Cressy and Everett Inc.
Plan context: Cressy and Everett Inc. 401K Plan and Trust
EIN 35-1173104 • South Bend, IN • 27 filings • 5 plans
Current Snapshot
Latest Year
2024
2024 Participants
14
2024 Assets
$538,343
2024 Contributions
$138,498
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 | 2 | 14 | $538,343 | $138,498 | $9,893iApproximate average salary by contribution assumption: employee only about $247,318 at 4% or $164,879 at 6%; with 50% employer match about $164,879 at 4% or $109,919 at 6%; with 100% employer match about $123,659 at 4% or $82,439 at 6%. |
| Cressy and Everett Inc. 401K Plan and Trust | - | 14 | $533,196 | $27,135 | $1,938iApproximate average salary by contribution assumption: employee only about $48,455 at 4% or $32,304 at 6%; with 50% employer match about $32,304 at 4% or $21,536 at 6%; with 100% employer match about $24,228 at 4% or $16,152 at 6%. |
| CRESSY & EVERETT, INC. CBIN BENEFIT PLAN | - | 14 | $5,147 | $111,363 | $7,955iApproximate average salary by contribution assumption: employee only about $198,863 at 4% or $132,575 at 6%; with 50% employer match about $132,575 at 4% or $88,383 at 6%; with 100% employer match about $99,431 at 4% or $66,288 at 6%. |
| 2023 | 1 | 13 | $435,312 | $23,689 | $1,822iApproximate average salary by contribution assumption: employee only about $45,556 at 4% or $30,371 at 6%; with 50% employer match about $30,371 at 4% or $20,247 at 6%; with 100% employer match about $22,778 at 4% or $15,185 at 6%. |
| Cressy and Everett Inc. 401K Plan and Trust | - | 13 | $435,312 | $23,689 | $1,822iApproximate average salary by contribution assumption: employee only about $45,556 at 4% or $30,371 at 6%; with 50% employer match about $30,371 at 4% or $20,247 at 6%; with 100% employer match about $22,778 at 4% or $15,185 at 6%. |
| 2022 | 1 | 14 | $480,414 | $28,139 | $2,010iApproximate average salary by contribution assumption: employee only about $50,248 at 4% or $33,499 at 6%; with 50% employer match about $33,499 at 4% or $22,333 at 6%; with 100% employer match about $25,124 at 4% or $16,749 at 6%. |
| Cressy and Everett Inc. 401K Plan and Trust | - | 14 | $480,414 | $28,139 | $2,010iApproximate average salary by contribution assumption: employee only about $50,248 at 4% or $33,499 at 6%; with 50% employer match about $33,499 at 4% or $22,333 at 6%; with 100% employer match about $25,124 at 4% or $16,749 at 6%. |
| 2021 | 1 | 15 | $552,890 | $44,037 | $2,936iApproximate average salary by contribution assumption: employee only about $73,395 at 4% or $48,930 at 6%; with 50% employer match about $48,930 at 4% or $32,620 at 6%; with 100% employer match about $36,698 at 4% or $24,465 at 6%. |
| Cressy and Everett Inc. 401K Plan and Trust | - | 15 | $552,890 | $44,037 | $2,936iApproximate average salary by contribution assumption: employee only about $73,395 at 4% or $48,930 at 6%; with 50% employer match about $48,930 at 4% or $32,620 at 6%; with 100% employer match about $36,698 at 4% or $24,465 at 6%. |
| 2020 | 1 | 16 | $563,522 | $37,208 | $2,326iApproximate average salary by contribution assumption: employee only about $58,138 at 4% or $38,758 at 6%; with 50% employer match about $38,758 at 4% or $25,839 at 6%; with 100% employer match about $29,069 at 4% or $19,379 at 6%. |
| Cressy and Everett Inc. 401K Plan and Trust | - | 16 | $563,522 | $37,208 | $2,326iApproximate average salary by contribution assumption: employee only about $58,138 at 4% or $38,758 at 6%; with 50% employer match about $38,758 at 4% or $25,839 at 6%; with 100% employer match about $29,069 at 4% or $19,379 at 6%. |
| 2019 | 1 | 16 | $601,099 | $61,662 | $3,854iApproximate average salary by contribution assumption: employee only about $96,347 at 4% or $64,231 at 6%; with 50% employer match about $64,231 at 4% or $42,821 at 6%; with 100% employer match about $48,173 at 4% or $32,116 at 6%. |
| Cressy and Everett Inc. 401K Plan and Trust | - | 16 | $601,099 | $61,662 | $3,854iApproximate average salary by contribution assumption: employee only about $96,347 at 4% or $64,231 at 6%; with 50% employer match about $64,231 at 4% or $42,821 at 6%; with 100% employer match about $48,173 at 4% or $32,116 at 6%. |
| 2018 | 1 | 15 | $709,349 | $45,850 | $3,057iApproximate average salary by contribution assumption: employee only about $76,417 at 4% or $50,944 at 6%; with 50% employer match about $50,944 at 4% or $33,963 at 6%; with 100% employer match about $38,208 at 4% or $25,472 at 6%. |
| Cressy and Everett Inc. 401K Plan and Trust | - | 15 | $709,349 | $45,850 | $3,057iApproximate average salary by contribution assumption: employee only about $76,417 at 4% or $50,944 at 6%; with 50% employer match about $50,944 at 4% or $33,963 at 6%; with 100% employer match about $38,208 at 4% or $25,472 at 6%. |
| 2017 | 1 | 15 | $712,222 | $46,425 | $3,095iApproximate average salary by contribution assumption: employee only about $77,375 at 4% or $51,583 at 6%; with 50% employer match about $51,583 at 4% or $34,389 at 6%; with 100% employer match about $38,688 at 4% or $25,792 at 6%. |
| Cressy and Everett Inc. 401K Plan and Trust | - | 15 | $712,222 | $46,425 | $3,095iApproximate average salary by contribution assumption: employee only about $77,375 at 4% or $51,583 at 6%; with 50% employer match about $51,583 at 4% or $34,389 at 6%; with 100% employer match about $38,688 at 4% or $25,792 at 6%. |
| 2016 | 1 | 13 | $621,323 | $22,148 | $1,704iApproximate average salary by contribution assumption: employee only about $42,592 at 4% or $28,395 at 6%; with 50% employer match about $28,395 at 4% or $18,930 at 6%; with 100% employer match about $21,296 at 4% or $14,197 at 6%. |
| Cressy and Everett Inc. 401K Plan and Trust | - | 13 | $621,323 | $22,148 | $1,704iApproximate average salary by contribution assumption: employee only about $42,592 at 4% or $28,395 at 6%; with 50% employer match about $28,395 at 4% or $18,930 at 6%; with 100% employer match about $21,296 at 4% or $14,197 at 6%. |
| 2015 | 1 | 12 | $570,300 | $20,972 | $1,748iApproximate average salary by contribution assumption: employee only about $43,692 at 4% or $29,128 at 6%; with 50% employer match about $29,128 at 4% or $19,419 at 6%; with 100% employer match about $21,846 at 4% or $14,564 at 6%. |
| Cressy and Everett Inc. 401K Plan and Trust | - | 12 | $570,300 | $20,972 | $1,748iApproximate average salary by contribution assumption: employee only about $43,692 at 4% or $29,128 at 6%; with 50% employer match about $29,128 at 4% or $19,419 at 6%; with 100% employer match about $21,846 at 4% or $14,564 at 6%. |
| 2014 | 1 | 14 | $629,855 | $12,494 | $892iApproximate average salary by contribution assumption: employee only about $22,311 at 4% or $14,874 at 6%; with 50% employer match about $14,874 at 4% or $9,916 at 6%; with 100% employer match about $11,155 at 4% or $7,437 at 6%. |
| Cressy and Everett Inc. 401K Plan and Trust | - | 14 | $629,855 | $12,494 | $892iApproximate average salary by contribution assumption: employee only about $22,311 at 4% or $14,874 at 6%; with 50% employer match about $14,874 at 4% or $9,916 at 6%; with 100% employer match about $11,155 at 4% or $7,437 at 6%. |
| 2013 | 1 | 14 | $597,555 | $32,367 | $2,312iApproximate average salary by contribution assumption: employee only about $57,798 at 4% or $38,532 at 6%; with 50% employer match about $38,532 at 4% or $25,688 at 6%; with 100% employer match about $28,899 at 4% or $19,266 at 6%. |
| Cressy and Everett Inc. 401K Plan and Trust | - | 14 | $597,555 | $32,367 | $2,312iApproximate average salary by contribution assumption: employee only about $57,798 at 4% or $38,532 at 6%; with 50% employer match about $38,532 at 4% or $25,688 at 6%; with 100% employer match about $28,899 at 4% or $19,266 at 6%. |
| 2012 | 1 | 15 | $765,450 | $8,778 | $585iApproximate average salary by contribution assumption: employee only about $14,630 at 4% or $9,753 at 6%; with 50% employer match about $9,753 at 4% or $6,502 at 6%; with 100% employer match about $7,315 at 4% or $4,877 at 6%. |
| Cressy and Everett Inc. 401K Plan and Trust | - | 15 | $765,450 | $8,778 | $585iApproximate average salary by contribution assumption: employee only about $14,630 at 4% or $9,753 at 6%; with 50% employer match about $9,753 at 4% or $6,502 at 6%; with 100% employer match about $7,315 at 4% or $4,877 at 6%. |
| 2011 | 1 | 18 | $1,246,704 | $9,764 | $542iApproximate average salary by contribution assumption: employee only about $13,561 at 4% or $9,041 at 6%; with 50% employer match about $9,041 at 4% or $6,027 at 6%; with 100% employer match about $6,781 at 4% or $4,520 at 6%. |
| Cressy and Everett Inc. 401K Plan and Trust | - | 18 | $1,246,704 | $9,764 | $542iApproximate average salary by contribution assumption: employee only about $13,561 at 4% or $9,041 at 6%; with 50% employer match about $9,041 at 4% or $6,027 at 6%; with 100% employer match about $6,781 at 4% or $4,520 at 6%. |
| 2010 | 1 | 20 | $1,297,862 | $11,816 | $591iApproximate average salary by contribution assumption: employee only about $14,770 at 4% or $9,847 at 6%; with 50% employer match about $9,847 at 4% or $6,564 at 6%; with 100% employer match about $7,385 at 4% or $4,923 at 6%. |
| Cressy and Everett Inc. 401K Plan and Trust | - | 20 | $1,297,862 | $11,816 | $591iApproximate average salary by contribution assumption: employee only about $14,770 at 4% or $9,847 at 6%; with 50% employer match about $9,847 at 4% or $6,564 at 6%; with 100% employer match about $7,385 at 4% or $4,923 at 6%. |
| 2009 | 1 | 23 | $1,240,782 | $15,074 | $655iApproximate average salary by contribution assumption: employee only about $16,385 at 4% or $10,923 at 6%; with 50% employer match about $10,923 at 4% or $7,282 at 6%; with 100% employer match about $8,192 at 4% or $5,462 at 6%. |
| Cressy and Everett Inc. 401K Plan and Trust | - | 23 | $1,240,782 | $15,074 | $655iApproximate average salary by contribution assumption: employee only about $16,385 at 4% or $10,923 at 6%; with 50% employer match about $10,923 at 4% or $7,282 at 6%; with 100% employer match about $8,192 at 4% or $5,462 at 6%. |
| 2008 | 1 | 31 | $1,291,867 | $43,176 | $1,393iApproximate average salary by contribution assumption: employee only about $34,819 at 4% or $23,213 at 6%; with 50% employer match about $23,213 at 4% or $15,475 at 6%; with 100% employer match about $17,410 at 4% or $11,606 at 6%. |
| Cressy and Everett Inc. 401K Plan and Trust | - | 31 | $1,291,867 | $43,176 | $1,393iApproximate average salary by contribution assumption: employee only about $34,819 at 4% or $23,213 at 6%; with 50% employer match about $23,213 at 4% or $15,475 at 6%; with 100% employer match about $17,410 at 4% or $11,606 at 6%. |
| 2007 | 1 | 32 | $1,869,921 | $74,358 | $2,324iApproximate average salary by contribution assumption: employee only about $58,092 at 4% or $38,728 at 6%; with 50% employer match about $38,728 at 4% or $25,819 at 6%; with 100% employer match about $29,046 at 4% or $19,364 at 6%. |
| Cressy and Everett Inc. 401K Plan and Trust | - | 32 | $1,869,921 | $74,358 | $2,324iApproximate average salary by contribution assumption: employee only about $58,092 at 4% or $38,728 at 6%; with 50% employer match about $38,728 at 4% or $25,819 at 6%; with 100% employer match about $29,046 at 4% or $19,364 at 6%. |
| 2006 | 1 | 35 | $1,703,781 | $100,452 | $2,870iApproximate average salary by contribution assumption: employee only about $71,751 at 4% or $47,834 at 6%; with 50% employer match about $47,834 at 4% or $31,890 at 6%; with 100% employer match about $35,876 at 4% or $23,917 at 6%. |
| Cressy and Everett Inc. 401K Plan and Trust | - | 35 | $1,703,781 | $100,452 | $2,870iApproximate average salary by contribution assumption: employee only about $71,751 at 4% or $47,834 at 6%; with 50% employer match about $47,834 at 4% or $31,890 at 6%; with 100% employer match about $35,876 at 4% or $23,917 at 6%. |
| 2005 | 1 | 30 | $1,435,323 | $128,663 | $4,289iApproximate average salary by contribution assumption: employee only about $107,219 at 4% or $71,479 at 6%; with 50% employer match about $71,479 at 4% or $47,653 at 6%; with 100% employer match about $53,610 at 4% or $35,740 at 6%. |
| Cressy and Everett Inc. 401K Plan and Trust | - | 30 | $1,435,323 | $128,663 | $4,289iApproximate average salary by contribution assumption: employee only about $107,219 at 4% or $71,479 at 6%; with 50% employer match about $71,479 at 4% or $47,653 at 6%; with 100% employer match about $53,610 at 4% or $35,740 at 6%. |
| 2004 | 1 | 31 | $1,228,070 | $91,094 | $2,939iApproximate average salary by contribution assumption: employee only about $73,463 at 4% or $48,975 at 6%; with 50% employer match about $48,975 at 4% or $32,650 at 6%; with 100% employer match about $36,731 at 4% or $24,488 at 6%. |
| Cressy and Everett Inc. 401K Plan and Trust | - | 31 | $1,228,070 | $91,094 | $2,939iApproximate average salary by contribution assumption: employee only about $73,463 at 4% or $48,975 at 6%; with 50% employer match about $48,975 at 4% or $32,650 at 6%; with 100% employer match about $36,731 at 4% or $24,488 at 6%. |
| 2003 | 1 | 29 | $1,157,780 | $98,377 | $3,392iApproximate average salary by contribution assumption: employee only about $84,808 at 4% or $56,539 at 6%; with 50% employer match about $56,539 at 4% or $37,692 at 6%; with 100% employer match about $42,404 at 4% or $28,269 at 6%. |
| Cressy and Everett Inc. 401K Plan and Trust | - | 29 | $1,157,780 | $98,377 | $3,392iApproximate average salary by contribution assumption: employee only about $84,808 at 4% or $56,539 at 6%; with 50% employer match about $56,539 at 4% or $37,692 at 6%; with 100% employer match about $42,404 at 4% or $28,269 at 6%. |
| 2002 | 1 | 24 | $1,056,734 | $118,414 | $4,934iApproximate average salary by contribution assumption: employee only about $123,348 at 4% or $82,232 at 6%; with 50% employer match about $82,232 at 4% or $54,821 at 6%; with 100% employer match about $61,674 at 4% or $41,116 at 6%. |
| Cressy and Everett Inc. 401K Plan and Trust | - | 24 | $1,056,734 | $118,414 | $4,934iApproximate average salary by contribution assumption: employee only about $123,348 at 4% or $82,232 at 6%; with 50% employer match about $82,232 at 4% or $54,821 at 6%; with 100% employer match about $61,674 at 4% or $41,116 at 6%. |
| 2001 | 1 | 23 | $1,332,734 | $99,788 | $4,339iApproximate average salary by contribution assumption: employee only about $108,465 at 4% or $72,310 at 6%; with 50% employer match about $72,310 at 4% or $48,207 at 6%; with 100% employer match about $54,233 at 4% or $36,155 at 6%. |
| Cressy and Everett Inc. 401K Plan and Trust | - | 23 | $1,332,734 | $99,788 | $4,339iApproximate average salary by contribution assumption: employee only about $108,465 at 4% or $72,310 at 6%; with 50% employer match about $72,310 at 4% or $48,207 at 6%; with 100% employer match about $54,233 at 4% or $36,155 at 6%. |
| 2000 | 1 | 33 | $1,605,809 | $124,045 | $3,759iApproximate average salary by contribution assumption: employee only about $93,973 at 4% or $62,649 at 6%; with 50% employer match about $62,649 at 4% or $41,766 at 6%; with 100% employer match about $46,987 at 4% or $31,324 at 6%. |
| Cressy and Everett Inc. 401K Plan and Trust | - | 33 | $1,605,809 | $124,045 | $3,759iApproximate average salary by contribution assumption: employee only about $93,973 at 4% or $62,649 at 6%; with 50% employer match about $62,649 at 4% or $41,766 at 6%; with 100% employer match about $46,987 at 4% or $31,324 at 6%. |
| 1999 | 1 | 27 | $1,875,135 | $148,008 | $5,482iApproximate average salary by contribution assumption: employee only about $137,044 at 4% or $91,363 at 6%; with 50% employer match about $91,363 at 4% or $60,909 at 6%; with 100% employer match about $68,522 at 4% or $45,681 at 6%. |
| Cressy and Everett Inc. 401K Plan and Trust | - | 27 | $1,875,135 | $148,008 | $5,482iApproximate average salary by contribution assumption: employee only about $137,044 at 4% or $91,363 at 6%; with 50% employer match about $91,363 at 4% or $60,909 at 6%; with 100% employer match about $68,522 at 4% or $45,681 at 6%. |