Civic Intelligence

Columbia Crest Financial Advisors LLC

Plan context: Columbia Crest Financial Advisors 401(K) Psp

EIN 27-2814273 • Chehalis, WA • 11 filings • 1 plans

2540 NE Kresky AvenueSuite AChehalis, WA 98532
Current Snapshot

Latest Year

2025

2025 Participants

8

2025 Assets

$908,616

2025 Contributions

$88,083

Historical Graphs

Total Assets Over Time

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

$1,111,124$555,562$0201520202025YearValue
$908,616Latest year 2025

Participants Over Time

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

1160201520202025YearValue
8Latest 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
202518$908,616$88,083$11,010iApproximate average salary by contribution assumption: employee only about $275,259 at 4% or $183,506 at 6%; with 50% employer match about $183,506 at 4% or $122,338 at 6%; with 100% employer match about $137,630 at 4% or $91,753 at 6%.
Columbia Crest Financial Advisors 401(K) Psp-8$908,616$88,083$11,010iApproximate average salary by contribution assumption: employee only about $275,259 at 4% or $183,506 at 6%; with 50% employer match about $183,506 at 4% or $122,338 at 6%; with 100% employer match about $137,630 at 4% or $91,753 at 6%.
202418$1,111,124$121,196$15,150iApproximate average salary by contribution assumption: employee only about $378,738 at 4% or $252,492 at 6%; with 50% employer match about $252,492 at 4% or $168,328 at 6%; with 100% employer match about $189,369 at 4% or $126,246 at 6%.
Columbia Crest Financial Advisors 401(K) Psp-8$1,111,124$121,196$15,150iApproximate average salary by contribution assumption: employee only about $378,738 at 4% or $252,492 at 6%; with 50% employer match about $252,492 at 4% or $168,328 at 6%; with 100% employer match about $189,369 at 4% or $126,246 at 6%.
2023111$1,031,831$150,053$13,641iApproximate average salary by contribution assumption: employee only about $341,030 at 4% or $227,353 at 6%; with 50% employer match about $227,353 at 4% or $151,569 at 6%; with 100% employer match about $170,515 at 4% or $113,677 at 6%.
Columbia Crest Financial Advisors 401(K) Psp-11$1,031,831$150,053$13,641iApproximate average salary by contribution assumption: employee only about $341,030 at 4% or $227,353 at 6%; with 50% employer match about $227,353 at 4% or $151,569 at 6%; with 100% employer match about $170,515 at 4% or $113,677 at 6%.
202218$703,565$103,222$12,903iApproximate average salary by contribution assumption: employee only about $322,569 at 4% or $215,046 at 6%; with 50% employer match about $215,046 at 4% or $143,364 at 6%; with 100% employer match about $161,284 at 4% or $107,523 at 6%.
Columbia Crest Financial Advisors 401(K) Psp-8$703,565$103,222$12,903iApproximate average salary by contribution assumption: employee only about $322,569 at 4% or $215,046 at 6%; with 50% employer match about $215,046 at 4% or $143,364 at 6%; with 100% employer match about $161,284 at 4% or $107,523 at 6%.
202117$747,907$86,107$12,301iApproximate average salary by contribution assumption: employee only about $307,525 at 4% or $205,017 at 6%; with 50% employer match about $205,017 at 4% or $136,678 at 6%; with 100% employer match about $153,763 at 4% or $102,508 at 6%.
Columbia Crest Financial Advisors 401(K) Psp-7$747,907$86,107$12,301iApproximate average salary by contribution assumption: employee only about $307,525 at 4% or $205,017 at 6%; with 50% employer match about $205,017 at 4% or $136,678 at 6%; with 100% employer match about $153,763 at 4% or $102,508 at 6%.
202017$549,654$74,758$10,680iApproximate average salary by contribution assumption: employee only about $266,993 at 4% or $177,995 at 6%; with 50% employer match about $177,995 at 4% or $118,663 at 6%; with 100% employer match about $133,496 at 4% or $88,998 at 6%.
Columbia Crest Financial Advisors 401(K) Psp-7$549,654$74,758$10,680iApproximate average salary by contribution assumption: employee only about $266,993 at 4% or $177,995 at 6%; with 50% employer match about $177,995 at 4% or $118,663 at 6%; with 100% employer match about $133,496 at 4% or $88,998 at 6%.
201915$359,224$56,638$11,328iApproximate average salary by contribution assumption: employee only about $283,190 at 4% or $188,793 at 6%; with 50% employer match about $188,793 at 4% or $125,862 at 6%; with 100% employer match about $141,595 at 4% or $94,397 at 6%.
Columbia Crest Financial Advisors 401(K) Psp-5$359,224$56,638$11,328iApproximate average salary by contribution assumption: employee only about $283,190 at 4% or $188,793 at 6%; with 50% employer match about $188,793 at 4% or $125,862 at 6%; with 100% employer match about $141,595 at 4% or $94,397 at 6%.
201814$231,495$46,308$11,577iApproximate average salary by contribution assumption: employee only about $289,425 at 4% or $192,950 at 6%; with 50% employer match about $192,950 at 4% or $128,633 at 6%; with 100% employer match about $144,713 at 4% or $96,475 at 6%.
Columbia Crest Financial Advisors 401(K) Psp-4$231,495$46,308$11,577iApproximate average salary by contribution assumption: employee only about $289,425 at 4% or $192,950 at 6%; with 50% employer match about $192,950 at 4% or $128,633 at 6%; with 100% employer match about $144,713 at 4% or $96,475 at 6%.
201714$200,442$55,803$13,951iApproximate average salary by contribution assumption: employee only about $348,769 at 4% or $232,513 at 6%; with 50% employer match about $232,513 at 4% or $155,008 at 6%; with 100% employer match about $174,384 at 4% or $116,256 at 6%.
Columbia Crest Financial Advisors 401(K) Psp-4$200,442$55,803$13,951iApproximate average salary by contribution assumption: employee only about $348,769 at 4% or $232,513 at 6%; with 50% employer match about $232,513 at 4% or $155,008 at 6%; with 100% employer match about $174,384 at 4% or $116,256 at 6%.
201614$112,058$61,748$15,437iApproximate average salary by contribution assumption: employee only about $385,925 at 4% or $257,283 at 6%; with 50% employer match about $257,283 at 4% or $171,522 at 6%; with 100% employer match about $192,963 at 4% or $128,642 at 6%.
Columbia Crest Financial Advisors 401(K) Psp-4$112,058$61,748$15,437iApproximate average salary by contribution assumption: employee only about $385,925 at 4% or $257,283 at 6%; with 50% employer match about $257,283 at 4% or $171,522 at 6%; with 100% employer match about $192,963 at 4% or $128,642 at 6%.
201514$43,056$42,877$10,719iApproximate average salary by contribution assumption: employee only about $267,981 at 4% or $178,654 at 6%; with 50% employer match about $178,654 at 4% or $119,103 at 6%; with 100% employer match about $133,991 at 4% or $89,327 at 6%.
Columbia Crest Financial Advisors 401(K) Psp-4$43,056$42,877$10,719iApproximate average salary by contribution assumption: employee only about $267,981 at 4% or $178,654 at 6%; with 50% employer match about $178,654 at 4% or $119,103 at 6%; with 100% employer match about $133,991 at 4% or $89,327 at 6%.