employer match about $155,944 at 4% or $103,963 at 6%. |
| 2023 | 1 | 12 | $1,948,075 | $155,038 | $12,920iApproximate average salary by contribution assumption: employee only about $322,996 at 4% or $215,331 at 6%; with 50% employer match about $215,331 at 4% or $143,554 at 6%; with 100% employer match about $161,498 at 4% or $107,665 at 6%. |
| Crabtree Financial Services LLC 401(K) Profit-Sharing Plan & Trust | - | 12 | $1,948,075 | $155,038 | $12,920iApproximate average salary by contribution assumption: employee only about $322,996 at 4% or $215,331 at 6%; with 50% employer match about $215,331 at 4% or $143,554 at 6%; with 100% employer match about $161,498 at 4% or $107,665 at 6%. |
| 2022 | 1 | 10 | $1,501,570 | $178,445 | $17,845iApproximate average salary by contribution assumption: employee only about $446,113 at 4% or $297,408 at 6%; with 50% employer match about $297,408 at 4% or $198,272 at 6%; with 100% employer match about $223,056 at 4% or $148,704 at 6%. |
| Crabtree Financial Services LLC 401(K) Profit-Sharing Plan & Trust | - | 10 | $1,501,570 | $178,445 | $17,845iApproximate average salary by contribution assumption: employee only about $446,113 at 4% or $297,408 at 6%; with 50% employer match about $297,408 at 4% or $198,272 at 6%; with 100% employer match about $223,056 at 4% or $148,704 at 6%. |
| 2021 | 1 | 9 | $1,620,369 | $119,714 | $13,302iApproximate average salary by contribution assumption: employee only about $332,539 at 4% or $221,693 at 6%; with 50% employer match about $221,693 at 4% or $147,795 at 6%; with 100% employer match about $166,269 at 4% or $110,846 at 6%. |
| Crabtree Financial Services LLC 401(K) Profit-Sharing Plan & Trust | - | 9 | $1,620,369 | $119,714 | $13,302iApproximate average salary by contribution assumption: employee only about $332,539 at 4% or $221,693 at 6%; with 50% employer match about $221,693 at 4% or $147,795 at 6%; with 100% employer match about $166,269 at 4% or $110,846 at 6%. |
| 2020 | 1 | 6 | $1,319,533 | $106,593 | $17,766iApproximate average salary by contribution assumption: employee only about $444,138 at 4% or $296,092 at 6%; with 50% employer match about $296,092 at 4% or $197,394 at 6%; with 100% employer match about $222,069 at 4% or $148,046 at 6%. |
| Crabtree Financial Services LLC 401(K) Profit-Sharing Plan & Trust | - | 6 | $1,319,533 | $106,593 | $17,766iApproximate average salary by contribution assumption: employee only about $444,138 at 4% or $296,092 at 6%; with 50% employer match about $296,092 at 4% or $197,394 at 6%; with 100% employer match about $222,069 at 4% or $148,046 at 6%. |
| 2019 | 1 | 5 | $1,005,858 | $104,272 | $20,854iApproximate average salary by contribution assumption: employee only about $521,360 at 4% or $347,573 at 6%; with 50% employer match about $347,573 at 4% or $231,716 at 6%; with 100% employer match about $260,680 at 4% or $173,787 at 6%. |
| Crabtree Financial Services LLC 401(K) Profit-Sharing Plan & Trust | - | 5 | $1,005,858 | $104,272 | $20,854iApproximate average salary by contribution assumption: employee only about $521,360 at 4% or $347,573 at 6%; with 50% employer match about $347,573 at 4% or $231,716 at 6%; with 100% employer match about $260,680 at 4% or $173,787 at 6%. |
| 2018 | 1 | 3 | $726,042 | $82,985 | $27,662iApproximate average salary by contribution assumption: employee only about $691,542 at 4% or $461,028 at 6%; with 50% employer match about $461,028 at 4% or $307,352 at 6%; with 100% employer match about $345,771 at 4% or $230,514 at 6%. |
| Crabtree Financial Services LLC 401(K) Profit-Sharing Plan & Trust | - | 3 | $726,042 | $82,985 | $27,662iApproximate average salary by contribution assumption: employee only about $691,542 at 4% or $461,028 at 6%; with 50% employer match about $461,028 at 4% or $307,352 at 6%; with 100% employer match about $345,771 at 4% or $230,514 at 6%. |
| 2017 | 1 | 4 | $701,623 | $82,595 | $20,649iApproximate average salary by contribution assumption: employee only about $516,219 at 4% or $344,146 at 6%; with 50% employer match about $344,146 at 4% or $229,431 at 6%; with 100% employer match about $258,109 at 4% or $172,073 at 6%. |
| Crabtree Financial Services LLC 401(K) Profit-Sharing Plan & Trust | - | 4 | $701,623 | $82,595 | $20,649iApproximate average salary by contribution assumption: employee only about $516,219 at 4% or $344,146 at 6%; with 50% employer match about $344,146 at 4% or $229,431 at 6%; with 100% employer match about $258,109 at 4% or $172,073 at 6%. |
| 2016 | 1 | 4 | $509,161 | $78,595 | $19,649iApproximate average salary by contribution assumption: employee only about $491,219 at 4% or $327,479 at 6%; with 50% employer match about $327,479 at 4% or $218,319 at 6%; with 100% employer match about $245,609 at 4% or $163,740 at 6%. |
| Crabtree Financial Services LLC 401(K) Profit-Sharing Plan & Trust | - | 4 | $509,161 | $78,595 | $19,649iApproximate average salary by contribution assumption: employee only about $491,219 at 4% or $327,479 at 6%; with 50% employer match about $327,479 at 4% or $218,319 at 6%; with 100% employer match about $245,609 at 4% or $163,740 at 6%. |
| 2015 | 1 | 4 | $397,699 | $78,760 | $19,690iApproximate average salary by contribution assumption: employee only about $492,250 at 4% or $328,167 at 6%; with 50% employer match about $328,167 at 4% or $218,778 at 6%; with 100% employer match about $246,125 at 4% or $164,083 at 6%. |
| Crabtree Financial Services LLC 401(K) Profit-Sharing Plan & Trust | - | 4 | $397,699 | $78,760 | $19,690iApproximate average salary by contribution assumption: employee only about $492,250 at 4% or $328,167 at 6%; with 50% employer match about $328,167 at 4% or $218,778 at 6%; with 100% employer match about $246,125 at 4% or $164,083 at 6%. |
| 2014 | 1 | 4 | $331,730 | $76,724 | $19,181iApproximate average salary by contribution assumption: employee only about $479,525 at 4% or $319,683 at 6%; with 50% employer match about $319,683 at 4% or $213,122 at 6%; with 100% employer match about $239,763 at 4% or $159,842 at 6%. |
| Crabtree Financial Services LLC 401(K) Profit-Sharing Plan & Trust | - | 4 | $331,730 | $76,724 | $19,181iApproximate average salary by contribution assumption: employee only about $479,525 at 4% or $319,683 at 6%; with 50% employer match about $319,683 at 4% or $213,122 at 6%; with 100% employer match about $239,763 at 4% or $159,842 at 6%. |
| 2013 | 1 | 3 | $249,697 | $55,829 | $18,610iApproximate average salary by contribution assumption: employee only about $465,242 at 4% or $310,161 at 6%; with 50% employer match about $310,161 at 4% or $206,774 at 6%; with 100% employer match about $232,621 at 4% or $155,081 at 6%. |
| Crabtree Financial Services LLC 401(K) Profit-Sharing Plan & Trust | - | 3 | $249,697 | $55,829 | $18,610iApproximate average salary by contribution assumption: employee only about $465,242 at 4% or $310,161 at 6%; with 50% employer match about $310,161 at 4% or $206,774 at 6%; with 100% employer match about $232,621 at 4% or $155,081 at 6%. |
| 2012 | 1 | 3 | $165,486 | $74,747 | $24,916iApproximate average salary by contribution assumption: employee only about $622,892 at 4% or $415,261 at 6%; with 50% employer match about $415,261 at 4% or $276,841 at 6%; with 100% employer match about $311,446 at 4% or $207,631 at 6%. |
| Crabtree Financial Services LLC 401(K) Profit-Sharing Plan & Trust | - | 3 | $165,486 | $74,747 | $24,916iApproximate average salary by contribution assumption: employee only about $622,892 at 4% or $415,261 at 6%; with 50% employer match about $415,261 at 4% or $276,841 at 6%; with 100% employer match about $311,446 at 4% or $207,631 at 6%. |
| 2011 | 1 | 3 | $81,487 | $85,353 | $28,451iApproximate average salary by contribution assumption: employee only about $711,275 at 4% or $474,183 at 6%; with 50% employer match about $474,183 at 4% or $316,122 at 6%; with 100% employer match about $355,638 at 4% or $237,092 at 6%. |
| Crabtree Financial Services LLC 401(K) Profit-Sharing Plan & Trust | - | 3 | $81,487 | $85,353 | $28,451iApproximate average salary by contribution assumption: employee only about $711,275 at 4% or $474,183 at 6%; with 50% employer match about $474,183 at 4% or $316,122 at 6%; with 100% employer match about $355,638 at 4% or $237,092 at 6%. |