Civic Intelligence

Crest Asset Management

Plan context: Crest Asset Management LLC 401K Profit Sharing Plan & Trust

EIN 38-3362646 • 5 filings • 2 plans

Current Snapshot

Latest Year

2004

2004 Participants

7

2004 Assets

$71,861

2004 Contributions

$17,800

Historical Graphs

Total Assets Over Time

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

$71,861$35,931$0200020022004YearValue
$71,861Latest year 2004

Participants Over Time

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

1050200020022004YearValue
7Latest year 2004

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
200417$71,861$17,800$2,543iApproximate average salary by contribution assumption: employee only about $63,571 at 4% or $42,381 at 6%; with 50% employer match about $42,381 at 4% or $28,254 at 6%; with 100% employer match about $31,786 at 4% or $21,190 at 6%.
Crest Asset Management LLC 401K Profit Sharing Plan & Trust-7$71,861$17,800$2,543iApproximate average salary by contribution assumption: employee only about $63,571 at 4% or $42,381 at 6%; with 50% employer match about $42,381 at 4% or $28,254 at 6%; with 100% employer match about $31,786 at 4% or $21,190 at 6%.
2003110$50,091$19,782$1,978iApproximate average salary by contribution assumption: employee only about $49,455 at 4% or $32,970 at 6%; with 50% employer match about $32,970 at 4% or $21,980 at 6%; with 100% employer match about $24,728 at 4% or $16,485 at 6%.
Crest Asset Management LLC 401K Profit Sharing Plan & Trust-10$50,091$19,782$1,978iApproximate average salary by contribution assumption: employee only about $49,455 at 4% or $32,970 at 6%; with 50% employer match about $32,970 at 4% or $21,980 at 6%; with 100% employer match about $24,728 at 4% or $16,485 at 6%.
200217$22,509$15,114$2,159iApproximate average salary by contribution assumption: employee only about $53,979 at 4% or $35,986 at 6%; with 50% employer match about $35,986 at 4% or $23,990 at 6%; with 100% employer match about $26,989 at 4% or $17,993 at 6%.
Crest Asset Management LLC 401K Profit Sharing Plan & Trust-7$22,509$15,114$2,159iApproximate average salary by contribution assumption: employee only about $53,979 at 4% or $35,986 at 6%; with 50% employer match about $35,986 at 4% or $23,990 at 6%; with 100% employer match about $26,989 at 4% or $17,993 at 6%.
200117$14,613$13,828$1,975iApproximate average salary by contribution assumption: employee only about $49,386 at 4% or $32,924 at 6%; with 50% employer match about $32,924 at 4% or $21,949 at 6%; with 100% employer match about $24,693 at 4% or $16,462 at 6%.
Crest Asset Management LLC 401K Profit Sharing Plan & Trust-7$14,613$13,828$1,975iApproximate average salary by contribution assumption: employee only about $49,386 at 4% or $32,924 at 6%; with 50% employer match about $32,924 at 4% or $21,949 at 6%; with 100% employer match about $24,693 at 4% or $16,462 at 6%.
200016$2,663$2,719$453iApproximate average salary by contribution assumption: employee only about $11,329 at 4% or $7,553 at 6%; with 50% employer match about $7,553 at 4% or $5,035 at 6%; with 100% employer match about $5,665 at 4% or $3,776 at 6%.
Crest Asset Management LLC 401K Profit Sharing Plan & Trust-6$2,663$2,719$453iApproximate average salary by contribution assumption: employee only about $11,329 at 4% or $7,553 at 6%; with 50% employer match about $7,553 at 4% or $5,035 at 6%; with 100% employer match about $5,665 at 4% or $3,776 at 6%.
Crest Asset Management | EIN 38-3362646 | 2004 Form 5500 Company Profile