Crm Inc.
Plan context: Crm Inc. 401(K) Profit Sharing Plan
EIN 38-2565323 • Traverse City, MI • 20 filings • 5 plans
Current Snapshot
Latest Year
2025
2025 Participants
25
2025 Assets
$3,801,310
2025 Contributions
$292,071
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 |
|---|---|---|---|---|---|
| 2025 | 1 | 25 | $3,801,310 | $292,071 | $11,683iApproximate average salary by contribution assumption: employee only about $292,071 at 4% or $194,714 at 6%; with 50% employer match about $194,714 at 4% or $129,809 at 6%; with 100% employer match about $146,036 at 4% or $97,357 at 6%. |
| Crm Inc. 401(K) Profit Sharing Plan | - | 25 | $3,801,310 | $292,071 | $11,683iApproximate average salary by contribution assumption: employee only about $292,071 at 4% or $194,714 at 6%; with 50% employer match about $194,714 at 4% or $129,809 at 6%; with 100% employer match about $146,036 at 4% or $97,357 at 6%. |
| 2024 | 1 | 23 | $3,187,308 | $260,087 | $11,308iApproximate average salary by contribution assumption: employee only about $282,703 at 4% or $188,469 at 6%; with 50% employer match about $188,469 at 4% or $125,646 at 6%; with 100% employer match about $141,352 at 4% or $94,234 at 6%. |
| Crm Inc. 401(K) Profit Sharing Plan | - | 23 | $3,187,308 | $260,087 | $11,308iApproximate average salary by contribution assumption: employee only about $282,703 at 4% or $188,469 at 6%; with 50% employer match about $188,469 at 4% or $125,646 at 6%; with 100% employer match about $141,352 at 4% or $94,234 at 6%. |
| 2023 | 1 | 24 | $2,601,174 | $237,021 | $9,876iApproximate average salary by contribution assumption: employee only about $246,897 at 4% or $164,598 at 6%; with 50% employer match about $164,598 at 4% or $109,732 at 6%; with 100% employer match about $123,448 at 4% or $82,299 at 6%. |
| Crm Inc. 401(K) Profit Sharing Plan | - | 24 | $2,601,174 | $237,021 | $9,876iApproximate average salary by contribution assumption: employee only about $246,897 at 4% or $164,598 at 6%; with 50% employer match about $164,598 at 4% or $109,732 at 6%; with 100% employer match about $123,448 at 4% or $82,299 at 6%. |
| 2022 | 1 | 22 | $2,040,801 | $247,011 | $11,228iApproximate average salary by contribution assumption: employee only about $280,694 at 4% or $187,130 at 6%; with 50% employer match about $187,130 at 4% or $124,753 at 6%; with 100% employer match about $140,347 at 4% or $93,565 at 6%. |
| Crm Inc. 401(K) Profit Sharing Plan | - | 22 | $2,040,801 | $247,011 | $11,228iApproximate average salary by contribution assumption: employee only about $280,694 at 4% or $187,130 at 6%; with 50% employer match about $187,130 at 4% or $124,753 at 6%; with 100% employer match about $140,347 at 4% or $93,565 at 6%. |
| 2021 | 1 | 22 | $2,353,789 | $209,000 | $9,500iApproximate average salary by contribution assumption: employee only about $237,500 at 4% or $158,333 at 6%; with 50% employer match about $158,333 at 4% or $105,556 at 6%; with 100% employer match about $118,750 at 4% or $79,167 at 6%. |
| Crm Inc. 401(K) Profit Sharing Plan | - | 22 | $2,353,789 | $209,000 | $9,500iApproximate average salary by contribution assumption: employee only about $237,500 at 4% or $158,333 at 6%; with 50% employer match about $158,333 at 4% or $105,556 at 6%; with 100% employer match about $118,750 at 4% or $79,167 at 6%. |
| 2020 | 1 | 22 | $1,981,414 | $184,151 | $8,371iApproximate average salary by contribution assumption: employee only about $209,263 at 4% or $139,508 at 6%; with 50% employer match about $139,508 at 4% or $93,006 at 6%; with 100% employer match about $104,631 at 4% or $69,754 at 6%. |
| Crm Inc. 401(K) Profit Sharing Plan | - | 22 | $1,981,414 | $184,151 | $8,371iApproximate average salary by contribution assumption: employee only about $209,263 at 4% or $139,508 at 6%; with 50% employer match about $139,508 at 4% or $93,006 at 6%; with 100% employer match about $104,631 at 4% or $69,754 at 6%. |
| 2019 | 1 | 22 | $1,410,281 | $160,555 | $7,298iApproximate average salary by contribution assumption: employee only about $182,449 at 4% or $121,633 at 6%; with 50% employer match about $121,633 at 4% or $81,088 at 6%; with 100% employer match about $91,224 at 4% or $60,816 at 6%. |
| Crm Inc. 401(K) Profit Sharing Plan | - | 22 | $1,410,281 | $160,555 | $7,298iApproximate average salary by contribution assumption: employee only about $182,449 at 4% or $121,633 at 6%; with 50% employer match about $121,633 at 4% or $81,088 at 6%; with 100% employer match about $91,224 at 4% or $60,816 at 6%. |
| 2018 | 1 | 21 | $980,536 | $153,705 | $7,319iApproximate average salary by contribution assumption: employee only about $182,982 at 4% or $121,988 at 6%; with 50% employer match about $121,988 at 4% or $81,325 at 6%; with 100% employer match about $91,491 at 4% or $60,994 at 6%. |
| Crm Inc. 401(K) Profit Sharing Plan | - | 21 | $980,536 | $153,705 | $7,319iApproximate average salary by contribution assumption: employee only about $182,982 at 4% or $121,988 at 6%; with 50% employer match about $121,988 at 4% or $81,325 at 6%; with 100% employer match about $91,491 at 4% or $60,994 at 6%. |
| 2017 | 1 | 20 | $907,865 | $128,663 | $6,433iApproximate average salary by contribution assumption: employee only about $160,829 at 4% or $107,219 at 6%; with 50% employer match about $107,219 at 4% or $71,479 at 6%; with 100% employer match about $80,414 at 4% or $53,610 at 6%. |
| Crm Inc. 401(K) Profit Sharing Plan | - | 20 | $907,865 | $128,663 | $6,433iApproximate average salary by contribution assumption: employee only about $160,829 at 4% or $107,219 at 6%; with 50% employer match about $107,219 at 4% or $71,479 at 6%; with 100% employer match about $80,414 at 4% or $53,610 at 6%. |
| 2016 | 1 | 19 | $645,849 | $106,146 | $5,587iApproximate average salary by contribution assumption: employee only about $139,666 at 4% or $93,111 at 6%; with 50% employer match about $93,111 at 4% or $62,074 at 6%; with 100% employer match about $69,833 at 4% or $46,555 at 6%. |
| Crm Inc. 401(K) Profit Sharing Plan | - | 19 | $645,849 | $106,146 | $5,587iApproximate average salary by contribution assumption: employee only about $139,666 at 4% or $93,111 at 6%; with 50% employer match about $93,111 at 4% or $62,074 at 6%; with 100% employer match about $69,833 at 4% or $46,555 at 6%. |
| 2015 | 1 | 16 | $496,803 | $85,891 | $5,368iApproximate average salary by contribution assumption: employee only about $134,205 at 4% or $89,470 at 6%; with 50% employer match about $89,470 at 4% or $59,647 at 6%; with 100% employer match about $67,102 at 4% or $44,735 at 6%. |
| Crm Inc. 401(K) Profit Sharing Plan | - | 16 | $496,803 | $85,891 | $5,368iApproximate average salary by contribution assumption: employee only about $134,205 at 4% or $89,470 at 6%; with 50% employer match about $89,470 at 4% or $59,647 at 6%; with 100% employer match about $67,102 at 4% or $44,735 at 6%. |
| 2014 | 1 | 15 | $409,727 | $129,841 | $8,656iApproximate average salary by contribution assumption: employee only about $216,402 at 4% or $144,268 at 6%; with 50% employer match about $144,268 at 4% or $96,179 at 6%; with 100% employer match about $108,201 at 4% or $72,134 at 6%. |
| Crm Inc. 401(K) Profit Sharing Plan | - | 15 | $409,727 | $129,841 | $8,656iApproximate average salary by contribution assumption: employee only about $216,402 at 4% or $144,268 at 6%; with 50% employer match about $144,268 at 4% or $96,179 at 6%; with 100% employer match about $108,201 at 4% or $72,134 at 6%. |
| 2013 | 1 | 15 | $279,940 | $235,065 | $15,671iApproximate average salary by contribution assumption: employee only about $391,775 at 4% or $261,183 at 6%; with 50% employer match about $261,183 at 4% or $174,122 at 6%; with 100% employer match about $195,888 at 4% or $130,592 at 6%. |
| Crm Inc. 401(K) Profit Sharing Plan | - | 15 | $279,940 | $235,065 | $15,671iApproximate average salary by contribution assumption: employee only about $391,775 at 4% or $261,183 at 6%; with 50% employer match about $261,183 at 4% or $174,122 at 6%; with 100% employer match about $195,888 at 4% or $130,592 at 6%. |
| 2005 | 1 | 0 | $0 | $0 | - |
| Crm Inc. Profit Sharing Plan 401K Plan | - | 0 | - | - | - |
| 2004 | 1 | 34 | $600,719 | $27,083 | $797iApproximate average salary by contribution assumption: employee only about $19,914 at 4% or $13,276 at 6%; with 50% employer match about $13,276 at 4% or $8,851 at 6%; with 100% employer match about $9,957 at 4% or $6,638 at 6%. |
| Crm Inc. Profit Sharing Plan 401K Plan | - | 34 | $600,719 | $27,083 | $797iApproximate average salary by contribution assumption: employee only about $19,914 at 4% or $13,276 at 6%; with 50% employer match about $13,276 at 4% or $8,851 at 6%; with 100% employer match about $9,957 at 4% or $6,638 at 6%. |
| 2003 | 1 | 35 | $527,325 | $33,403 | $954iApproximate average salary by contribution assumption: employee only about $23,859 at 4% or $15,906 at 6%; with 50% employer match about $15,906 at 4% or $10,604 at 6%; with 100% employer match about $11,930 at 4% or $7,953 at 6%. |
| Crm Inc. Profit Sharing Plan 401K Plan | - | 35 | $527,325 | $33,403 | $954iApproximate average salary by contribution assumption: employee only about $23,859 at 4% or $15,906 at 6%; with 50% employer match about $15,906 at 4% or $10,604 at 6%; with 100% employer match about $11,930 at 4% or $7,953 at 6%. |
| 2002 | 1 | 26 | $366,844 | $37,253 | $1,433iApproximate average salary by contribution assumption: employee only about $35,820 at 4% or $23,880 at 6%; with 50% employer match about $23,880 at 4% or $15,920 at 6%; with 100% employer match about $17,910 at 4% or $11,940 at 6%. |
| Crm Inc. Profit Sharing Plan 401K Plan | - | 26 | $366,844 | $37,253 | $1,433iApproximate average salary by contribution assumption: employee only about $35,820 at 4% or $23,880 at 6%; with 50% employer match about $23,880 at 4% or $15,920 at 6%; with 100% employer match about $17,910 at 4% or $11,940 at 6%. |
| 2001 | 1 | 25 | $0 | $0 | - |
| Crm Inc. Profit Sharing Plan 401K Plan | - | 25 | - | - | - |
| 2000 | 2 | 28 | $0 | $0 | - |
| CRM, INC. PROFIT SHARING 401K PLAN II | - | 0 | - | - | - |
| Crm Inc. Profit Sharing Plan 401K Plan | - | 28 | - | - | - |