Civic Intelligence

Crescent Bay Advisors Inc.

Plan context: Crescent Bay Advisors Inc. 401(K) Plan

EIN 27-3767318 • Corona Del Mar, CA • 11 filings • 1 plans

2101 East Coast HighwaySuite 120Corona Del Mar, CA 92625
Current Snapshot

Latest Year

2024

2024 Participants

24

2024 Assets

$2,226,835

2024 Contributions

$332,229

Historical Graphs

Total Assets Over Time

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

$2,226,835$1,113,418$0201420192023YearValue
$2,226,835Latest year 2023

Participants Over Time

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

24120201420192023YearValue
24Latest year 2023

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
202410$0$0-
Crescent Bay Advisors Inc. 401(K) Plan-0$0--
2023124$2,226,835$332,229$13,843iApproximate average salary by contribution assumption: employee only about $346,072 at 4% or $230,715 at 6%; with 50% employer match about $230,715 at 4% or $153,810 at 6%; with 100% employer match about $173,036 at 4% or $115,357 at 6%.
Crescent Bay Advisors Inc. 401(K) Plan-24$2,226,835$332,229$13,843iApproximate average salary by contribution assumption: employee only about $346,072 at 4% or $230,715 at 6%; with 50% employer match about $230,715 at 4% or $153,810 at 6%; with 100% employer match about $173,036 at 4% or $115,357 at 6%.
2022119$1,603,190$316,765$16,672iApproximate average salary by contribution assumption: employee only about $416,796 at 4% or $277,864 at 6%; with 50% employer match about $277,864 at 4% or $185,243 at 6%; with 100% employer match about $208,398 at 4% or $138,932 at 6%.
Crescent Bay Advisors Inc. 401(K) Plan-19$1,603,190$316,765$16,672iApproximate average salary by contribution assumption: employee only about $416,796 at 4% or $277,864 at 6%; with 50% employer match about $277,864 at 4% or $185,243 at 6%; with 100% employer match about $208,398 at 4% or $138,932 at 6%.
2021119$1,505,486$256,637$13,507iApproximate average salary by contribution assumption: employee only about $337,680 at 4% or $225,120 at 6%; with 50% employer match about $225,120 at 4% or $150,080 at 6%; with 100% employer match about $168,840 at 4% or $112,560 at 6%.
Crescent Bay Advisors Inc. 401(K) Plan-19$1,505,486$256,637$13,507iApproximate average salary by contribution assumption: employee only about $337,680 at 4% or $225,120 at 6%; with 50% employer match about $225,120 at 4% or $150,080 at 6%; with 100% employer match about $168,840 at 4% or $112,560 at 6%.
2020117$1,114,761$228,817$13,460iApproximate average salary by contribution assumption: employee only about $336,496 at 4% or $224,330 at 6%; with 50% employer match about $224,330 at 4% or $149,554 at 6%; with 100% employer match about $168,248 at 4% or $112,165 at 6%.
Crescent Bay Advisors Inc. 401(K) Plan-17$1,114,761$228,817$13,460iApproximate average salary by contribution assumption: employee only about $336,496 at 4% or $224,330 at 6%; with 50% employer match about $224,330 at 4% or $149,554 at 6%; with 100% employer match about $168,248 at 4% or $112,165 at 6%.
2019114$763,280$194,360$13,883iApproximate average salary by contribution assumption: employee only about $347,071 at 4% or $231,381 at 6%; with 50% employer match about $231,381 at 4% or $154,254 at 6%; with 100% employer match about $173,536 at 4% or $115,690 at 6%.
Crescent Bay Advisors Inc. 401(K) Plan-14$763,280$194,360$13,883iApproximate average salary by contribution assumption: employee only about $347,071 at 4% or $231,381 at 6%; with 50% employer match about $231,381 at 4% or $154,254 at 6%; with 100% employer match about $173,536 at 4% or $115,690 at 6%.
2018112$488,564$151,603$12,634iApproximate average salary by contribution assumption: employee only about $315,840 at 4% or $210,560 at 6%; with 50% employer match about $210,560 at 4% or $140,373 at 6%; with 100% employer match about $157,920 at 4% or $105,280 at 6%.
Crescent Bay Advisors Inc. 401(K) Plan-12$488,564$151,603$12,634iApproximate average salary by contribution assumption: employee only about $315,840 at 4% or $210,560 at 6%; with 50% employer match about $210,560 at 4% or $140,373 at 6%; with 100% employer match about $157,920 at 4% or $105,280 at 6%.
2017111$390,345$113,218$10,293iApproximate average salary by contribution assumption: employee only about $257,314 at 4% or $171,542 at 6%; with 50% employer match about $171,542 at 4% or $114,362 at 6%; with 100% employer match about $128,657 at 4% or $85,771 at 6%.
Crescent Bay Advisors Inc. 401(K) Plan-11$390,345$113,218$10,293iApproximate average salary by contribution assumption: employee only about $257,314 at 4% or $171,542 at 6%; with 50% employer match about $171,542 at 4% or $114,362 at 6%; with 100% employer match about $128,657 at 4% or $85,771 at 6%.
201617$218,802$89,896$12,842iApproximate average salary by contribution assumption: employee only about $321,057 at 4% or $214,038 at 6%; with 50% employer match about $214,038 at 4% or $142,692 at 6%; with 100% employer match about $160,529 at 4% or $107,019 at 6%.
Crescent Bay Advisors Inc. 401(K) Plan-7$218,802$89,896$12,842iApproximate average salary by contribution assumption: employee only about $321,057 at 4% or $214,038 at 6%; with 50% employer match about $214,038 at 4% or $142,692 at 6%; with 100% employer match about $160,529 at 4% or $107,019 at 6%.
201516$116,007$75,630$12,605iApproximate average salary by contribution assumption: employee only about $315,125 at 4% or $210,083 at 6%; with 50% employer match about $210,083 at 4% or $140,056 at 6%; with 100% employer match about $157,563 at 4% or $105,042 at 6%.
Crescent Bay Advisors Inc. 401(K) Plan-6$116,007$75,630$12,605iApproximate average salary by contribution assumption: employee only about $315,125 at 4% or $210,083 at 6%; with 50% employer match about $210,083 at 4% or $140,056 at 6%; with 100% employer match about $157,563 at 4% or $105,042 at 6%.
201415$44,924$44,665$8,933iApproximate average salary by contribution assumption: employee only about $223,325 at 4% or $148,883 at 6%; with 50% employer match about $148,883 at 4% or $99,256 at 6%; with 100% employer match about $111,663 at 4% or $74,442 at 6%.
Crescent Bay Advisors Inc. 401(K) Plan-5$44,924$44,665$8,933iApproximate average salary by contribution assumption: employee only about $223,325 at 4% or $148,883 at 6%; with 50% employer match about $148,883 at 4% or $99,256 at 6%; with 100% employer match about $111,663 at 4% or $74,442 at 6%.