Civic Intelligence

Crm Co LLC

Plan context: Crm Co LLC 401(K) Profit Sharing Plan & Trust

EIN 33-0789200 • Newport Beach, CA • 27 filings • 5 plans

1301 Dove StreetSuite 940Newport Beach, CA 90220
Current Snapshot

Latest Year

2025

2025 Participants

32

2025 Assets

$6,317,605

2025 Contributions

$236,663

Historical Graphs

Total Assets Over Time

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

$6,317,605$3,158,803$0200920172025YearValue
$6,317,605Latest year 2025

Participants Over Time

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

2061030200920172025YearValue
32Latest 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
2025132$6,317,605$236,663$7,396iApproximate average salary by contribution assumption: employee only about $184,893 at 4% or $123,262 at 6%; with 50% employer match about $123,262 at 4% or $82,175 at 6%; with 100% employer match about $92,446 at 4% or $61,631 at 6%.
Crm Co LLC 401(K) Profit Sharing Plan & Trust-32$6,317,605$236,663$7,396iApproximate average salary by contribution assumption: employee only about $184,893 at 4% or $123,262 at 6%; with 50% employer match about $123,262 at 4% or $82,175 at 6%; with 100% employer match about $92,446 at 4% or $61,631 at 6%.
20242171$5,679,452$371,586$2,173iApproximate average salary by contribution assumption: employee only about $54,325 at 4% or $36,217 at 6%; with 50% employer match about $36,217 at 4% or $24,145 at 6%; with 100% employer match about $27,163 at 4% or $18,108 at 6%.
Crm Co LLC 401(K) Profit Sharing Plan & Trust-33$5,679,452$371,586$11,260iApproximate average salary by contribution assumption: employee only about $281,505 at 4% or $187,670 at 6%; with 50% employer match about $187,670 at 4% or $125,113 at 6%; with 100% employer match about $140,752 at 4% or $93,835 at 6%.
Crm Co LLC Health and Welfare Plan-171---
20232178$5,107,100$397,741$2,235iApproximate average salary by contribution assumption: employee only about $55,863 at 4% or $37,242 at 6%; with 50% employer match about $37,242 at 4% or $24,828 at 6%; with 100% employer match about $27,931 at 4% or $18,621 at 6%.
Crm Co LLC 401(K) Profit Sharing Plan & Trust-32$5,107,100$397,741$12,429iApproximate average salary by contribution assumption: employee only about $310,735 at 4% or $207,157 at 6%; with 50% employer match about $207,157 at 4% or $138,105 at 6%; with 100% employer match about $155,368 at 4% or $103,578 at 6%.
Crm Co LLC Health and Welfare Plan-178---
20222206$3,990,388$335,716$1,630iApproximate average salary by contribution assumption: employee only about $40,742 at 4% or $27,161 at 6%; with 50% employer match about $27,161 at 4% or $18,108 at 6%; with 100% employer match about $20,371 at 4% or $13,581 at 6%.
Crm Co LLC 401(K) Profit Sharing Plan & Trust-23$3,990,388$335,716$14,596iApproximate average salary by contribution assumption: employee only about $364,909 at 4% or $243,272 at 6%; with 50% employer match about $243,272 at 4% or $162,182 at 6%; with 100% employer match about $182,454 at 4% or $121,636 at 6%.
Crm Co LLC Health and Welfare Plan-206---
20212172$4,907,277$257,930$1,500iApproximate average salary by contribution assumption: employee only about $37,490 at 4% or $24,993 at 6%; with 50% employer match about $24,993 at 4% or $16,662 at 6%; with 100% employer match about $18,745 at 4% or $12,497 at 6%.
Crm Co LLC 401(K) Profit Sharing Plan & Trust-21$4,907,277$257,930$12,282iApproximate average salary by contribution assumption: employee only about $307,060 at 4% or $204,706 at 6%; with 50% employer match about $204,706 at 4% or $136,471 at 6%; with 100% employer match about $153,530 at 4% or $102,353 at 6%.
Crm Co LLC Health and Welfare Plan-172---
20202121$3,936,140$252,621$2,088iApproximate average salary by contribution assumption: employee only about $52,194 at 4% or $34,796 at 6%; with 50% employer match about $34,796 at 4% or $23,198 at 6%; with 100% employer match about $26,097 at 4% or $17,398 at 6%.
Crm Co LLC 401(K) Profit Sharing Plan & Trust-13$3,936,140$252,621$19,432iApproximate average salary by contribution assumption: employee only about $485,810 at 4% or $323,873 at 6%; with 50% employer match about $323,873 at 4% or $215,915 at 6%; with 100% employer match about $242,905 at 4% or $161,937 at 6%.
Crm Co LLC Health and Welfare Plan-121---
20192135$3,206,901$224,755$1,665iApproximate average salary by contribution assumption: employee only about $41,621 at 4% or $27,748 at 6%; with 50% employer match about $27,748 at 4% or $18,498 at 6%; with 100% employer match about $20,811 at 4% or $13,874 at 6%.
Crm Co LLC 401(K) Profit Sharing Plan & Trust-12$3,206,901$224,755$18,730iApproximate average salary by contribution assumption: employee only about $468,240 at 4% or $312,160 at 6%; with 50% employer match about $312,160 at 4% or $208,106 at 6%; with 100% employer match about $234,120 at 4% or $156,080 at 6%.
Crm Co LLC Health and Welfare Plan-135---
20182123$2,393,336$218,109$1,773iApproximate average salary by contribution assumption: employee only about $44,331 at 4% or $29,554 at 6%; with 50% employer match about $29,554 at 4% or $19,703 at 6%; with 100% employer match about $22,166 at 4% or $14,777 at 6%.
Crm Co LLC 401(K) Profit Sharing Plan & Trust-12$2,393,336$218,109$18,176iApproximate average salary by contribution assumption: employee only about $454,394 at 4% or $302,929 at 6%; with 50% employer match about $302,929 at 4% or $201,953 at 6%; with 100% employer match about $227,197 at 4% or $151,465 at 6%.
Crm Co LLC Health and Welfare Plan-123---
20172118$2,262,330$178,727$1,515iApproximate average salary by contribution assumption: employee only about $37,866 at 4% or $25,244 at 6%; with 50% employer match about $25,244 at 4% or $16,829 at 6%; with 100% employer match about $18,933 at 4% or $12,622 at 6%.
Crm Co LLC 401(K) Profit Sharing Plan & Trust-9$2,262,330$178,727$19,859iApproximate average salary by contribution assumption: employee only about $496,464 at 4% or $330,976 at 6%; with 50% employer match about $330,976 at 4% or $220,651 at 6%; with 100% employer match about $248,232 at 4% or $165,488 at 6%.
Crm Co LLC Health and Welfare Plan-118---
20162115$1,786,378$244,773$2,128iApproximate average salary by contribution assumption: employee only about $53,212 at 4% or $35,474 at 6%; with 50% employer match about $35,474 at 4% or $23,650 at 6%; with 100% employer match about $26,606 at 4% or $17,737 at 6%.
Crm Co LLC 401(K) Profit Sharing Plan & Trust-9$1,786,378$244,773$27,197iApproximate average salary by contribution assumption: employee only about $679,925 at 4% or $453,283 at 6%; with 50% employer match about $453,283 at 4% or $302,189 at 6%; with 100% employer match about $339,963 at 4% or $226,642 at 6%.
Crm Co LLC Health and Welfare Plan-115---
20152122$1,443,424$101,281$830iApproximate average salary by contribution assumption: employee only about $20,754 at 4% or $13,836 at 6%; with 50% employer match about $13,836 at 4% or $9,224 at 6%; with 100% employer match about $10,377 at 4% or $6,918 at 6%.
Crm Co LLC 401(K) Profit Sharing Plan & Trust-8$1,443,424$101,281$12,660iApproximate average salary by contribution assumption: employee only about $316,503 at 4% or $211,002 at 6%; with 50% employer match about $211,002 at 4% or $140,668 at 6%; with 100% employer match about $158,252 at 4% or $105,501 at 6%.
Crm Co LLC Health and Welfare Plan-122---
201419$1,404,610$95,599$10,622iApproximate average salary by contribution assumption: employee only about $265,553 at 4% or $177,035 at 6%; with 50% employer match about $177,035 at 4% or $118,023 at 6%; with 100% employer match about $132,776 at 4% or $88,518 at 6%.
Crm Co LLC 401(K) Profit Sharing Plan & Trust-9$1,404,610$95,599$10,622iApproximate average salary by contribution assumption: employee only about $265,553 at 4% or $177,035 at 6%; with 50% employer match about $177,035 at 4% or $118,023 at 6%; with 100% employer match about $132,776 at 4% or $88,518 at 6%.
201319$1,203,679$115,164$12,796iApproximate average salary by contribution assumption: employee only about $319,900 at 4% or $213,267 at 6%; with 50% employer match about $213,267 at 4% or $142,178 at 6%; with 100% employer match about $159,950 at 4% or $106,633 at 6%.
Crm Co LLC 401(K) Profit Sharing Plan & Trust-9$1,203,679$115,164$12,796iApproximate average salary by contribution assumption: employee only about $319,900 at 4% or $213,267 at 6%; with 50% employer match about $213,267 at 4% or $142,178 at 6%; with 100% employer match about $159,950 at 4% or $106,633 at 6%.
201218$856,528$101,490$12,686iApproximate average salary by contribution assumption: employee only about $317,156 at 4% or $211,438 at 6%; with 50% employer match about $211,438 at 4% or $140,958 at 6%; with 100% employer match about $158,578 at 4% or $105,719 at 6%.
Crm Co LLC 401(K) Profit Sharing Plan & Trust-8$856,528$101,490$12,686iApproximate average salary by contribution assumption: employee only about $317,156 at 4% or $211,438 at 6%; with 50% employer match about $211,438 at 4% or $140,958 at 6%; with 100% employer match about $158,578 at 4% or $105,719 at 6%.
201117$661,074$96,886$13,841iApproximate average salary by contribution assumption: employee only about $346,021 at 4% or $230,681 at 6%; with 50% employer match about $230,681 at 4% or $153,787 at 6%; with 100% employer match about $173,011 at 4% or $115,340 at 6%.
Crm Co LLC 401(K) Profit Sharing Plan & Trust-7$661,074$96,886$13,841iApproximate average salary by contribution assumption: employee only about $346,021 at 4% or $230,681 at 6%; with 50% employer match about $230,681 at 4% or $153,787 at 6%; with 100% employer match about $173,011 at 4% or $115,340 at 6%.
201017$564,665$104,319$14,903iApproximate average salary by contribution assumption: employee only about $372,568 at 4% or $248,379 at 6%; with 50% employer match about $248,379 at 4% or $165,586 at 6%; with 100% employer match about $186,284 at 4% or $124,189 at 6%.
Crm Co LLC 401(K) Profit Sharing Plan & Trust-7$564,665$104,319$14,903iApproximate average salary by contribution assumption: employee only about $372,568 at 4% or $248,379 at 6%; with 50% employer match about $248,379 at 4% or $165,586 at 6%; with 100% employer match about $186,284 at 4% or $124,189 at 6%.
200917$385,330$102,019$14,574iApproximate average salary by contribution assumption: employee only about $364,354 at 4% or $242,902 at 6%; with 50% employer match about $242,902 at 4% or $161,935 at 6%; with 100% employer match about $182,177 at 4% or $121,451 at 6%.
Crm Co LLC 401(K) Profit Sharing Plan & Trust-7$385,330$102,019$14,574iApproximate average salary by contribution assumption: employee only about $364,354 at 4% or $242,902 at 6%; with 50% employer match about $242,902 at 4% or $161,935 at 6%; with 100% employer match about $182,177 at 4% or $121,451 at 6%.