Civic Intelligence

Creveling Wealth Management Inc.

Plan context: Creveling Wealth Management Inc. 401(K) P/S Plan

EIN 37-1535907 • Winchester, VA • 20 filings • 6 plans

3051 Valley AvenueSuite 110Winchester, VA 22601
Current Snapshot

Latest Year

2024

2024 Participants

6

2024 Assets

$449,511

2024 Contributions

$61,219

Historical Graphs

Total Assets Over Time

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

$1,491,897$745,949$0200620152024YearValue
$449,511Latest year 2024

Participants Over Time

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

630200620152024YearValue
6Latest year 2024

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
202416$449,511$61,219$10,203iApproximate average salary by contribution assumption: employee only about $255,079 at 4% or $170,053 at 6%; with 50% employer match about $170,053 at 4% or $113,369 at 6%; with 100% employer match about $127,540 at 4% or $85,026 at 6%.
Creveling Wealth Management Inc. 401(K) P/S Plan-6$449,511$61,219$10,203iApproximate average salary by contribution assumption: employee only about $255,079 at 4% or $170,053 at 6%; with 50% employer match about $170,053 at 4% or $113,369 at 6%; with 100% employer match about $127,540 at 4% or $85,026 at 6%.
202313$329,053$123,986$41,329iApproximate average salary by contribution assumption: employee only about $1,033,217 at 4% or $688,811 at 6%; with 50% employer match about $688,811 at 4% or $459,207 at 6%; with 100% employer match about $516,608 at 4% or $344,406 at 6%.
Creveling Wealth Management Inc. 401(K) P/S Plan-3$329,053$123,986$41,329iApproximate average salary by contribution assumption: employee only about $1,033,217 at 4% or $688,811 at 6%; with 50% employer match about $688,811 at 4% or $459,207 at 6%; with 100% employer match about $516,608 at 4% or $344,406 at 6%.
202215$1,352,966$53,438$10,688iApproximate average salary by contribution assumption: employee only about $267,190 at 4% or $178,127 at 6%; with 50% employer match about $178,127 at 4% or $118,751 at 6%; with 100% employer match about $133,595 at 4% or $89,063 at 6%.
Creveling Wealth Management Inc. 401(K) P/S Plan-5$1,352,966$53,438$10,688iApproximate average salary by contribution assumption: employee only about $267,190 at 4% or $178,127 at 6%; with 50% employer match about $178,127 at 4% or $118,751 at 6%; with 100% employer match about $133,595 at 4% or $89,063 at 6%.
202115$1,491,897$46,093$9,219iApproximate average salary by contribution assumption: employee only about $230,465 at 4% or $153,643 at 6%; with 50% employer match about $153,643 at 4% or $102,429 at 6%; with 100% employer match about $115,233 at 4% or $76,822 at 6%.
Creveling Wealth Management Inc. 401(K) P/S Plan-5$1,491,897$46,093$9,219iApproximate average salary by contribution assumption: employee only about $230,465 at 4% or $153,643 at 6%; with 50% employer match about $153,643 at 4% or $102,429 at 6%; with 100% employer match about $115,233 at 4% or $76,822 at 6%.
202025$1,228,038$73,798$14,760iApproximate average salary by contribution assumption: employee only about $368,990 at 4% or $245,993 at 6%; with 50% employer match about $245,993 at 4% or $163,996 at 6%; with 100% employer match about $184,495 at 4% or $122,997 at 6%.
Creveling Wealth Management Inc. 401(K) P/S Plan-5$1,228,038$73,798$14,760iApproximate average salary by contribution assumption: employee only about $368,990 at 4% or $245,993 at 6%; with 50% employer match about $245,993 at 4% or $163,996 at 6%; with 100% employer match about $184,495 at 4% or $122,997 at 6%.
CREVELING WEALTH MANAGEMENT INC-0---
201915$1,054,515$67,411$13,482iApproximate average salary by contribution assumption: employee only about $337,055 at 4% or $224,703 at 6%; with 50% employer match about $224,703 at 4% or $149,802 at 6%; with 100% employer match about $168,528 at 4% or $112,352 at 6%.
Creveling Wealth Management Inc. 401(K) P/S Plan-5$1,054,515$67,411$13,482iApproximate average salary by contribution assumption: employee only about $337,055 at 4% or $224,703 at 6%; with 50% employer match about $224,703 at 4% or $149,802 at 6%; with 100% employer match about $168,528 at 4% or $112,352 at 6%.
201815$902,085$67,993$13,599iApproximate average salary by contribution assumption: employee only about $339,965 at 4% or $226,643 at 6%; with 50% employer match about $226,643 at 4% or $151,096 at 6%; with 100% employer match about $169,983 at 4% or $113,322 at 6%.
Creveling Wealth Management Inc. 401(K) P/S Plan-5$902,085$67,993$13,599iApproximate average salary by contribution assumption: employee only about $339,965 at 4% or $226,643 at 6%; with 50% employer match about $226,643 at 4% or $151,096 at 6%; with 100% employer match about $169,983 at 4% or $113,322 at 6%.
201715$820,707$61,756$12,351iApproximate average salary by contribution assumption: employee only about $308,780 at 4% or $205,853 at 6%; with 50% employer match about $205,853 at 4% or $137,236 at 6%; with 100% employer match about $154,390 at 4% or $102,927 at 6%.
Creveling Wealth Management Inc. 401(K) P/S Plan-5$820,707$61,756$12,351iApproximate average salary by contribution assumption: employee only about $308,780 at 4% or $205,853 at 6%; with 50% employer match about $205,853 at 4% or $137,236 at 6%; with 100% employer match about $154,390 at 4% or $102,927 at 6%.
201615$670,591$62,092$12,418iApproximate average salary by contribution assumption: employee only about $310,460 at 4% or $206,973 at 6%; with 50% employer match about $206,973 at 4% or $137,982 at 6%; with 100% employer match about $155,230 at 4% or $103,487 at 6%.
Creveling Wealth Management Inc. 401(K) P/S Plan-5$670,591$62,092$12,418iApproximate average salary by contribution assumption: employee only about $310,460 at 4% or $206,973 at 6%; with 50% employer match about $206,973 at 4% or $137,982 at 6%; with 100% employer match about $155,230 at 4% or $103,487 at 6%.
201514$553,470$60,403$15,101iApproximate average salary by contribution assumption: employee only about $377,519 at 4% or $251,679 at 6%; with 50% employer match about $251,679 at 4% or $167,786 at 6%; with 100% employer match about $188,759 at 4% or $125,840 at 6%.
Creveling Wealth Management Inc. 401(K) P/S Plan-4$553,470$60,403$15,101iApproximate average salary by contribution assumption: employee only about $377,519 at 4% or $251,679 at 6%; with 50% employer match about $251,679 at 4% or $167,786 at 6%; with 100% employer match about $188,759 at 4% or $125,840 at 6%.
201413$501,957$56,468$18,823iApproximate average salary by contribution assumption: employee only about $470,567 at 4% or $313,711 at 6%; with 50% employer match about $313,711 at 4% or $209,141 at 6%; with 100% employer match about $235,283 at 4% or $156,856 at 6%.
Creveling Wealth Management Inc. 401(K) P/S Plan-3$501,957$56,468$18,823iApproximate average salary by contribution assumption: employee only about $470,567 at 4% or $313,711 at 6%; with 50% employer match about $313,711 at 4% or $209,141 at 6%; with 100% employer match about $235,283 at 4% or $156,856 at 6%.
201314$433,163$57,001$14,250iApproximate average salary by contribution assumption: employee only about $356,256 at 4% or $237,504 at 6%; with 50% employer match about $237,504 at 4% or $158,336 at 6%; with 100% employer match about $178,128 at 4% or $118,752 at 6%.
Creveling Wealth Management Inc. 401(K) P/S Plan-4$433,163$57,001$14,250iApproximate average salary by contribution assumption: employee only about $356,256 at 4% or $237,504 at 6%; with 50% employer match about $237,504 at 4% or $158,336 at 6%; with 100% employer match about $178,128 at 4% or $118,752 at 6%.
201214$314,017$52,289$13,072iApproximate average salary by contribution assumption: employee only about $326,806 at 4% or $217,871 at 6%; with 50% employer match about $217,871 at 4% or $145,247 at 6%; with 100% employer match about $163,403 at 4% or $108,935 at 6%.
Creveling Wealth Management Inc. 401(K) P/S Plan-4$314,017$52,289$13,072iApproximate average salary by contribution assumption: employee only about $326,806 at 4% or $217,871 at 6%; with 50% employer match about $217,871 at 4% or $145,247 at 6%; with 100% employer match about $163,403 at 4% or $108,935 at 6%.
201114$228,386$51,029$12,757iApproximate average salary by contribution assumption: employee only about $318,931 at 4% or $212,621 at 6%; with 50% employer match about $212,621 at 4% or $141,747 at 6%; with 100% employer match about $159,466 at 4% or $106,310 at 6%.
Creveling Wealth Management Inc. 401(K) P/S Plan-4$228,386$51,029$12,757iApproximate average salary by contribution assumption: employee only about $318,931 at 4% or $212,621 at 6%; with 50% employer match about $212,621 at 4% or $141,747 at 6%; with 100% employer match about $159,466 at 4% or $106,310 at 6%.
201014$175,114$44,248$11,062iApproximate average salary by contribution assumption: employee only about $276,550 at 4% or $184,367 at 6%; with 50% employer match about $184,367 at 4% or $122,911 at 6%; with 100% employer match about $138,275 at 4% or $92,183 at 6%.
Creveling Wealth Management Inc. 401(K) P/S Plan-4$175,114$44,248$11,062iApproximate average salary by contribution assumption: employee only about $276,550 at 4% or $184,367 at 6%; with 50% employer match about $184,367 at 4% or $122,911 at 6%; with 100% employer match about $138,275 at 4% or $92,183 at 6%.
200914$117,354$28,298$7,075iApproximate average salary by contribution assumption: employee only about $176,863 at 4% or $117,908 at 6%; with 50% employer match about $117,908 at 4% or $78,606 at 6%; with 100% employer match about $88,431 at 4% or $58,954 at 6%.
Creveling Wealth Management Inc. 401(K) P/S Plan-4$117,354$28,298$7,075iApproximate average salary by contribution assumption: employee only about $176,863 at 4% or $117,908 at 6%; with 50% employer match about $117,908 at 4% or $78,606 at 6%; with 100% employer match about $88,431 at 4% or $58,954 at 6%.
200813$63,817$19,642$6,547iApproximate average salary by contribution assumption: employee only about $163,683 at 4% or $109,122 at 6%; with 50% employer match about $109,122 at 4% or $72,748 at 6%; with 100% employer match about $81,842 at 4% or $54,561 at 6%.
Creveling Wealth Management Inc. 401(K) P/S Plan-3$63,817$19,642$6,547iApproximate average salary by contribution assumption: employee only about $163,683 at 4% or $109,122 at 6%; with 50% employer match about $109,122 at 4% or $72,748 at 6%; with 100% employer match about $81,842 at 4% or $54,561 at 6%.
200713$69,508$19,834$6,611iApproximate average salary by contribution assumption: employee only about $165,283 at 4% or $110,189 at 6%; with 50% employer match about $110,189 at 4% or $73,459 at 6%; with 100% employer match about $82,642 at 4% or $55,094 at 6%.
Creveling Wealth Management Inc. 401(K) P/S Plan-3$69,508$19,834$6,611iApproximate average salary by contribution assumption: employee only about $165,283 at 4% or $110,189 at 6%; with 50% employer match about $110,189 at 4% or $73,459 at 6%; with 100% employer match about $82,642 at 4% or $55,094 at 6%.
200613$47,839$47,837$15,946iApproximate average salary by contribution assumption: employee only about $398,642 at 4% or $265,761 at 6%; with 50% employer match about $265,761 at 4% or $177,174 at 6%; with 100% employer match about $199,321 at 4% or $132,881 at 6%.
Creveling Wealth Management Inc. 401(K) P/S Plan-3$47,839$47,837$15,946iApproximate average salary by contribution assumption: employee only about $398,642 at 4% or $265,761 at 6%; with 50% employer match about $265,761 at 4% or $177,174 at 6%; with 100% employer match about $199,321 at 4% or $132,881 at 6%.