Civic Intelligence

Gregory a. Crosby, Cfp

Plan context: Gregory a. Crosby, Cfp 401(K) Plan

EIN 46-1726865 • Modesto, CA • 22 filings • 2 plans

1101 Sylvan Avenue, Suite B2Modesto, CA 95350-0000
Current Snapshot

Latest Year

2025

2025 Participants

4

2025 Assets

$1,611,971

2025 Contributions

$99,209

Historical Graphs

Total Assets Over Time

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

$3,289,741$1,644,871$0201320192025YearValue
$1,611,971Latest year 2025

Participants Over Time

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

530201320192025YearValue
4Latest year 2025

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
202514$1,611,971$99,209$24,802iApproximate average salary by contribution assumption: employee only about $620,056 at 4% or $413,371 at 6%; with 50% employer match about $413,371 at 4% or $275,581 at 6%; with 100% employer match about $310,028 at 4% or $206,685 at 6%.
Gregory a. Crosby, Cfp 401(K) Plan-4$1,611,971$99,209$24,802iApproximate average salary by contribution assumption: employee only about $620,056 at 4% or $413,371 at 6%; with 50% employer match about $413,371 at 4% or $275,581 at 6%; with 100% employer match about $310,028 at 4% or $206,685 at 6%.
202424$3,289,741$357,249$89,312iApproximate average salary by contribution assumption: employee only about $2,232,806 at 4% or $1,488,538 at 6%; with 50% employer match about $1,488,538 at 4% or $992,358 at 6%; with 100% employer match about $1,116,403 at 4% or $744,269 at 6%.
Gregory a. Crosby, Cfp Cash Balance Plan-4$1,916,192$255,341$63,835iApproximate average salary by contribution assumption: employee only about $1,595,881 at 4% or $1,063,921 at 6%; with 50% employer match about $1,063,921 at 4% or $709,281 at 6%; with 100% employer match about $797,941 at 4% or $531,960 at 6%.
Gregory a. Crosby, Cfp 401(K) Plan-4$1,373,549$101,908$25,477iApproximate average salary by contribution assumption: employee only about $636,925 at 4% or $424,617 at 6%; with 50% employer match about $424,617 at 4% or $283,078 at 6%; with 100% employer match about $318,463 at 4% or $212,308 at 6%.
202324$2,661,349$343,043$85,761iApproximate average salary by contribution assumption: employee only about $2,144,019 at 4% or $1,429,346 at 6%; with 50% employer match about $1,429,346 at 4% or $952,897 at 6%; with 100% employer match about $1,072,009 at 4% or $714,673 at 6%.
Gregory a. Crosby, Cfp Cash Balance Plan-4$1,502,095$250,000$62,500iApproximate average salary by contribution assumption: employee only about $1,562,500 at 4% or $1,041,667 at 6%; with 50% employer match about $1,041,667 at 4% or $694,444 at 6%; with 100% employer match about $781,250 at 4% or $520,833 at 6%.
Gregory a. Crosby, Cfp 401(K) Plan-4$1,159,254$93,043$23,261iApproximate average salary by contribution assumption: employee only about $581,519 at 4% or $387,679 at 6%; with 50% employer match about $387,679 at 4% or $258,453 at 6%; with 100% employer match about $290,759 at 4% or $193,840 at 6%.
202224$1,993,696$340,525$85,131iApproximate average salary by contribution assumption: employee only about $2,128,281 at 4% or $1,418,854 at 6%; with 50% employer match about $1,418,854 at 4% or $945,903 at 6%; with 100% employer match about $1,064,141 at 4% or $709,427 at 6%.
Gregory a. Crosby, Cfp Cash Balance Plan-4$1,092,210$250,000$62,500iApproximate average salary by contribution assumption: employee only about $1,562,500 at 4% or $1,041,667 at 6%; with 50% employer match about $1,041,667 at 4% or $694,444 at 6%; with 100% employer match about $781,250 at 4% or $520,833 at 6%.
Gregory a. Crosby, Cfp 401(K) Plan-4$901,486$90,525$22,631iApproximate average salary by contribution assumption: employee only about $565,781 at 4% or $377,188 at 6%; with 50% employer match about $377,188 at 4% or $251,458 at 6%; with 100% employer match about $282,891 at 4% or $188,594 at 6%.
202124$1,878,410$187,586$46,897iApproximate average salary by contribution assumption: employee only about $1,172,413 at 4% or $781,608 at 6%; with 50% employer match about $781,608 at 4% or $521,072 at 6%; with 100% employer match about $586,206 at 4% or $390,804 at 6%.
Gregory a. Crosby, Cfp 401(K) Plan-4$946,752$85,908$21,477iApproximate average salary by contribution assumption: employee only about $536,925 at 4% or $357,950 at 6%; with 50% employer match about $357,950 at 4% or $238,633 at 6%; with 100% employer match about $268,463 at 4% or $178,975 at 6%.
Gregory a. Crosby, Cfp Cash Balance Plan-4$931,658$101,678$25,420iApproximate average salary by contribution assumption: employee only about $635,488 at 4% or $423,658 at 6%; with 50% employer match about $423,658 at 4% or $282,439 at 6%; with 100% employer match about $317,744 at 4% or $211,829 at 6%.
202025$1,486,476$334,986$66,997iApproximate average salary by contribution assumption: employee only about $1,674,930 at 4% or $1,116,620 at 6%; with 50% employer match about $1,116,620 at 4% or $744,413 at 6%; with 100% employer match about $837,465 at 4% or $558,310 at 6%.
Gregory a. Crosby, Cfp 401(K) Plan-5$750,872$78,965$15,793iApproximate average salary by contribution assumption: employee only about $394,825 at 4% or $263,217 at 6%; with 50% employer match about $263,217 at 4% or $175,478 at 6%; with 100% employer match about $197,413 at 4% or $131,608 at 6%.
Gregory a. Crosby, Cfp Cash Balance Plan-4$735,604$256,021$64,005iApproximate average salary by contribution assumption: employee only about $1,600,131 at 4% or $1,066,754 at 6%; with 50% employer match about $1,066,754 at 4% or $711,169 at 6%; with 100% employer match about $800,066 at 4% or $533,377 at 6%.
201924$984,098$166,064$41,516iApproximate average salary by contribution assumption: employee only about $1,037,900 at 4% or $691,933 at 6%; with 50% employer match about $691,933 at 4% or $461,289 at 6%; with 100% employer match about $518,950 at 4% or $345,967 at 6%.
Gregory a. Crosby, Cfp 401(K) Plan-4$575,664$74,257$18,564iApproximate average salary by contribution assumption: employee only about $464,106 at 4% or $309,404 at 6%; with 50% employer match about $309,404 at 4% or $206,269 at 6%; with 100% employer match about $232,053 at 4% or $154,702 at 6%.
Gregory a. Crosby, Cfp Cash Balance Plan-4$408,434$91,807$22,952iApproximate average salary by contribution assumption: employee only about $573,794 at 4% or $382,529 at 6%; with 50% employer match about $382,529 at 4% or $255,019 at 6%; with 100% employer match about $286,897 at 4% or $191,265 at 6%.
201824$695,902$167,634$41,909iApproximate average salary by contribution assumption: employee only about $1,047,713 at 4% or $698,475 at 6%; with 50% employer match about $698,475 at 4% or $465,650 at 6%; with 100% employer match about $523,856 at 4% or $349,238 at 6%.
Gregory a. Crosby, Cfp 401(K) Plan-4$416,655$74,634$18,659iApproximate average salary by contribution assumption: employee only about $466,463 at 4% or $310,975 at 6%; with 50% employer match about $310,975 at 4% or $207,317 at 6%; with 100% employer match about $233,231 at 4% or $155,488 at 6%.
Gregory a. Crosby, Cfp Cash Balance Plan-4$279,247$93,000$23,250iApproximate average salary by contribution assumption: employee only about $581,250 at 4% or $387,500 at 6%; with 50% employer match about $387,500 at 4% or $258,333 at 6%; with 100% employer match about $290,625 at 4% or $193,750 at 6%.
201724$530,538$141,827$35,457iApproximate average salary by contribution assumption: employee only about $886,419 at 4% or $590,946 at 6%; with 50% employer match about $590,946 at 4% or $393,964 at 6%; with 100% employer match about $443,209 at 4% or $295,473 at 6%.
Gregory a. Crosby, Cfp 401(K) Plan-4$342,585$50,369$12,592iApproximate average salary by contribution assumption: employee only about $314,806 at 4% or $209,871 at 6%; with 50% employer match about $209,871 at 4% or $139,914 at 6%; with 100% employer match about $157,403 at 4% or $104,935 at 6%.
Gregory a. Crosby, Cfp Cash Balance Plan-4$187,953$91,458$22,865iApproximate average salary by contribution assumption: employee only about $571,613 at 4% or $381,075 at 6%; with 50% employer match about $381,075 at 4% or $254,050 at 6%; with 100% employer match about $285,806 at 4% or $190,538 at 6%.
201624$346,822$138,411$34,603iApproximate average salary by contribution assumption: employee only about $865,069 at 4% or $576,713 at 6%; with 50% employer match about $576,713 at 4% or $384,475 at 6%; with 100% employer match about $432,534 at 4% or $288,356 at 6%.
Gregory a. Crosby, Cfp 401(K) Plan-4$257,570$49,159$12,290iApproximate average salary by contribution assumption: employee only about $307,244 at 4% or $204,829 at 6%; with 50% employer match about $204,829 at 4% or $136,553 at 6%; with 100% employer match about $153,622 at 4% or $102,415 at 6%.
Gregory a. Crosby, Cfp Cash Balance Plan-4$89,252$89,252$22,313iApproximate average salary by contribution assumption: employee only about $557,825 at 4% or $371,883 at 6%; with 50% employer match about $371,883 at 4% or $247,922 at 6%; with 100% employer match about $278,913 at 4% or $185,942 at 6%.
201514$193,939$67,607$16,902iApproximate average salary by contribution assumption: employee only about $422,544 at 4% or $281,696 at 6%; with 50% employer match about $281,696 at 4% or $187,797 at 6%; with 100% employer match about $211,272 at 4% or $140,848 at 6%.
Gregory a. Crosby, Cfp 401(K) Plan-4$193,939$67,607$16,902iApproximate average salary by contribution assumption: employee only about $422,544 at 4% or $281,696 at 6%; with 50% employer match about $281,696 at 4% or $187,797 at 6%; with 100% employer match about $211,272 at 4% or $140,848 at 6%.
201412$127,321$61,850$30,925iApproximate average salary by contribution assumption: employee only about $773,125 at 4% or $515,417 at 6%; with 50% employer match about $515,417 at 4% or $343,611 at 6%; with 100% employer match about $386,563 at 4% or $257,708 at 6%.
Gregory a. Crosby, Cfp 401(K) Plan-2$127,321$61,850$30,925iApproximate average salary by contribution assumption: employee only about $773,125 at 4% or $515,417 at 6%; with 50% employer match about $515,417 at 4% or $343,611 at 6%; with 100% employer match about $386,563 at 4% or $257,708 at 6%.
201313$64,698$64,433$21,478iApproximate average salary by contribution assumption: employee only about $536,942 at 4% or $357,961 at 6%; with 50% employer match about $357,961 at 4% or $238,641 at 6%; with 100% employer match about $268,471 at 4% or $178,981 at 6%.
Gregory a. Crosby, Cfp 401(K) Plan-3$64,698$64,433$21,478iApproximate average salary by contribution assumption: employee only about $536,942 at 4% or $357,961 at 6%; with 50% employer match about $357,961 at 4% or $238,641 at 6%; with 100% employer match about $268,471 at 4% or $178,981 at 6%.