Civic Intelligence

Crown Capital Mgmt

Plan context: CROWN COMPANIES 401(K) PLAN

EIN 46-1401268 • Sarasota, FL • 10 filings • 2 plans

240 Field End StreetSarasota, FL 34240
Current Snapshot

Latest Year

2024

2024 Participants

386

2024 Assets

$1,157,680

2024 Contributions

$346,941

Historical Graphs

Total Assets Over Time

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

$1,157,680$578,840$0202020222024YearValue
$1,157,680Latest year 2024

Participants Over Time

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

5162580202020222024YearValue
386Latest 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
20242386$1,157,680$346,941$899iApproximate average salary by contribution assumption: employee only about $22,470 at 4% or $14,980 at 6%; with 50% employer match about $14,980 at 4% or $9,987 at 6%; with 100% employer match about $11,235 at 4% or $7,490 at 6%.
CROWN COMPANIES 401(K) PLAN-63$1,157,680$346,941$5,507iApproximate average salary by contribution assumption: employee only about $137,675 at 4% or $91,783 at 6%; with 50% employer match about $91,783 at 4% or $61,189 at 6%; with 100% employer match about $68,838 at 4% or $45,892 at 6%.
Crown Capital Mgmt Welfare Benefit Plan-386---
20232417$782,379$273,963$657iApproximate average salary by contribution assumption: employee only about $16,425 at 4% or $10,950 at 6%; with 50% employer match about $10,950 at 4% or $7,300 at 6%; with 100% employer match about $8,212 at 4% or $5,475 at 6%.
CROWN COMPANIES 401(K) PLAN-55$782,379$273,963$4,981iApproximate average salary by contribution assumption: employee only about $124,529 at 4% or $83,019 at 6%; with 50% employer match about $83,019 at 4% or $55,346 at 6%; with 100% employer match about $62,264 at 4% or $41,510 at 6%.
Crown Capital Mgmt Welfare Benefit Plan-417---
20222371$482,831$242,322$653iApproximate average salary by contribution assumption: employee only about $16,329 at 4% or $10,886 at 6%; with 50% employer match about $10,886 at 4% or $7,257 at 6%; with 100% employer match about $8,164 at 4% or $5,443 at 6%.
CROWN COMPANIES 401(K) PLAN-324$482,831$242,322$748iApproximate average salary by contribution assumption: employee only about $18,698 at 4% or $12,465 at 6%; with 50% employer match about $12,465 at 4% or $8,310 at 6%; with 100% employer match about $9,349 at 4% or $6,233 at 6%.
Crown Capital Mgmt Welfare Benefit Plan-371---
20212516$397,293$327,631$635iApproximate average salary by contribution assumption: employee only about $15,874 at 4% or $10,582 at 6%; with 50% employer match about $10,582 at 4% or $7,055 at 6%; with 100% employer match about $7,937 at 4% or $5,291 at 6%.
CROWN COMPANIES 401(K) PLAN-309$397,293$327,631$1,060iApproximate average salary by contribution assumption: employee only about $26,507 at 4% or $17,672 at 6%; with 50% employer match about $17,672 at 4% or $11,781 at 6%; with 100% employer match about $13,254 at 4% or $8,836 at 6%.
Crown Capital Mgmt Welfare Benefit Plan-516---
20202315$118,205$110,416$351iApproximate average salary by contribution assumption: employee only about $8,763 at 4% or $5,842 at 6%; with 50% employer match about $5,842 at 4% or $3,895 at 6%; with 100% employer match about $4,382 at 4% or $2,921 at 6%.
CROWN COMPANIES 401(K) PLAN-315$118,205$110,416$351iApproximate average salary by contribution assumption: employee only about $8,763 at 4% or $5,842 at 6%; with 50% employer match about $5,842 at 4% or $3,895 at 6%; with 100% employer match about $4,382 at 4% or $2,921 at 6%.
Crown Capital Mgmt Welfare Benefit Plan-130---